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 | Getting Started | 

10

Accessing Screens on Yealink Teams Phones

You can navigate the menu bar at the bottom of the touch screen to access the following screens easily.

•

Home Screen

•

Accessing the Calls Screen

•

Accessing the Calendar Screen

•

Accessing the Voicemail Screen

•

Accessing the People Screen

Home Screen

You can enable the home screen on your phone.

Procedure

Tap the avatar in the top-right corner of the screen, and go to 

Settings

 > 

Home screen

.

Accessing the Calls Screen

The Calls screen is displayed after the phone startup if you do not enable the home screen. You can place
a call from the history entry or view the favorites information from the Calls screen.

Summary of Contents for CP965

Page 1: ...Yealink Teams Edition User Guide ...

Page 2: ... Your Device 17 Signing into Microsoft Teams via Web Sign in 18 Signing out of Your Device 19 Phone Lock 19 Creating a Lock PIN 19 Enabling Phone Lock 19 Setting the Idle Timeout for Phone Lock 20 Unlocking Your Phone 20 Changing Your Lock PIN 20 Disabling Phone Lock 20 Using a Teams Phone as a Common Area Phone 21 Signing into a CAP Meeting Account 22 Signing out of a Common Area Phone 24 Signing...

Page 3: ...Call from a Locked Phone 37 Answering Calls 37 Answering a Call 37 Answering a Call When in a Call 37 Call Merge 37 Muting and Unmuting Audio 38 Holding and Resuming Calls 38 Placing a Call on Hold 39 Resuming a Call 39 Ending or Rejecting an Active Call 39 Transferring Calls 39 Performing a Blind Transfer 39 Performing a Consultative Transfer 39 Transferring a Call to Work Voicemail 40 Forwarding...

Page 4: ...eeting Details 48 Joining a Scheduled Meeting 49 Responding to the Meeting Invitation 49 Canceling the Scheduled Meeting 50 Editing the Scheduled Meeting 51 Deleting the Scheduled Meeting 51 Using the Voicemail 51 Listening to the Voicemail 51 Deleting Voicemail Messages 52 Viewing the Details of the Contacts 52 Teams Device Settings 52 Using the Dark Theme 52 Setting the Language 53 Time and Date...

Page 5: ...ion 63 Optional Accessories with Your Phone 63 Wireless Microphone CPW65 CPW25 Coming Soon 63 Hybrid Mode Settings 63 Hybrid Mode 64 Enabling the Quick Ball 64 Switching to Survivability App 64 Switching to Teams App 64 Survivability App Screens 65 Call Features of Survivability App 65 Sending Multicast Paging 66 Setting a Paging Key 67 Sending a Paging by a Paging Key 68 Setting a Paging List Key...

Page 6: ...ay Network unavailable 74 Why do the device display time and date incorrectly 74 How can I obtain the MAC address when the device is not powered on 74 Why can t I receive calls 74 Why doesn t my handset work 74 How can I switch to Skype for Business edition 74 Checking the IP Address of Device 75 ...

Page 7: ...kage and how to assemble the device or accessory This guide is also included in your device package Administrator Guide This guide provides detailed information about setting up your network and configuring features Regulatory Notice This guide provides information for all regulatory and safety guidance Getting Started This chapter aims to make you familiar with the phone user interface Note As yo...

Page 8: ... Getting Started 8 Hardware of CP965 The table lists each feature numbered in the figures ...

Page 9: ...ntly experience the local five way conference in excellent speech quality with PSTN Allows you to charge the Bluetooth Wireless Microphone CPW25 or DECT Wireless Microphone CPW65 6 Security Slot Allows you to connect a universal security cable to your phone so you can lock down your phone You cannot remove the phone after locked 7 USB Type C Port Allows you to connect a PC and turn CP965 into an e...

Page 10: ...een Accessing the Voicemail Screen Accessing the People Screen Home Screen You can enable the home screen on your phone Procedure Tap the avatar in the top right corner of the screen and go to Settings Home screen Accessing the Calls Screen The Calls screen is displayed after the phone startup if you do not enable the home screen You can place a call from the history entry or view the favorites in...

Page 11: ...ing Started 11 NO Name Description 1 Call History Displays recent calls 2 Operation Options Taps to call the contact 3 Taps to retrieve a parked call 4 Taps to search for a contact 5 Taps to initiate a call ...

Page 12: ...eting list Displays all the scheduled on the Teams phone from Teams client or Outlook 2 Taps to join the corresponding scheduled meeting 3 Taps to schedule a meeting 4 Meeting details Taps the corresponding scheduled meeting to view the meeting details Accessing the Voicemail Screen You can listen to voicemails or place calls to contacts from the Voicemail screen ...

Page 13: ...icemail list Displays all the voicemails stored in the voicemail list 2 Taps to play the voicemail 3 Taps to change the playback speed of the voicemail 4 Operation options Taps to view information of contact Taps to call the contact Taps to delete the voicemail ...

Page 14: ...tacts 1 Tap People NO Name Description 1 Contacts list Displays all the contacts on the phone or contacts in a specific group 2 Taps to create new group or add contacts from directory 3 Taps to search for a contact Entering Data and Editing Fields Using the On screen Keyboard Using the On screen Dial Pad ...

Page 15: ... options to enter an alternate character 2 Taps to collapse the keyboard 3 Delete Key Taps to delete the entered characters one by one Long taps to delete two or more characters 4 Taps to search for the people 5 Two Special Characters Taps to enter special characters Long taps point key then slides to choose one of the options to enter an alternate character 6 Space Key Taps to enter spaces Long t...

Page 16: ...with your Microsoft online account and use the phone lock feature when necessary Signing into Your Device Signing out of Your Device Phone Lock Using a Teams Phone as a Common Area Phone Signing into a Teams Phone as a Guest User Signing into Your Device You can sign into your Microsoft online account directly on your device or sign into your device via a web sign in including your sign in address...

Page 17: ... Signing into Microsoft Teams and Locking Your Phone 17 Signing into Microsoft Teams on Your Device Procedure 1 Tap Sign in on this device ...

Page 18: ...4 After the device signs in successfully tap Got it Signing into Microsoft Teams via Web Sign in Procedure 1 Go to https microsoft com devicelogin on your computer or mobile 2 Enter the code shown on your device and select Next 3 Enter your user credentials or select the desired account to sign in After you successfully sign into Microsoft Intune Company Portal a confirmation message is displayed ...

Page 19: ...ype for Business Admin Center you cannot disable it on the phone For more information contact your system administrator Creating a Lock PIN Enabling Phone Lock Setting the Idle Timeout for Phone Lock Unlocking Your Phone Changing Your Lock PIN Disabling Phone Lock Creating a Lock PIN If your administrator sets security restrictions and enables the phone lock for you you are prompted to set up a lo...

Page 20: ...king Your Phone Procedure 1 Tap on the touch screen 2 Enter the unlock PIN Note After five unsuccessful unlock attempts the system will automatically sign your account out Changing Your Lock PIN You can change your lock PIN at any time Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device settings Phone Lock 2 Enter the unlock PIN and tap Unlock 3 Enter the new...

Page 21: ...area that is available to many people to make a call for example a reception area lobby or conference room You have access to certain features for the common area phones CAP account You have calls capability If your system administrator enables you you also have the searching capability on the Microsoft Teams Admin Center Meeting account You have calls capability and can join the scheduled meeting...

Page 22: ... Signing into Microsoft Teams and Locking Your Phone 22 Signing into a CAP Meeting Account Procedure 1 Tap Sign in You will be connected to the Company Portal automatically 2 Enter your user credentials ...

Page 23: ...t Teams and Locking Your Phone 23 3 After the phone signs in successfully tap Got it After signing into the CAP account the screen is displayed as below After signing into the Meeting account the screen is displayed as below ...

Page 24: ...and then enter the admin password default admin 3 Tap Account sign out 4 Tap OK Signing into a Teams Phone as a Guest User You can sign into a phone as a guest user Hot Desking feature is convenient for different employees to share one Teams phone Any changes you made on the phone while signed in are removed and the host user settings are restored when you sign out Signing in as a Guest User Signi...

Page 25: ...and select Stop hot desk The phone prompts you to stop hot desking 2 Tap END The guest user is signed out and the host user is signed in automatically Note The guest user will automatically be signed out after the phone is idle for a designated time the system administrator configures this time Before logout the phone prompts you that it will automatically sign out in 15 seconds Changing Your Pres...

Page 26: ...et your presence status to be available from any other status by tapping Reset status Contacts Managing Contact Groups Managing Contacts Managing Contact Groups View All Contact Groups Creating New Groups Editing Contact Group Name Deleting Contact Groups View All Contact Groups Procedure From the People screen tap ...

Page 27: ...roup Creating New Groups Procedure 1 From the People screen tap 2 Tap Create new group 3 Name your group 4 Select CREATE Editing Contact Group Name Procedure 1 From the People screen tap a contact 2 Select Edit group 3 Select a group to edit and rename your group 4 Save the change ...

Page 28: ... the contact group successfully Related tasks Editing Contact Group Name Managing Contacts Adding Contacts from the Directory Adding Contacts to a Specific Group Removing Contacts from the Group Adding Contacts from the Directory Procedure 1 From the People screen tap 2 Tap 3 Enter the search criteria ...

Page 29: ...e selected group Removing Contacts from the Group Procedure 1 From the People screen select a specific group 2 Tap the desired contact 3 Select Remove from group 4 Select the desired group You remove the contact from the selected group successfully Favorites By default all favorite contacts from the Teams desktop client are marked as favorite contacts on the phone You can add favorites or remove f...

Page 30: ...orites 30 3 Go to Add to contacts Favorites The contact appears in the FAVORITES list Removing Favorites Procedure 1 From the Calls screen tap FAVORITES 2 Tap on the desired contact 3 Tap Remove speed dial ...

Page 31: ...s Teams phones provide the ability to set up and manage delegates Adding a Delegate from Settings Forwarding All Incoming Calls to Delegates Forwarding Incoming Calls to Delegates if Unanswered Synchronizing Incoming Calls to Delegates Adding a Delegate from Settings Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Manage delegates 2 Type the person s name in the...

Page 32: ...ate will now appear in your delegates list Forwarding All Incoming Calls to Delegates You can forward all incoming calls directly to your delegates Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Calling 2 Enable Call forwarding 3 Tap the Forward to filed and then select My delegates ...

Page 33: ...2 Tap My delegates Synchronizing Incoming Calls to Delegates You can synchronize incoming calls to delegates so that you and your delegates can receive the incoming calls simultaneously Procedure 1 Tap the avatar in the top right corner of the screen then go to Settings Calling 2 Tap My delegates Boss Admin Delegate Call Feature Call on behalf of Boss s Call Status Call on behalf of The delegate c...

Page 34: ... Delegates can see and monitor the boss call status on the delegate s phone About this task In the example below the icon on the Boss title shows the delegate that the boss is in an active call You can tap the icon to view additional details about the call ...

Page 35: ...e Muting and Unmuting Audio Holding and Resuming Calls Ending or Rejecting an Active Call Transferring Calls Forwarding All Incoming Calls Forwarding Incoming Calls if Unanswered Synchronizing Incoming Calls to the Specified Contact Delegate Parking and Retrieving Calls on the Teams Server Call Queue Blocking Calls with No Caller ID ...

Page 36: ...arch for a contact Dialing the Number Procedure 1 From the Calls screen tap 2 Enter the contact number 3 Tap Placing Multiple Calls You can hold your current call and place a new call when you are in a call Only one active call the call that has audio associated with it can be in progress at any time Procedure 1 During a call tap to return to the Calls screen 2 Tap on the Calls screen or tap to se...

Page 37: ... 3 Enter an emergency number and then tap Call Answering Calls When you receive an incoming call on your phone you can choose to answer it in various ways Answering a Call Answering a Call When in a Call Answering a Call Procedure Tap Answering a Call When in a Call You can answer the incoming call when you are in an active call Procedure Tap on the touch screen The active call is placed on hold a...

Page 38: ...u Procedure 1 During a call tap the mute touch key on the phone or tap on the touch screen The mute touch key glows red 2 To unmute audio tap the mute touch key on the phone or tap on the touch screen The mute touch key is green Holding and Resuming Calls When you are in a call you can place an active audio call on hold and resume the call when you are ready Placing a Call on Hold Resuming a Call ...

Page 39: ...nsferring a Call to Work Voicemail Performing a Blind Transfer You can transfer calls to other contacts immediately without consulting with them first Procedure 1 During a call tap Transfer Transfer now The call is placed on hold 2 Select the desired contact or search for a contact Then the call is connected to the number to which you are transferring 3 Tap key to end the call or when the other pa...

Page 40: ...s to Delegates Forwarding Calls to Voicemail You can forward all incoming calls to your voicemail Procedure 1 Tap the avatar in the top right corner of the screen then go to Settings Calling 2 Enable Call forwarding 3 Tap the Forward to field and then select Voicemail Forwarding Calls to a Contact or Number You can forward all incoming calls to a contact or number Procedure 1 Tap the avatar in the...

Page 41: ...e incoming calls simultaneously Parking and Retrieving Calls on the Teams Server The call park and retrieve feature allows a user to place a call on hold in the Teams service in the cloud When a call is parked the service generates a unique code for call retrieval The user who parked the call or someone else can use that code to retrieve the call About this task If the call park and retrieve featu...

Page 42: ...d on hold and waiting and the call in the queue will ring all call agents at the same time by default After a call agent accepts the call other agents phones stop ringing If you are assigned as an agent of the call queue the incoming calls to the call queue will display the name of the call queue to distinguish it from common calls Note The routing method Attendant routing Serial routing or Round ...

Page 43: ...erating instructions about initiating and managing a conference call Meet Now Proximity Join Initiating a Conference by Calling Multiple Contacts Initiating a Conference Call by Inviting Other Contacts Initiating a Conference Call from Call History Managing the Conference Participants Adding Participants to a Conference Call Recording a Meeting Turning on Live Captions Raising Hand Leaving the Con...

Page 44: ...hone go to Join now Join and add a room and select the desired device On the laptop select Room audio suggested Join now Initiating a Conference by Calling Multiple Contacts Procedure 1 Tap from the Calls screen 2 Select the desired contact or search for a contact You can add multiple contacts 3 Tap ...

Page 45: ...y 3 Tap Managing the Conference Participants Everyone in the conference call can manage call participants Muting All Conference Participants Muting Individual Conference Participants Removing the Participants from the Conference Re inviting the Participants Who Have been Removed Viewing the Details of Participants Muting All Conference Participants Everyone can mute all other conference participan...

Page 46: ...he was removed from the conference Re inviting the Participants Who Have been Removed You can re invite the participants who have been removed from the conference call from the Other participants list Procedure 1 During the conference call tap All participants are displayed in the participants list 2 Tap the desired participant from the Other participants list and then select Ask to join 3 After t...

Page 47: ... You can choose to stop recording a call before the call ends The recording also stops when the active call ends no matter who ended the call Turning on Live Captions You can view live captions of all participants said Procedure During the conference call select Turn on live captions Live captions are displayed on the phone screen Raising Hand Everyone in the conference can raise hands to apply fo...

Page 48: ... Teams on Your Device Scheduling a Meeting on the Teams Phone You can schedule meetings on the Teams phone Procedure 1 From the Calendar screen tap 2 Enter the title add the participants and select start time and end time You can enable the All day feature to set up whole day meetings You can enable the Share to channel feature to schedule a channel meeting 3 Enter the location and select the repe...

Page 49: ...ams phone the Teams client or Outlook Procedure From the Calendar screen tap Join beside the desired meeting Responding to the Meeting Invitation Participants can respond to the meeting scheduled on the Teams phone the Teams client or Outlook Procedure 1 From the Calendar screen tap the desired meeting 2 Tap RSVP ...

Page 50: ...invitation Your response is shown below Tip You can tap the selected response to edit the response to the scheduled meeting Canceling the Scheduled Meeting If you are the organizer you can cancel the scheduled meetings Procedure 1 From the Calendar screen tap the desired meeting 2 Tap Cancel event It prompts if you want to cancel this event 3 Tap Cancel event ...

Page 51: ...Delete at the bottom It prompts if you are sure to delete the meeting 3 Tap OK Using the Voicemail After you sign into the phone all voice mails received on your account will be displayed on your phone You can view each voicemail s duration and receiving time stored in your voicemail After reading the voicemail you can delete it Listening to the Voicemail Deleting Voicemail Messages Viewing the De...

Page 52: ...son who left you a message Procedure 1 From the Voicemail screen tap the desired voicemail 2 Tap below the voicemail Teams Device Settings Using the Dark Theme Setting the Language Time and Date Display Screen Savers Changing the Screen Backlight Brightness and Time Bluetooth Accessibility Features Setting Ringtones Using the Dark Theme By default the light theme is enabled You are allowed to chan...

Page 53: ... theme if the account signs out Setting the Language The default language of the device depends on what you set after the device starts up You can change the language Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device settings Language 2 Select the desired language It prompts if you are sure to change the language ...

Page 54: ...n the top right corner of the screen and go to Settings Device settings Time Date 2 Tap Manual Settings from the Type field and tap OK 3 Enter the specific date and time in the Date and Time field respectively Changing the Time and Date Format You can change the time and date format About this task The built in date formats are listed below Date Format Example 2018 05 30 WWW MMM DD Wed May 30 DD M...

Page 55: ...ht corner of the screen and go to Settings Device settings Display 2 Select the desired time from the Screensaver Waiting Time field 3 Tap OK Note If your phone is set as a common area phone tap the avatar in the top right corner of the screen and go to Settings Device settings Display Admin only default password admin Screensaver Waiting Time to change the waiting time for the screen saver Changi...

Page 56: ...creen and go to Settings Device settings Display 2 Slide the Backlight Active Level slider to change the brightness of the LCD backlight 3 Select the desired time from the Backlight Time field 4 Tap OK Bluetooth The Teams device supports Bluetooth You can pair and connect the Bluetooth headset or the Bluetooth handset Bluetooth enabled mobile phone or PC with your phone You can use your Teams phon...

Page 57: ...nd go to Settings Device settings Bluetooth 2 Enter the desired name in the Device Name field Related tasks Activating the Bluetooth Mode Enabling the Media Audio You can enable the media audio feature to use the phone as a Bluetooth speaker for your mobile phone or PC Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device settings Bluetooth 2 Long tap the conne...

Page 58: ... device from your phone After the Bluetooth device is disconnected it stays in the paired devices list so that you can easily connect it to your phone next time Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device settings Bluetooth 2 Select the connected Bluetooth device It prompts if you are sure to disconnect 3 Tap OK Un pairing the Bluetooth Devices You ca...

Page 59: ... Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device settings Accessibility 2 Turn on High Contrast Mode Color Correction You can change color mode if any difficulties in color recognition Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device settings Accessibility 2 Select the desired value from the Color Correction field...

Page 60: ...he Teams device supports the Wi Fi feature If there is available Wi Fi you can enable the Wi Fi feature to connect the device to the wireless network Note The phones can automatically connect to the wireless network via a Yealink supplied App For more information refer to Easy Way to Connect to a Wireless Network via App Activating the Wi Fi Mode Connecting to the Wireless Network Viewing the Wire...

Page 61: ...gs Wi Fi 2 Tap Scan to search the available wireless network 3 Select the desired wireless network 4 If the network is secure enter its password 5 Tap CONNECT Related tasks Activating or Deactivating the Wi Fi Mode Connecting to the Wireless Network Using WPS Wi Fi Protected Setup WPS provides simplified mechanisms to configure secure wireless networks which can automatically configure a wireless ...

Page 62: ...figure it to search the clients Once the WPS PIN setup completes successfully the web interface of the gateway router will prompt success Adding a Wireless Network manually If your gateway router has SSID broadcast disabled it might not appear in the scanning results In that case you must manually add a wireless network Before you begin Make sure Wi Fi Mode is activated Procedure 1 Tap the avatar ...

Page 63: ... Settings Device settings Wi Fi 2 Turn off Wi Fi Disconnecting the Wireless Network Connection Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device settings Wi Fi 2 Select the connected wireless network 3 Tap FORGET The wireless network is disconnected You can tap it again to connect Optional Accessories with Your Phone This chapter describes the optional acce...

Page 64: ...ivability app mode and teams app mode Procedure 1 Tap the avatar in the top right corner of the screen go to Settings Device Settings Hybrid Mode 2 Enable Quick Ball The screen displays a quick ball You can tap it to change the app mode quickly Switching to Survivability App Procedure Do one of the following Tap the avatar in the top right corner of the screen go to Settings Device Settings Hybrid...

Page 65: ...des missed placed received and forwarded calls You can view call details and manage the history record Note The phone only supports one SIP account Call Features of Survivability App In survivability app mode you can perform basic call features Note If your phone is locked you may need to unlock it before using call features Call Status You can Ring back Cancel a call Invite a new party Call in An...

Page 66: ...er conference participants the same as the peer to peer call Manage a participant Mute the participant Remove the participant Split the participant Hold the participant View the detail of participant Sending Multicast Paging Your phone supports up to 31 groups for paging You can assign a label to each group to identify the phones in the group such as All Sales or HR You can set a line key as Pagin...

Page 67: ...ging key for a paging group which allows you to send announcements quickly on the idle screen Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device Settings DSS Keys 2 Select the desired line key 3 Select Key Event from the Type field 4 Select Paging from the Key Type field 5 Enter the paging group name in the Label field 6 Enter the multicast IP address and po...

Page 68: ...e Related tasks Switching to Survivability App Setting a Paging Key Setting a Paging List Key You can use the quick ball to quickly switch between the survivability app mode and teams app mode Procedure 1 Tap the avatar in the top right corner of the screen go to Settings Device Settings DSS Keys 2 Select the desired line key 3 Select Key Event from the Type field 4 Select Paging List from the Key...

Page 69: ...mpty if it is not configured before 3 Enter the multicast IP address and port number for example 224 5 6 20 10008 in the Address field 4 Enter the string that will display on the phone screen in the Label field 5 Select the desired channel between 0 and 30 in the Channel field 6 Save the change Editing a Paging Group You can edit the information of the paging group Procedure 1 Tap the avatar in th...

Page 70: ...p the Paging List key when the phone is idle Tap the desired paging group Long tap the desired paging group and select Paging Related tasks Setting a Paging List Key Deleting a Paging Group You can delete any group from the paging group list Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device Settings Paging List 2 Long tap the desired paging group and select...

Page 71: ...ams client In the USB audio mode you can only mute the call or end the call Note If there is another incoming Teams SIP call the current call will be paused After the Teams SIP call ends you can resume the call on the Microsoft Teams client The phone enters the USB audio mode again Getting More Information About Microsoft Teams This topic provides you to view more information about Microsoft Teams...

Page 72: ...mes you need to sign into corporate resources with single sign on Browse and install approved business apps from your IT department or the Microsoft Store for Business View and manage your enrolled devices and wipe them if they get lost or stolen Get help directly from your IT department through the available contact information Note Every organization has different access requirements and will us...

Page 73: ...gs Device settings About Resetting Your Device You can reset the device to factory settings with the need for entering the Administrator s password Procedure 1 Tap the avatar in the top right corner of the screen and go to Settings Device settings Debug Admin only default password admin 2 Tap Reset to Factory Settings It prompts if you are sure to reset to factory default 3 Tap OK Troubleshooting ...

Page 74: ...inistrator for more information You can also configure the time and date manually How can I obtain the MAC address when the device is not powered on You can use one of the following ways to obtain the MAC address of a device The PO Purchase Order provided by the supplier The label of the carton box The phone s bar code on the back of the phone Why can t I receive calls Check if the account is logg...

Page 75: ... Troubleshooting 75 Checking the IP Address of Device Procedure Tap the avatar in the top right corner of the screen and go to Settings Device settings About ...

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