Microsoft lync 2010_im_and_presence_training_rtm

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Microsoft lync 2010_im_and_presence_training_rtm

  1. 1. Microsoft Lync™ 2010 ®IM and PresenceTraining
  2. 2. ObjectivesIn this course you will learn how to:• Find the right person Locating someone using incomplete information with Lync 2010• Connect with people you care about People are easy to get in touch with• Let people know where you are and what you are doing Share current information using Lync 2010• Stay on top of your daily communication Easily manage my day-to-day communications with Lync 2010
  3. 3. Finding the Right PersonThis section covers the following features:•My Picture and Personal Options•Presence•Hover Experience•Search by Name and/or Keyword•Contact Card BACK TO OBJECTIVES
  4. 4. My Picture and Personal Options Personal Note, Status and LocationLync provides quick access to setting andupdating information a user wants to share.Including a personal note, status, and location.Change your Personal and MyPicture options1.Click the Options button to displayOptions. My Picture Options2.Click Personal on the list of options. Personal Options3.Check options to show photos of yourcontacts and update your presence basedon your Microsoft Outlook calendarinformation.4.Click My Picture.5.Select which picture you’d like to showor select the option to not show a picture.You can also show a picture from a webaddress.6.Click Ok. BACK TO OBJECTIVES
  5. 5. Presence Personal Note OptionsLync 2010 automatically sets your presencebased on your activity or Outlook calendar.You can also manually update your status. Photo Status LocationChange your Status1.Click the presence status and select one ofthe options. • Available: You are online and available to be contacted. • Busy: You are currently in a call or in a meeting. • Do Not Disturb: By default, you will only see conversation alerts from Workgroup contacts. • Be Right Back: You are stepping away from the computer for a few moments. • Off Work: You are not working and not available to contact. Presence Status • Appear Away: Your computer has been idle for a while. • Out of Office: You are out of the office. • Offline: You are not signed in to Lync 2010. BACK TO OBJECTIVES
  6. 6. Hover ExperienceThe Me Area presents photo, status, andother personal information to assist users in Step 1: Hoveridentifying a contact. A contact’s picture isa great place to start an IM.Start an IM with Someone1.Point to a person’s picture.2.When the contact card opens, click the IM Step 2: Clickbutton. DisplayOr Options:3.Double-click the contact. Change Display Options1.Click the Display Options arrow.2.When the group contact card appears, clickthe IM button to send a message to the wholegroup. BACK TO OBJECTIVES
  7. 7. Search by Name/KeywordUsing the enhanced search functionality in Lync2010, you can quickly identify a person and their Search Criteriaavailability, get search results that find the rightperson, and also search on more than just names.Expert Search uses keywords to narrow the searchfor finding a person or group with specific attributes.Search for a Person1.Type a person’s name in the search box.2.Results appear below the box.Search for an Expert Skill Results1.Type a keyword to narrow the search for findingsomeone with specific attributes. You can also justclick the Skill tab to view Keyword-based resultsfor your search.2.Results appear with your search criteriahighlighted. BACK TO OBJECTIVES
  8. 8. Contact CardThe contact card is an ever-present tool forviewing someone’s profile and organizationalinformation.The contact card also serves as launch pointfor communication with a person or group.View a Contact Card1. Hover over a person’s picture to display their contact card.2. Click the chevron (^) for a full version of their contact card.3. To see their organization, click Organization. Contact Information Organization Information BACK TO OBJECTIVES
  9. 9. Activity 1: Find a Contact and Start and IM1. Type a person’s name in the search box.2. Point to the person’s picture.3. When the contact card opens, click the IM button.Question: What is an alternate way to start an IM? BACK TO OBJECTIVES
  10. 10. Connecting with PeopleThis section covers the following features:•Frequent Contacts•Action Bar for MultimodalCommunication BACK TO OBJECTIVES
  11. 11. Frequent ContactsFrequent Contacts simplifies contact managementby giving users easier access to favorite contacts. Frequent ContactsLync 2010 automatically populates the FrequentContacts group based on recent conversations,but you can pin a few of your most importantcontacts to this group for quick access.View Frequent Contacts1.Click the chevron next to FrequentContacts .Pin Frequent Contacts1.Type the person’s name or e-mail address inthe search box.2. In the search results, right-click the person,and then click Pin to Frequent Contacts .TIP: You can show or hide your Frequent PinContacts using the display options menu. Contact BACK TO OBJECTIVES
  12. 12. Action Bar for Multimodal CommunicationThe Action bar allows users to intuit whatLync 2010 provides and easily allows themto decide how to contact someone. Youcan send an e-mail message, or start an IMor a phone call. You can also choose moreoptions like a video call, schedule ameeting, or share content.Use the Action Bar More Options1. Hover over a contact.2. Click any icon on the action bar to initiate communication with the Email IM contact. Phone3. Click the More Options icon to see additional options for communicating with this contact. BACK TO OBJECTIVES
  13. 13. Activity 2: Discover the Action Bar1. Hover over a contact.2. Click any icon on the action bar to initiate communication with the contact.3. Click the More Options icon to see additional options for communicating with this contact. BACK TO OBJECTIVES
  14. 14. Let People Know Where You AreThis section covers the following features:•Location•Personal Note•Activity Feed BACK TO OBJECTIVES
  15. 15. LocationLync 2010 displays a location under your presencestatus that is related to the network you’re connected to. LocationYou can make this location more meaningful byrenaming it “Work” or “Home.” Then, every time you’reworking from this location, any contacts you want to letknow will have a better idea of where you are.Set your Location1. Click the Set Your Location arrow. Select a location.Create a Custom Location1. Click the Set Your Location arrow.2. Click Set Your Location .3. Type your location name in the Edit 911 Location Location window.4. Click OK.TIP: 911 Location information can beused by emergency services. BACK TO OBJECTIVES
  16. 16. Personal NoteLync 2010 let you easily update yourlocation and note. You know at a glancewhat others are seeing about you so youcan make sure your information is accurateand up-to-date. Your personal note isdisplayed as the second line of yourcontact information when other people viewyour contact information in Lync 2010. Personal NoteUpdate your Personal Note1.Click in the Personal Note area.2.Type your note.3.You can also include a hyperlink. BACK TO OBJECTIVES
  17. 17. Activity FeedsActivity Feeds provide a single view to Feedsmonitor real-time updates of sharedinformation.TIP: If you pin your contacts – you can useFrequent in feeds to view only pinnedcontacts in your feed.Few your Feeds1.Click the Feeds tab. Monitoring2.Scroll through available feeds. BACK TO OBJECTIVES
  18. 18. Activity 3: Update Your Personal Note1. Click in the Personal Note area.2. Type your note.3. Update your note.Challenge: Include a hyperlink in your Personal Note. Invite a contact to viewyour personal note and click the hyperlink. BACK TO OBJECTIVES
  19. 19. Stay on Top of CommunicationsThis section covers the following features:•Notifications•Windows 7 Integration•Managing Conversations BACK TO OBJECTIVES
  20. 20. NotificationsThere are four areas that allow you to organize and easilyview information about your contacts. Features likenotifications allow you to stay on top of past and presentconversations, know when someone is trying to get intouch, and easily manage your active conversations.Notifications surface communication activity from yourcontacts.View Notifications1.Click Activity Feeds, conversations, orPhone to view recent activity, conversations,calls and voicemails. Contacts Activity Feeds Conversations Phone Call Notification BACK TO OBJECTIVES
  21. 21. Windows 7 IntegrationWith Windows 7 integration, you can hover over the Lync 2010 icon in the task bar tochange your status and view and manage conversations. Change Status Navigate through active conversations BACK TO OBJECTIVES
  22. 22. Managing ConversationsThe Conversation area allows you to stay on top of past and present conversations.You can navigate through open conversations or view past conversations withoutleaving Lync.Manage Conversations1.Click the ConversationsEnvironment tab. Conversations2.Scroll through the list of current andpast conversations. BACK TO OBJECTIVES
  23. 23. Activity 4: Manage Multiple Conversations1. Use the Conversations Environment tab to view current and past conversations.2. Hover over the Lync 2010 icon in the task bar to view current conversations.3. Switch between conversations. BACK TO OBJECTIVES
  24. 24. ReviewThis course covered the following topics:• Find the right person Locating someone using incomplete information with Lync 2010• Connect with people you care about People are easy to get in touch with• Let people know where you are and what you are doing Share current information using Lync 2010• Stay on top of your daily communication Easily manage my day-to-day communications with Lync 2010 BACK TO OBJECTIVES
  25. 25. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Exchange ActiveSync, Excel, Lync, Outlook, PowerPoint, SharePoint, SQL Server, Windows, Windows Live, Windows Mobile, Windows Server, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoftcannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. BACK TO OBJECTIVES

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