Polycom Use the CX5500 System with Microsoft Lync, Place a Video Call, Answer a Video Call

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Use the CX5500 System with Microsoft Lync

Several steps are required for placing and answering calls using the Microsoft Lync 2013 client running on a computer that is connected to the CX5500 system. Although the following steps are applicable to Lync 2013, the steps are similar if you use Lync 2010. Note that you cannot control call activity for calls placed in the Lync client on the CX5500 system.

Place a Video Call

You can place calls to people and systems in your organization that are registered to the Directory Service.

To place a video call:

1In Microsoft Lync, do one of the following:

Click and scroll to the contact you want to call.

Start typing a name in the search box and click . As you type, the system finds matching names.

Click and choose a name from your Recent Calls.

2Click a name to select it.

3Click to start a video call.

To invite others to join a conference:

»From a conversation window in Microsoft Lync, do one of the following:

Click and click Invite More People. Find the person you want and click OK.

Drag a contact from your contacts list into the conversation window.

Answer a Video Call

When you receive a call, you see a call notification that tells you who is calling.

To answer a call:

»In the incoming call notification, do one of the following:

Click Accept to join the call.

Click Redirect > Reply with an Instant Message to send a message to the caller.

To refuse a call:

»In the incoming call notification, do one of the following:

Click Decline.

Click Ignore to refuse the call.

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Contents Polycom CX5500 Unified Conference Station for Microsoft Lync Polycom, Inc Contents Use Advanced Features Change Your Office Hours Change Timeouts Administrative TasksWho Should Read this Guide? About This GuideConventions Used in this Guide Terms and Writing ConventionsIcons Used in this Guide Information ElementsBold Typographic ConventionsGet Help and Support Resources Use the CX5500 System with Microsoft Lync Client Get StartedAbout the Polycom CX5500 Unified Conference Station How the CX5500 system works during conference calls Use the CX5500 System as a Conference PhonePolycom CX5500 system Understand the CX5500 System HardwareActive video indicator lights Understand the Indicator LightsMicrophone Indicator Lights HD Transmit Connect the CX5500 System to a ComputerBasic Video Transmit To access the Web Configuration Utility for your phone Access the Web Configuration UtilityWeb Info Information on using the Web Configuration Utility Sign in to the CX5500 System with LyncBest Practices for Effective Camera Tracking Troubleshooting I can’t sign-in using my login credentialsUser Tip Using strong passwords Answer a Video Call Use the CX5500 System with Microsoft LyncPlace a Video Call Hang Up a Call Adjust Audio and VideoNavigate Phone Views To switch among viewsUse the CX5500 System as a Conference Phone Home view Troubleshooting Why can’t I access a certain view?Home View Lines and favorites from Home view Additional home iconsTo display Lines view Lines ViewTo display all your calls Active Call ViewTo view Active Call view Active and held calls in Lines viewDark green Active call Calls ViewTo display Calls view Status bar in Home and other views Understand Phone Icons and Status IndicatorsPhone icons and status indicators Navigating your phone interface Navigate Your Phone’s InterfaceTo enter a URL or telephone number in the Contact field Enter Data and Update FieldsTo change how numbers and text are formatted To use the onscreen keyboard Use the Onscreen KeyboardUsing the onscreen keyboard to enter information To clean the touchscreen Clean the TouchscreenManage Calls on Your Phone Place and End CallsCall from the Dialer User Tip Choosing URLs or numbers mode from the dialerTo display the dialer To place a call from the DialerTo call from your Favorites list To call from the Recent Calls listTo call from your Directory Timesaver Automatically dialing favoritesRedial Numbers Manage Active CallsEnd Calls Hold a CallTo resume a held call Transfer CallsTo transfer a call To perform a blind transferAnswer Incoming Calls Manage Incoming CallsTo answer an incoming call To answer an incoming call from Home or Calls viewTo answer another incoming call Answer Additional CallsTo answer another incoming call from Home view Incoming Call windowAnswer Calls Automatically Answer Calls on a Shared LineIgnore Incoming Calls Redirect CallsReject Incoming Calls Forward Incoming CallsTo forward all calls a contact Forward Calls to a ContactCall-forwarding enabled icon in Lines view To disable call forwardingReject Calls from a Contact Divert Calls from a ContactTap Auto Divert, and tap Enabled Enable Do Not DisturbTo enable and disable Do Not Disturb Enable Do Not Disturb on Multiple LinesTo enable or disable Do Not Disturb for a particular line From the Do Not Disturb screen, tap Enable or DisableCalls on separate lines in Calls view Manage Multiple CallsCalls on two lines in Lines view Manage Conference Calls Dial in to Conference CallsTo dial in to a conference call User Tip Best practices for conference callsInitiate Conference Calls To initiate a conference call using the Confrnc soft keyHold and Resume Conference Calls Tap ConfrncManage Conference Call Participants End Conference CallsSplit Conference Calls into Two Held Calls To manage a participant in a conference call Timesaver How to manage a participant without tapping manageUse Your Contact Directory Manage Contacts and DirectoriesTo view your Contact Directory from Home view Contact DirectoryTo search for a contact To view contact informationTo dial a contact To add a contactTo delete a contact To update a contact’s informationAdd Contacts from Recent Calls list Manage FavoritesTo add recent callers to your Contact Directory To make a contact a favoriteFavorites in Home view Favorites listFavorites in Lines view Work with a Corporate Directory To perform an advanced search Tap AdvFind To perform a quick search of the Corporate DirectoryTo dial a Corporate Directory contact To add a contact to your Contact DirectoryListen to Voicemail To remove message indicators temporarilyTo listen to voicemail messages Tap Message CenterTo view your Recent Calls list Timesaver Quickly access the Recent Calls listView Recent Calls To manage a call record Control Audio and VolumeTo customize the list To remove certain calls from the listUpdate the Incoming Call Ringtone Change the Speaker and Ringer VolumeUpdate a Contact’s Ringtone Edit Contact screen, tap Ring TypeMute the Microphone Work with Shared LinesIcons and status indicators for shared lines Use the Contact List Use Advanced FeaturesUpdate Your Status Manage Your Contact List To update your presence settingLync Status and Presence Icons View Lync Contacts’ Presence StatusTo view your Contact List To view contacts in Home view To view your contacts in Lines viewGroup Paging Mode Broadcast Messages Using Group PagingIntegrate with Microsoft Lync Server Send and Receive PagesTo send a Receive PagesChange the Default Paging Group Adjust the Volume of PagesEnable Pages to Play during Active Calls Update Paging Group SubscriptionsTo hear the page when Accept While Busy is disabled Use the CalendarTo open the calendar Troubleshooting Why doesn’t the calendar display anymore?Open and Close the Calendar Navigate Month View Troubleshooting Why doesn’t the calendar display?Navigate Day View To close the CalendarTo see Meeting view Navigate Meeting ViewTo navigate in Day view To navigate in Meeting view Troubleshooting Why don’t my meeting reminders display?Work with Meeting Reminders To join a meeting from a meeting reminder Join Meetings from the CalendarTo use another number to join the meeting from a reminder To join a meeting from Meeting viewLog In and Out of a Phone Log in to a PhonePlace Calls from Phones That Are in the Logged-Out State Change Your PasswordFrom the Advanced screen, tap Change User Password Change Your User PasswordLock the Phone Lock and Unlock Your PhoneCall and Answer from a Locked Phone Access Features with Your Login CredentialsTo unlock your phone Tap Unlock To call an authorized number from a locked phoneChange the Language on Your Phone Troubleshooting What happens if I can’t access features?Customize the Phone’s Display Change the Backlight Change the Time and Date DisplayFrom the Backlight Intensity screen, tap Maximum Intensity Change the Background PictureWeb Info Adding a web page as the background on your phone Use Power-Saving ModeChange Your Office Hours Change TimeoutsUser Tip Determining which idle timeout applies Polycom, Inc Restart the Phone Administrative TasksInvestigate Phone Warnings Test Phone Hardware Update Phone ConfigurationDownload Logs Troubleshoot IssuesTest the Speaker, Microphones, and Camera Polycom and Partner Resources Get HelpPolycom Community Service Agreements Copyright, Safety, and Regulatory NoticesPolycom Limited Warranty and Limitation Liability Governing LawSafety, Compliance, and Disposal Information Warranty ExclusiveExclusions Part 15 FCC RulesPlug Acts as Disconnect Device Class B Digital Device or PeripheralIndustry Canada IC Europe SingaporeClass B Statements