Yealink Teams CP965 User Manual
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Summary of Contents for Yealink Teams CP965
- Page 1 Yealink Teams Edition User Guide...
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Page 2: Table Of Contents
About This Guide..................7 Related Documentations........................7 Getting Started.....................7 Hardware of CP965..........................8 Mute Touch Key LED Indicators......................9 Accessing Screens on Yealink Teams Phones................. 10 Home Screen..........................10 Accessing the Calls Screen....................10 Accessing the Calendar Screen..................... 12 Accessing the Voicemail Screen.................... 12 Accessing the People Screen.................... - Page 3 | Contents | iii Adding Contacts to a Specific Group..................29 Removing Contacts from the Group..................29 Favorites..................... 29 Adding Favorites..........................29 Removing Favorites........................... 30 Managing Delegates.................. 31 Adding a Delegate from Settings...................... 31 Forwarding All Incoming Calls to Delegates..................32 Forwarding Incoming Calls to Delegates if Unanswered..............33 Synchronizing Incoming Calls to Delegates..................33 Boss/Admin Delegate Call Feature............
- Page 4 | Contents | iv Conference Calls..................43 Meet Now............................43 Proximity Join............................ 43 Initiating a Conference by Calling Multiple Contacts................ 44 Initiating a Conference Call by Inviting Other Contacts..............45 Initiating a Conference Call from Call History...................45 Managing the Conference Participants..................... 45 Muting All Conference Participants..................
- Page 5 | Contents | v Disconnecting the Bluetooth Device..................58 Un-pairing the Bluetooth Devices...................58 Deactivating the Bluetooth Mode................... 58 Accessibility Features........................59 Large Text..........................59 High Contrast Mode........................59 Color Correction........................59 Screen Reader........................59 Setting Ringtones..........................60 Wireless Network..................60 Activating the Wi-Fi Mode........................61 Connecting to the Wireless Network....................61 Connecting to an Available Wireless Network Manually............
- Page 6 Resetting Your Device........................73 Troubleshooting..................73 Why is the screen blank?........................74 Why does the device display “Network unavailable”?...............74 Why do the device display time and date incorrectly?..............74 How can I obtain the MAC address when the device is not powered on?........74 Why can't I receive calls?.........................
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Page 7: About This Guide
| About This Guide | 7 About This Guide Thank you for choosing Yealink CP965 Teams phone, which is mainly designed to work with the Microsoft Teams client. This guide provides everything you need to use your new device quickly. Firstly, verify with your system administrator that the IP network is ready for device configuration. -
Page 8: Hardware Of Cp965
| Getting Started | 8 Hardware of CP965 The table lists each feature numbered in the figures. -
Page 9: Mute Touch Key Led Indicators
| Getting Started | 9 Item Description Mute Touch Keys • Indicates phone statuses. • Toggles mute feature. Touch Screen 5 inches (720 x 1280) capacitive (5 points) touch screen. You can tap to select items and navigate menus. Volume Touch Keys Adjusts the volume of the speaker, ringer, or media. -
Page 10: Accessing Screens On Yealink Teams Phones
| Getting Started | 10 Accessing Screens on Yealink Teams Phones You can navigate the menu bar at the bottom of the touch screen to access the following screens easily. • Home Screen • Accessing the Calls Screen • Accessing the Calendar Screen •... - Page 11 | Getting Started | 11 Name Description Call History Displays recent calls. Operation Options • • Taps to call the contact. Taps to retrieve a parked call. Taps to search for a contact. Taps to initiate a call.
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Page 12: Accessing The Calendar Screen
| Getting Started | 12 Accessing the Calendar Screen You can access the Calendar screen to join or schedule meetings. 1. Tap Calendar. Name Description Scheduled meeting list Displays all the scheduled on the Teams phone, from Teams client or Outlook. Taps to join the corresponding scheduled meeting. - Page 13 | Getting Started | 13 1. Tap Voicemail. Name Description Voicemail list Displays all the voicemails stored in the voicemail list. Taps to play the voicemail. Taps to change the playback speed of the voicemail. Operation options • Taps to view information of contact. •...
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Page 14: Accessing The People Screen
| Getting Started | 14 Accessing the People Screen You can access the People screen to manage all your contacts. 1. Tap People. Name Description Contacts list Displays all the contacts on the phone or contacts in a specific group. Taps to create new group or add contacts from directory. -
Page 15: Using The On-Screen Keyboard
| Getting Started | 15 Using the On-screen Keyboard Before using the on-screen keyboard to enter data, you need to know the function of the keys on the on-screen keyboard. The Teams phone supports the Android Keyboard (AOSP)- English (US), Android Keyboard (AOSP)- Alphabet (QWERTY) and Japanese IME input methods. -
Page 16: Using The On-Screen Dial Pad
| Signing into Microsoft Teams and Locking Your Phone | 16 Item Description Taps to switch between the uppercase input mode and lower case. Using the On-screen Dial Pad Instead of using the on-screen keyboard, you can also use the dial pad on the dialing screen to enter data. The on-screen dial pad only provides digit keys and the following special characters: * # , + ;. -
Page 17: Signing Into Microsoft Teams On Your Device
| Signing into Microsoft Teams and Locking Your Phone | 17 Signing into Microsoft Teams on Your Device Procedure 1. Tap Sign in on this device. -
Page 18: Signing Into Microsoft Teams Via Web Sign-In
| Signing into Microsoft Teams and Locking Your Phone | 18 2. Enter your user credentials and tap sign in. You will be connected to the Company Portal automatically. 3. Enter your password and tap Sign in. 4. After the device signs in successfully, tap Got it. Signing into Microsoft Teams via Web Sign-in Procedure 1. -
Page 19: Signing Out Of Your Device
| Signing into Microsoft Teams and Locking Your Phone | 19 Signing out of Your Device After you sign out of your account, you can only use the phone settings feature. Procedure 1. Tap the avatar in the top-right corner of the screen, and go to Settings > Sign out. 2. -
Page 20: Setting The Idle Timeout For Phone Lock
| Signing into Microsoft Teams and Locking Your Phone | 20 4. Enter the lock PIN again in the Confirm PIN field. You can use your lock PIN to unlock your phone. 5. Save the change. Setting the Idle Timeout for Phone Lock You can configure the idle timeout, after which the phone will be locked automatically. -
Page 21: Using A Teams Phone As A Common Area Phone
| Signing into Microsoft Teams and Locking Your Phone | 21 Using a Teams Phone as a Common Area Phone You can set your phone as a Common Area Phone (CAP). Instead of being located in someone’s office, common area phones are typically placed in an area like a lobby or another area that is available to many people to make a call;... -
Page 22: Signing Into A Cap/Meeting Account
| Signing into Microsoft Teams and Locking Your Phone | 22 Signing into a CAP/Meeting Account Procedure 1. Tap Sign in. You will be connected to the Company Portal automatically. 2. Enter your user credentials. - Page 23 | Signing into Microsoft Teams and Locking Your Phone | 23 3. After the phone signs in successfully, tap Got it. After signing into the CAP account, the screen is displayed as below: After signing into the Meeting account, the screen is displayed as below:...
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Page 24: Signing Out Of A Common Area Phone
| Signing into Microsoft Teams and Locking Your Phone | 24 Signing out of a Common Area Phone Procedure 1. Tap the avatar in the top-right corner of the screen, and go to Settings > Device Settings. 2. Tap the Admin Password field and then enter the admin password (default: admin). 3. -
Page 25: Signing In As A Guest User
| Changing Your Presence Status | 25 Signing in as a Guest User You can sign into Teams on your phone as a guest user. Procedure 1. When the phone is unlocked, tap the avatar in the top-right corner of the screen, and select Hot desk. 2. -
Page 26: Contacts
| Contacts | 26 2. Tap the presence status field and select the desired status from the drop-down menu. Tip: You can reset your presence status to be available from any other status by tapping Reset status. Contacts • Managing Contact Groups •... -
Page 27: Creating New Groups
| Contacts | 27 You can tap the desired contact group to view the contacts in the group. Creating New Groups Procedure From the People screen, tap Tap Create new group 3. Name your group. 4. Select CREATE. Editing Contact Group Name Procedure 1. -
Page 28: Deleting Contact Groups
| Contacts | 28 Deleting Contact Groups Procedure From the Edit group screen, tap Delete group. You delete the contact group successfully. Related tasks Editing Contact Group Name Managing Contacts • Adding Contacts from the Directory • Adding Contacts to a Specific Group •... -
Page 29: Adding Contacts To A Specific Group
| Favorites | 29 4. Tap the desired contact and select a group. 5. Save the change. The contact appears in the selected group. Adding Contacts to a Specific Group Procedure 1. From the People screen, select All Contacts or a specific group. 2. -
Page 30: Removing Favorites
| Favorites | 30 Go to > > Add to contacts > Favorites. The contact appears in the FAVORITES list. Removing Favorites Procedure 1. From the Calls screen, tap FAVORITES. on the desired contact. 3. Tap Remove speed dial. -
Page 31: Managing Delegates
| Managing Delegates | 31 Managing Delegates You can pick someone to be your delegate—to receive and make calls on your behalf. When you add a delegate, you’re essentially sharing your phone line with them, so they can see and share all of your calls. Teams phones provide the ability to set up and manage delegates. -
Page 32: Forwarding All Incoming Calls To Delegates
| Managing Delegates | 32 3. Select the permission you want to give your delegate. 4. Save the change. Results Your new delegate will now appear in your delegates list. Forwarding All Incoming Calls to Delegates You can forward all incoming calls directly to your delegates. Procedure 1. -
Page 33: Forwarding Incoming Calls To Delegates If Unanswered
| Boss/Admin Delegate Call Feature | 33 Forwarding Incoming Calls to Delegates if Unanswered You can configure the forwarded destination if the incoming call is not answered. Procedure 1. Tap the avatar in the top-right corner of the screen, then go to Settings > Calling > If unanswered. 2. -
Page 34: Boss's Call Status
| Boss/Admin Delegate Call Feature | 34 Boss's Call Status Delegates can see and monitor the boss’ call status on the delegate’s phone. About this task In the example below, the icon on the Boss’ title shows the delegate that the boss is in an active call. You can tap the icon to view additional details about the call. -
Page 35: Operating Calls
| Operating Calls | 35 Operating Calls This chapter shows you how to handle calls on your device. • Placing Calls • Answering Calls • Call Merge • Muting and Unmuting Audio • Holding and Resuming Calls • Ending or Rejecting an Active Call •... -
Page 36: Placing Calls
| Operating Calls | 36 • Anonymous Call Placing Calls You can easily use your phone like a regular phone to place calls in many ways. • Calling Contacts • Dialing the Number • Placing Multiple Calls • Placing a Call from Call History •... -
Page 37: Placing A Call From Voicemail
| Operating Calls | 37 to place an audio call. Placing a Call from Voicemail Procedure 1. From the Voicemail screen, tap the voice mail record that you want to call. to place an audio call. Placing an Emergency Call from a Locked Phone Once locking the phone, you can dial an emergency number without having to unlock it. -
Page 38: Muting And Unmuting Audio
| Operating Calls | 38 Note: If multiple calls are on hold, you can choose one to merge. Muting and Unmuting Audio You can mute the microphone during an active call so that the other party cannot hear you. Procedure 1. -
Page 39: Placing A Call On Hold
| Operating Calls | 39 Placing a Call on Hold Procedure > Put call on hold. During a call, tap Resuming a Call Procedure Do one of the following: • If only one call is placed on hold, tap Resume. •... -
Page 40: Transferring A Call To Work Voicemail
| Operating Calls | 40 3. Tap OK to complete the transfer. After the transferred party answers the call, the call is transferred successfully. Transferring a Call to Work Voicemail You can directly transfer a call into someone’s work voicemail without ringing the far-end user. This allows them to leave voicemails for users without interrupting them discreetly. -
Page 41: Forwarding Incoming Calls If Unanswered
| Operating Calls | 41 Forwarding Incoming Calls if Unanswered You can configure the forwarded destination if the incoming call is not answered. Procedure 1. Tap the avatar in the top-right corner of the screen, and go to Settings > Calling > If unanswered. 2. -
Page 42: Retrieving Parked Calls
| Operating Calls | 42 Related tasks Retrieving Parked Calls Retrieving Parked Calls After the call is parked, you can retrieve the call on another phone or provide another contact with the call retrieval code to retrieve the call. Procedure when the phone is idle. -
Page 43: Anonymous Call
| Conference Calls | 43 Anonymous Call You can hide your phone number when dialing people outside of Microsoft Teams. Procedure 1. Tap the avatar in the top-right corner of the screen, then go to Settings > Calling. 2. Enable Hide your phone number when dialing people who are outside of Microsoft Teams. Note: If your phone is set as a common area phone, tap the avatar in the top-right corner of the screen, and go to Settings >... -
Page 44: Initiating A Conference By Calling Multiple Contacts
| Conference Calls | 44 Procedure Before starting a conference, do one of the following: On the mobile phone: go to Join now > Join and add a room and select the desired device. On the laptop: select Room audio (suggested) > Join now. Initiating a Conference by Calling Multiple Contacts Procedure from the Calls screen. -
Page 45: Initiating A Conference Call By Inviting Other Contacts
| Conference Calls | 45 Initiating a Conference Call by Inviting Other Contacts You can initiate a conference call by inviting contacts to join the active call. Procedure During a call, tap 2. Tap on the touch screen. 3. Enter the contact information to search and then add members. to initiate a conference. -
Page 46: Muting Individual Conference Participants
| Conference Calls | 46 Muting Individual Conference Participants Everyone can mute any other conference participants in the conference call. Procedure During the conference call, tap All participants are displayed in the participants list. 2. Tap the desired participant and then select Mute participant. The participant is muted. -
Page 47: Recording A Meeting
| Conference Calls | 47 2. Tap on the touch screen. 3. Enter the participant account information to search and then add members. to initiate a conference. Recording a Meeting You can record all audio active calls on the system. About this task Note: You cannot capture the whiteboards in meeting recordings. -
Page 48: Using The Teams Meeting Feature
| Using the Teams Meeting Feature | 48 Using the Teams Meeting Feature Teams meetings are a great way to come together with your colleagues and clients both inside and outside of your organization. You can join a Teams meeting if you have a Teams online account. You can schedule meetings on the Teams phone, the Teams client, or Outlook. -
Page 49: Joining A Scheduled Meeting
| Using the Teams Meeting Feature | 49 Joining a Scheduled Meeting You can join a Teams meeting scheduled on the Teams phone, the Teams client, or Outlook. Procedure From the Calendar screen, tap Join beside the desired meeting. Responding to the Meeting Invitation Participants can respond to the meeting scheduled on the Teams phone, the Teams client, or Outlook. -
Page 50: Canceling The Scheduled Meeting
| Using the Teams Meeting Feature | 50 3. Select the desired response: • Accept (Accept the invitation) • Tentative (Tentatively accept the invitation) • Decline (Decline the invitation) Your response is shown below: Tip: You can tap the selected response to edit the response to the scheduled meeting. Canceling the Scheduled Meeting If you are the organizer, you can cancel the scheduled meetings. -
Page 51: Editing The Scheduled Meeting
| Using the Voicemail | 51 Editing the Scheduled Meeting You can edit the scheduled meetings if you are the organizer, such as adding participants. Procedure 1. From the Calendar screen, tap the desired meeting. 2. Tap > Cancel event. 3. -
Page 52: Deleting Voicemail Messages
| Teams Device Settings | 52 To pause the playback, tap . Then tap to resume the playback. Deleting Voicemail Messages After you listen to a message, you can delete it. Procedure 1. From the Voicemail screen, tap the desired voicemail. below the voicemail. -
Page 53: Setting The Language
| Teams Device Settings | 53 3. Confirm the option. After you restart the phone, the screen is displayed as follows: Note: The dark theme will change to the light theme if the account signs out. Setting the Language The default language of the device depends on what you set after the device starts up. You can change the language. -
Page 54: Time And Date Display
| Teams Device Settings | 54 3. Tap OK. Note: If your phone is set as a common area phone, tap the avatar in the top-right corner of the screen, and go to Settings > Device Settings > Language(Admin only, default password: admin) to set the language. -
Page 55: Screen Savers
| Teams Device Settings | 55 Screen Savers The screen saver automatically starts each time your device is idle for a certain amount of time. You can stop the screen saver at any time by pressing any key or tapping the touch screen. The screen saver starts again when your device is idle again for a preset waiting time. -
Page 56: Changing The Screen Backlight Brightness And Time
| Teams Device Settings | 56 Changing the Screen Backlight Brightness and Time You can change the backlight brightness of the LCD when the phone is active (in use). The backlight brightness automatically changes after the phone has been idle for a specified time. About this task You can change the screen backlight brightness and time in the following settings: Backlight Active Level: The brightness level of the phone screen when the phone is active. -
Page 57: Pairing And Connecting The Bluetooth Device
| Teams Device Settings | 57 Pairing and Connecting the Bluetooth Device Before you begin Make sure that you have activated the Bluetooth mode and the Bluetooth device is discoverable. Procedure 1. Tap the avatar in the top-right corner of the screen, and go to Settings > Device settings > Bluetooth. 2. -
Page 58: Disabling Your Device Discovery
| Teams Device Settings | 58 Disabling Your Device Discovery After the Bluetooth is turned on, your phone is visible to other Bluetooth-enabled devices by default. You can disable this feature not to allow your phone to be discovered by other Bluetooth devices. Procedure 1. -
Page 59: Accessibility Features
| Teams Device Settings | 59 Accessibility Features The phone includes a number of features to accommodate vision-impaired users. • Large Text • High Contrast Mode • Color Correction • Screen Reader Large Text You can change the displayed text size. Procedure 1. -
Page 60: Setting Ringtones
The Teams device supports the Wi-Fi feature. If there is available Wi-Fi, you can enable the Wi-Fi feature to connect the device to the wireless network. Note: The phones can automatically connect to the wireless network via a Yealink-supplied App. For more information, refer to Easy Way to Connect to a Wireless Network via App. -
Page 61: Activating The Wi-Fi Mode
(SSID) and strong WPA data encryption and authentication. About this task Two methods supported by Yealink devices in the Wi-Fi protected setup: Push Button Configuration (PBC): The user simply presses the WPS key on both the device and •... -
Page 62: Adding A Wireless Network Manually
| Wireless Network | 62 Connecting to the Wireless Network Using PBC Before you begin Make sure Wi-Fi Mode is activated. Procedure 1. Tap the avatar in the top-right corner of the screen, and go to Settings > Device settings > Wi-Fi. 2. -
Page 63: Viewing The Wireless Network Information
| Optional Accessories with Your Phone | 63 Viewing the Wireless Network Information After connecting to the wireless network, you can view the wireless network information (such as wireless status, link speed, security, IP address, signal strength, etc.) Procedure 1. Tap the avatar in the top-right corner of the screen, and go to Settings > Device settings > Wi-Fi. 2. -
Page 64: Hybrid Mode
| Hybrid Mode Settings | 64 • Receiving Multicast Paging Hybrid Mode Teams phone supports hybrid mode: survivability app mode and teams app mode. If the phone disconnects with the local MS server, you can switch to the survivability app to implement the call features. Note: The hybrid mode is disabled by default. -
Page 65: Survivability App Screens
| Hybrid Mode Settings | 65 Survivability App Screens The survivability app includes the following screens: • Dial: Tap to open the dialer. • Directory: Displays local contacts. You can search for contacts, and manage local directory groups and contacts. •... -
Page 66: Sending Multicast Paging
| Hybrid Mode Settings | 66 Call Status You can Talk (peer to peer call) • Enable DND • End a call • Mute a call • Hold a call • Transfer a call • Place a new call • Invite a new party Conference For the conference originator:... -
Page 67: Setting A Paging Key
| Hybrid Mode Settings | 67 Note: It is available only when the hybrid mode is enabled. • Setting a Paging Key • Sending a Paging by a Paging Key • Setting a Paging List Key • Setting a Paging Group •... -
Page 68: Sending A Paging By A Paging Key
| Hybrid Mode Settings | 68 Sending a Paging by a Paging Key You can send a paging by using the Paging key when the phone is idle. Procedure 1. Switch to survivability App. 2. Tap the Paging key when the phone is idle. Related tasks Switching to Survivability App Setting a Paging Key... -
Page 69: Setting A Paging Group
| Hybrid Mode Settings | 69 5. Enter the paging group name in the Label field. 6. Save the change. Setting a Paging Group Procedure 1. Tap the avatar in the top-right corner of the screen, go to Settings > Device Settings > Paging List. 2. -
Page 70: Sending A Paging By A Paging List Key
| Hybrid Mode Settings | 70 2. Long tap the desired paging group and select Edit. 3. Edit the information. 4. Save the change. Sending a Paging by a Paging List Key You can send a paging by using the Paging List key when the phone is idle. Procedure 1. -
Page 71: Receiving Multicast Paging
| USB Audio Mode | 71 Receiving Multicast Paging Your system administrator has set a listening paging group for you. You can automatically receive a paging call when the phone is idle. USB Audio Mode You can connect the CP965 phone to the PC using a micro USB cable. Then the phone will automatically enter the USB audio mode when a call is in progress on the Microsoft Teams client. -
Page 72: Viewing More Information About Microsoft Teams
| Maintaining Teams Devices | 72 Viewing More Information About Microsoft Teams You can view more information about Microsoft Teams, such as the version, calling version, and the details of Privacy& Cookies, Microsoft Software License Terms, and Third-party Notices. Procedure Tap the avatar in the top-right corner of the screen, and go to Settings >... -
Page 73: Rebooting Your Device
| Troubleshooting | 73 • Viewing Device Status • Resetting Your Device Rebooting Your Device Your system administrator may ask you to reboot your device if it malfunctions or to assist in troubleshooting. Procedure 1. Tap the avatar in the top-right corner of the screen, and go to Settings > Device settings > Reboot. 2. - Page 74 | Troubleshooting | 74 • Checking the IP Address of Device Why is the screen blank? • If the device is powered from PoE, ensure you use a PoE-compliant switch or hub. • Ensure that the device is properly plugged into a functional AC outlet. Why does the device display “Network unavailable”? •...
- Page 75 | Troubleshooting | 75 Checking the IP Address of Device Procedure Tap the avatar in the top-right corner of the screen, and go to Settings > Device settings > About.
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