Microsoft lync 2010_delegate_training_rtm
Download as PPT, PDF1 like666 views
This document provides instructions for setting up delegate access in Outlook 2007/2010 and Lync to allow assistants to schedule meetings, calls, and online meetings on behalf of their managers. It describes how to designate assistants as delegates, set their permissions to editor level, and customize meeting options. It also outlines how assistants can use the scheduling features in Outlook and Lync to schedule events and start communications like Meet Now and conference calls on behalf of the manager.
Microsoft lync 2010_delegate_training_rtm
- 1. Microsoft Lync™ 2010 ® Delegate Training
- 2. Objectives In this course you learn how to: • Set up Delegate Access using Outlook • Set up Delegate Access in Lync • Schedule an Online Meeting on Behalf of Your Manager • Initiate a Meet Now on Behalf of Your Manager • Start a Conference Call on Behalf of Your Manager
- 3. Set up Delegate Access Using Outlook 2007 1. Click Tools then Options 2. Click Options 3. In the Options window, click Delegates tab. 4. Click Add and type the name of the person whom you want to designate as your delegate 5. Click Add, and then click OK. 6. In the Delegate Permissions dialog box, under the calendar option , select Editor rights. 7. To send a message to notify the delegate of the changed permissions, select the Automatically send a message to delegate summarizing these permissions check box. 8. Click OK. Note: These steps must be performed by the manager
- 4. Set up Delegate Access Using Outlook 2010 1. Click the File tab. 2. Click Account Settings, and then click Delegate Access. 3. Click Add. 4. Type the name of the person whom you want to designate as your delegate 5. Click Add, and then click OK. 6. In the Delegate Permissions dialog box, under the calendar option , select Editor rights. 7. To send a message to notify the delegate of the changed permissions, select the Automatically send a message to delegate summarizing these permissions Note: These steps must be performed by the manager. check box. 8. Click OK.
- 5. Set up Delegate Access in Lync 1. Open Lync. 2. Click the drop down Menu, then Tools and Call-Forwarding Settings. 3. Click Edit my delegate members , then click Add to select the delegates. Note: These steps must be performed by the manager.
- 6. Schedule on Behalf of Your Manager 1. Open Outlook and go to your manager’s calendar. 2. Select a time, then click New Select a Time Online Meeting on the outlook toolbar. 3. When the invitation opens, notice the meeting URL contains your manager’s alias. 4. Also notice your manager’s name In Shared Folder at the bottom of the invitation. Manager’s Alias 5. Type a subject and add the invitees. Shared Folder
- 7. Customize Your Meeting Options Change the default meeting options. 1.Click Meeting Options on the Outlook ribbon to customize Access Level, Presenters and Audio options. 2.When the Meeting Options window opens, Select Presenters select the check box next to Customize access and presenters for this meeting. 3.Under Access & Presenter section, select the options as appropriate. 4.TIP: You can click Remember Settings to save the options as default for your manager. 5.When you are done scheduling the meeting, Invitation to attendees send the invite to the participants. Note: The invitation will include your name, your manager’s name and the meeting information; including meeting link and audio information.
- 8. Meet Now on Behalf of Your Manager 1. Open Lync, click the Options button, and then click Meet Now. You can also click Meet Now on the Menu Bar. 2. Select For <your manager>. 3. An online meeting opens for your manager. 4. Click the People menu and invite your manager and any other contacts.
- 9. Join the Meet Now Meeting People you invite to the meeting receive a notification and can join by clicking the alert. Pop-up invitation 1 Participants connected 2 3 Connecting to the meeting Note: The Meet Now on-behalf-of boss must have audio to configured.
- 10. Start a Conference Call on Behalf of Your Manager 1. Open Lync and select the contacts to join the conference call. Note: Hold the CTRL key down when selecting multiple contacts. 2. Right click the selection and point to Start a conference call . 3. Select For <your manager>. 4. Select Lync or the number to be used to start the conference call from.
- 11. Review This course covered the following: • Set up Delegate Access using Outlook • Set up Delegate Access in Lync • Schedule an Online Meeting on Behalf of Your Manager • Initiate a Meet Now on Behalf of Your Manager • Start a Conference Call on Behalf of Your Manager
- 12. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Exchange ActiveSync, Excel, Lync, Outlook, PowerPoint, SharePoint, SQL Server, Windows, Windows Live, Windows Mobile, Windows Server, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. BACK TO OBJECTIVES