Polycom TRIO 8800 Smart Conference Phone Instructions

Quick Tips for Poly Trio System in Skype for Business Environment
3725-21618-005A | September 2019

TRIO 8800 Smart Conference Phone

This Quick Tips apply to the Poly Trio 8500 and 8800 systems registered with Skype for Business or connected to a PC running Skype for Business. View the Poly Trio Solution with Skype for
Business User Guide on Polycom Voice Support for more information on available Skype for Business features.

Sign in to Skype for Business

1. You can sign in to your Skype for Business
   account on your phone.
   To sign in to your Skype for a Business account:

2. Tap Sign In > User Credentials.

3. Enter your Skype for Business credentials:
   Sign-in Address: user@domain.com
   Domain: Leave blank
   User: user@domain.com
   Password

4. Tap Sign In.
   To sign out of Skype for Business:
   Tap Sign Out.

Join a Scheduled Meeting
A meeting notification displays on the phone five minutes before a scheduled meeting starts. You can join a meeting from the calendar or the meeting reminder on the phone’s Home screen.
To join a meeting from the calendar:

• Tap Calendar and tap Join for your meeting.

To join a meeting from the meeting reminder:

• After receiving the meeting reminder, tap Join.

Initiate an Ad-hoc Skype for Business Conference Call
You can initiate a Skype for Business conference call Skype for Business contacts or a group of contacts on your phone.
To initiate a Skype for Business conference call:

1. Tap Meet Now > Add.

2. Enter the number for a contact and tap the
   Dial the icon or select a contact from Contacts or Recent Calls.

3. Tap Add to add additional contacts.

To initiate a conference call with a group of Skype for Business contacts:

1. Tap Contacts > Groups.
2. Select a group and tap Dial All.

Search a Skype for Business Contact from the Directory
You can search for contacts in Skype for the business directory from your phone.
To search the Skype for Business Directory:

1. Tap Contacts > Search contacts.
2. Tap the Search contacts file and enter your contact’s first or last name. The search automatically displays results.

Call a Contact from a Directory
You can place a call to a contact directly from your directory or you can select contacts in your directory to call from the Place a Call screen.
To call a contact from Skype for Business Directory:

1. Navigate to Contacts and select a directory.
2. Navigate to Place a Call, tap, and select a directory.
3. Select a contact.
4. From the Details screen, tap Dial or tap next to the number you want to call.

To save a contact from Skype for Business Directory:
After you find your contact, tap Add to Contacts.

Add Skype for Business Favorites

You can add Skype for Business contacts as favorites to display on the Home screen.
To add Skype for Business contacts as favorites:
In the Skype for Business client on your computer signed in with the same Skype for a Business account as the Poly Trio solution, right-click on a contact and click Add to Favorites.
Add Skype for Business Contacts
You can add your Skype for Business contacts to a Contacts list on your phone.
To add Skype for Business contacts to your phone:

1. Press Contacts > Add.
2. Enter your contact’s email address and press Submit.

View Skype for Business Contact Details
You can view details for each of your Skype for Business contacts on Poly Trio, and make direct calls to available contact numbers, including voicemail.
To view the contact details:

1. From the Home Screen, navigate to Contacts > Contacts.
2. From the Contacts list, select a contact.
3. Tap and select Info.

Your contact’s presence status and information display.

Update Your Presence Status

Your presence status information displays your availability and activity to your contacts. Your presence automatically updates when you are using your phone and when you are inactive.
To update your presence status:
Navigate to Settings > Features > My Status and select your desired status.
You can change your status to Available from any other status by selecting Reset.

Forward Calls

You can forward your incoming calls to another Skype for Business contact or to your voicemail.
To forward incoming calls to a contact:

1. Navigate to Settings > Features > Forward > Forward to Contact.
2. Enter your contact number and tap OK or tap Contacts. Choose a contact and tap Forward.

To forward incoming calls to voicemail:

• Press Forward > Forward to Voicemail.

Present Content During a Call
When a Poly Trio Visual+ is connected to a TV monitor and paired with a Poly Trio 8800 system, you can present content locally. To present content, join the call or meeting and present content using the Skype for Business client on your laptop.
Note: The Skype for Business client cannot use the same user account as participants in the call.
To present content during a video call:

1. Join the call from your Skype for Business client or add your Skype for Business client to the meeting from the Poly Trio system.
2. Select the Present icon and to choose how you want to show content.

Present Content When Not in a Call
When a Poly Trio Visual+ is connected to a TV monitor and paired with a Poly Trio 8800 system, you can present content when not in a Skype for Business call.
To present content when not on a call:

1. In the Skype for Business client, enter the name of the conference room or Poly Trio the solution in the Search field, right-click on the Contact and click Send an IM.
2. In the conversation window, select the Present icon and choose Present Desktop or Present Application.

Connect Audio Call over USB

When the Poly Trio system is connected to a computer via a USB cable, you can use the system as the audio device for your Skype for Business calls. You can hold, resume, and mute your audio for Skype for Business calls from the system.
To place a Skype for Business audio call:

1. In the Skype for Business client, do one of the following:
   a Select and scroll to the contact you want to call.
   b Enter the contact’s name in the search box.

2. Right-click on the contact and click Call > Skype for Business Call.

Changing Video Layout
During a video call on your Poly Trio 8800 system, you can adjust the appearance of the far-side video so that it displays as one of the following:

• Normal (by default)
• Full
• Crop

To change the Video layout:

1. Navigate to Settings > Basic > Video
2. Select Video Screen Mode, select a video screen set, then Save.

© 2019 Plantronics, Inc. All rights reserved. Poly, the propeller design, and the Poly logo are trademarks of Plantronics, Inc.
All other trademarks are the property of their respective owners.

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