Skype for Business Essentials

Length: ½ Day | Audience: Information Worker | Level: 1

The skills and knowledge acquired in Microsoft Skype for Business are sufficient to be able to work proficiently with all the main elements of Skype for Business. This includes getting started with Skype for Business, working with contacts, instant messaging, Skype for Business meetings using Outlook, presenting features, notetaking with OneNote and working with Skype for Business settings.

Getting Started with Skype for Business

  • What is Skype for Business?
  • Sign in to Skype for Business
  • The Skype for Business Window
  • Presence Indicator
  • Presence Status
  • What’s happening today
  • Location
  • Out-of-Office message displaying in Lync
  • Skype for Business Menu


Skype for Business Contacts


  • Contacts
  • Finding and Adding Contacts from Within Your Organisation
  • Working with The Contact Card
  • Adding a Contact to Favourites
  • Creating A New Group
  • Working with Groups
  • Tagging for Status Change Alerts
  • Edit a Contact Card
  • Contact Card Personalisation
  • Status
  • New Contacts
  • Changing The Privacy Status of Contacts


Instant Messaging

  • Sending Instant Messages
  • The Conversation Window
  • Replying to Instant Messages
  • Adding Contacts to the Conversation
  • Working with Sharing Files
  • Message Alerts
  • Conversation History
  • Resuming a Conversation
  • Viewing Conversation History in Outlook



  • Make a Call
    • Make a Voice Call from Contacts
    • Make a Voice Call from the Keypad
    • Start a Conference Call
    • Mute and Unmute
    • Transfer a Call
  • Answer a Call
  • Voicemail
    • Manage your Voicemail
    • Change your Greeting


  • Video Call
    • Video Setup
    • Start a Video Call from the Contacts List
    • Preview Video
    • Video Controls and Views


  • Schedule an Online Meeting
  • Understanding Meeting Options
  • PIN for Meetings
  • Joining a Meeting
    • Join Meeting Audio
  • Quick Skype for Business Menu
  • Online Meeting Best Practice
  • Creating an Impromptu Meeting with Meet Now


  • Sharing the Desktop or Program
    • Giving Others Control of the Desktop
    • Take Control of Others’ Desktops
  • Share a PowerPoint Presentation
    • Understand the Presentation Screen
  • Meeting Options
    • Presentable Content Permissions
    • Participant Actions
    • Skype Meeting Options
    • Record a Presentation
  • Shared Notes with OneNote
  • Attach a File and Manage Attachments
  • Create a Whiteboard
    • Using Annotation Tools
  • Create and Manage a Poll
    • Show or Hide a Poll
    • Close a Poll
    • Remove a Po

This course assumes little or no knowledge of the software. However, it would be beneficial to have a general understanding of computers, Windows operating systems and Microsoft Office