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Microsoft 365

Make, hold and transfer calls in Microsoft Teams

After these steps you use Microsoft Teams like a phone system: you start calls, put conversations on hold, transfer them to colleagues and forward calls while you are away. The guide applies to the new Microsoft Teams desktop app on Windows and macOS.

Platform
Mac & Windows
Applies to
New Microsoft Teams (desktop app for Windows and Mac) with Teams Phone
Time needed
approx. 10 Min.
Level
Beginner
Mit Microsoft Teams telefonieren, halten und weiterleiten Microsoft

What you need

  • Microsoft Teams is installed and you are signed in with your Microsoft 365 account
  • A Teams Phone licence with a phone number and permission for external calls. Your IT sets up both.
  • A headset, or speakers and a microphone on your computer
  1. Step 1: Open Calls

    Open Microsoft Teams and click «Calls» in the bar on the left.

    The dial pad appears with your call history next to it.

    • Chat
    • Calendar
    • Calls (click here)
    Simplified sketch, the actual screen may look slightly different.
  2. Step 2: Enter a number or name

    Type a phone number or the name of a person in your organisation into the dial pad.

    Enter external numbers in international format, for example +41 44 000 00 00. For a name, select the right person from the list that appears as you type.

    • Dial pad +41 44 000 00 00 (click here)
    • Call
    Simplified sketch, the actual screen may look slightly different.
  3. Step 3: Start the call

    Click «Call».

    Teams connects the call. During the conversation, the controls for hold, transfer and consult are at the top of the call window.

  4. Step 4: Put the call on hold

    During the conversation, click «Hold» at the top of the call window.

    The other party is put on hold. Callers on a regular phone line hear hold music.

    Note: «Hold» is not available in a scheduled Teams meeting.

    • 00:42
    • Hold (click here)
    • Transfer
    • Consult
    Simplified sketch, the actual screen may look slightly different.
  5. Step 5: Resume the conversation

    Click «Resume» to continue the call on hold.

    You can have up to three calls on hold at the same time. Only one is ever active.

  6. Step 6: Open the transfer

    During the conversation, click «Transfer» in the call controls.

    Use this route when you want to pass the call directly to another person without checking first.

  7. Step 7: Transfer the call directly

    Select one of the suggested contacts, or type the name or number of the recipient and select the result.

    Click «Transfer». The call goes straight to the selected person.

    The arrow next to the button lets you send the call directly to the person's voicemail or to one of their other numbers instead.

    • Name or number Anna Example
    • Anna Example
    • Transfer (click here)
    Simplified sketch, the actual screen may look slightly different.
  8. Step 8: Consult before transferring

    During the conversation, click «Consult» in the call controls if you want to check with the recipient first.

    Select the person and click «Start a call». The other party is put on hold in the meantime.

    For a quick question by message, choose «Open chat» instead.

    • Name or number Anna Example
    • Start a call (click here)
    • Open chat
    Simplified sketch, the actual screen may look slightly different.
  9. Step 9: Complete the transfer

    Click «Transfer» as soon as the recipient has agreed. The waiting call is then passed to them.

    If the person cannot take the call, end the consultation and return to the first call with «Resume».

    Note: Consulting with «Consult» works in the desktop and mobile apps, not in Teams on the web.

  10. Step 10: Open the call settings

    Settings and moreSettingsCalls

    At the top, next to your profile picture, click «Settings and more» (the three dots).

    Select «Settings» and click «Calls» in the left-hand column.

    • General
    • Calls (click here)
    Simplified sketch, the actual screen may look slightly different.
  11. Step 11: Set up call forwarding

    Under «Call handling and forwarding», choose where incoming calls should go. The options are voicemail, another number such as your mobile, a specific person, a call group or your delegates.

    Alternatively, have calls ring you and a second number at the same time.

    The change takes effect immediately. The current status is also shown at the bottom of «Calls», for example «Don't forward». From there you can switch forwarding off again with one click.

Frequently asked questions

The call forwarding options are missing from the settings. Why?
Usually the Teams Phone licence is missing or not yet active. New licences can take up to 24 hours. If the options still do not appear after that, contact your IT.
Why does my call to an external number not go through?
Check the format. Dial external numbers with the country code, for example +41 for Switzerland or +49 for Germany. If it still fails, permission for external calls may be missing.
Where can I see missed calls?
Under «Calls», the call history next to the dial pad lists missed, answered and outgoing calls. You can call back directly from there.
Can I also make calls on my smartphone?
Yes. The Teams app for iPhone and Android offers the same features. Tap «Hold» and «Resume» in the call window there.

Stuck on a step?

Start a remote support session and we will take a look at your screen together with you.

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