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Sign into Microsoft Teams with you username and password. Navigate to the top left corner of the screen and click on the icon that says "Calls". You can either enter the clients number directly into the dial box and press call.  Or, if a client has call...

Once you have started the call. You can put a client on hold by clicking on the three dots at the top of the call screen that says "more" From the dropdown menu, click the button that says "hold" To take the client off hold, click on the button that says...

When you are on a call, you can place a client on mute by clicking on the button that says "mic".  This will mute your microphone so the client cannot hear you speak.  To unmute your microphone, click on the button again that says "Mic". NOTE: It will noti...

Direct Transfer This is usually used when you want to transfer a call directly to your colleague without consulting them first. Once you have the client on the phone, click on the three little dots at the top of the call screen that says "More". Click on "Tr...

This procedure will show you how to use the keypad during a call.  During a call, the keypad is generally only used when you call a company and they prompt you to enter 1. for accounts, 2. for sales etc.    One you have started a phone call, click on the bu...

"Device settings" is used to adjust any audio or video settings during a call.  When you have started a call, you are able to use the "device settings" button. To use these functions, click on the button that says "More" during a call, then select "Device se...

Log into Outlook with your username and password. Go to a previously sent email with your signature.  Highlight the signature, right click your mouse and click "copy." Create a new email by selecting the "Home" tab which is located at the top left of your...

Overview This procedure will teach you how to synchronize folders from Microsoft Teams so you can access shared resources from your file explorer side bar in windows. Procedure Detail Step 1 - Teams Open the Microsoft Teams app and sign in using your em...

In this procedure you will learn how to add a contact in Microsoft Teams. Once you have done this, you will be able to look up the number for the client or search the name in the dial pad and call the client without having to search for their number.    1. S...

Overview This procedure is used when you cannot send a document in outlook because the attached file is too large.  In this procedure, you will learn how to link a OneDrive file to a client so they can view the documents required.  Difficulty Very Easy ...

Overview Once you have completed this procedure, you will have the knowledge to set up your work email on your phone. Difficulty Very Easy Estimated Time Process   Detail Step 1: Open App Store Unlock your phone and navigate to your phones app s...

Overview Once you have completed this procedure, you will have the knowledge to install OneDrive onto your phone.    Difficulty Very Easy Estimated Time Process   Detail Step 1: Open your App store Unlock your phone and navigate to your phones ...

This procedure will show you how to change the audio settings for your speaker and microphone in Microsoft Teams.   Step 1: Open up Microsoft Teams. Click the three dots next to your profile picture and select 'Settings.' Step 2: From the sidebar on the l...