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8.1. Microsoft Teams Softphone Instructions - Teams App
Details
This Document will provide details on how to use the Microsoft Teams Software Phone (app version).
New phone introduction
1. If you have been assigned a Microsoft Teams Phone you should receive a welcome email from Microsoft that contains your number. Additionally this document will show you how to look up your Phone number.
2. Once you receive the email, teams will update and a new tab called “Calls” will appear on the left hand side of the teams application. (this may take up to an hour and a possible restart of teams)
3. Select the calls tab and select Dial a number at the bottom of the page
4. Your phone number will appear above the dial pad
Making Calls
1. Select the calls tab and select Dial a number at the bottom of the page
2. Dial the Number you wish to call in the dial pad and Click Call
3. Your Phone will start dialing through your headset.
Receiving calls
1. When a call is coming through you will receive a desktop alert like the image to the right with the name and number of the individual calling. Select the Purple Icon to answer and Red to hang up.
2. The call will direct to your headset.
Forwarding Calls
1. Click on your Profile picture in the top right of the teams app and choose settings
2. Select Calls on the left side
3. Select forward my calls
4. Click the dropdown next to voicemail and choose new number or contact
5. Search for a person you wish to forward your calls to or type the phone number you wish your calls to be sent to.
Transfer Calls
1. While in a middle of a call click the 3 dots menu icon in the top right and select transfer
2. Type in the name or number of where you wish to transfer.
3. Click Transfer
Setting up Voicemail
1. Click on your Profile picture in the top right of the teams app and choose settings
2. Select Calls on the left side
3. Click configure Voicemail
4. Click Record a greeting
5. You will enter a call with your Voicemail box. Press 2 to record your greeting.
Blocking Numbers
1. Select the calls tab and click history
2. On the right hand side, you will see all previous calls.
3. Click the 3 dots next to the Number you wish to block and select “Block”