Quick Start: Set up, start, and join an online meeting

Use Microsoft® Lync™ Online communications software to schedule an online meeting, start an unscheduled sharing and collaboration session, join a meeting, and set your audio preferences for computer audio. For more details about all of the tasks in this guide, see Work Smart: Schedule and join an online meeting.

What do you want to do?


Schedule an online meeting

Schedule an online meeting in the Microsoft® Outlook® messaging and collaboration client by using the Online Meeting Add-in for Microsoft® Lync™ Online. The Online Meeting Add-in for Lync Online is installed automatically when Lync is installed.

To create an online meeting request in Outlook, do the following:

  • In the Outlook Calendar, on the Home tab, in the New group, click New Online Meeting (in Microsoft® Outlook® 2010) or Online Meeting (Microsoft® Outlook® 2007).

New Online Meeting button in the Outlook Calendar

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Change meeting access and presenter options

The default online meeting options are best for small meetings or sharing and collaboration sessions with people inside your organization. If you are scheduling an online meeting with people outside your organization or your meeting is unusually large, use the Online Meeting Options dialog box to help you determine the following:

To set access and presenter options, do the following:

  1. In the meeting request, on the Meeting tab, in the Online Meeting group, click Meeting Options.

Meeting Options button in the meeting invitation

  1. In the Online Meeting Options dialog box, select the Customize access and presenters for this meeting check box.

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Start an unscheduled meeting

 To start an unscheduled meeting by using the Meet Now command, do the following:

  1. In the Lync main window, click the Show Menu arrow Options arrow, and then click Meet Now.
  2. In the Join Meeting Audio dialog box, do one of the following:
  • To call into the meeting from your phone, click Do not join audio, then call the dial-in number in your email invitation.
  • To join the meeting with Lync Online, click Use Lync (integrated audio and video).
  • To have the conference call you, click Call me at, and then type or select your phone number. (This feature is not supported.)
  1. In the group conversation window, click the People Options buttonLync People Options button, click Invite by Email, and then fill out the meeting request.

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Join a scheduled online meeting

To join a scheduled meeting, do the following:

  1. In the Outlook Calendar, open the meeting you want to join.
  2. In the meeting request, click Join online meeting.

Communicator

  1. In the Join Meeting Audio dialog box, do one of the following:
  • To call into the meeting from your phone, click Do not join audio, then call the dial-in number in your email invitation.
  • To join the meeting with Lync Online, click Use Lync (integrated audio and video).
  • To have the conference call you, click Call me at, and then type or select your phone number. (This feature is not supported.)

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Join an unscheduled meeting

You may be invited to an unscheduled or Meet Now meeting or to a meeting that is already in progress.

  • In the notification that appears in the notification area, at the far right of the taskbar, click Join.

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Set audio preferences

You can set up Lync Online to connect to the meeting audio the same way every time, or to prompt you for a choice.

  1. In the Lync main window, click the Options buttonLync Options button.
  2. In the Lync - Options dialog box, click Phones, and, under Joining conference calls, in the Join meeting audio from box, do one of the following:
  • To use integrated computer audio during meetings, click Lync.
  • To use a phone to call into meetings, choose Do not join audio

Options dialog Phone tab--Joining conference calls

  1. (Optional) Under Joining conference calls, select the Prompt me before joining to confirm or select another audio source check box. Choose this option if your audio preferences change frequently.

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Applies to:
Lync