Skype For Business

Learn How to Transform the Way You Work
For Business
Microsoft Skype for Business Courseware
Published by Velsoft Training Materials Inc.
Courseware Release Version 2.0

2015 by Velsoft Training Materials, Inc.
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Note to the Learner
This book contains several modules, each with the following elements:
Module
Each module starts with a bulleted list of topics to be covered.
Overview
Topics Each module contains topics. Each topic contains theory and/or an
exercise.
Review Each module contains five review questions. Answers are included
Questions in the Instructors Guide.
Tip:
Throughout this
manual, you will see
these tips which
explain an alternate
method of doing
something, a point of
interest about the
topic at hand, and/or
other facts that you
might find useful.
Table of Contents
Module 1: The Basics _________________________________________________________________________ 1

Opening Skype for Business ___________________________________________________________________ 2
Signing In __________________________________________________________________________________ 5
Signing Out ________________________________________________________________________________ 8
Closing Skype for Business ____________________________________________________________________ 9
Review Questions __________________________________________________________________________ 10
Module 2: Setting Your Presence and Location _________________________________________________ 11

About Presence Statuses _____________________________________________________________________ 12
Setting Your Presence Status on Login __________________________________________________________ 14
Setting Your Presence While Logged In _________________________________________________________ 16
Adding a Personal Note______________________________________________________________________ 18
Setting Your Location _______________________________________________________________________ 20
Module 3: Managing Contacts, Part One _______________________________________________________ 23

Adding Internal Contacts ____________________________________________________________________ 24
Adding External Contacts ____________________________________________________________________ 27
Creating Contact Groups ____________________________________________________________________ 32
Moving Contacts to Groups __________________________________________________________________ 34
Adding Contacts to Your Favorites _____________________________________________________________ 36
Deleting Contacts and Contact Groups _________________________________________________________ 38
Module 4: Managing Contacts, Part Two _______________________________________________________ 41
Blocking Contacts __________________________________________________________________________ 42
Using the Status View _______________________________________________________________________ 44
Using the Relationships View _________________________________________________________________ 46
Using the New View ________________________________________________________________________ 48
Module 5: The Alerts and Alert Sounds ________________________________________________________ 51

About Alerts ______________________________________________________________________________ 52
Disabling Alert Sounds ______________________________________________________________________ 53
Changing Alert Sounds ______________________________________________________________________ 55
Setting Status Change Alerts _________________________________________________________________ 61
Configuring Do Not Disturb __________________________________________________________________ 63
Module 6: Sending and Receiving Instant Messages(IM) __________________________________________ 67

Sending an IM to a Contact ___________________________________________________________________ 68
Responding to an Incoming IM ________________________________________________________________ 72
Using Spellcheck ___________________________________________________________________________ 76
Using Emoticons ___________________________________________________________________________ 79
Changing the Font __________________________________________________________________________ 82
Viewing Conversation History ________________________________________________________________ 84
Module 7: Audio and Video Calls ______________________________________________________________ 89

Making an Audio Call _______________________________________________________________________ 90
Making a Video Call ________________________________________________________________________ 94
Recording a Video or Audio Call _______________________________________________________________ 98
Changing Audio Device Settings ______________________________________________________________ 102
Changing Video Device Settings ______________________________________________________________ 105
Review Questions _________________________________________________________________________ 109
Module 8: Skype Meetings __________________________________________________________________ 110
Setting Up a Skype Meeting in Outlook ________________________________________________________ 111
Joining a Skype Meeting ____________________________________________________________________ 116
Setting Up an Impromptu Conference Call in Skype for Business ____________________________________ 120
Setting Up an Impromptu Group IM Conversation _______________________________________________ 123
Taking Notes with OneNote _________________________________________________________________ 127
Module 9: Presenting with Skype for Business, Part One ________________________________________ 131
Displaying a PowerPoint Presentation _________________________________________________________ 132
Displaying a Whiteboard ___________________________________________________________________ 136
Sharing Your Screen _______________________________________________________________________ 141
Sharing Programs _________________________________________________________________________ 146
Module 10: Presenting with Skype for Business, Part Two _______________________________________ 152
Posting a Poll _____________________________________________________________________________ 153
Posting a Q&A ____________________________________________________________________________ 160
Sending Files to Participants _________________________________________________________________ 164
Sharing Notes with OneNote ________________________________________________________________ 168
Module 11: Advanced Settings ______________________________________________________________ 173

Turning Off All Pictures_____________________________________________________________________ 174
Always Display the Skype for Business Window on Top ___________________________________________ 177
Using the Skype for Business Recording Manager ________________________________________________ 179
Preventing Skype for Business from Starting Automatically ________________________________________ 183
Module 12: Using Skype for Business in the Notification Area ___________________________________ 186
Viewing the Skype for Business Notification Area Icon ____________________________________________ 187
Changing Your Status ______________________________________________________________________ 188
Signing In and Signing Out __________________________________________________________________ 189
Opening Skype for Business from the Notification Area ___________________________________________ 191
Closing Skype for Business from the Notification Area ____________________________________________ 192
Review Question Answers___________________________________________________________________ 194
If you would like this course in an
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you can download this free at
www.velsoft.com/skypeforbusiness
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Microsoft Skype for Business 1
Module 1:
The Basics
In this Module, we will learn how to:

Open Skype for Business 2015
Sign into your Skype for Business account
Sign out of your Skype for Business account
Close Skype for Business
Tip:
We recommend that you copy the
Exercise Files folder to a readily
accessible location, such as the
desktop.
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Opening Skype for Business
At its core, Microsoft Skype for Business (previously known as Microsoft Lync) is an
instant messaging client (much like Google Talk and Apple Messages). However, this
application not only includes instant messaging capabilities, but also voice calling, video
conferencing, and some powerful collaborative features.
To open Skype for Business using Windows 8, click the Skype for Business 2015 tile if it
has been pinned to the Start screen. If you do not see this tile, type Skype for Business
2015 with the Start screen open and then click on the most relevant result:
(If you are using Windows 7 or Windows Vista, click Start All Programs Microsoft
Office Skype for Business 2015.)
If you are opening Skype for Business for the first time, you will see a Welcome window
that provides you with some tips for using it:
You can skip this window by clicking the Skip for now button that is near its top right-
hand corner or you can browse through these tips by clicking the Next button until youve
reached the end:
Skype for Business itself will open on your desktop in a small window:
A Skype for Business icon will also be displayed in the notification area on the taskbar:
Signing In
To begin, ensure that the Skype for Business window is open on your screen.
Inside the Sign-in address text box, type your sign-in address (your organizational e-
mail address). Click Sign In:
After a moment, you will be asked to

enter your password. Type it into the
provided text box and then click Sign
In:
A pop-up dialog will appear that asks

you if you would like to save your sign-
in information. If you are using your
own computer, click Yes. However, if
you are using a shared computer, click
No:
If you are signing in for the first time,

you will be asked if you want to allow
Microsoft to collect anonymous data
to help improve their products. Click
Yes or No to continue:
You will now be signed into Skype for Business:
Signing Out
To begin, open Skype for Business and sign into your Skype for Business account if you
have not already done so.
Once you have finished with Skype for Business, you should always sign out of it.
On the Skype for Business window, just

below your name, click the presence
status drop-down command and click Sign
Out:
Alternatively, you can also sign out of

Skype for Business by clicking Options (
) File Sign Out.
You will now be signed out of your

account, but the Skype for Business
window will still be displayed:
Closing Skype for Business
If you click the Close button ( ) in the upper right-hand corner of the Skype for Business
window, Skype for Business will be minimized to the taskbar. To close the Skype for
Business client entirely, click Options ( ) File Exit:
Review Questions
How do you open Microsoft Skype for Business 2015 in Windows 8?
When Skype for Business is opened, its icon will be shown on the taskbar, as well as the
_______________.
What are two methods that you can use to sign out of your Skype for Business account
from the Skype for Business window?
What happens when you click the Close button ( ) on the Skype for Business window?
What is the command sequence to close Skype for Business entirely from the Skype for
Business window?
Module 2:
Setting Your Presence and Location

How to understand Presence statuses
Set your presence status when logging in
Set your presence status while you are already logged in
Add a personal note to your status
Set your location
About Presence Statuses

If you use Microsoft Outlook to manage your calendar, your presence status is typically
based upon that. For example, if your Outlook calendar indicates that you are currently in
a meeting, your presence status will indicate as such. Also, if you are currently in a Skype
for Business audio or video call, you presence indicator will indicate that you are In a call.
However, you do have the option to manually set your presence status. This allows you to
indicate if you are available to communicate via Skype for Business. There are numerous
presence statuses that are available, but here is a list of those that are most commonly
used and what they do once applied:
Available ( ) This is the default status and indicates that you are
online and available to be contacted.
Busy ( ) This indicates that you are busy and dont want to be
disturbed, but you will see and receive messages sent to
you. This status may be set automatically if your
calendar indicates that you are currently at an
appointment or meeting.
Do Not Disturb ( ) This status will indicate that you do not wish to be
disturbed. You wont receive notifications unless they
are sent by someone in your own workgroup.
Be Right Back ( ) This status indicates that you are away from your desk,
but will return later. You will still receive message
notifications.
Appear Away ( ) This status can be manually applied, but it will also be
applied if your computer has been idle for a period of
time.
Off Work ( ) This status indicates that while you are currently online,
you are not available for work.
When you are signed into Skype for Business, you will be able to identify the presence
status that you currently have applied by examining the status drop-down command that
appears just below your name. Additionally, the presence status for any contact (as well as
yourself) can be identified by the status circle icon that appears on the right side of their
profile picture:
The icon for Skype for Business on the Windows taskbar will also show your current
status:
As will the Skype for Business icon in the system tray of the taskbar:
Setting Your Presence Status on Login

To begin, open Skype for Business but do not sign in yet.
When you launch and sign into Skype for Business, you have the option of choosing what
presence status you would like to sign in with. By default, the presence status that is used
when you log in is Available. To change this, click the Sign in as drop-down command
just above the Sign In button:
This drop-down command will list several statuses that you can choose from. Click on the
Busy status to apply it:
Upon choosing a status, you will automatically be logged into Skype for Business using
that selection:
Setting Your Presence While Logged In

Once you have signed into Skype for Business, you can modify your presence status by
clicking the small drop-down command that appears just below your name:
This drop-down menu provides you with a list of all of the basic presence status options,
as well as options to reset the status, sign out of Skype for Business, and exit it entirely.
For this example, click on any status that is listed here:
The new presence status will immediately be applied to your Skype for Business account:
Adding a Personal Note

Personal notes are short lines of text that appear on your contact card and will be shown
to anyone who has you added to their Contacts list. They are intended to give you a way to
provide more information to your contacts about your status and whatever you may
currently be doing.
To add a personal note, click inside the text field that appears in the speech balloon at
the top of the Skype for Business window:
Inside this text box, you can type a message. For this example, type Working from home
today:
Once you are done, press the Enter key on your keyboard to apply the message. Now
everyone who has you as a contact will see this note displayed just below your name in
their Contacts list. For example, here you can see a status update that our contact Jane
Gibson made:
To remove a personal note, click inside of the same text box and press Backspace until
all of the text is gone and press Enter. The text inside of this box will revert back to the
default placeholder text.
Setting Your Location

Skype for Business allows you to set a location that will be displayed below your name in
other peoples Contacts list so that they will know where you are currently working. If
your organization has configured Skype for Business so that location-sharing is enabled,
your location will automatically be displayed next to your contact photo whenever you
connect to the network.
To set your location for the first time, click the Set Your Location field (make sure not
to click the drop-down arrow):
A text box will be provided in which you can type your current location. For this example,
type Office into this field:
Press Enter and the new location will now

be applied:
Now, whenever you log into Skype for Business using whatever network you are currently
connected to, the location that you just entered will be displayed automatically. You can
then follow this same process whenever you connect using another network, such as
when working from home, to change your location.
To remove your location information, click inside the same text box and remove all of
the text by pressing Backspace or Delete repeatedly and then pressing Enter. The
location field will revert back to its default state.
Review Questions
What is the default presence status in Skype for Business 2015?
What happens if your presence status is set to Do Not Disturb and someone tries to
send a message to you?
How do you change your presence status once you have already logged into Skype for
Business?
Where on the Skype for Business window do you find the text box that you use to enter
a personal note?
How do you set your location in Skype for Business 2015?
Module 3:
Managing Contacts, Part One

Add internal contacts
Add external contacts
Create contact groups
Move contacts to existing groups
Add contacts to the Favorites group
Delete contacts and contact groups from your Contacts list
Adding Internal Contacts

To begin, open Skype for Business and log into your account.
Contacts in Skype for Business are the online identities of those who you communicate
with. Typically these will be colleagues from your organization; however, some
organizations allow you to add outside (external) contacts. This is useful if you frequently
contact outside customers, businesses, or friends.
To add an internal contact to

your Contacts list, click the
Add a Contact button ( )
that appears on the right
side of the Skype for
Business window:
A menu will appear that

allows you to choose
between adding a contact
from within your
organization or one from
outside of it. Click Add a
Contact in My
Organization:
Upon clicking this option, the search box

on the Skype for Business window will
be selected. Type the name of the
contact that you would like to add to
your Contacts list. The results from this
query will automatically be listed below
the search field:
Right-click on the contact in question.

Then, click Add to Favorites to add
them to the Favorites group:
Alternatively, you could also click Add to Contacts List [group] to add the contact to
a specific contact group that exists in your contacts list.
The new contact will now be listed inside the group that you selected. In this example, the
selected contact has been added to the Favorites group:
Once a person has been added as a contact, you will be able to see their status, personal
notes, their work location, and what features the device that they are running Skype for
Business on supports. In the example above, you can see that the contact is available and
can accept video calls.
Adding External Contacts
Tip:
In order to complete this exercise,
the server you use must allow for
external communications. If this is
not possible treat this topic as a
conceptual lesson.
To begin, open Skype for Business and log into your account if you have not already
done so.
Some organizations allow Skype for Business users to add contacts to their contact list
from outside of their own organization. If yours is such an organization, click the Add a
Contact button ( ) on the right side of the Skype for Business window:
From the menu that appears, choose the Add a Contact Not in My Organization
option. This sub-menu will give you the option to add contacts that use Skype for
Business, or another network. Click on the option that matches the type of contact that
you are adding:
A dialog will be displayed in which you need to enter the information for the contact that
you are adding:
Enter the IM address for the contact that you are adding into the appropriate field.
Usually this is the contacts e-mail address:
(Note that a green checkmark icon will appear when you enter a valid e-mail address.) The
next control in this dialog allows you to choose the contact group in which you want this
contact added. By default this will be set to Other Contacts:
Next, you can choose how much information you would like to share with this new
contact. For security purposes, this setting will be set to External Contacts by default. This
setting will only share your name, e-mail address, company, and profile picture with this
new contact.
Click on this drop-down menu. You will be able to choose from a variety of different
privacy relationship levels, each with their own level of sharing:
For this example, leave External Contacts selected. Click OK to add the new contact:
The new contact will now be listed inside the group that you selected (Other Contacts in
this case):
Creating Contact Groups

To begin, open Skype for Business and log into your account if you have not already.
Contact groups are used to organize your Contacts list in a meaningful way. By default,
Skype for Business includes two primary groups: Favorites and Other Contacts. The
Favorites group lists any contacts that you have explicitly marked as a favorite, while the
Other Contacts group is generally used to hold any other contact that you might have.
Keep in mind that contacts can be displayed in both the Favorites group as well as another
at the same time. Additionally, the Away and Offline Contacts group may appear and list
any of contacts that use one of those statuses.
To create a new contact group, click

Add a Contact ( ) Create a New
Group:
A new group will be added to your

Contacts list with the group title
selected:
For this example, type Module

3 into the provided text area:
When youre done, press Enter

to apply the new name:
With the new group now created, you can now move contacts into it.
Moving Contacts to Groups

To begin, open Skype for Business and log into your account. If you have not already
done so, add one contact (internal or external) and create a new contact group that is
labeled Module 3.
Clicking and dragging allows you to move

contacts to and from the various groups
that appear on your Contacts list. For this
example, click and drag one contact on
your Contacts list to the title bar of the
Module 3 group:
Tip:
Dragging a contact
directly inside a
target group will not
work. You must drag
a contact to the title
area of the target
group.
Release the mouse button. The contact in question will appear within the target group:
(Note that the title of each group contains a count of the number of contacts that appear
within it.)
Adding Contacts to Your Favorites

done so, add one contact (internal or external) to a group.
The Favorites group is where you can place your most frequently contacted or otherwise
important contacts without having to move them from their existing group (unless the
existing group is Other Contacts).
To add a contact to the Favorites group, right-click on the contact in question and click
Add to Favorites:
(Note that you can also add contacts to the Favorites group using the drag-and-drop
method.)
The selected contact will now appear in both its existing group and the Favorites group:
(To remove a contact from your Favorites, right-click on the contact and then click
Remove from Favorites.)
Deleting Contacts and Contact Groups

done so, add one contact (internal or external) to a new or existing custom group in your
Contacts list. As well, create a new contact group that is labeled Module 3.
To remove any contact from your Contacts list, right-click on the contact in question
and click Remove from Contacts List:
A dialog will appear that asks you to confirm your choice of removing the selected contact
from your Contacts list. Click Yes:
The contact will then completely be removed. Note that this procedure cannot be undone.
If you accidentally remove a contact, you will need to add them again manually.
To delete a custom group, right-click on the custom group name (Module 3 in this
example) and then click Delete Group:
The selected group will immediately be deleted. Note that this action will also delete any
contacts that have been placed inside of this group as well.
Review Questions
What are internal contacts?
What contact information do you need in order to add an external contact?
What mouse gesture do you use to quickly move contacts from one group to another?
What happens when you add a contact to the Favorites contact group?
Can you undo removing a contact from your Contacts list?
Module 4:
Managing Contacts, Part Two

Block contacts
Use the Status view
Use the Relationship view
Use the New view
Blocking Contacts
done so, add one contact.
In situations where you do not wish to be contacted by someone, you can choose to block
them in your privacy relationship settings. When a user has been blocked they will be able
to see your name and your e-mail address, but nothing else. They will also be unable to
contact you at all using Skype for Business as you will appear offline to them.
To block a contact, right-click on the contact in question and then click Change Privacy
Relationship Blocked Contacts:
A dialog will appear that explains the

consequences of blocking a contact and
its limitations. Review this information
and click OK to continue:
Returning to the Skype for Business

client, the selected contact will now
indicate that it has been blocked:
Note that the contact that you block will not know that you blocked them. They will only
see you as offline in their Contacts list.
To unblock a contact, right-click on the contact in question and then click Change Privacy
Relationship Colleagues [or another privacy setting]. Click OK on the subsequent
dialog box.
Using the Status View

The Status view allows you to organize and view all of your contacts based upon their
current presence status. Apply the Status view by clicking the Status header just below
the search field on the Skype for Business window:
With the Status view applied, you will see that Skype for Business now displays four
groups: Online, Away, Unknown, and Unavailable. Any contacts that you have will be filed
into the appropriate group depending upon their status:
(Note that offline and busy contacts will be sorted into the Unavailable group.)
Reapply the Groups view by clicking the Groups header:
Using the Relationships View

done so, add at least one contact.
The Relationships view allows you to organize and view all of your contacts based upon
your relationship with them. This relationship is determined by the privacy relationship
that is given to each contact (e.g. Colleague, External Contact, etc.). Apply the
Relationships view by clicking the Relationships header that is located just below the
search field on the Skype for Business window:
With this view applied, you will see that it contains five groups: Friends and Family,
Workgroup, Colleagues, External Contacts, and Blocked Contacts. By default any internal
contacts that you add will appear in the Colleagues section:
Using the New View

The New view is intended to show you other Skype for Business contacts who have added
you to their own respective Contacts list. This allows you to add these contacts to your
own Contact List to ensure that you will be able to contact them.
Apply this view by clicking the New header just below the search field:
Any contacts whom you have not added to your Contacts list, but have added you to their
own list, will be shown here:
(Note that the Contact icon includes a red number that indicates the number of people
that have added you to their own contact list that dont appear in your own.)
From here, you can add these contacts to your Contacts list using the usual methods.
Review Questions
How do you block a contact?
Will a contact know if you blocked them?
What is the Status view used for?
What groups are displayed in the Relationships view?
What does the New view show?
Module 5:
The Alerts and Alert Sounds
In this Module, we will learn about:

Alerts and alert sounds

Disable alert sounds
Change alert sounds
Set status change alert
Configure Do Not Disturb
About Alerts
Alerts are small pop-up messages that appear in the lower right-hand corner of your
screen. Typically they are used to notify you when someone has sent you an instant
message, or other such event:
You are usually able to interact with these alerts to respond to them by clicking on them
or ignore them by clicking the Ignore button. Alerts also produce a sound when they are
triggered to help get your attention, with a specific sound for each type of event.
Disabling Alert Sounds

To begin, open Skype for Business and sign into your account.
While alert sounds are useful to help bring your attention to an important event, they can
also become a disruption for yourself and those around you. For this reason Skype for
Business includes a quick way in which you can disable all alert sounds without having to
turn off the sound for your computer entirely.
To disable alert sounds, first open the Skype for Business Options dialog by clicking
the Options button ( ) on the Skype for Business window:
(Take care not to click the drop-down portion of this button.)
The Skype for Business Options dialog will now be open. On the left side of this dialog,
click the Ringtones and Sounds category:
With the Ringtones and Sounds category now open, clear the Play sounds (including
ringtones for incoming call and IM alerts) checkbox:
Near the bottom right-hand corner of the dialog, click the OK button to apply the new
changes and close this dialog:
Alert sounds will now be disabled. To enable alert sounds once again, follow the same
steps as above, but this time ensure that the Play sounds (including ringtones for
incoming call and IM alerts) checkbox is checked.
Changing Alert Sounds
To change alert sounds, first open the Skype for Business Options dialog by clicking
the Options button ( ) on the Skype for Business window:
click the Ringtones and Sounds category:
With the Ringtones and Sounds category now open, click the Sound Settings button:
The Sound dialog will now be open to the Sounds tab:
The Sounds tab on this dialog allows you to customize which sounds are played during
specific events for specific programs. Scroll down in the Program Events list box until you
see the Lync header (the previous name for Skype for Business):
Under the Lync header will be all of the sounds and alerts that occur in Skype for Business.
Scroll down further and click to select the Incoming IM event:
With the Incoming IM event selected, you will see the sound that this event will play,
listed in the Sounds drop-down menu that is near the bottom of the dialog:
Preview this sound by clicking the Test button:
To choose another sound, click the Sounds drop-down menu and click on any of the
options provided:
With the new sound selected, click Test again to preview it:
(Note that once you use the sound for a particular event, that events icon will change
color.)
When youre ready, click OK to apply the new sound:
Returning to the Skype for Business Options dialog, click OK to apply the new
settings:
To change the Skype for Business alert sounds back to their default configuration,
return to the Sounds tab of the Sound dialog and click Sound Scheme Windows
Default:
Click OK to apply the default settings.
Setting Status Change Alerts

To begin, open Skype for Business and sign into your account. Ensure that you have at
least one contact.
A useful feature in Skype for Business is to have an alert displayed when a particular
contact changes their status to Available. This way you will be notified if someone changes
from Busy to Available, for example.
To tag a contact for status change alerts, right-click on the contact in question and then
click Tag for Status Change Alerts:
With this option selected, you will now see an alert displayed whenever that contact
changes to the Available status from any other status:
When clicked, this notification will open a messaging window with the contact in question.
It also offers the option to untag this particular contact or ignore only the current instance
of the alert.
To untag a contact for status change alerts on the Skype for Business window, use the
same sequence as outlined above; but keep in mind that this time you are deselecting the
Tag for Status Change Alerts option.
Configuring Do Not Disturb

Do Not Disturb is a presence status setting that allows you to control the types of alerts
that you want to receive. To fine tune this presence status setting, first open the Skype
for Business Options dialog by clicking the Options button ( ) on the Skype for
Business window:
click the Alerts category:
This category will display all sorts of controls that you can use to customize how alerts are
displayed in Skype for Business. Within the When my status is Do Not Disturb section,
you will see three radio buttons. Only the last one will be selected:
By default, all alerts will still be shown when your presence status is set to Do Not Disturb;
however, only conversation alerts from contacts in your Workgroup privacy relationship
will be shown.
To block all alerts while this presence status is applied, click the Dont show alerts
radio button:
In the lower right-hand corner of the dialog, click OK to apply the new settings:
Now when someone tries to send you a message while you have the Do Not Disturb status
applied they will be unable to, even if they are in your own workgroup:
Review Questions
Where are alerts displayed?
What is the quickest way to open the Skype for Business Options dialog directly?
What category of the Skype for Business Options dialog do you need to open in order
to change alert sounds?
How do you tag a contact for status change alerts?
What are the default Do Not Disturb settings?
Module 6:
Sending and Receiving Instant
Messages(IM)

Send an instant message to a contact
Respond to an instant message
Use the spellchecker tool
Add emoticons to a message
Change the font used by your messages
View conversation history
Sending an IM to a Contact
To begin, open Skype for Business and sign into your account. Ensure that you have at
least one contact on your Contacts list that you are able to send instant messages to.
To send an instant message to one of your contacts in Skype for Business, there are a few
methods that you can choose from. First, you can right-click on the contact and click Send
an IM:
Or, you can hover your cursor over the profile picture of the contact in question and then
click the IM button ( ) on the quick toolbar that appears:
However, the simplest method is to double-click on the contact listing. For this example,
double-click on the contact that you are working with:
No matter which of the above methods you use, a conversation window will open
separately on your desktop:
At the top of this window will be the recipients name and status. In the provided text area
at the bottom of this window, you are able to type a message. Type Hello! into this area:
With your cursor still in the text area, press Enter on your keyboard to send your
message to the contact. The message that you typed into the text area will now appear in
the primary messaging area of the window. Included will be your name, as well as the date
and time this message was sent:
The recipient can then respond and their message will be shown in the same window.
When youre done, close the conversation window by clicking the Close button in its
upper right-hand corner:
Responding to an Incoming IM
To begin, open Skype for Business and sign into your account. Pair up with a partner and
send each other an instant message.
When you first receive an incoming instant message, it will be displayed as an alert:
This alert provides a few options that you can use to interact with the incoming message.
Clicking the Options button will present you with the option to set your current presence
status to Do Not Disturb:
(Remember that by default, this status will block all alerts unless they are sent by
someone in your own workgroup.)
The Ignore button will disregard the alert and hide it:
Respond to the incoming message alert by clicking on the main part of the alert:
(You will see that when you move your cursor over the main part of the alert, it will appear
shaded and display Accept near the top of it.)
The conversation window will open and display the full message that was sent to you:
Respond to this message by typing in the provided text area at the bottom of this window.
For this example, type Hey, how are you? into this area:
Tip:
As you are typing a message, the
other person(s) in the conversation
will see a notice that indicates you
are typing a message in the
conversation window:
With your cursor still in the text area, press

Enter on your keyboard to send your
response. The message that you typed into
the text area will now appear in the primary
messaging area of the window. Included will
be your name, as well as the date and time
this message was sent:
You can now carry on a conversation. When

youre done, close the conversation
window by clicking the Close button in the
upper right-hand corner:
Using Spellcheck
To begin, open Skype for Business and sign into your account. Open a conversation
window for any contact in your Contacts list.
Spellcheck in Skype for Business is automatically enabled and will flag any errors as you
type. For example, type Teh project is ready. into the provided text area:
As Teh is obviously misspelled, it has been underlined with a red squiggly line. To fix this
spelling error, right-click on the underlined text and click on one of the corrections that
are provided:
Tip:
Note that you have the option to

add the identified word into your
dictionary so that it is not flagged
again in the future.
The suggested spelling that you clicked will now have replaced the text that was
previously flagged:
Close the conversation window by clicking the Close button in the upper right-hand
corner:
Using Emoticons
window for any contact on your Contacts list.
Emoticons (small icons that represent facial expressions, amongst other things) are a
staple in many Internet communications. You have probably already sent a few yourself!
Emoticons can be added to your Skype for Business messages to help add context that
could otherwise be lost.
To add an emoticon to a message, click

the Choose a smiley button that
appears near the bottom right of the
This will produce a menu that lists a

variety of emoticons that you can choose
from. For this example, click on the
Smiley emoticon:
The smiley face will now appear within the text area of the conversation window:
Alternatively, you can also add emoticons by typing them out. For example, in the text
area of the conversation window, type ;) after the smiley face:
While its only simple text characters at this point, press Enter to send the message.
When the message is sent, the text will automatically have changed into an emoticon:
corner:
Changing the Font
window for any contact on your Contacts list.
By default, Skype for Business uses a simple black font for instant messages. To change
this font face (and its other attributes), click the More Options button ( ) that appears
in the lower right-hand corner of the conversation window. On the menu of options
that appear, click Change Font:
A pop-out menu will appear and offer you several choices of different colors, font types,
font sizes, and even font effects. For this example, change the text color to blue by
clicking on the Blue color swatch:
With the Blue color selected, click inside the text area and type your name:
As you can see, any text that you type into the conversation window will now appear blue.
Tip:
While there are many font options
that you can choose from, it is
usually best to be conservative
when selecting fonts or colors.
Some text formatting combinations
can make text very hard to read for
both you and the recipient.
corner:
Viewing Conversation History

Occasionally, you may need to go back through your conversation history to look up a
particular point or item that came up in a discussion.
To view your conversation history, click

the Conversations button ( ) near the
top of the Skype for Business window:
Your entire conversation history with

all of your contacts will now be listed by
date and time:
To view an entire conversation, double-click on one of the entries:
A conversation window will open and list the entire conversation that took place:
corner:
You also have the option to filter the conversation history. For example, click the Missed
header:
Now only messages that you missed (or ignored) will be listed:
Click the Calls header:
Only calls (video or audio) will now be listed:
Review Questions
What is the quickest way to open a conversation window for a contact?
Upon receiving an alert for an incoming message, where do you click on it to open the
conversation window?
How are misspelled words identified in the text area of a conversation window?
What is the text shortcut for the smiley face icon?
How do you view all of your conversation history?
Module 7:
Audio and Video Calls

Make an audio call
Make a video call
Record a video or audio call
Change audio device settings
Change video device settings
Making an Audio Call

ensure that they are one of your contacts.
Skype for Business includes calling capability that you can use to have audio
conversations with any contacts who are working on devices that support it. In order for
you to be able to conduct calls, both the recipient of the call and the initiator need to have
a microphone and speakers (or headset).
Call one of your contacts by pointing to the profile picture of the contact that you would
like to call. Next, on the quick bar that appears, click the Phone button ( ):
A message window will open. You will need to wait until your call is accepted by the
recipient:
Once (or if) the call is accepted, you will be able to talk to the recipient of the call using
your microphone or headset:
Tip:
Note that your presence status will
automatically change to In a call
which is a version of Busy.
If you minimize the conversation window during a call, you will also see a small dialog
appear near the top right-hand corner of your screen. This includes call controls, the name
of who you are talking to, and the current duration of the call. This will appear above any
open window and allow you to control the call no-matter what you are doing on your
computer:
Once the call has been completed, click the Hang Up button ( ) that appears near the
bottom of the conversation window:
Or, on the small Skype for Business dialog box:
This action will automatically close the conversation window and the small Skype for
Business dialog box if it is displayed.
Making a Video Call

ensure that they are one of your contacts.
In addition to audio calls, you can also make video calls so that you will be able to see and
hear the person that you are talking to. In order for you to be able to conduct video calls,
both the recipient of the call and the initiator need to have a webcam, microphone, and
speakers (or headset).
Make a video call to one of your contacts

by pointing your cursor to the profile
picture of the contact that you would like
to call. Next, on the quick bar that appears,
click the Video button ( ):
A message window will open. You will

need to wait until your video call is
accepted by the recipient:
Once the call is accepted, you will be able to see the recipient through their webcam and
talk to them. (In this example, the recipient didnt have a webcam so a placeholder profile
image was shown.) You will also see yourself in the lower right-hand corner of the
window:
Tip:
Note that your presence status will
automatically change to In a call
which is a version of Busy.
If you minimize the conversation window during a call, you will also see a small dialog box
appear near the top right-hand corner of your screen. This primarily includes video from
the call, as well as call controls if you move your mouse over this area. This dialog box will
appear above any open window and allow you to control the call no-matter what you are
doing on your computer:
Or, on the small Skype for Business

dialog box:
This action will automatically close the conversation window and the small Skype for
Business dialog box if it is displayed.
Recording a Video or Audio Call

ensure that they are one of your contacts. Start an audio call with this contact.
Both audio and video calls in Skype for Business are able to be recorded by any party in
the conversation. To start recording the current conversation, click the More Options
button ( ) in the lower right-hand corner of the conversation window and then click
Start Recording:
Once recording has started, a notification will be displayed near the bottom of the
conversation window and a recording icon ( ) will appear near the upper right-hand
corner for all parties in the conversation:
Tip:
Due to differences in local laws, it
is advisable to notify the other
contact(s) in a conversation that
they are being recorded.
As the initiator of the recording, you can stop recording by clicking the Stop button
along the bottom of the Conversation dialog:
(The Pause button can be used to pause a recording without having to stop it entirely.)
You and the other parties in the current conversation will be notified that recording has
been stopped:
End the conversation by clicking the Hang Up button ( ) near the bottom of the
The recording of the call will be stored in the Skype for Business Recording Manager and
can be reviewed there.
Changing Audio Device Settings

While the default audio device settings usually work fine, you may need to fine tune some
of your speaker and microphone settings. To view the audio device settings that Skype
for Business uses for both audio and video calls, click the Select Your Primary Device
icon ( ) in the lower left-hand corner of the Skype for Business window:
On the drop-down menu that appears, click Audio Device Settings:
The Skype for Business Options dialog will now be open to the Audio Device category:
At the top of this dialog is a drop-down command that you can use to select which audio
devices, that are currently attached to your computer, you would like to use with audio
calls. Below this you will see individual drop-down menus for each device type (speaker
and microphone) that you can use to choose audio profiles for. Additionally, a slider will be
provided that you can use to change how loud sounds are and how sensitive your
microphone is.
Click the Play button beside the Ringer setting. You will hear a preview of how loud the
ringer will be:
Lower down on this category you will see options that allow you to choose a secondary
ringer and allow stereo audio playback when available (selected by default).
When youve finished adjusting the settings, click OK to apply them and close this
dialog:
Changing Video Device Settings
While the default video device settings usually work fine, you sometimes may need to fine
tune some of your video and webcam settings. To change the video device settings, first
open the Skype for Business Options dialog by clicking the Options button ( ) on the
Skype for Business window:
With the Skype for Business Options dialog now open, click the Video Device
category:
The Video Device category will now be open within the Skype for Business Options
dialog and your webcam will have automatically turned on:
At the top of this category a drop-down menu allows you to choose from any cameras that
may be connected to your computer. Below this you will see that your webcam has been
turned on and the current picture from it (probably featuring yourself) will be shown.
Click the Camera Settings button:
The Properties dialog will now be open. Inside this dialog you can customize the various
aspects of your webcams image. For example, using the sliders provided, you can adjust
its brightness, contrast, saturation, and more:
Typically the default settings are the best ones, so click OK to close this dialog:
Returning to the Skype for Business

Options dialog, you will see that lower
in the Video Device category is the
Video settings section. This section
contains only one checkbox which is
used to disable or enable the crop and
center feature. This feature will crop
and center the image from your
webcam to ensure that it is consistent:
Click OK to apply any new settings and close the Skype for Business Options dialog:
Review Questions
What is your presence status automatically changed to while you are on an audio or
video call?
While in either a video or audio call, what happens when you click the Hang Up button (
)?
What happens if the recipient of a video call does not have a webcam?
What is the quickest way to open audio device settings?
If you want to change the brightness of your webcams picture, what button do you click
on the Video Device category of the Skype for Business Options dialog?
Module 8:
Skype Meetings

Set up a Skype for Business Meeting using Outlook
Join meetings
Set up impromptu meetings in Skype for Business
Take notes during a meeting with OneNote
Setting Up a Skype Meeting in Outlook
Tip:
In order for you to complete this
exercise, you must have Microsoft
Outlook installed on your
computer and configured with
your own accounts. You will also
want partner for this topic so you
have someone to communicate
with.
To begin, open Microsoft Outlook on your desktop.
Using Microsoft Outlook (or Outlook Online) you can schedule recurring or individual
Skype meetings. When you create a Skype meeting in your calendar, the Skype meeting
link is automatically added to the meeting request that is sent out to the attendees. If your
account is configured for dial-in conferencing, the meeting request will include call-in
information (phone number and conference ID).
To set up a Skype meeting, first open the Calendar workspace of Outlook by clicking
Calendar on the Navigation bar:
Next, click Home New Skype Meeting:
Tip:
Alternatively, you can right-click on
a contact from your Contacts list in
Skype for Business and then click
Schedule a Meeting. This action
will open the Meeting window with
the selected contacts e-mail
information already filled into the
To field.
The Meeting window will now be open and you will be able to set up the meeting as you
would any other in Outlook. For this example, type your partners e-mail address into the
To field:
Next, click the Start time date picker and choose next Monday as the date:
Use the Start time drop-down menu to choose 8:00 AM as a start time:
Next, use the End time controls to change the end time to the same date as the start
time (next Monday), but this time choose 9:00 AM:
In the Subject text box, type Monday Meeting:
When you are ready, click the Send button:
The new Skype for Business meeting will now be added to your calendar and the
invitation will be sent to the e-mails of the contacts that you entered into the To field:
Close Microsoft Outlook.
Joining a Skype Meeting

To begin, open and sign into Skype for Business and pair up with a partner. Each of you
should create a Skype meeting in Outlook for the current date and hour and invite the
other partner.
Invitations to join Skype meetings are sent directly to your inbox in Outlook. Open
Microsoft Outlook (or Outlook Online) and open the meeting invitation that was sent to
you:
As this meeting request is for the current date and time, you can directly join the
meeting by clicking the Join Skype Meeting link that appears at the bottom of the
message:
You browser may open to the Skype for Business Web App; however, because you already
have Skype for Business installed on your computer the desktop version will also open
automatically.
Alternatively, you can also join a same-day meeting by first clicking the Meetings icon in
the Skype for Business window:
Next, double-click the ongoing meeting that you would like to join:
Using either method, a conversation window will be displayed, as well as the Join Meeting
Audio dialog. Here, you can choose to use Skype for Business for a full audio and video
experience, or not to join the audio and have an instant messaging session instead. For
this example, leave the Use Skype for Business option selected and then click OK to
continue:
Tip:
The Call me at option is only
available if your account is set up
for dial-in conferencing. If you
select this option, you can have
Skype for Business call you at any
phone number so that you can join
the meeting that way.
You will now have joined the meeting. Once you have finished, click the Hang Up button (
) to leave the call:
Note that just because you leave the call that doesnt mean the call is over. Any
participants remaining will still be able to continue on with the meeting.
Setting Up an Impromptu Conference Call in Skype for Business

To begin, open and sign into Skype for Business. Ensure that you have at least two
contacts that you can work with.
To start an impromptu meeting in Skype for Business, you do not need to schedule it using
your Outlook calendar. Using just the Skype for Business window, you can quickly and
immediately start a conference call or a group IM conversation.
To start a conference call, first ensure that all of the contacts in question appear online.
Next, press and hold the Ctrl key on your keyboard and click the two contacts that you
would like to work with from your Contacts list to select them:
Right-click on the contact selection and then click Start a Conference Call Skype Call:
A conversation window will open and the participants that you selected will be invited to
join the call. As people accept the invitation and join in on the conversation they will be
added to the conversation window. Your own profile picture will appear smaller and in the
lower right-hand corner of the window:
Tip:
Note that your presence status and
of those participating in the call,
will automatically change to In a
Conference.
A regular conversation window will be displayed. It will notify you that you left the call and
give you the option to rejoin. To exit the conversation completely, close the conversation
window:
Note that just because you leave the call

that doesnt mean the call is over. Any
participants remaining will be notified
that you left the conversation, but they
will still be able to continue on with the
meeting.
Close any open conversation windows.
Setting Up an Impromptu Group IM Conversation

To begin, open and sign into Skype for Business. Ensure that you have at least two
contacts that you can work with.
To start a group IM conversation, first ensure that all of the contacts that you would like
to appear in the conversation are available. Next, press and hold the Ctrl key on your
keyboard, and click two contacts from your Contacts list to select them:
Right-click on the contact selection and then click Send an IM:
A conversation window will open and show you the profile pictures of all the contacts that
you previously selected, as well as your own:
Inside the provided text area, type a message and

press Enter:
This message will then be sent as an alert to all of

the contacts that you previously selected. Everyone
will now be able to communicate together using
instant messaging:
Tip:
Note that you can invite more
people to an existing conversation
by clicking the Invite More People
button ( ). A dialog will be
provided that you can then use to
search for the participants that you
would like to invite.
In the upper right-hand corner of the conversation window, click the Close button to
exit the group conversation:
Any remaining participants will be notified that you have left the conversation, but they
will still be able to continue on.
Taking Notes with OneNote
Tip:
In order for you to complete this
exercise, you must have Microsoft
OneNote installed on your
computer.
To begin, open and sign into Skype for Business. Pair up with a partner. One of you
should create a new meeting for the current date and time. Then, you should both join
that meeting.
Skype for Business offers a quick way for you to take notes with Microsoft OneNote
during a meeting. Near the bottom of the conversation window, click the Present button
( ). On the menu that appears, click My Notes:
Tip:
OneNote must have been opened
previously at least once before you
can use this feature.
The Select Location in OneNote dialog will displayed. Here, you need to choose a page or
section in which you want the notes for this meeting stored. For this example, ensure that
Quick Notes is selected and then click OK:
Microsoft OneNote will open to a new page. This page will already be populated with the
date and participant information for the current meeting.
Additionally, a Notes header area has been provided:
When youre done, close Microsoft OneNote and then close the open conversation
window.
Review Questions
How do you set up a Skype meeting using Microsoft Outlook?
How do you join a Skype meeting using only the Skype for Business window?
How do you select multiple contacts from your Contacts list?
How do you set up an impromptu group IM conversation in Skype for Business?
What kind of information will already be present when you begin taking notes during a
meeting using OneNote?
Module 9:
Presenting with Skype for Business, Part
One

Display a PowerPoint presentation
Display a whiteboard
Share the screen with participants
Share programs with participants
Displaying a PowerPoint Presentation

To begin, open and sign into Skype for Business. Open a conversation window for one of
your contacts.
Skype for Business 2015 includes some powerful presentation components that allow you
to broadcast PowerPoint presentations to any contacts that you are currently talking to
(including audio, video, and text discussions). To display a PowerPoint presentation to all
of the participants in the current discussion, click the Present button ( ). On the menu
that appears, click the Present PowerPoint Files option:
This action will open the Present PowerPoint finder dialog. Use its controls to open the
Exercise Files folder on your desktop. Within the Module 9 folder, click to select Module
9-1. Click Open:
The contacts taking part in the presentation will be notified that you want them to join,
and the selected PowerPoint presentation will be uploaded.
Once the presentation is ready,

the conversation window will
expand to include the
PowerPoint presentation that
you selected:
As the presenter you can move through the slides by clicking the forward (or backward)
arrows that appear near the bottom of the presentation area:
Tip:
It is possible for participants to
take over as the presenter for a
presentation by clicking the Take
Over as Presenter button that
appears at the top of their dialog.
Once you have finished presenting, at the top of the Conversation dialog, click the Stop
Presenting button:
While you will have stopped

presenting, the conversation
window will still be expanded so
that you can present another
presentation if you wish. Click
Hide Stage to return the
conversation window back to its
default state:
Close the conversation window to complete this exercise.
Displaying a Whiteboard
To begin, open and sign into Skype for Business. Open a conversation window to send a
message to one of your contacts.
The Whiteboard in Skype for Business acts as a drawing area where all participants in a
conversation can draw and add notes that everyone can see. To display the Whiteboard
in a conversation, click the Present button ( ). On the menu that appears, click the
More option:
A pop-up dialog box will be displayed with a few different options. Click Whiteboard:
The conversation window will expand to include the whiteboard and all of its controls:
The Whiteboard works in a similar way to a page in a OneNote notebook. By default, the
Text tool will already be selected, so click anywhere on the working area and type
Module 9.
This text will be added to the whiteboard in a text container that can be moved around:
The Whiteboard also includes a number of different tools that you can use to add content.
On the right side of the working area, click the Pen tool:
Click and drag on the working area to begin drawing:
If you wish to save your whiteboard for later review, on the toolbar that appears on the
right hand-side of the whiteboard, click More Options button ( ) Save As, or Send to
OneNote:
Tip:
Remember that every participant
can add content to the whiteboard.
Once you are done with the whiteboard, click the Stop Presenting button at the top of
the conversation window:
While the whiteboard will be hidden, the conversation window will still be expanded to
include the stage area. Click Hide Stage to return the conversation dialog back to its
default state:
Sharing Your Screen

To facilitate presentations and show step-by-step instructions, you have the option to
share what is on your screen with the participants of the conversation. To share your
screen with other people in the current conversation, click the Present button ( ). On
the menu that appears, click the Present Desktop option:
A pop-up dialog will now be displayed. In this dialog box will be a preview of what will be
visible to the other members of the conversation.
Click Present to continue:
A Skype for Business pop-up dialog will now be shown. It reminds you that everyone in the
conversation will be able to see everything on your screen. Additionally, it describes how
this feature works with Windows 8. Review this information and then click OK to
continue:
As the presenter, the Presenting status bar will be displayed along the top of the screen,
while the screen itself will have a yellow border:
Tip:
Note that while you are sharing
your screen, your presence status
will automatically be changed to
Presenting. This is a variation of
the Do Not Disturb status and will
block the majority of alerts.
The contact(s) that are currently in this conversation will have their conversation
windows expanded to show whats on your screen:
Any contact can request control of the presenters computer by clicking the Request
Control button that is near the top of their dialog:
When a contact requests control, you will be notified on the Presenting status bar. Click
Yes to allow for this contact to control your computer remotely or click No to deny this
request:
Alternatively, as the presenter, you can give control to any of the current participants by
clicking Give Control [Attendee Name] on the Presenting status bar:
Participants who are given control over the presenters computer can then interact with
the presenters computer remotely. When they are done, they can release that control
back to the presenter by clicking Release Control at the top of the conversation window:
Once you are done presenting, click the Stop Presenting button at the top of the
Sharing Programs
message to one of your contacts. Open the WordPad application.
Similar to sharing your screen, you can also share programs. This allows users to see and
interact with a specified program that is open on your computer. It works in a similar way
to sharing a screen, but it is limited to a selected program.
To being sharing a program window with any participants in the current conversation,
click the Present button ( ). On the menu that appears, click the Present Programs
option:
The Present Programs pop-up dialog will now be displayed. Listed will be any currently
open programs on your computer. For this example, click to select WordPad:
With a program selected, click the Present button:
A Skype for Business dialog will be displayed, reminding you that everyone in this
conversation will be able to see everything that you do in the selected program.
Additionally, you will see some additional information on how this feature works with
Windows 8. Click OK to continue:
As the presenter, the Presenting status bar will be displayed along the top of the screen
and a yellow border will appear around the program in question (WordPad in this
example):
The contact(s) that are currently in this conversation will have their conversation
windows expanded to show what the currently selected program is displaying:
Any contact can request control of the current program by clicking the Request Control
button that is near the top of the dialog:
When a contact requests control, you as the presenter will be notified on the Presenting
status bar. Click Yes to allow for this contact to control your cursor and use the current
program or click No to deny this request:
Alternatively, as the presenter, you can give control to any of the current participants by
clicking Give Control [Attendee Name]:
Participants who are given control over the presenters computer can release that control
back to the presenter by clicking Release Control at the top of the conversation window:
Once you are done presenting and sharing a program, click the Stop Presenting button
at the top of the conversation window:
Close the conversation window and WordPad to complete this exercise.
Review Questions
How do you begin presenting a PowerPoint presentation during a Skype for Business
conversation?
Is the whiteboard only able to be used by the presenter, or can anyone in the
conversation use it by default?
While sharing your screen, how do you give control of it to the participant?
When sharing your screen, will attendees be able to see everything you are doing on
your computer?
When sharing a program, will attendees be able to see everything you are doing on your
computer?
Module 10:
Presenting with Skype for Business, Part
Two

Post a poll
Post a Q&A
Send files to participants
Share notes with participants using Microsoft OneNote
Posting a Poll
Useful for large meetings with a lot of attendees, Skype for Business has the ability to poll
everyone in a conversation to get a consensus on a particular subject or question. To post
a poll during a conversation, click the Present button ( ). On the menu that appears,
click the More option:
A pop-up dialog box will be displayed with a few different options. Click Poll:
The Create a Poll pop-up dialog will now be displayed:
Using the controls on this dialog you can give this poll a title, write a question, and then
provide choices for attendees to pick from. For this example, type Whats your favorite
color? into the Question text box:
In the provided Choices text boxes, type a color option into each one:
Click Create:
The conversation window on your computer, and of those participating in the

conversation, will expand to show the poll that you just created:
Click the radio button that is associated to one of the options listed to answer this
question:
As recipients pick one of the options presented, you will see the results displayed back to
you in real-time:
Once everyone has answered the poll question, you can close it by clicking Poll Actions
Poll is closed:
With the poll closed, the answers will now be locked in. You can then share these results
with everyone in the conversation by clicking Poll Actions Results are shown to
everyone:
Tip:
While you can share the results of
a poll at any time, it is usually best
to do so only after the poll has been
completed.
If you wish, you can save the results of the poll as a picture by clicking Poll Actions Save
the poll results. However, for this exercise, click the Stop Presenting button at the top of
the conversation window to close the poll:
While you will have stopped presenting, the Conversation dialog will still remain in an
expanded state. Click the Hide Stage button to return the Conversation dialog back to
its default state:
Close the conversation window.
Posting a Q&A
A Q & A acts, and is set up in a similar fashion, as a poll in Skype for Business, but rather
than polling the participants you can ask them specific questions. To post a poll during a
conversation, click the Present button ( ). On the menu that appears, click the More
option:
A pop-up dialog box will be displayed with a few different options. Click Q & A:
The conversation window will expand to include the Q & A area. While the Q & A is active,
participants will be unable to communicate with one another using instant messaging. To
start asking questions the presenter and/or the attendees can type them inside the Ask
a question text area. For this example, type Whats your favorite color?
When youre ready to ask the question that you typed, press Enter on your keyboard.
The question will now be presented in the Q & A area:
To answer a question, click the Answer link that appears below each question:
A text box for the answer will now be provided. Type your answer into this text box:
Press Enter to apply your answer. It will now appear under the question with your name
above it:
Once Q & A is done, click the Stop Q & A button near the bottom of the dialog:
(Note that if you click the Save as button, you can save a transcript of the Q & A.)
The Q & A portion of the Conversation dialog will collapse. As the presenter, ensure that
you click the Turn On Meeting IM button that is at the bottom of the conversation
window if the meeting continues:
Sending Files to Participants

Skype for Business includes a way in which you can distribute files to all participants in a
conversation at once. To do this, click the Present button ( ). On the menu that
appears, click the Add Attachments option:
The Send a File to All Participants finder dialog will now be displayed. Use the controls
to open the Exercise Files folder on your desktop. Open the Module 10 folder and then
click to select Module 10-3. Click Open:
The selected file will now be sent to the recipient(s):
(As the presenter, you have the option to cancel the file transfer by clicking the Cancel All
link.)
The participants will see the file and links to download it to their computer. Additionally,
clicking on the icon of the attachment itself will automatically down the file:
When the recipient(s) successfully downloads the file, the sender will see a small Sent
message appear just below the file:
Sharing Notes with OneNote
Tip:
In order for students to complete
this exercise, they must have
Microsoft OneNote installed on
their computers.
While you can take notes yourself using OneNote during a conversation, you also have
the option to share and create notes with all of the participants. To do this, click the
Present button ( ). On the menu that appears, click the Shared Notes option:
The Choose Notes to Share with Meeting dialog will be displayed. Here, you need to
choose a shared notebook that you would like to use and share with the meeting. For
this example, click New Notebook:
Microsoft OneNote will now be open on your desktop. With your OneDrive account
selected, type Module 10 into the Notebook Name text box. Click Create Notebook:
(Note that you need to be signed into Microsoft Office using your Microsoft account in
order to access the OneDrive option.)
As you are creating a new shared notebook, OneNote will automatically ask if you would
like to share it with other people. As you are already doing this using Skype for Business,
click the Not now button:
Return to the Choose Notes to Share with Meeting dialog. You will see that the new
notebook that you just created will be listed here. Expand this notebook listing and click
to select New Section 1. This is where the shared note will be created and stored. Click
OK:
Microsoft OneNote will open to a new page. This page will already be populated with the
date and participant information for the current meeting. Additionally, a Notes section
has been provided:
Attendees will be notified that the presenter has added notes to the meeting. They can
view and work on these notes by clicking the Open button on this notification:
Attendees may see a security warning displayed after this action. Clicking Yes will allow
them to continue.
The same notebook will then open in Microsoft OneNote on the attendees computers
and they will be able to view, add, and change its contents.
Close Microsoft OneNote and the current conversation to complete the current
exercise.
Review Questions
Are poll results hidden or shown to all attendees by default?
What is the command sequence to post a Q&A?
Is the presenter able to answer questions in a Q & A?
During a meeting, can you choose specific attendees to send a file to?
In order to share notes with OneNote in a Skype for Business meeting, you must use an
existing or create a new __________ notebook.
Module 11:
Advanced Settings

Turn off all profile pictures
Always display the Skype for Business window on top of any other windows
Use the Microsoft Skype for Business Recording Manager
Prevent Skype for Business from starting automatically
Turning Off All Pictures

To begin, open and sign into Skype for Business.
By default, your profile picture and those of your contacts will be displayed in the Skype
for Business window. You can see these pictures beside each contact in the Contacts list
as well as your own picture in the top-left corner of the window. If you wish, you can make
the Skype for Business window a little more compact by hiding all of these pictures.
To hide all of the profile pictures in the Skype for Business window, first open the Skype
for Business Options dialog by clicking the Options button ( ):
With the Skype for Business Options dialog now open, click the Personal category:
With the Personal category displayed, clear the Show pictures of contacts checkbox:
Click the OK button to apply the new changes that you have made:
Return to the Skype for Business window. You will see that all of the profile pictures that
are normally displayed beside each contact on the Contacts list have been hidden:
(Note that this setting will not hide your profile picture from other contacts.)
Always Display the Skype for Business Window on Top

To ensure that Skype for Business alerts are always noticeable, you can choose to have
the Skype for Business window in the foreground. On the Skype for Business window,
click Options ( ) Tools Always on Top:
Click the File Explorer icon that has been pinned to the taskbar along the bottom of your
screen:
When File Explorer opens in its own window, you will see that it appears under the open
Skype for Business window even though it should be on top:
You can disable this feature by following the same command sequence that was outlined
above.
Close the File Explorer window.
Using the Skype for Business Recording Manager

The Skype for Business Recording Manager is where the files for any audio and/or video
calls that you have previously recorded will be stored. Using this application, you can
manage these files, play them back, and more.
Open the Skype for Business Recording Manager by clicking Options ( ) Tools
Recording Manager:
The Skype for Business Recording Manager will now be open. Listed will be any recordings
that you have previously made of an audio or video conversation:
Play any recording that is listed here by first clicking to select the recording in question
and then clicking the Play button:
At this point, Windows Media Player will open and play the recording:
Click the Close button in the upper right-hand corner of this dialog:
Delete a recording by clicking to select it and then clicking the Delete button:
The Delete Recording dialog will now be displayed that asks you to confirm your choice to
delete it. Click Yes to continue:
The selected recording will immediately be deleted from the Skype for Business
Recording Manager.
Close the Skype for Business Recording Manager by clicking the Close button in the
upper right-hand corner of the window:
Preventing Skype for Business from Starting Automatically

By default, Skype for Business will automatically start whenever you log into your
Windows account. While this feature can be useful, it can sometimes get in the way. To
prevent Skype for Business from starting automatically, first open the Skype for
Business Options dialog by clicking the Options button ( ) on the Skype for Business
window:
With the Skype for Business Options dialog open, click the Personal category:
With the Personal category selected, clear the Automatically start Skype for Business
when I log on to Windows: checkbox:
Click OK to apply the new setting:
Skype for Business will no longer automatically start when you log into your Windows
account.
Review Questions
In order to disable pictures on the Contacts list, what dialog do you first need to open?
What is the command sequence to have the Skype for Business window always
displayed on top?
Is the Skype for Business window always displayed on top by default?
By default, what program is used to play recordings stored in the Skype for Business
Recording Manager?
What category on the Skype for Business Options dialog do you first need to open in
order to prevent Skype for Business from starting automatically when you log in into
your Windows account?
Module 12:
Using Skype for Business in the Notification
Area

View the Skype for Business notification area icon
Change your presence status
Sign in and sign out
Open Skype for Business from the notification area
Close Skype for Business from the notification area
Viewing the Skype for Business Notification Area Icon

When Skype for Business is open on your desktop, a Skype for Business icon will also be
placed in the notification area. To view this icon, click the Show hidden icons button to
expand the notification area:
The Skype for Business icon will represent your current presence status. In this case, it will
most likely have a green checkmark to show that you have the Available status applied:
This icon will be present in the notification area for as long as Skype for Business is open.
Changing Your Status

The Skype for Business notification area icon can be used to complete a variety of tasks,
including changing your presence status. To use it to change your current presence
status, right-click on the icon and move your cursor over the My Status option:
This action will produce a menu that lists all of the default presence status options. For
this example, click Busy:
With the Busy presence status now applied, you will see that Skype for Business icon has
changed to incorporate a red dot to indicate this new status:
Signing In and Signing Out

To begin, open Skype for Business. Do not sign into your account or sign out of it if it has
been signed into automatically.
Using the Skype for Business notification area icon, you can also sign into and out of your
account. To sign into your account, right-click the Skype for Business icon and then click
Sign In:
You will immediately be signed into your account using any credentials that you
previously used and saved in Skype for Business:
(If you have not used Skype for Business before, you will be asked to enter your
credentials.)
Sign out by right-clicking on the Skype for Business icon and then click the Sign Out
option:
The Skype for Business icon will then change to indicate that you have been signed out of
Skype for Business:
Opening Skype for Business from the Notification Area

To begin, open Skype for Business. Minimize the Skype for Business window to the
taskbar.
While Skype for Business has been minimized, you can expand it again using the Skype for
Business icon on the notification area. Right-click the Skype for Business icon and then
click Open:
(Alternatively, you can double-click on this icon to achieve the same result.)
Closing Skype for Business from the Notification Area

To begin, open Skype for Business.
Closing the Skype for Business window will only minimize it to the taskbar along the
bottom of your screen. If you want to close Skype for Business entirely, you can use the
Skype for Business icon in the notification area. Right-click on the Skype for Business
icon in the notification area and then click Exit:
Skype for Business will immediately close entirely.
Review Questions
Does the Skype for Business icon in the notification area change in appearance?
What is the command sequence to change your presence status using the Skype for
Business icon in the notification area?
What is the command sequence to log out of your account using only the Skype for
What is the quickest way to open Skype for Business on your screen using only the
Skype for Business notification area icon?
What is the command sequence to close Skype for Business using the Skype for
Business notification area icon?
Review Question Answers
Answers for Review Questions - Module 1
How do you open Microsoft Skype for Business 2015 in Windows 8?

To open Microsoft Skype for Business 2015 in Windows 8, either click the Skype for
Business 2015 tile on your Start screen or type Skype for Business and click on the most
relevant result.
_______________.
notification area.
What are two methods that you can use to sign out of your Skype for Business account
from the Skype for Business window?
To sign out of your Skype for Business account, you can click [presence status] Sign
Out, or you can also click Options ( ) File Sign Out.
What happens when you click the Close button ( ) on the Skype for Business window?
This action will cause the Skype for Business window to be minimized to the taskbar;
however, the program will remain running in the background.
What is the command sequence to close Skype for Business entirely from the Skype for
Business window?
To close Skype for Business entirely, on the Skype for Business window click Options (
) File Exit.
What is the default presence status in Skype for Business 2015?

The default presence status in Skype for Business 2015 is Available.
What happens if your presence status is set to Do Not Disturb and someone tries to
send a message to you?
They will be blocked from sending the message, so you will not receive it.
How do you change your presence status once you have already logged into Skype for
Business?
To change your presence status once you have already logged into Skype for Business,
click the small drop-down command that appears just below your name. From the menu,
click on the status that you would like to apply.
Where on the Skype for Business window do you find the text box that you use to enter
a personal note?
This text box is found at the top of the Skype for Business window, just above your profile
picture and name.
How do you set your location in Skype for Business 2015?
To set your location in Skype for Business 2015, click the Set Your Location field that is
just below the presence status drop-down command. Type your location into this text box
and then press Enter to apply it.
What are internal contacts?
Internal contacts are those contacts who are members of your organization and use the
same Skype for Business service.
What contact information do you need in order to add an external contact?
In order to add an external contact, you need the contacts e-mail address (or username).
What mouse gesture do you use to quickly move contacts from one group to another?
To quickly move contacts to another group in Skype for Business, use the drag-and-drop
(click and drag) method.
What happens when you add a contact to the Favorites contact group?
When a contact is added to the Favorites contact group, the contact in question will
appear within the Favorites group, as well as its original group.
Can you undo removing a contact from your Contacts list?
No. You cannot undo removing a contact from your Contacts list; however, you can add
contacts again if needed.
How do you block a contact?
To block a contact, right-click on the contact in question and then click Change Privacy
Relationship Blocked Contacts.
Will a contact know if you blocked them?
No. The contact that you blocked will only see you as offline.
What is the Status view used for?
The Status view is used to display and organize your contacts based upon their individual
presence statuses.
What groups are displayed in the Relationships view?
The groups that are displayed in the Relationships view are Friends and Family,
Workgroup, Colleagues, External Contacts, and Blocked Contacts.
What does the New view show?
The New view shows you contacts whom you have not added to your Contacts list, but
have added you to their own list.
Where are alerts displayed?
Alerts are displayed in the lower right-hand corner of your screen.
What is the quickest way to open the Skype for Business Options dialog directly?
The quickest way to open the Skype for Business Options dialog is to click the Options
button ( ) on the Skype for Business window.
What category of the Skype for Business Options dialog do you need to open in order
to change alert sounds?
In order to change alert sounds, you need to open the Ringtones and Sounds category on
the Skype for Business Options dialog.
How do you tag a contact for status change alerts?
To tag a contact for status change alerts, right-click on the contact in question and then
click Tag for Status Change Alerts.
What are the default Do Not Disturb settings?
The default Do Not Disturb setting is Show all alerts, but only conversation alerts from
people in my Workgroup privacy relationship.
What is the quickest way to open a conversation window for a contact?
The quickest way to open a conversation window for a contact is to double-click on the
listing for the contact in question on the Contacts list.
Upon receiving an alert for an incoming message, where do you click on it to open the
conversation window?
You click on the main portion of the alert to open the conversation window.
How are misspelled words identified in the text area of a conversation window?
Misspelled words are underlined with a squiggly red line.
What is the text shortcut for the smiley face icon?
The text shortcut for a smiley face icon is :).
How do you view all of your conversation history?
To view your conversation history, click the Conversations button ( ) near the top of the
Skype for Business window. Ensure that the All header is selected.
What is your presence status automatically changed to while you are on an audio or
video call?
Your presence status will automatically change to In a call which is a version of Busy.
While in either a video or audio call, what happens when you click the Hang Up button (
)?
When you click the Hang Up button in either case, the call will end and the conversation
window will automatically close.
What happens if the recipient of a video call does not have a webcam?
While you will be able to hear that person, you will be unable to see them. A placeholder
image will be shown in its place. They will still be able to see you.
What is the quickest way to open audio device settings?
The quickest way to open audio device settings is to click the Select Your Primary Device
icon ( ) that is in the lower left-hand corner of the Skype for Business window. On the
menu that appears, click Audio Device Settings.
If you want to change the brightness of your webcams picture, what button do you click
on the Video Device category of the Skype for Business Options dialog?
In this case you would click the Camera Settings button.
Answers for Review Questions Module 8
How do you set up a Skype meeting using Microsoft Outlook?

To set up a Skype meeting using Microsoft Outlook, open the calendar and then click
Home New Skype Meeting.
How do you join a Skype meeting using only the Skype for Business window?
To join a Skype meeting using only the Skype for Business window, first click the Meetings
icon and then double-click on the listing for the meeting in question.
How do you select multiple contacts from your Contacts list?
To select multiple contacts from your Contacts list, hold down the Ctrl key while clicking
on each contact that you would like to select.
How do you set up an impromptu group IM conversation in Skype for Business?
To set up an impromptu group IM conversation in Skype for Business, first select all of the
contacts on the Contacts list that you would like to have in the conversation. Next, right-
click on the selection and click Send an IM.
What kind of information will already be present when you begin taking notes during a
meeting using OneNote?
The current date, time, and participants will already be entered on the page if you start
taking notes using OneNote during a meeting.
How do you begin presenting a PowerPoint presentation during a Skype for Business
conversation?
To begin presenting a PowerPoint presentation during a Skype for Business conversation,

click Present ( ) Present PowerPoint Files.
Is the whiteboard only able to be used by the presenter, or can anyone in the
conversation use it by default?
By default the whiteboard can be used by anyone in the conversation (including the
presenter).
While sharing your screen, how do you give control of it to the participant?
You can give control to any of the current participants by clicking Give Control
[Attendee Name] on the Presenting status bar.
When sharing your screen, will attendees be able to see everything you are doing on
your computer?
Yes. Anything you do on your computer will be broadcast to all of the participants in a
discussion.
When sharing a program, will attendees be able to see everything you are doing on your
computer?
No. Attendees will only be able to see what you are doing in the selected program. Note
that due to how Windows 8 functions, attendees may be able to see parts of your desktop
or other applications if you use the peek feature.
Are poll results hidden or shown to all attendees by default?

By default, poll results are hidden from all attendees except the presenter.
What is the command sequence to post a Q&A?
The command sequence to post a Q&A is Present More Q & A.
Is the presenter able to answer questions in a Q & A?
All attendees, including the presenter, are able to answer questions in a Q & A.
During a meeting, can you choose specific attendees to send a file to?
No. During a meeting any files that you send will automatically be sent and made available
to all attendees.
existing or create a new __________ notebook.
existing or create a new shared notebook.
In order to disable pictures on the Contacts list, what dialog do you first need to open?
In order to disable pictures on the Contacts list, you must first open the Skype for
Business Options dialog.
What is the command sequence to have the Skype for Business window always
displayed on top?
On the Skype for Business window, click Options ( ) Tools Always on Top. When a
checkmark appears beside this option, this indicates that it has been enabled.
Is the Skype for Business window always displayed on top by default?
No. The Skype for Business window is not always displayed on top by default.
By default, what program is used to play recordings stored in the Skype for Business
Recording Manager?
Windows Media Player is used to play recordings by default.
What category on the Skype for Business Options dialog do you first need to open in
order to prevent Skype for Business from starting automatically when you log in into
your Windows account?
You need to open the Personal category in order to find the option to prevent Skype for
Business from starting automatically when you log into your Windows account.
Does the Skype for Business icon in the notification area change in appearance?
Yes, this icon will change in accordance to your current presence status.
What is the command sequence to change your presence status using the Skype for
The command sequence is to right-click on the icon and then click My Status [Status].
What is the command sequence to log out of your account using only the Skype for
Right-click on the icon and then click Sign Out.
What is the quickest way to open Skype for Business on your screen using only the
Skype for Business notification area icon?
The quickest way to open Skype for Business on your screen using only the Skype for
Business notification area icon is to double-click on it.
What is the command sequence to close Skype for Business using the Skype for
Business notification area icon?
To close Skype for Business using the Skype for Business notification area icon, right-click
on the icon in question and then click Exit.
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Module 1: The Basics _________________________________________________________________________ 1

Module 2: Setting Your Presence and Location _________________________________________________ 11

Module 3: Managing Contacts, Part One _______________________________________________________ 23

Module 5: The Alerts and Alert Sounds ________________________________________________________ 51

Module 6: Sending and Receiving Instant Messages(IM) __________________________________________ 67

Module 7: Audio and Video Calls ______________________________________________________________ 89

Module 11: Advanced Settings ______________________________________________________________ 173

Download for FREE here:

In this Module, we will learn how to:

Opening Skype for Business

After a moment, you will be asked to

A pop-up dialog will appear that asks

If you are signing in for the first time,

You will now be signed into Skype for Business:

On the Skype for Business window, just

Alternatively, you can also sign out of

You will now be signed out of your

Closing Skype for Business

How do you open Microsoft Skype for Business 2015 in Windows 8?

In this Module, we will learn how to:

About Presence Statuses

Setting Your Presence Status on Login

Setting Your Presence While Logged In

Adding a Personal Note

Setting Your Location

Press Enter and the new location will now

What is the default presence status in Skype for Business 2015?

How do you set your location in Skype for Business 2015?

In this Module, we will learn how to:

Adding Internal Contacts

To add an internal contact to

A menu will appear that

Upon clicking this option, the search box

Right-click on the contact in question.

Adding External Contacts

Creating Contact Groups

To create a new contact group, click

A new group will be added to your

For this example, type Module

When youre done, press Enter

Moving Contacts to Groups

Clicking and dragging allows you to move

Adding Contacts to Your Favorites

Deleting Contacts and Contact Groups

What are internal contacts?

What contact information do you need in order to add an external contact?

Can you undo removing a contact from your Contacts list?

In this Module, we will learn how to:

A dialog will appear that explains the

Returning to the Skype for Business

Using the Status View

Reapply the Groups view by clicking the Groups header:

Using the Relationships View

Reapply the Groups view by clicking the Groups header:

Using the New View

Reapply the Groups view by clicking the Groups header:

How do you block a contact?

Will a contact know if you blocked them?

What is the Status view used for?