Skype for Business: Step-by-step guide for new users

Skype for Business: Step-by-step guide for new users

I'm Shawn Wilson from Skype and today I'm gonna walk you through the top features that we use and how to use them efficiently on the new Skype for business client so today I want to walk you through the contact list or the main client within Skype for business the reason I will walk you through is some great features and functionality in this that I think is important to call out the first one is you can see in the new skype inspired user interface is that we're actually using the Skype presence indicators in these we can identify if a user is available if they're inactive or if they're in a conference call as well if somebody chooses to be on do not disturb you also have a couple of other key features one is what's happening today so I might put in here recording a train-the-trainer session and then anybody that happens to know me and see me they'll actually see just like you see here we think do and scale they'll see that I'm recording a train-the-trainer session the other element to this that I really wanted to call out is that it right from this I have the ability to look at people based on the groups that they're in so other than my favorites are they in finance or legal also the ability to check them based on status this is one that I typically used when I need to find somebody that's online for my team I'll go in here and look to see who's available as well you can also base it on relationships are they colleagues are they in your work group are they friends and family but the big piece I really wanted to make sure that you understand in this is how to add somebody so I'm gonna show you what it's like to add Katie who is on my team but I didn't have her in my contacts list yet so I type in Katie Jordan it pulls it from the Skype for business servers and I have the ability to come in and add her to my contact list now typically I'd say oh I led her to external or to finance or one of those but really I talked to Katie so much I wanted to make sure I add her to my favorites I also can copy that same contact to a different location within Skype for business so this case she's part of the marketing team and so I'd make sure to add her to our marketing contacts and as you can see down here there's Katie one of the great things that you'll see with Skype for business is that we have actually adopted the Skype user interface and with the round pictures and the presence indicators to show what the status of a user is is really helpful in increasing your productivity one of the pieces that I wanted to show you is actually how easy it is to start an IM conversation so double clicking on Katie Jordan I have the ability to say hi can you I am at this point Katie says yes no comes back great she says she can do you have the status report we talked about now this is key for us because I had asked her about this file but I don't have the access to the file so I'm now finding out if she has it and if she can actually send it over now this is a great ability for us to work in real time because at this point we're not having to send an email wait for the email and then make sure that I'm getting it so she's just gonna send it right over and as you can see there's the project overview I click download all starts downloading the file for me without ever having to leave our desk or stop the tasks that we were doing at this point she's sent over the file I've got the file that's great but I have some additional questions about this file so what I'm actually gonna do is I'm just gonna take this straight from this and actually add some voice to the call so as I'm calling Katie at this point I can start to ask her some additional questions hi hi Katie how are you doing I'm good how are you I'm good you know what let's make this a video call cuz you know there's just nothing like being able to see each other over video to really get the true personal inner communications that exists within Skype for business ok hey thanks for sending over that status report do you mind if I actually use that for my presentation later this week not at all go ahead excellent thank you I'll make sure to put in some props and kudos in there for you for your help for getting it over to me so quickly wonderful thanks so much thanks Katie have a great day thanks you too one of the things I wanted to make sure that you can see is Skype for business is super easy to create a meeting just with one click so you click the new Skype meeting button at the top and up pops a Outlook meeting request that is already populated with your Skype meeting information right there now at this point all I need to do is add my team member so I'm gonna add Jun then I'm gonna add Katie and I'm gonna give it a subject in the subject and this is going to be status report review and at that point I'm gonna make sure that I got the timing right and it's for today but I want to make sure that I'm later in the day so I'm gonna make it for one o'clock it's a 30-minute meeting and I'm just gonna send it off now at this point this meeting is already on their calendar but it has also set that when they go into their Skype for business client they're going to be able to go to the meetings tab like I showed before and as you can see the Skype for business meeting for status report review is now populated in there so one of the things for me is I can just double click and join the meeting however I need to make sure that both Jimin and Katie know this meeting is there so one of the things that I want to be able to do is I am with both of them really quickly make sure that they get into the conference call so the first thing I'm going to do is I'm actually going to open a meeting with Jimin and then I'm gonna drag Katie into that I am window and it actually makes it a conversation with the three of us at this point they're both getting Iams and we're having a three-way conversation in instant message jeune men responded saying not a problem he's going to be in there so let's just make sure that we all jump into that meeting right away I'll come in I'll double click and at this point there's two participants in the meeting I'm gonna show you it's June Minh but I can always check my participant list by clicking on these three people up top this shows me the ability to see who's in the call what their statuses are they muted are they adding voice is there video coming or they screen sharing this is important with meeting controls and I'll get into this a little bit more later on but the key piece for me right now is we happen to notice that Katie's not in the call so I can come down here under invite more people and actually type in Katie's name add her to the meeting just by adding her name in and clicking OK at this point she'll receive a prompt to join the meeting and in Shia's I'm gonna start up my video and hopefully that'll encourage them to start their video as well hey thanks Katie thanks Jim man it's great to see your faces you're you're bright and smiley faces are making my day hey I wanted to actually just take a couple minutes to go through the PowerPoint a status report that you sent over Katie and Jim and I wanted your input on it so if you have a second I'm gonna share my screen do you have a minute sure awesome one second let me just go as you can see I'm coming in I choose present my desktop using my desktop to share I now get this heads-up display and I can choose whichever monitor I want to project and I want to choose this one and so it actually shows me also the yellow band around it that I'm gonna choose and I press present and at this point my presentation starts to connect and in just a second you can see that it says currently presenting well they don't want to see pictures of themself but we do want to look at our project overview that we were talking about hey guys I really wanted to just talk a little bit about this slide here and I noticed that in the Americas our Skype for business online is just taking off and that's such great news just want to make sure that I've got the right information here and that we're looking good and the only thing that we're yellow on is the equipment ordering is there anything else that I need to know before I go and share this with our leadership team not from my end everything looks good here excellent that's great well I really appreciate it thanks for just taking a minute I know it was a quick meeting and I just wanted to say thanks for making some time for me it really helps now as you can see I have this call monitor up this call monitor is Ivy's got mute control but I can also end the call quickly and easily one of the greatest things that Skype for business brings to productivity is the integration with office and so what I wanted to share with you today is actually how tight that integration is and one of the biggest things that's important in meetings is those meeting notes and everybody wants them and everybody wants to know where they are right from the Skype for business client you have the ability to create your notes for your meeting now it's not only just creating the notes it pulls in the time the date for the meeting it also brings in all the participants and how they joined the meeting one of the other pieces I wanted to share with you is the ability to share those notes because it doesn't matter if you just capture them so one of the things you can actually do right from OneNote is email your notes and it automatically populates all the attendees from that meeting and the notes and how they joined so this is just one more way of that rich integration with office that makes Skype for business so easy to use the other piece to share is really the integration with PowerPoint and how valuable it is what I've actually already done is I've actually already uploaded a deck but you could choose right from here a PowerPoint presentation you can choose to upload those PowerPoint files which I've already done so that we can take a look at it now the reason why I share this is this gives me the ability if I only want to be able to have it for me that I can download it or everyone can download it for after the meeting for those important pieces as well I can also choose to present it now so I'm actually going to present right now and once I've got that it's gonna bring up the presentation now I can see that one of my teammates here has highlighted in this presentation the growth in Americas but really I wanted to share that same annotation in probably a different color because I'm really excited actually about the growth over here in Europe for Skype for business online you know Skype has always been really popular in Europe and the fact that Skype for business is growing is really impressive for us so this gives me the ability to annotate and my teammates to do the same thing and see it in real time using the power of PowerPoint it wouldn't be a truly powerful PowerPoint presentation or meeting if we didn't have the ability to share it with the masses so one of the things we've actually have the ability to do is start the recording of the meeting now every single person will get a notification that recording has started I can pause it if I wanted to I can stop it and then at the end I can manage my recordings right from here one of the things that we really always have to figure out is how do you manage that person that while you're in a conference call is making all that background noise and so we give you lots of control to manage your participants as you notice that clicked on those three participant list button up top and now I have the ability to mute I can remove somebody from a meeting I can actually make somebody in attendee which reduces their their rights but the other piece to this is if I really want to make sure that they stay I can also choose pin to gallery but in this case Jim man just you know he all he was in the car or talking to somebody making lots of noise so I just mute him as you can notice his mute button is actually set in his window and so at this point we're not hearing any of his background noise the other piece to this that's important is I want to make Katie an attendee and the reason that this is important is because there's some participant actions that are important the first one is that we bring it to you in that same heads-up display the first one is if I wanted to mute the audience and mute everybody that's great because at that point nobody is able to interrupt me and I just want to be able to finish my sentence without being interrupted and have my ideas taken across but the other one is sometimes you don't necessarily want attendees video to be presenting you just want the primary people and so we also have the ability to turn off video so in this case we made Katie a attendee we turn off her video she doesn't have the ability to share video anymore with us now the big one that's really probably one of the most important that we always see is you're sitting in a meeting and you're like I need to get more people invited to this meeting I can actually invite right from here click invite by email it opens up my outlook client and I can send an email to a colleague that needs to join this meeting one of the great features that we've actually enabled within Skype for business is a great way to engage your meeting community that you're actually presenting to and that feature is actually the poll and so if you can here under present and you choose more one of the things you can do is you can have a whiteboard for collaborating or Q&A but really if you want to get that engagement from the field you throw out a poll now in this case our poll is all about pets right and we want people to tell us what is their favorite type of pet and in my case that I really want to ask is is it a dog is it a cat or is it a pig because you know pot-bellied pigs are really cute we now look for the team to be able to respond to this poll and they'll tell us oh we got we got one dog and I think oh well I have to choose pink because I really just think pigs are really cool so we have a three-way tie but this is a great way to also steer your conversations if you're talking to a group and you want to know which brand they like better or which direction they want to take the meeting and so the poll is a great example of how to engage all levels of presenters and attendees

40 thoughts on “Skype for Business: Step-by-step guide for new users

  1. This is now wrong/irrelevant as Microsoft has (or is) moving everyone over to Teams. Some of it is still there, but the contacts section in particular, has moved and is no longer available.

  2. Hi can u tell me how to find chat history of someone. I know how to check but it is not showing chat hitory, why is that so?

  3. Communicate with voice and video – Skype for Business

  4. Can I download Skype for Business standalone version if I live in the country of Georgia? Should I necessarily download Office 365? Please help me out?

  5. Using Skype for Business Online I'm unable to make/receive (Skype audio) calls from my mobile, when the call is answered it just shows 'connecting call…' for about 10 seconds and then call ends.

  6. I don't know what the heck I did but when I try chatting with someone, the callout bubble is white and cannot type. HELP?

  7. This helped me, like, not at all. What if I want to (a) draw "live" on a tablet, for others on the call to see, or (b) share a PowerPoint file?

  8. My favorite pet would be one that is very smart or still has the keen ancestral instincts to hunt. A dog like that would be great, even a cat and i hate cats but if that cat was super efficient in hunting mice and rats then it would be OK. A pig is smart and would be great it it was good at hunting truffles otherwise the pig is only good for a garbage disposal. I just downloaded Skype today. Thanks for the Tutorial.

  9. Unbelievable. So all this stuff that we've been able to do for years, can now also be done, but in a slightly stripped down way, but for $2/user/month?


    FFS Microsoft.

  10. Hiya, you know what!! I received great coupons from codenimi. You can even get them by searching in google as "Codenimi free". You'll get handful of coupons there.

  11. Can anybody tell me how to create a common platform for everyone to be able to communicate? I'm unable to see "create a chatroom" option on my Skype for business.

  12. One item that was missed.  This is the only way to properly present a video in Skype for Business:

  13. Great information.  I created a complimentary top 10 tips and tricks for Skype for Business.  Let me know what you think.

  14. Your presentation was good, and Katy is so pretty… but Skype For Business is crap…. so there is nothing you can do but like the pigs…

  15. Who wants to discuss there Business (how they eat and pay there bills )online?with who ever?I disscuss my business with u i want to know where you live.people still ideas, and food and ur bill money

  16. I do not have a business or business account but I got invited to a Skype meeting for a job interview, does that mean I have to download and pay for a subscription to use that feature?

  17. Great video guys! This is also a good clip from a business called TeleWare detailing the benefits of Skype For Business Recording

  18. How much interaction is there between clients using Skype for Business and normal Skype non-business (free version) users? In other words, how much functionality is there between the two platforms?

  19. But what is it? Is it a program, a link to an online service or what? I just got a link from the company that I need to speak with.

  20. do you know how to add more than 250 contacts? I have over 600 to move from personal to Business but says I can't add anymore unless I delete some.

  21. hi.. if we have 100 office staff, does everybody need to subscribe with skype for business to join a meeting?

Leave a Reply

Your email address will not be published. Required fields are marked *