5. MS Teams
- 13 Nov 2023
- 2 Minutes to read
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5. MS Teams
- Updated on 13 Nov 2023
- 2 Minutes to read
- Print
- DarkLight
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Please note: internal Teams-to-Teams calls as well as video calls will not use Natterbox and will not be logged in Salesforce.
MS Teams can be used as a phone interface with Natterbox with the appropriate setup and software connector. Here are different ways to interact with the interface.
Making a call from Salesforce video:
Making a call from Teams
There are three ways to make a call from teams:
- By dialling the number
- Click on the Calls section on the left menu
- Type the number manually or click on the numbers in the Dial Pad
- Press the Call button to initiate the call.
- Click on the Calls section on the left menu
- By searching for the contact
- In the Calls section , click on the Contacts tab
- Find the contact and click on the phone icon to initiate a call
- In the Calls section , click on the Contacts tab
- By finding a previous call
- In the Calls section , click on History
- Hover the mouse over the record you want to call and click on the phone icon
- In the Calls section , click on History
Making a call from Teams video:
Answering a call in Teams
- A notification on screen will appear whenever there is an inbound call ringing
- Click on the phone icon to answer the call or on the red phone icon to reject the call.
- A new MS Teams window will open with the call connected
Answering a call with Teams video:
Transfer a call using Teams
Blind Transfer
- In the call connected window, press the More icon for additional actions
- In the more actions submenu, click on Transfer
- Type the name or the number of the person you want to transfer the call to, and press the Transfer button
Attended Transfer (Consult Transfer)
- In the call connected window, press the More icon for additional actions
- In the more actions submenu, click on Consult then transfer
- Type the name or the number of the person you want to consult before completing the transfer. A new MS Teams window for the consult call will open
- (Optional) To create a conference between the three parties, click on the more actions icon and select Merge Calls
- Press the Transfer button to complete the transfer of the call
- If the person being consulted cannot take the call, click on Leave in the Consulting window to return to the original call
Put a call 'On Hold' in Teams
- In the call connected window, press the More icon for additional actions
- In the more actions submenu, click on Hold
- To take the call off hold, click on the Resume button
MS Teams Statuses for calls
The below statuses in MS Teams dictate if a user is available or not to receive a call:
Green dot with a tick | Available for calls | |
Red dot | Busy in MS Teams, but the phone will ring | |
Yellow dot with a clock | Away, but the phone will ring | |
Red dot with a minus | Do Not Disturb. The phone will not ring |
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