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Poly CCX Series User Manual

Business media phones
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USER GUIDE
Poly CCX Business Media Phones with Skype for
Business
1.0 | December 2019 | 3725-49791-001A
Getting Help
For more information about installing, configuring, and
administering Poly/Polycom products or services, go to
Polycom Support.
Plantronics, Inc. (Poly — formerly Plantronics and Polycom)
345 Encinal Street
Santa Cruz, California
95060
©
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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  • Page 1 Plantronics, Inc. (Poly — formerly Plantronics and Polycom) 345 Encinal Street Santa Cruz, California 95060 © 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.

  • Page 2: Table Of Contents

    Enter Information Using the Onscreen Keyboard...........15 Logging In to and Locking Your Phone..........16 Signing In to Skype for Business on Poly CCX Business Media Phones....16 Sign In Using Your Skype for Business User Credentials......16 Sign in to Skype for Business on Your Computer Using BToE....16 Sign In Using Your Skype for Business PIN Authentication......
  • Page 3 Contents Accessibility Features................22 Features for Hearing-Impaired Users..............22 Features for Mobility-Impaired Users..............23 Features for Vision-Impaired and Blind Users............23 Calling....................... 24 Audio Calls....................25 Placing Audio Calls....................25 Place an Audio Call..................25 Place an International Call................25 Place a Call from Recent Calls..............26 Place Calls to Skype for Business Contacts..........26 Place a Skype for Business Audio Call over USB........
  • Page 4 Contents Forwarding Incoming Skype for Business Calls............. 34 Simultaneously Ring a Group of Contacts...........34 Forward a Skype for Business Call to a Contact......... 34 Forward a Call to Voicemail.................34 Managing Multiple Calls..................35 Manage a Call from the Calls Screen............35 Mute the Microphones....................36 Unmute the Microphone..................
  • Page 5 Contents Set a Ringtone for Boss Calls..............46 Edit the Delegates Group................46 Sort Boss-Admin Lines................47 Managing Calls on the Boss's Line..............47 Join Conference Calls for a Boss..............50 Call Lists and Directories............... 51 Recent Calls......................51 View Recent Calls..................51 Edit a Recent Call Entry................
  • Page 6 Listen to a Page During an Active Call............64 Receiving Pages When You're Not in an Active Call........65 Settings, Applications, and Accessories............66 Poly CCX Business Media Phones Settings.........67 Password Required to Access Basic Settings............67 Set the Language....................67 Time and Date Display................... 68 Change the Time and Date Format.............
  • Page 7 Place BToE Calls....................76 Pause and Resume BToE Calls................76 Move Call Audio between Your Phone and Computer........... 76 Using Bluetooth Devices on Poly CCX Phones........77 Using Bluetooth Headsets..................77 Enable Bluetooth and Connect a Headset..........77 Managing Calls with Your Bluetooth Headset..........78 Pairing a Smartphone to Your Phone..............
  • Page 8 Minimum Hardware and Software Laptop Requirements......90 Connect a USB Device or Laptop..............91 Setting Your Phone as the Audio Device.............91 Maintenance and Troubleshooting..............93 Maintaining Poly CCX Business Media Phones........94 Clean the Touchscreen...................94 Restart Your Phone....................95 Update the Phone's Configuration .................95 View Software Details.....................95...
  • Page 9 Contents Regenerate a Pairing Code for Manual BToE Pairing....... 102 Login Credentials....................102...

  • Page 10: Before You Begin

    ▪ Related Poly and Partner Resources This user guide helps you configure Poly settings available on your CCX business media phone when running Microsoft Skype for Business. This user guide supports the following Poly phones with Skype for Business enabled: ▪...

  • Page 11: Getting Started

    Logging In to and Locking Your Phone • Accessibility Features This section provides information on getting started with your Poly CCX business media phones running Skype for Business. Note: As you read this guide, keep in mind that your system administrator configures certain features or your network environment may determine them.

  • Page 12: Product Overview Of Poly Ccx Business Media Phones

    • Enter Information Using the Onscreen Keyboard Poly CCX Business Media Phones with Skype for Business support audio-only conference calls. The following features are available on CCX series phones with Skype for Business: ▪ Placing, answering, and managing audio calls ▪...

  • Page 13: Ccx Phone Hardware Overview

    The following topics describe the hardware features for Poly CCX Business Media Phones. Poly CCX 500 Business Media Phone Hardware The following figure displays the hardware features on Poly CCX 500 Business Media Phones. The table lists each feature numbered in the figure.

  • Page 14: Led Indicators On Ccx Series Phones

    Volume keys and ringer. Enables you to attach a USB flash drive or USB headset. Poly CCX 500 phones include one USB-A port and one USB port(s) USB-C port. Displays when the phone is powered on. The icon glows green or blue when a headset is connected and Headset indicator activated.

  • Page 15: Navigating Poly Ccx Business Media Phones

    Access the Home Screen The Home screen on CCX series phones with Skype for Business display the icons you can select to access features, settings, and other information; additional registered lines; and favorites you can save to quickly call contacts.

  • Page 16: Icons And Status Indicators

    Product Overview of Poly CCX Business Media Phones Icons and Status Indicators The following table displays the icons and status indicators that display on your phone. Icons and Status Indicators Icon Description Icon Description Registered Line Do Not Disturb enabled...

  • Page 17: Logging In To And Locking Your Phone

    Signing In to Skype for Business on Poly CCX Business Media Phones You can use one of the following methods to sign in to a Poly phone with your Skype for Business credentials: • User ID—Enter your user credentials.

  • Page 18: Sign In Using Your Skype For Business Pin Authentication

    Logging In to and Locking Your Phone 3. In the Skype for Business client on your computer, enter your login credentials. A confirmation message is displayed when the phone successfully signs into Skype for Business. Sign In Using Your Skype for Business PIN Authentication You can sign in to your Skype for Business account using your PIN Authentication credentials, which your system administrator provides.

  • Page 19: Sign Out Of Skype For Business

    Logging In to and Locking Your Phone Sign Out of Skype for Business If you are signed in to Skype for Business on a public phone, make sure you sign out of your account after you finish using it. After you sign out of Skype for Business, you cannot call or view your Skype for Business contacts. However, you can still use other available features.

  • Page 20: Sign In As A Guest User Using Pin Authentication

    Logging In to and Locking Your Phone A confirmation message is displayed when the phone successfully signs into Skype for Business. Sign In as a Guest User Using PIN Authentication You can sign into Skype for Business on your phone or common area phone as a guest user with your PIN Authentication credentials.

  • Page 21: Locking Your Phone

    Logging In to and Locking Your Phone Locking Your Phone Your system administrator provides you with a user password that you can use to unlock the phone. Consider locking your phone if you want to: • Prevent unauthorized outgoing calls. •...

  • Page 22: Unlock The Phone

    Logging In to and Locking Your Phone • Go to Settings > Advanced > Administration Settings > Device Lock and select Lock Now. Unlock the Phone You can use your lock code to unlock your phone. Procedure » Enter your lock code and select Unlock or tap Change Your Lock Code You can change your lock code at any time while signed in to your Skype for Business account.

  • Page 23: Accessibility Features

    Features for Mobility-Impaired Users • Features for Vision-Impaired and Blind Users Poly products include a number of features to accommodate hearing-, vision-, mobility-, or cognitively- impaired users. Features for Hearing-Impaired Users Your phone includes many features that enable users with hearing impairments to use various features on the phone.

  • Page 24: Features For Mobility-Impaired Users

    Features for Vision-Impaired and Blind Users Poly phones include various features that enable users with visual impairments to use many of the features on the phone. The following table lists the accessibility features for visually-impaired and blind users.

  • Page 25: Calling

    Calling Topics: ▪ Audio Calls ▪ Conference Calls • Shared Lines ▪ Call Lists and Directories • Recording Audio Calls ▪ Voicemail and Pages This section provides information on placing audio calls, conference calls, using shared lines, and calling contacts from the Directory.

  • Page 26: Audio Calls

    Audio Calls Topics: • Placing Audio Calls • Redial a Number • Answering Audio Calls ▪ Decline an Incoming Call ▪ End an Audio Call • Holding and Resuming Calls • Transferring Calls • Rejecting Calls with Do Not Disturb •...

  • Page 27: Place A Call From Recent Calls

    Audio Calls A plus sign + is displayed. 2. Enter the phone number with the country code and select Dial The phone plays a tone and the contact’s phone answers the call automatically. Place a Call from Recent Calls You can place calls to contacts from the Recent Calls list, which contains calls that were recently placed, answered, or missed.

  • Page 28: Call A Favorite

    Audio Calls 2. On your device, place a call to a contact and select CCX business media phone as your audio source. Call a Favorite Contacts you add as favorites display at the bottom of the Home screen with an avatar. You can place a call to favorites by selecting a favorite’s avatar on the Home screen.

  • Page 29: Placing Intercom Calls

    Audio Calls Placing Intercom Calls The intercom feature enables you to place a call to a contact that is answered automatically on the contact’s phone as long as the contact is not in an active call. Check with your system administrator to find out if this feature is available on your phone.

  • Page 30: Answering Audio Calls

    Audio Calls Answering Audio Calls When you receive an incoming call, you can choose to answer the call in various ways, including answering calls automatically, in the Incoming Calls screen, in the Calls screen, and during a call. Answer an Incoming Call When you receive an incoming call, the phone rings and an Incoming Call screen is displayed.

  • Page 31: Answer Calls Automatically

    Audio Calls Answer Calls Automatically You can set up your phone to automatically answer calls using the Auto Answer feature. When enabled, the phone automatically answers all incoming calls using the speakerphone. Your system administrator sets how many times the phone rings before the call is automatically answered. When Auto Answer is enabled and you receive an incoming call while in a call, the incoming call is not answered until you end or hold the current call.

  • Page 32: End An Audio Call

    Audio Calls End an Audio Call You can end active calls at any time, however, you must resume held calls before you can end a call. Procedure » Do one of the following: ▪ Select Hang Up ▪ On the Calls screen, select the call and select Hang Up ▪...

  • Page 33: Choose A Default Transfer Type

    Audio Calls Choose a Default Transfer Type You can choose a default transfer type to use for all calls on your phone. When you choose a default transfer type, the phone uses the selected transfer type for all calls. Consultative is the default transfer type. Procedure 1.

  • Page 34: Rejecting Calls With Do Not Disturb

    Audio Calls Rejecting Calls with Do Not Disturb Do Not Disturb (DND) enables you to set your phone to automatically reject calls when you don’t want to be interrupted. When you enable DND, you see the following: • The DND icon displays in the status bar.

  • Page 35: Forwarding Incoming Skype For Business Calls

    Audio Calls Forwarding Incoming Skype for Business Calls You have more options for forwarding calls when your phone is registered with the Skype for Business Server; you can forward calls to contacts, voicemail, or a group of contacts. Simultaneously Ring a Group of Contacts In the Skype for Business client, you can choose to simultaneously ring a group of Skype for Business contacts when you receive incoming calls.

  • Page 36: Managing Multiple Calls

    Audio Calls Procedure 1. Go to Settings > Features > Forward. 2. Select Forward to Voicemail. All incoming calls are sent directly to your voicemail. Managing Multiple Calls You can manage multiple calls that are active, incoming, or held on the phone. In the Calls screen, you can view active and held calls, including conference calls.

  • Page 37: Mute The Microphones

    Audio Calls Mute the Microphones You can mute the microphone so other parties can't hear you. Procedure » Do one of the following: ▪ Select Mute ▪ Select the Mute key on the phone. ▪ Select the Mute key on the microphone. Unmute the Microphone Unmute your audio when you are ready to speak and let others on the call hear you.

  • Page 38: Conference Calls

    • Managing Skype for Business Conference Participants You can initiate and manage a maximum of 24 Skype for Business conference calls on the Poly CCX Business Media Phones, however, you can have only one active conference call in progress. You can also manage individual participants, enable announcements, and lock a conference.

  • Page 39: Initiate A Group Conference Call

    Conference Calls Initiate a Group Conference Call You can initiate conference call with a group of Skype for Business contacts from a supported CCX business media phone. Procedure 1. Go to Contacts > Groups. 2. On the Groups screen, select a group. 3.

  • Page 40: Exit The Participants List

    Conference Calls Exit the Participants List You can exit the Participants list to view the Home screen or navigate to menu options. Procedure » Select Back Return to the Participants List You can return to the Participants list at any time during an active conference on your phone. Procedure »...

  • Page 41: Demote Or Promote Conference Participants

    Conference Calls 2. Select Unmute All to enable participants to speak in the conference. A notification is displayed on the participants' phones informing them that the presenter has unmuted the audience. Mute and Unmute Individual Conference Participants Presenters can choose to mute and unmute individual participants during conferences. Procedure 1.

  • Page 42: Lock And Unlock A Conference Call

    Conference Calls Lock and Unlock a Conference Call Presenters can lock a conference call to prevent people from joining the conference call without approval. When a conference is unlocked, anyone on the network can join a conference call automatically with the conference dial-in number and ID.

  • Page 43: Shared Lines

    Shared Lines Topics: • Shared Line Limitations • Missed and Received Calls on Shared Lines • Hold a Call Privately on a Shared Line • Shared Line Appearance for Skype for Business • Boss-Admin for Skype for Business All CCX business media phone support multiple and shared lines. Your administrator can customize your phone so that you have multiple shared lines enabled.

  • Page 44: Shared Line Appearance For Skype For Business

    Shared Lines Procedure » During a call, press More > Pvt Hold. The call is held on your phone, and the line shows as busy on the other shared line users' phones. When you hold a call privately, other users on the shared line cannot resume or pick up the call. However, users on the shared line can barge in on privately held calls.

  • Page 45: Boss-Admin For Skype For Business

    Shared Lines administrator. When a held call is resumed by another SLA member, the other group members are notified of the call's new status with a steady red LED light on the line key on the members phones. Procedure » Select the corresponding line key and lift the handset. Boss-Admin for Skype for Business The Boss-Admin feature enables you to manage phones on your network and see when there is an answered call, when a call is on hold, or when a call has ended on a boss or delegate line.

  • Page 46: View The Delegates Group

    Shared Lines 5. Click OK when you have finished assigning contacts as delegates. Simultaneous ringing is enabled for all assigned delegates. If the boss's line receives an incoming call, both the boss and delegate's phones ring. You can change when your delegates' phones ring in the Call Forwarding - Delegates dialog box. When you assign delegates to your line, your phone displays a notification that you have added a contact as a delegate, and a scrolling message “Simultaneous Ringing is activated”...

  • Page 47: Maximum Number Of Boss Lines

    Maximum Number of Boss Lines Assigned to an Admin Phone Phone Model Maximum Bosses Assigned Poly CCX 500 business media phones 23 of 24 lines View the Boss Group You can view the contacts for which you are assigned as a delegate in the group People I Manage Calls For on your phone and in the Skype for Business client.

  • Page 48: Sort Boss-Admin Lines

    Shared Lines • Select Add to add delegates. • Select a delegate and click Remove to delete the delegate from the group. Delegates removed from the Delegates group can no longer monitor call activity on a boss's line. Sort Boss-Admin Lines When a Boss assigns lines to three or more Admins or an Admin is assigned to three or more different Bosses, a Sort icon displays on the Boss or Admin phone.
  • Page 49 Shared Lines Viewing Call Status on the Boss's Line A boss and delegate can both view the status of any call on the other's phone. Bosses can see when a delegate answers or holds a call, which delegate answered the call, and the call information of the caller.
  • Page 50 Shared Lines Transferring Boss Calls After a delegate answers a delegation call, the delegate can transfer the call to the boss’s phone using the Safe Transfer feature, or transfer the call directly to the boss’s voicemail if the boss is unavailable. Transfer a Boss Call After a delegate answers a delegation call, the delegate can transfer the call to the boss's phone using Safe Transfer, which enables the delegate to transfer the call to the boss's phone and prevent the call...

  • Page 51: Join Conference Calls For A Boss

    Shared Lines Join Conference Calls for a Boss You can join an incoming conference call on behalf of a boss on their line and add the boss to the conference call. Procedure 1. Press the Conference soft key. 2. Dial the boss's number or select the contact. 3.

  • Page 52: Call Lists And Directories

    ▪ Skype for Business Contacts Poly phones support a Recent Calls list, a Local Directory, and a Corporate Directory. Your phone can also support a Skype for Business Directory, depending on your server and if enabled by your system administrator.

  • Page 53: Delete A Recent Call Entry

    Call Lists and Directories 2. Tap Edit 3. Edit the number then select Dial. Delete a Recent Call Entry You can delete any call entry from the Recent Calls list. If you delete or move call entries on the phone, if enabled, the changes are made on the phone only. If you delete call entries in the Skype for Business client, the changes are made on the phone and in the Skype for Business client.

  • Page 54: Add A Contact To The Local Directory

    Call Lists and Directories Add a Contact to the Local Directory When you add a contact to your Local Directory, you can choose how much information you want to enter for your contact. You are required to only enter a contact number for each new contact. Procedure 1.

  • Page 55: Add Favorites

    Call Lists and Directories Add Favorites You can add any contact in the local directory as a favorite. When you add a contact as a favorite, the contact displays on the Home screen. Procedure 1. Navigate to Contacts > Local Directory. 2.

  • Page 56: Add Corporate Directory Contacts To The Contact Directory

    4. Enter any additional contact information and select Save. Skype for Business Contacts When you’re signed into your Skype for Business account on a Poly phone, your phone displays up to 3,000 contacts and groups created in your Skype for Business client in the Contacts list.

  • Page 57: View Skype For Business Contacts

    View a Skype for Business Contact's Information You can view contact information for each of your Skype for Business contacts on supported Poly phones, and make calls directly to any of the available numbers for your contact, including directly to a contact's voicemail.

  • Page 58: View Skype For Business Contact Groups

    Call Lists and Directories 5. Select Save. View Skype for Business Contact Groups You can view groups created in your Skype for Business client on your phone. Procedure 1. From the Home screen, navigate to Contacts > Contacts. 2. Select Groups. Skype for Business Contact Presence Information You can view a contact’s presence information on the Home screen or in the Contacts list on your phone.

  • Page 59: Add Skype For Business Contacts To The Contact List

    Call Lists and Directories Add Skype for Business Contacts to the Contact List You can search for Skype for Business contacts on the phone and add those contacts to the Contacts list. When you add a contact, you can view contact and presence information for that contact on the phone. Procedure 1.

  • Page 60: Recording Audio Calls

    Recording Audio Calls Topics: • Guidelines When Recording Calls • Record a Call • Pause a Recording • Resume a Recording • Stop Recording • Browse Recorded Calls • Play a Recorded Call • Pause and Resume Played Recordings • Stop Playing a Recording •...

  • Page 61: Record A Call

    Recording Audio Calls Record a Call You can record all active audio calls on the phone. Make sure to inform your contacts on the call before you begin recording. Some things to note about recording: • You can’t record when there are no connected calls, when you place a new call to transfer a call or initiate a conference, or when you have an incoming call.

  • Page 62: Browse Recorded Calls

    A list of recordings display. Play a Recorded Call You can play back calls that you recorded on a USB flash drive connected to Poly CCX Business Media Phones. Note: You can’t open and play recordings when you are in an active call or if you’re recording a call. If you try to, the phone cancels the action.

  • Page 63: Stop Playing A Recording

    Recording Audio Calls Stop Playing a Recording When you are finished listening to a recording, you can stop playing it by exiting the recording. Procedure » Select Exit. Rename a Recording By default, recordings are labeled with the date of the recording. You can rename recordings to provide them with more meaningful names.

  • Page 64: Voicemail And Pages

    Voicemail and Pages Topics: ▪ Access Skype for Business Voicemail Messages • Managing Skype for Business Voicemail Messages ▪ Receiving Messages with Group Paging You can send, broadcast, and access a variety of audio messages on the phone. Note: Your phone may not support all of the features described in this section. Check with your system administrator to find out which features are available.

  • Page 65: Mark Message As Read

    Voicemail and Pages Mark Message as Read You can choose to mark unread messages that you do not want to listen to as read. Marking a message as read removes the message alert. Procedure » Select a message and select Mark As Read. Receiving Messages with Group Paging You can receive pages from any paging groups you are subscribed to.

  • Page 66: Receiving Pages When You're Not In An Active Call

    Voicemail and Pages Procedure » Do one of the following: • For pages that play automatically during a call, hold the call to hear only the page. • For Pending pages, select Accept or hold the call. Receiving Pages When You're Not in an Active Call When you receive a page and you are not in an active call, the page immediately plays, regardless of the paging priority.

  • Page 67: Settings, Applications, And Accessories

    • Poly CCX Business Media Phones Settings • Using BToE to Manage Calls on Your Phone and Skype for Business Client ▪ Using Bluetooth Devices on Poly CCX Phones • Phone Applications • Phone Accessories and Computer Applications This section provides information on phone settings as well as applications and accessories you can use...

  • Page 68: Poly Ccx Business Media Phones Settings

    Password Required to Access Basic Settings Many of the features available on Poly CCX Business Media Phones can be enabled or customized from the Basic settings menu. However, if your system administrator has set up the phone to require a password to access the Basic settings menu, you cannot change settings without the permission of your system administrator.

  • Page 69: Time And Date Display

    Poly CCX Business Media Phones Settings Time and Date Display The time and date display in the status bar. When the phone cannot obtain a time and date, the time and date display flashes. If this happens, or if the time and date are incorrect, contact your system administrator.

  • Page 70: Set The Backlight Timeout

    Poly CCX Business Media Phones Settings Procedure 1. Go to Settings > Basic. 2. Select Backlight Intensity > Backlight On Intensity. 3. Select the intensity you want, and select Back. 4. From the Backlight Intensity screen, select Backlight Idle Intensity.

  • Page 71: Insert An Empty Line Key

    Poly CCX Business Media Phones Settings Insert an Empty Line Key By default, the phone inserts new or empty lines below previously added lines. If you want to place space between line keys, you can insert an empty line key above or below other line keys on the phone.

  • Page 72: Power-Saving Mode

    Poly CCX Business Media Phones Settings Power-Saving Mode By default, Poly phones are set to enter power-saving mode and turn off the screen after being idle for a certain period of time to conserve energy. You can determine the period of time that the phone is idle before the screen turns off, and you can set different idle timeouts for office hours and off hours, such as evenings and weekends.

  • Page 73: Changing Audio Settings

    Poly CCX Business Media Phones Settings 3. Select Office Hours Idle Timeout and enter the number of minutes (1 to 600 minutes) the phone should wait during office hours before starting power-saving mode. 4. Select Off Hours Idle Timeout and enter the number of minutes (1 to 10 minutes) the phone should wait during off-hours before starting power-saving mode.

  • Page 74: Change The Volume

    Poly CCX Business Media Phones Settings Change the Volume You can increase the volume of your ringtone and the audio during a call. Procedure » Press one of the Volume keys to increase or decrease the audio. Enable Acoustic Fence Acoustic Fence suppresses background noise while you are on a call, which enhances call audio quality for call participants.

  • Page 75: Clear Call Logs And Contacts

    Poly CCX Business Media Phones Settings Procedure 1. Navigate to Settings > Features > Hot Desking. 2. Select Disable. Clear Call Logs and Contacts By default, your call logs and contacts you save are stored on the phone and a server. You can clear your personal history of stored call logs and contacts from the phone.

  • Page 76: Using Btoe To Manage Calls On Your Phone And Skype For Business Client

    Using BToE to Manage Calls on Your Phone and Skype for Business Client Topics: • Answer BToE Calls • Place BToE Calls • Pause and Resume BToE Calls • Move Call Audio between Your Phone and Computer After you pair your phone with your computer, you can manage audio and video calls with your Skype for Business contacts on your phone and in the Skype for Business client on your computer.

  • Page 77: Place Btoe Calls

    Using BToE to Manage Calls on Your Phone and Skype for Business Client Place BToE Calls You can place calls to Skype for Business contacts in the Skype for Business client and on your phone. Procedure » Choose a contact and select Call. Pause and Resume BToE Calls You can pause active audio and video Skype for Business calls on your phone when you are signed in to different user accounts on your phone and the Skype for Business client.

  • Page 78: Using Bluetooth Devices On Poly Ccx Phones

    Play Audio from a Bluetooth Device You can pair and connect compatible Bluetooth devices such as a mobile phone, tablet, laptop, or headset with your Poly CCX phone. You can also pair and connect a Poly CCX phone with one of your own Bluetooth devices.

  • Page 79: Managing Calls With Your Bluetooth Headset

    Using Bluetooth Devices on Poly CCX Phones Procedure 1. Navigate to Settings > Basic > Bluetooth Settings. 2. Select Bluetooth then select On. The Bluetooth icon is displayed in the status bar. After the icon displays, you can pair and connect your Bluetooth-enabled device.

  • Page 80: Managing Calls With Your Smartphone

    Using Bluetooth Devices on Poly CCX Phones Procedure 1. Navigate to Settings > Basic > Bluetooth Settings. 2. Select Bluetooth then select On. The Bluetooth icon is displayed in the status bar. After the icon displays, you can pair and connect your Bluetooth-enabled device.

  • Page 81: Edit Your Phone's Bluetooth Device Name

    Using Bluetooth Devices on Poly CCX Phones Procedure 1. Navigate to Settings > Basic > Bluetooth Settings. 2. On the Manage Devices screen, select the connected Bluetooth device and select Disconnect. After you disconnect the device, the device icon changes and "Paired" displays next to the corresponding device on the Manage Devices screen and in the status bar of the CCX business media phone.
  • Page 82 Using Bluetooth Devices on Poly CCX Phones 2. On your mobile phone or tablet, choose the music or video you want to hear. 3. Make sure that the phone is set as your audio device. The audio plays through the phone's speakers.

  • Page 83: Phone Applications

    • Using the Calendar Poly phones can support optional applications configured by your system administrator. Ask your system administrator if your phone supports any of the applications discussed in this section. Note: Some of the features described in this section require access to the Basic settings menu. If your phone requires a password to access the Basic settings menu, contact your system administrator for assistance.

  • Page 84: Navigate Day View

    Phone Applications Navigate Day View In Day view, you can see your scheduled meetings for the day, and you can navigate to a previous or upcoming day. Procedure » Do one of the following: • To view a meeting, use the Navigation keys to select a meeting or tap the meeting. •...
  • Page 85 Phone Applications Respond to Meeting Reminders From the meeting reminder, you can join a meeting, view meeting details, snooze the reminder to temporarily remove it from the screen, and dismiss the reminder to permanently remove it from the screen and stop all future reminders for the meeting. Procedure »...

  • Page 86: Joining Calendar Meetings

    Phone Applications Joining Calendar Meetings You can join any scheduled meeting from the calendar or from a meeting reminder. Join Meetings from the Calendar You can join meetings on your phone from the Calendar in Meeting view. Procedure 1. From Day view, select the meeting. 2.

  • Page 87: View Meeting Details

    Phone Applications View Meeting Details When you select a meeting on the calendar, you can view the meeting’s start and end time, location, organizer, invitees, and meeting description. Figure 5: Meeting Details Procedure » On the calendar, select a meeting.

  • Page 88: Phone Accessories And Computer Applications

    Phone Accessories and Computer Applications Topics: • Using a Headset with Your Phone • Connecting a Device using a USB Cable CCX business media phone support accessories and computer applications that you can use to extend your phone's capabilities. Your phone may not support all of the accessories or applications described in this section. Check with your system administrator to find out which of these applications or accessories are available on your phone.

  • Page 89: Use Your Headset For All Calls

    Phone Accessories and Computer Applications Note: If your phone does not detect the USB headset when you attach it to your phone, the USB port on your phone may be disabled. Contact your system administrator. Use Your Headset for All Calls Using the Headset Memory Mode feature, you can enable your phone so that all incoming and outgoing calls automatically use your headset.
  • Page 90 Phone Accessories and Computer Applications • For Plantronics headsets, change the coarse receive level to 3 and the transmit level to B on the headset base unit. For details, refer to the guide that comes with your headset. • For Sennheiser headsets, set the first DIP switch labeled 1 (DHSG) to the down position on the back of the headset base unit.

  • Page 91: Disconnect Your Headset

    Phone Accessories and Computer Applications Disconnect Your Headset If you want to disconnect or change your headset, you need to properly detach your headset from your phone. Procedure 1. Go to Settings > Basic > Preferences. 2. Select Headset > Hookswitch Mode. 3.

  • Page 92: Connect A Usb Device Or Laptop

    Connect a USB Device or Laptop When you connect your Poly phone to a laptop or mobile device, you can use the phone as a microphone and speaker for audio and video calls, including Skype for Business calls, and to play media including music and videos.
  • Page 93 Phone Accessories and Computer Applications Set your Phone as the Default Audio Device for Your Windows Laptop When your Windows laptop PC is connected to the phone, you can set it as the default device for your laptop and play audio from music and videos using the phone's speakers. Procedure 1.

  • Page 94: Maintenance And Troubleshooting

    Maintenance and Troubleshooting Topics: • Maintaining Poly CCX Business Media Phones • Troubleshooting This section provides information on maintaining and troubleshooting your phone.

  • Page 95: Maintaining Poly Ccx Business Media Phones

    Maintaining Poly CCX Business Media Phones Topics: • Clean the Touchscreen • Restart Your Phone • Update the Phone's Configuration • View Software Details • Updating Your Skype for Business Phone Software • Reset the Phone to Factory Defaults When the phone is not operating properly, you can investigate or troubleshoot issues along with any other tasks your administrator may ask you to perform.

  • Page 96: Restart Your Phone

    Maintaining Poly CCX Business Media Phones Restart Your Phone Your system administrator may ask you to restart the phone if it malfunctions or to assist in troubleshooting. Caution: Before you restart the phone, contact your system administrator. If the phone is malfunctioning, you may be able to restore normal operation without restarting it.

  • Page 97: View Software Update Information

    Maintaining Poly CCX Business Media Phones View Software Update Information You can view information about the software update before you update your phone. Procedure » When prompted to update software, press Details. Update Your Skype for Business Phone Software When a software update is available, a notification is displayed on your phone.

  • Page 98: Troubleshooting

    Better Together over Ethernet • Login Credentials If you are having issues with your Poly phone, you can try the troubleshooting options and solutions in the following topics to resolve certain issues. Phone Can’t Connect to the Network or Repeatedly...

  • Page 99: Warnings

    Troubleshooting Warnings The warning icon lets you know that your phone has one or more important issues. Investigate Warnings When a phone is unable to perform certain tasks, a Warning icon displays in the status bar. You can view details about the issues from the Warnings screen. Procedure 1.

  • Page 100: Usb Port

    Troubleshooting USB Port If you attach a USB device to your phone, and the phone does not detect the attached USB device, your system administrator may have disabled the USB port on your phone. In this case, you cannot attach a USB device to your phone to use the following features: •...

  • Page 101: Recording Issues And Solutions

    Troubleshooting Issue Corrective Action My headset doesn't pair automatically. If your headset is an older model, you may need to enter a password before the headset can pair with your phone. Refer to your headset documentation for more information. Recording Issues and Solutions If you encounter any issues recording calls, see the following table for possible solutions to common problems.

  • Page 102: Troubleshoot Btoe Connector Start Issues

    Troubleshooting If you cannot access the log files, contact your system administrator for assistance. Procedure 1. Open the Start menu and select your user name. 2. Select the folders AppData > Local > Temp > MSI*.LOG. Troubleshoot BToE Connector Start Issues If the BToE Connector successfully installs, but the application fails to start or you experience other application-related failures, uninstall the BToE Connector and reinstall the application.
  • Page 103 Troubleshooting Regenerate a Pairing Code for Manual BToE Pairing If you cannot clearly read the pairing code for manually pairing your phone with your computer using Better Together over Ethernet, you can regenerate a code that is easier to read. Procedure 1.

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