Wednesday, September 12, 2018

Set up a Skype for Business meeting in Outlook

Set up a Skype for Business meeting in Outlook

You can use Outlook or Outlook Web App to schedule a Skype for Business meeting—the same way you schedule meetings normally but with one or two extra clicks. If your account is configured for dial-in conferencing, the Skype for Business meeting request will automatically include call-in information (phone number and conference ID).

Skype for Business Online users: If you don't use an Outlook program or Outlook Web App in a browser that supports the full version of Outlook Web App, you can set up new meetings by using the Skype for Business Web Scheduler.

Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.

Schedule a Skype for Business meeting using Outlook

  1. Open Outlook, and go to your calendar.

  2. On the Home tab, in the Skype Meeting section, select New Skype Meeting. If you don't see the Skype Meeting section, then you need to install Skype for Business.

    Outlook, the New Skype Meeting button

  3. Set up the meeting as you typically would:

    • In the To box, type the email address of each person you're inviting, separated by semicolons.

    • In the Subject box, type a name for the meeting.

    • If you'll have in-person attendees, either select Room Finder, in the Options section on the Meeting tab, and then find a room, or in the Location box, type a meeting location, such as a conference room.

      Outlook, the Room Finder button

    • Select a start time and end time.

      Notes: 

      • To look for a time that works for everyone, select Scheduling Assistant, in the Show section on the Meeting tab.

      • Outlook, the Scheduling Assistant button

  4. In the meeting area, type an agenda. Be careful not to change any of the Skype for Business meeting information.

    Important: 

    • Scheduling a meeting with the default options, like we just did, is suitable for small, internal meetings, such as casual meetings with a few coworkers. If you have a meeting with people outside your company, or you're scheduling a large event, change the meeting options before sending the invites to better fit your meeting requirements. In the meeting request, on the Skype Meeting section on the Meeting tab, select Meeting Options, and then select the appropriate options.

    • Outlook, the Meeting Options button

  5. (Optional) Preload your meeting attachments. That way, when participants join the meeting, everything is ready to go. See Preload attachments for a Skype for Business meeting.

  6. (Optional) In the Show section of the Meeting ribbon, select Scheduling Assistant to make sure you have the best time for the meeting.

  7. You're almost done. Just double-check the information and select Send.

Set up an online meeting using Outlook Web App

To create a Skype for Business meeting request in Outlook Web App, you have to:

  1. In the Office 365 portal, select Outlook to open the Calendar app.

    The Office 365 home page with the Outlook app highlighted

  2. On the calendar page, select New > Calendar event.

    Create a new online meeting
  3. On the Set up an appointment page, select Add Skype meeting.

    Add Skype meeting to your email
  4. Fill in the meeting title, location (if you'll have in-person attendees), and the start and end times.

    Set up an appointment page
  5. Choose the people to attend, add the agenda or other meeting information, and then select Send.

Schedule a Skype for Business meeting using Outlook

  1. On your Mac, open Outlook, and then go to your calendar.

  2. On the Home tab, select Meeting.

    Meeting button in Outlook on Mac
  3. On the invitation page, select Online Meeting > Add Online Meeting.

    Online Meeting button in Outlook
  4. To set the meeting properties, select Online Meeting > Set Access Permissions.

    Set Access Permissions

    Set the permissions and information you want for this meeting. To save the settings for future meetings, select Remember settings.

    Meeting Permissions page
  5. Set up the meeting as you typically would:

    • In the To box, type the email address of each person you're inviting, separated by semicolons.

    • In the Subject box, type a name for the meeting.

    • If you'll have in-person attendees, either select Room Finder, in the Options section on the Meeting tab, and then find a room, or in the Location box, type a meeting location, such as a conference room.

      Room Finder button in Outlook
    • Select a start time and end time.

  6. In the meeting area, type an agenda. Be careful not to change any of the Skype for Business meeting information.

  7. Double-check the information, and then select Send.

Set up an online meeting using Outlook Web App

Note: Skype for Business Online users: If you don't use an Outlook program or Outlook Web App in a browser that supports the full version of Outlook Web App, you can set up new meetings by using the Skype for Business Web Scheduler.

To create a Skype for Business meeting request in Outlook Web App, you have to:

  1. In the Office 365 portal, select the app launcher, and then select Outlook to open the Calendar app.

    The Office 365 home page with the Outlook app highlighted

  2. On the calendar page, select New > Calendar event.

    Create a new online meeting
  3. On the Set up an appointment page, select Add Skype meeting.

    Add Skype meeting to your email
  4. Fill in the meeting title, location (if you'll have in-person attendees), and the start and end times.

    Set up an appointment page
  5. Choose the people to attend, add the agenda or other meeting information, and then select Send.

See Also

Set Skype for Business Meetings options

Change participant settings for Skype for Business meetings

Preload attachments for a Skype for Business meeting

Start a Skype for Business conference call

Start using Skype for Business for IM and online meetings

No comments:

Post a Comment