Using Skype for Business for Windows

This document explains how to use the Skype for Business application. Use this topic to assist you in navigating the interface.

Interface Basics

The Skype for Business interface contains several symbols and options to assist your use of the application. This topic explains those symbols and fields.

Contacts, Meetings, and Conversations

The upper portion of the Skype for Business window contains several different symbols that, when selected, will quickly open a different part of the Skype application.

SKypeSymbols

The highlighted symbols correspond to the following actions/areas of Skype for Business.

  • Contacts: The Contacts symbol (  ) provides the ability to quickly access your contacts list when working in another area of the application.
  • Conversations: The Conversations symbol () displays all of the conversations you have conducted in Skype for Business Unless otherwise configured, Skype for Business will retain a log of these conversations that can be accessed at anytime by selecting the Conversations symbol.
  • Meetings: The Meetings symbol (), when selected, displays a listing of all the meetings on your Outlook calendar for the day. This provides the ability to quickly view your agenda for the day, without leaving the Skype for Business window.

    MeetingsList
  • Options: The Options symbol (  ) displays the settings within Skype for Business that you have the ability to customize. This screen and the settings are covered in a separate topic.
  • Add a Contact: The Add a Contact symbol (  ) provides the ability to add a contact from the Contact List within Skype for Business.

The last symbol within the Skype for Business interface is the Select Your Primary Device symbol. This symbol, located at the bottom of the screen, displays a drop-down menu, when selected. From this menu, you may select the primary microphone and speakers to be used with Skype for Business. Selecting an option from this menu is not required.

Status Message

The Status field provides the ability to enter a message or thought to Skype for Business. For example, you might add an informative message, like “out of town between the 18th and 20th,” or a greeting, such as “Happy Valentine’s Day!”

To enter a status message, place your cursor in the status field and begin typing the message you want to appear next to your name on Skype for Business. When you have finished entering the text, press the Enter key. The message is now displayed next to your name on Skype for Business. An example is shown below.

StatusMessageContact

Status Field

Skype for Business provides the ability to manually select a status. Your status indicates if you are available to collaborate and chat with others, or if you are busy or in a meeting. Skype for Business syncs with Microsoft Outlook and automatically changes your status to correspond to calendar events. To manually set your status, select the Status drop-down menu. An example is shown below.

SetSkypeStatus

From the drop-down menu, you can select the appropriate status for your current state. The default status is Available. If you do not select a status or you choose the Reset Status, Available will be the status that is displayed. The status you select also determines whether or not you receive messages at certain times. For example, if you select a status of Do Not Disturb, depending on your settings, you may not receive messages while your status is set to Do Not Disturb.

Select the appropriate status for your current state. The status indicator next to your name will change to the corresponding status symbol, as shown below.

StatusSymbol

Repeat these steps to change your Skype for Business status.

Set Your Location Menu

The Set Your Location menu provides the ability to display the location from which you are presently working. For example, if you work from multiple locations, you may want to alert your contacts to your present location. Select the Set Your Location menu, as shown below.

The Set Your Location field becomes a text field in which you can type. Enter the text you want to display as your main location.

Press the Enter or Tab key on your keyboard to save the location information you typed.

Multiple custom locations are not saved within Skype for Business. If you update your location, the previous location is removed. Repeat these steps to display a custom location.

The Options Menu

The Options menu contains two different menu sets. When the gear (  ) icon is selected, the Options menu displays. An example is shown below.

Options-General

When the downward pointing arrow that is on the right side of the gear icon is selected, a pop-up menu is displayed. An example is shown below.

PopupMenuGear

There are five (5) menu options displayed within the pop-up menu. With the exception of the Meet Now and Show Menu Bar options, all options contain a sub-menu.

The File Menu

The File menu contains several options to enable you to quickly perform actions within Skype for Business. A description of those options is below.

FileMenu

Utilize these options as is appropriate.

The Meet Now Option

The Meet Now option within the Options pop-up menu launches a meeting when selected. You can provide the meeting information (located by accessing More Options > Meeting Entry Info) to other individuals that you want to join your meeting session.

The Tools Menu Option

The Tools menu contains several options related to settings and configuration within Skype for Business. A description of those options is below.

ToolsOptions

Utilize these options as is appropriate.

The Help Menu

The Help menu contains several options related to obtaining help and tips within Skype for Business. A description of those options is below.

SkypeHelpMenu
Show Menu Bar

Select the Show Menu Bar option to display the menu bar at the top of the Skype for Business window. The menu that is displayed when this option is selected is the same that is available from the Options pop-up menu.

ShowMenu

Use this topic to assist you when using the Options pop-up menu.

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