Yealink CP965 User manual

Yealink Teams Edition User Guide

| Contents | ii
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................................................................................................ 14
Entering Data and Editing Fields...................................................................................................... 14
Using the On-screen Keyboard.............................................................................................. 15
Using the On-screen Dial Pad............................................................................................... 16
Signing into Microsoft Teams and Locking Your Phone....................... 16
Signing into Your Device................................................................................................................... 16
Signing into Microsoft Teams on Your Device........................................................................17
Signing into Microsoft Teams via Web Sign-in.......................................................................18
Signing out of Your Device................................................................................................................19
Phone Lock........................................................................................................................................19
Creating a Lock PIN............................................................................................................... 19
Enabling Phone Lock..............................................................................................................19
Setting the Idle Timeout for Phone Lock................................................................................20
Unlocking Your Phone............................................................................................................ 20
Changing Your Lock PIN.......................................................................................................20
Disabling Phone Lock.............................................................................................................20
Using a Teams Phone as a Common Area Phone...........................................................................21
Signing into a CAP/Meeting Account..................................................................................... 22
Signing out of a Common Area Phone.................................................................................. 24
Signing into a Teams Phone as a Guest User................................................................................. 24
Signing in as a Guest User....................................................................................................25
Signing out of the Guest User............................................................................................... 25
Changing Your Presence Status.............................................................. 25
Contacts......................................................................................................26
Managing Contact Groups................................................................................................................ 26
View All Contact Groups........................................................................................................ 26
Creating New Groups............................................................................................................. 27
Editing Contact Group Name................................................................................................. 27
Deleting Contact Groups........................................................................................................ 28
Managing Contacts............................................................................................................................28
Adding Contacts from the Directory.......................................................................................28

| 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..........................................................33
Call on behalf of................................................................................................................................33
Boss's Call Status............................................................................................................................. 34
Operating Calls.......................................................................................... 35
Placing Calls......................................................................................................................................36
Calling Contacts......................................................................................................................36
Dialing the Number.................................................................................................................36
Placing Multiple Calls............................................................................................................. 36
Placing a Call from Call History.............................................................................................36
Placing a Call from Voicemail................................................................................................ 37
Placing an Emergency Call from a Locked Phone................................................................ 37
Answering Calls.................................................................................................................................37
Answering a Call.....................................................................................................................37
Answering a Call When in a Call........................................................................................... 37
Call Merge......................................................................................................................................... 37
Muting and Unmuting Audio..............................................................................................................38
Holding and Resuming Calls.............................................................................................................38
Placing a Call on Hold........................................................................................................... 39
Resuming a Call..................................................................................................................... 39
Ending or Rejecting an Active Call................................................................................................... 39
Transferring Calls...............................................................................................................................39
Performing a Blind Transfer.................................................................................................... 39
Performing a Consultative Transfer........................................................................................ 39
Transferring a Call to Work Voicemail.................................................................................... 40
Forwarding All Incoming Calls...........................................................................................................40
Forwarding Calls to Voicemail................................................................................................ 40
Forwarding Calls to a Contact or Number............................................................................. 40
Forwarding All Incoming Calls to Delegates.......................................................................... 40
Forwarding Incoming Calls if Unanswered........................................................................................41
Synchronizing Incoming Calls to the Specified Contact/Delegate.................................................... 41
Parking and Retrieving Calls on the Teams Server..........................................................................41
Parking Teams Calls...............................................................................................................41
Retrieving Parked Calls.......................................................................................................... 42
Call Queue.........................................................................................................................................42
Blocking Calls with No Caller ID.......................................................................................................42
Anonymous Call.................................................................................................................................43

| 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........................................................................................ 45
Muting Individual Conference Participants............................................................................. 46
Removing the Participants from the Conference................................................................... 46
Re-inviting the Participants Who Have been Removed......................................................... 46
Viewing the Details of Participants.........................................................................................46
Adding Participants to a Conference Call......................................................................................... 46
Recording a Meeting......................................................................................................................... 47
Turning on Live Captions.................................................................................................................. 47
Raising Hand..................................................................................................................................... 47
Leaving the Conference.................................................................................................................... 47
Using the Teams Meeting Feature........................................................... 48
Scheduling a Meeting on the Teams Phone.....................................................................................48
Viewing the Meeting Details..............................................................................................................48
Joining a Scheduled Meeting............................................................................................................49
Responding to the Meeting Invitation............................................................................................... 49
Canceling the Scheduled Meeting.................................................................................................... 50
Editing the Scheduled Meeting......................................................................................................... 51
Deleting the Scheduled Meeting....................................................................................................... 51
Using the Voicemail...................................................................................51
Listening to the Voicemail................................................................................................................. 51
Deleting Voicemail Messages........................................................................................................... 52
Viewing the Details of the Contacts..................................................................................................52
Teams Device Settings..............................................................................52
Using the Dark Theme......................................................................................................................52
Setting the Language........................................................................................................................ 53
Time and Date Display......................................................................................................................54
Setting the Time and Date Manually......................................................................................54
Changing the Time and Date Format.................................................................................... 54
Screen Savers................................................................................................................................... 55
Disabling Screen Saver.......................................................................................................... 55
Changing the Waiting Time for Screen Saver........................................................................55
Changing the Screen Saver Background...............................................................................55
Changing the Screen Backlight Brightness and Time...................................................................... 56
Bluetooth............................................................................................................................................56
Activating the Bluetooth Mode................................................................................................56
Pairing and Connecting the Bluetooth Device........................................................................57
Editing Your Device Name......................................................................................................57
Enabling the Media Audio...................................................................................................... 57
Disabling the Phone Audio.....................................................................................................57
Disabling Your Device Discovery............................................................................................58
Renaming the Paired Bluetooth Devices................................................................................58

| 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........................................................ 61
Connecting to the Wireless Network Using WPS.................................................................. 61
Adding a Wireless Network manually.....................................................................................62
Viewing the Wireless Network Information....................................................................................... 63
Deactivating the Wi-Fi Mode.............................................................................................................63
Disconnecting the Wireless Network Connection............................................................................. 63
Optional Accessories with Your Phone...................................................63
Wireless Microphone CPW65/CPW25 (Coming Soon).....................................................................63
Hybrid Mode Settings................................................................................63
Hybrid Mode...................................................................................................................................... 64
Enabling the Quick Ball.......................................................................................................... 64
Switching to Survivability App................................................................................................ 64
Switching to Teams App.........................................................................................................64
Survivability App Screens.......................................................................................................65
Call Features of Survivability App.......................................................................................... 65
Sending Multicast Paging..................................................................................................................66
Setting a Paging Key..............................................................................................................67
Sending a Paging by a Paging Key....................................................................................... 68
Setting a Paging List Key.......................................................................................................68
Setting a Paging Group..........................................................................................................69
Editing a Paging Group.......................................................................................................... 69
Sending a Paging by a Paging List Key.................................................................................70
Deleting a Paging Group........................................................................................................70
Receiving Multicast Paging............................................................................................................... 71
USB Audio Mode....................................................................................... 71
Getting More Information About Microsoft Teams................................. 71
Viewing More Information About Microsoft Teams............................................................................72
Company Portal.................................................................................................................................72
Sending Feedback.............................................................................................................................72
Maintaining Teams Devices......................................................................72
Rebooting Your Device......................................................................................................................73
Viewing Device Status.......................................................................................................................73

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?................................................................................................................. 74
Why doesn't my handset work?........................................................................................................ 74
How can I switch to Skype for Business edition?............................................................................. 74
Checking the IP Address of Device.................................................................................................. 75

| 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. Also, be sure to read the
Quick Start Guide in the product package.
•Related Documentations
Related Documentations
You can find the following types of documents from each product support page on Yealink Support:
• Release Notes: This guide describes what’s new for a new device firmware.
• Quick Start Guide: This guide describes the contents of your package, and how to assemble the device
or accessory. This guide is also included in your device package.
• Administrator Guide: This guide provides detailed information about setting up your network and
configuring features.
• Regulatory Notice: This guide provides information for all regulatory and safety guidance.
Getting Started
This chapter aims to make you familiar with the phone user interface.
Note: As you read this guide, remember that some features are configurable by your system
administrator or determined by your device environment. As a result, some features may not be
enabled or operated differently on your device. Additionally, the examples and graphics in this guide
may not directly reflect what is displayed or is available on your device.
•Hardware of CP965
•Mute Touch Key LED Indicators
•Accessing Screens on Yealink Teams Phones
•Entering Data and Editing Fields

| Getting Started | 8
Hardware of CP965
The table lists each feature numbered in the figures.

| Getting Started | 9
Item Description
1 Mute Touch Keys • Indicates phone statuses.
• Toggles mute feature.
2 Touch Screen 5 inches (720 x 1280) capacitive (5 points) touch screen. You can tap to
select items and navigate menus.
3 Volume Touch Keys Adjusts the volume of the speaker, ringer, or media.
4 Home Touch Key Taps it to return to the idle screen.
5 USB Type-A Port • Allows you to connect a USB flash drive (optional) to your phone so
you can
record calls/conferences and play back recorded files.
• Allows you to connect expansion PSTN box(es) (optional) to
experience calls
in PSTN. Up to two cascaded expansion PSTN boxes can be
connected, so you can conveniently experience the local five-way
conference in excellent speech quality with PSTN.
• Allows you to charge the Bluetooth Wireless Microphone CPW25 or
DECT
Wireless Microphone CPW65.
6 Security Slot Allows you to connect a universal security cable to your phone so you
can lock down your phone. You cannot remove the phone after locked.
7 USB Type-C Port Allows you to connect a PC and turn CP965 into an external speaker
and microphone for your PC.
8 Network Port Enables you to connect the phone to a wired network.
Mute Touch Key LED Indicators
The Mute touch key LED indicators indicate the call and phone status.
LED Status Description
Solid red The phone is initializing.
The phone is muted.
Flashing red The phone is ringing.
Solid green The phone is placing a call.
There is an active call on the phone.
Off The phone is powered off.
The phone is idle.

| 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
•Accessing the Voicemail Screen
•Accessing the People Screen
Home Screen
You can enable the home screen on your phone.
Procedure
Tap the avatar in the top-right corner of the screen, and go to Settings > Home screen.
Accessing the Calls Screen
The Calls screen is displayed after the phone startup if you do not enable the home screen. You can place
a call from the history entry or view the favorites information from the Calls screen.

| Getting Started | 11
NO. Name Description
1 Call History Displays recent calls.
2 Operation Options • .
•Taps to call the contact.
3 Taps to retrieve a parked call.
4 Taps to search for a contact.
5 Taps to initiate a call.

| Getting Started | 12
Accessing the Calendar Screen
You can access the Calendar screen to join or schedule meetings.
1. Tap Calendar.
NO. Name Description
1 Scheduled meeting list Displays all the scheduled on the Teams phone,
from Teams client or Outlook.
2 Taps to join the corresponding scheduled
meeting.
3 Taps to schedule a meeting.
4 Meeting details Taps the corresponding scheduled meeting to
view the meeting details.
Accessing the Voicemail Screen
You can listen to voicemails or place calls to contacts from the Voicemail screen.

| Getting Started | 13
1. Tap Voicemail.
NO. Name Description
1 Voicemail list Displays all the voicemails stored in the voicemail
list.
2 Taps to play the voicemail.
3 Taps to change the playback speed of the
voicemail.
4 Operation options •Taps to view information of contact.
•Taps to call the contact.
•Taps to delete the voicemail.

| Getting Started | 14
Accessing the People Screen
You can access the People screen to manage all your contacts.
1. Tap People.
NO. Name Description
1 Contacts list Displays all the contacts on the phone or contacts in a
specific group.
2 Taps to create new group or add contacts from directory.
3 Taps to search for a contact.
Entering Data and Editing Fields
•Using the On-screen Keyboard
•Using the On-screen Dial Pad

| 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.
English input method as an example:
No. Item Description
1 26 English Letters • Taps to enter letters.
• Long taps a key, then slides to choose one of the options to enter
an alternate character.
2 Taps to collapse the keyboard.
3 Delete Key • Taps to delete the entered characters one by one.
• Long taps to delete two or more characters.
4 Taps to search for the people.
5 Two Special Characters • Taps to enter special characters.
• Long taps point key (.), then slides to choose one of the options to
enter an alternate character.
6 Space Key • Taps to enter spaces.
• Long taps to switch to the Japanese input method.
7 Input Method Taps to switch among input methods: Android Keyboard (AOSP)-
English (US)/Android Keyboard (AOSP)- Alphabet (QWERTY)/
Japanese IME.
8 Input Mode Taps to switch among input modes: character/number/letter.

| Signing into Microsoft Teams and Locking Your Phone | 16
No. Item Description
9 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: * # , + ;.
Procedure
1. Tap on the Calls screen.
2. Use the on-screen dial pad to enter numbers.
Signing into Microsoft Teams and Locking Your Phone
You can sign into the device with your Microsoft online account and use the phone lock feature when
necessary.
•Signing into Your Device
•Signing out of Your Device
•Phone Lock
•Using a Teams Phone as a Common Area Phone
•Signing into a Teams Phone as a Guest User
Signing into Your Device
You can sign into your Microsoft online account directly on your device or sign into your device via a web
sign-in, including your sign-in address and password.
About this task
Contact your system administrator to get your sign-in account.
Note: If your system administrator enables the device management feature, the phone supports
synchronizing account registration status to YDMP/YMCS.
•Signing into Microsoft Teams on Your Device
•Signing into Microsoft Teams via Web Sign-in

| Signing into Microsoft Teams and Locking Your Phone | 17
Signing into Microsoft Teams on Your Device
Procedure
1. Tap Sign in on this device.

| 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. Go to https://microsoft.com/devicelogin on your computer or mobile.
2. Enter the code shown on your device and select Next.
3. Enter your user credentials or select the desired account to sign in.
After you successfully sign into Microsoft Intune Company Portal, a confirmation message is displayed.

| 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. Select OK.
Phone Lock
When the phone is not used, you can enable the phone lock to prevent unauthorized users from viewing
or modifying phone information, such as your scheduled meetings. When the phone is locked, you can
still answer the incoming call. If the administrator forcibly enables the phone lock feature on the Microsoft
Teams & Skype for Business Admin Center, you cannot disable it on the phone. For more information,
contact your system administrator.
•Creating a Lock PIN
•Enabling Phone Lock
•Setting the Idle Timeout for Phone Lock
•Unlocking Your Phone
•Changing Your Lock PIN
•Disabling Phone Lock
Creating a Lock PIN
If your administrator sets security restrictions and enables the phone lock for you, you are prompted to set
up a lock PIN used for unlocking your phone.
Procedure
1. Tap OK to create a lock PIN on the pop-up menu.
2. Enter the lock PIN in the New PIN field.
3. Enter the lock PIN again in the Confirm PIN field.
4. Tap OK.
Enabling Phone Lock
Procedure
1. Tap the avatar in the top-right corner of the screen, and go to Settings > Device settings > Phone
Lock.
2. Enable Lock Enable.
3. Enter the lock PIN in the New PIN field.

| 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.
About this task
Note: You can long press the # key 3 seconds to lock the phone.
Procedure
1. Tap the avatar in the top-right corner of the screen, and go to Settings > Device settings > Phone
Lock.
2. Enter the unlock PIN and tap Unlock.
3. Tap the Idle time-out field and then select the desired value.
4. Save the change.
Unlocking Your Phone
Procedure
1. Tap on the touch screen.
2. Enter the unlock PIN.
Note: After five unsuccessful unlock attempts, the system will automatically sign your account
out.
Changing Your Lock PIN
You can change your lock PIN at any time.
Procedure
1. Tap the avatar in the top-right corner of the screen, and go to Settings > Device settings > Phone
Lock.
2. Enter the unlock PIN and tap Unlock.
3. Enter the new lock PIN in the New PIN field.
4. Enter the lock PIN again in the Confirm PIN field.
5. Save the change.
Disabling Phone Lock
If your system administrator sets security restrictions and enables the phone lock, you are restricted from
disabling it.
Procedure
1. Tap the avatar in the top-right corner of the screen, and go to Settings > Device settings > Phone
Lock.
2. Enter the unlock PIN and tap Unlock.
3. Disable Lock Enable.