Trio With Microsoft Teams
User Guide
PVOS 8.0.0 | September 2022 | 3725-13769-001A
Contents
Before You Begin ..............................................................................................................................................................................................3
Audience, Purpose, and Required Skills ............................................................................................................................................... 3
Related Poly and Partner Resources .....................................................................................................................................................3
Getting Started ................................................................................................................................................................................................. 4
Product Overview of Poly Trio Systems .............................................................................................................................................. 4
Poly Trio System Hardware Overview ........................................................................................................................................... 4
Entering Information Using the Onscreen Keyboard ...................................................................................................................... 6
Change the Keyboard Layout ............................................................................................................................................................7
Call Application Switching Methods ..................................................................................................................................................... 7
Select an Available Call Application ................................................................................................................................................ 8
Cycle Through Call Applications .......................................................................................................................................................8
Access Microsoft Teams Help .................................................................................................................................................................8
Signing In to Your Phone ................................................................................................................................................................................ 9
Sign In Using the Phone’s Local Interface ............................................................................................................................................9
Sign In Using a Web Browser .................................................................................................................................................................. 9
Sign Out of Your Phone .............................................................................................................................................................................9
Poly Trio with Teams Settings ....................................................................................................................................................................10
Lock Your Phone in Microsoft Teams .................................................................................................................................................10
Set a Lock PIN ...................................................................................................................................................................................... 10
Enable Phone Lock ............................................................................................................................................................................. 10
Unlock Your Phone ............................................................................................................................................................................ 10
Disable Phone Lock ............................................................................................................................................................................10
Connecting to Wi-Fi in Microsoft Teams .......................................................................................................................................... 11
Enable Wi-Fi in Microsoft Teams ..................................................................................................................................................11
Connect to Wi-Fi in Microsoft Teams ...........................................................................................................................................11
Change the Default System Language ............................................................................................................................................... 11
Change the Clock Format ...................................................................................................................................................................... 11
Adjusting the Backlight Intensity and Timeout ............................................................................................................................... 11
Set the Backlight Intensity ...............................................................................................................................................................12
Set the Backlight Timeout ................................................................................................................................................................12
Set the Phone Theme to Dark ...............................................................................................................................................................12
Clean the Touchscreen ...........................................................................................................................................................................12
Power Saving Mode .................................................................................................................................................................................13
Change Your Office Hours for Power Saving Mode .................................................................................................................13
Object Missing .....................................................................................................................................................................................13
Accessibility Features ...................................................................................................................................................................................14
Users Who Are Deaf or Hard of Hearing .......................................................................................................................................... 14
Users with Limited Mobility ..................................................................................................................................................................14
Users Who Are Blind, Have Low Vision, or Have Limited Vision ............................................................................................... 14
Turn on High Contrast Mode .......................................................................................................................................................... 15
Adjust the Onscreen Text Size ........................................................................................................................................................15
Correct for Color Blindness .............................................................................................................................................................15
Troubleshooting .............................................................................................................................................................................................16
View System Information ...................................................................................................................................................................... 16
Reboot Your Phone ................................................................................................................................................................................. 16
ii
Before You Begin
This guide contains overview information for navigating and performing tasks with your Poly Trio system when running
Microsoft Teams in Shared Mode.
You must have a Teams-enabled Microsoft Office 365 account to access all of the available features on the Poly Trio with
Teams.
Audience, Purpose, and Required Skills
This guide provides information for Poly Trio systems. Administrators and users can use this guide to configure Poly
settings available on the system’s local interface.
This guide covers the models listed below:
• Poly Trio C60 system
• Poly Trio C60 ND system
• Poly Trio C60 NR system
Related Poly and Partner Resources
See the following sites for information related to this product.
• Poly Support is the entry point to online product, service, and solution support information. Find product-specific
information such as Knowledge Base articles, Support Videos, Guide & Manuals, and Software Releases on the
Products page, download software for desktop and mobile platforms from Downloads & Apps, and access additional
services.
• The Poly Documentation Library provides support documentation for active products, services, and solutions. The
documentation displays in responsive HTML5 format so that you can easily access and view installation, configuration,
or administration content from any online device.
• The Poly Community provides access to the latest developer and support information. Create an account to access
Poly support personnel and participate in developer and support forums. You can find the latest information on
hardware, software, and partner solutions topics, share ideas, and solve problems with your colleagues.
• The Poly Partner Network is a program where resellers, distributors, solutions providers, and unified communications
providers deliver high-value business solutions that meet critical customer needs, making it easy for you to
communicate face-to-face using the applications and devices you use every day.
• Poly Services help your business succeed and get the most out of your investment through the benefits of
collaboration. Enhance collaboration for your employees by accessing Poly service solutions, including Support
Services, Managed Services, Professional Services, and Training Services.
• With Poly+ you get exclusive premium features, insights and management tools necessary to keep employee devices
up, running, and ready for action.
• Poly Lens enables better collaboration for every user in every workspace. It is designed to spotlight the health and
efficiency of your spaces and devices by providing actionable insights and simplifying device management.
3
Getting Started
Before you use your phone, familiarize yourself with its features and user interface.
Note: The features on your device may vary according to the network environment and the configuration by your system
administrator. As a result, the examples and graphics in this guide may not reflect available options or what your device
screen displays.
Product Overview of Poly Trio Systems
Poly Trio systems support audio-only conference calls with.
Poly Trio systems support the following features:
• Placing, answering, and managing audio calls
• Initiating, joining, and managing audio conference calls
• Viewing and joining scheduled calendar meetings
• Managing contacts, call lists, and directories
• Adjusting call and phone settings
• Checking voicemail messages
Poly Trio System Hardware Overview
The following figures and tables provide information about hardware features available on your system.
Trio 8500 System
The following figure displays the hardware features on Trio 8500 systems. The table lists each featured numbered in the
figure.
Figure 1: Trio 8500 system hardware features
Trio 8500 System Hardware Feature Descriptions
Reference Number Feature Feature Description
1
Speaker and microphones Sends your audio to call participants and
provides audio output for the ringer and
speakerphone.
2
USB host port Enables you to connect a USB flash drive to
the system to record calls.
3
USB device port Connect your computer using a USB cable
to use the system as a speakerphone for
calls or to show content.
4
Volume keys Adjusts the volume of the audio from the
speakerphone and ringer.
4
Reference Number Feature Feature Description
5
Mute key Mutes the microphones during calls and
conferences. The key glows red when
activated.
6
Touchscreen Select items and navigate menus on the
touch-sensitive screen.
Trio 8800 System
The following figure displays the hardware features on Trio 8800 systems. The table lists each featured numbered in the
figure.
Figure 2: Trio 8800 system hardware features
Trio 8800 System Hardware Feature Descriptions
Reference Number Feature Feature Description
1
Speaker and microphones Sends your audio to call participants and
provides audio output for the ringer and
speakerphone.
2
USB host port Enables you to connect a USB flash drive to
the system to record calls.
3
USB device port Connect your computer using a USB cable
to use the system as a speakerphone for
calls or to show content.
4
NFC Connect a Bluetooth-capable mobile
phone or tablet using Near Field
Communication (NFC).
5
Touchscreen Select items and navigate menus on the
touch-sensitive screen.
6
Mute key Mutes the microphones during calls and
conferences. The key glows red when
activated.
7
Volume keys Adjusts the volume of the audio from the
speakerphone and ringer.
Poly Trio C60 System
The following figure displays the hardware features on Poly Trio C60 systems. The table lists each numbered feature
shown in the figure.
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Figure 3: Poly Trio C60 System hardware features
Poly Trio System Hardware Feature Descriptions
Reference Number Feature Feature Description
1
Volume keys Adjusts the volume of the audio from the
speakerphone and ringer.
2
Mute key Mutes the microphones during calls and
conferences. The key glows red when
activated.
3 Proximity sensor
Wakes the system when it detects user
movement nearby.
Caution: Don’t press on the proximity
sensor. Doing so may damage the sensor
and the system.
4 USB ports
The USB host port, found on the side of the
phone, enables you to connect a USB flash
drive to record calls.
The USB device port, found on the bottom
of the phone, enables you to connect a
computer using a micro USB cable to use
the system as a speakerphone for calls.
5
Touchscreen Select items and navigate menus on the
touch-sensitive screen.
6
Speaker and microphones Sends your audio to call participants and
provides audio output for the ringer and
speakerphone.
7
Security slot (on back) Attach a universal security cable lock to
your phone so you can secure it to a
desktop.
Entering Information Using the Onscreen Keyboard
The onscreen keyboard enables you to enter information into text fields using the touchscreen.
The onscreen keyboard displays when a text field displays. When a text field requires only numbers, it displays a numerical
keypad instead.
The following icons also display on the keyboard:
6
•
Letters : Displays alphabetical letters
• Uppercase : Shifts to uppercase letters
• Lowercase : Shifts to lowercase letters
• Numbers and Punctuation : Displays numbers and punctuation marks
•
Special characters : Displays special characters
Change the Keyboard Layout
When you set the phone language and country, the phone uses the default keyboard layout for that language. For example,
setting the phone language to French sets the phone to the AZERTY keyboard layout.
You can enable multiple languages for the phone and switch between keyboard layouts.
Task
1 On the phone’s keyboard, long-press and release the comma key and choose .
2 Select one or more available languages and press the back arrow.
The phone enables each language you select, along with its default keyboard layout. When you enable more than one
language, a globe key displays on the phone keyboard.
3 Do one of the following:
• Long-press the globe key to view and choose from a list of enabled languages. The phone uses the default keyboard
layout for the language you choose.
• Short-press the globe key to rotate through enabled languages. The space bar displays the current language and
keyboard layout.
Call Application Switching Methods
Switch between Poly OpenSIP and the Microsoft Teams call applications on Trio C60 systems.
7
By switching the active call application, you can place a call or attend a meeting using the Poly call application switch to
Microsoft Teams to place a call or attend a meeting.
Switch call applications using either the Poly Control Panel or cycle between them using the app switching icon.
Select an Available Call Application
You can switch directly to another available call application on the Trio C60 system.
Task
1 From the top of the system display, swipe down to display the Poly Control Panel.
2 Optional: Swipe down a second time to expand the panel and display the icon names.
3 Select the icon of the call application you want to switch to.
Cycle Through Call Applications
You can switch call applications on Trio C60 systems using the Nav Bar at the bottom of the system's screen.
Task
» On the navigation bar, select App Switch to switch to another call application.
Access Microsoft Teams Help
You can access the Microsoft Teams help site through the phone’s local interface or on the internet.
Task
» Do one of the following:
• On the phone, go to Menu > Settings > Help.
• In a web browser, go to Microsoft Teams help center.
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Signing In to Your Phone
Use your Microsoft account credentials to sign in to Teams on your phone.
You can sign in to your phone using one of the following methods:
• User ID: Sign in with your user credentials on the phone’s local interface.
• Web Sign In: Sign in with your user credentials on a computer.
Note: You can sign in with only one Microsoft account at a time.
Sign In Using the Phone’s Local Interface
Sign in to Microsoft Teams using the phone’s local interface.
Task
1 Select Sign in.
2 Enter your Microsoft account name and select Next.
3 Enter your Microsoft password and select Sign in.
Sign In Using a Web Browser
Sign in to Microsoft Teams using a web browser.
Task
1 Select Sign in.
2 Select Sign in from another device.
A URL and code display.
3 Enter the URL into a web browser on your computer.
4 Enter the code into the provided Code field.
5 Select your Microsoft account and click Next.
6 Enter your Microsoft password and select Sign in.
Your phone signs in to Teams.
7 On your phone, select Got it.
Sign Out of Your Phone
If you sign in to Microsoft Teams on a public phone, sign out after you finish using the phone.
After you sign out of Microsoft Teams, you can’t make calls or view upcoming meetings. You must sign back in to Microsoft
Teams to use the phone.
Task
1 Go to Menu > Settings.
If the phone uses a Common Area Phone (CAP) account, go to Device Settings > Advanced.
2 Select Sign out.
3 Select OK.
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Poly Trio with Teams Settings
You can customize basic settings on the phone, including the display language, time and date format, and the backlight
settings.
Some changes you make apply automatically. However, some settings require you to select the Back button and then
select Save when prompted.
Lock Your Phone in Microsoft Teams
You can enable your phone’s lock screen in Teams.
Locking your phone prevents unauthorized people from placing or answering calls. It also prevents anyone from viewing or
modifying phone information, such as your directory, call lists, or favorites.
When you lock your phone, you can do the following:
• Place outgoing calls to emergency and authorized numbers only
• Answer incoming calls
Set a Lock PIN
After you set a lock PIN, you can use the code to unlock your phone.
If you forget your PIN, contact your administrator to reset. If you can’t contact your administrator, factory restore the
phone.
Task
1 Go to Menu > Settings > Device Settings > Basic > Phone Lock
2 Select Change PIN.
3 Enter your old PIN.
4 Enter a new numerical PIN.
Note: The PIN must be a minimum of six characters.
5 Confirm your lock PIN.
6 Select Enter to save your PIN.
Enable Phone Lock
Your phone doesn’t lock by default. To lock your phone, you must first enable the phone lock feature.
Task
1 Go to Menu > Settings > Device Settings > Basic > Phone Lock.
2 Select Enable Phone Lock.
Unlock Your Phone
Task
1 Tap the touchscreen.
2 Swipe up.
3 Enter your PIN.
Disable Phone Lock
Task
1 Go to Menu > Settings > Device Settings > Basic > Phone Lock
2 Enter your lock PIN.
3 Turn off Enable Phone Lock.
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Connecting to Wi-Fi in Microsoft Teams
Poly Trio systems support wireless connectivity in Microsoft Teams mode.
Note the following when connecting to Wi-Fi:
• You can’t use Wi-Fi and Ethernet simultaneously to connect the Poly Trio system to your network.
• When you connect the system to your network over Wi-Fi, you can only place audio calls.
• Poly Trio systems don’t support Wi-Fi captive portals or Wireless Display (WiDi).
Enable Wi-Fi in Microsoft Teams
Before you can connect to a wireless network, you must first enable Wi-Fi on the phone.
Note: This task reboots your phone.
Task
1 Go to Menu > Settings > Advanced > Administration Settings.
2 Select Network Configuration > Network Interfaces > WiFi Menu > WiFi.
3 Select Enter.
Connect to Wi-Fi in Microsoft Teams
After you enable Wi-Fi on your phone, connect to a wireless network.
Note: Using Wi-Fi disables your Ethernet connection.
Task
1 Go to Menu > Settings > Advanced > Administration Settings.
2 Select Network Configuration > Network Interfaces > WiFi Menu > WiFi > Add Network.
3 Select the wireless network to connect to.
4 Enter the connection information required by the network.
5 Select Enter.
Change the Default System Language
You can change the language for your phone’s local interface when using Microsoft Teams.
Task
1 Select Settings > Device Settings > Basic > Preferences > Language.
2 Select a language from the list.
The Microsoft Teams application restarts in the selected language.
Change the Clock Format
Customize the clock format that displays onscreen.
Task
1 Go to Settings > Device Settings > Basic > Preferences > Clock Time Format.
2 Select from either 24-hour or 12-hour clock formats.
Adjusting the Backlight Intensity and Timeout
You can adjust the display's backlight intensity and set a timer so the screen dims after a certain period of idleness.
If desired, change settings for the following backlight components:
• Backlight Intensity: The brightness of the screen during phone activity and inactivity.
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• Backlight Timeout: The number of seconds the phone is inactive before the backlight dims to its Backlight Idle
intensity. The backlight timeout period begins after your last activity, such as an incoming call.
Backlight Intensity includes the following settings you can choose from:
• Backlight On: The brightness of the screen when there’s activity.
• Backlight Idle: The brightness of the screen when there’s no activity.
• Maximum Intensity: The brightness scale that applies to both Backlight On and Backlight Idle intensities.
Set the Backlight Intensity
The screen's backlight intensity settings adjust how bright the screen illuminates while on and while idle.
Set the Backlight On intensity and the Backlight Idle intensity separately, or turn off the backlight entirely. When you
change the Maximum Intensity, you modify the entire backlight intensity scale. For example, if you decrease the
Maximum Intensity, the Low, Medium, and High levels for both Backlight On and Backlight Idle decrease.
Task
1 Go to Settings > Device Settings > Basic > Backlight Intensity.
2 Select Backlight On Intensity.
3 Select the intensity you want, then select Back.
4 On the Backlight Intensity screen, select Backlight Idle Intensity.
5 Select the intensity you want, then select Back.
6 On the Backlight Intensity screen, select Maximum Intensity.
7 Select Up or Down to increase or decrease the maximum intensity.
Set the Backlight Timeout
After a certain amount of idle time, the backlight turns off to save power. The backlight automatically turns on with any
phone activity.
Set the Backlight Timeout to determine how long the phone is idle before the backlight dims. By default, the backlight dims
after the phone is idle for 40 seconds.
Task
1 Go to Settings > Device Settings > Basic > Backlight Intensity.
2 Select Backlight Timeout.
3 Choose the number of seconds the phone is idle before the backlight dims.
Set the Phone Theme to Dark
To reduce the brightness of your phone screen, switch to the dark theme.
Task
1 Go to Menu > Settings.
2 Select the Dark Theme toggle.
3 Select Restart.
Before the phone switches to the dark theme, the Teams splash screen displays momentarily.
Clean the Touchscreen
The phone screens require minor maintenance, but you may need to clean the screen periodically.
Use a clean, dry, microfiber cloth—the kind you would use to clean glass surfaces—to wipe the screen. Don’t use chemicals
to clean the screen.
Before you clean the screen, disable it so you don’t activate phone functions while you wipe the touchscreen.
Task
12
1 Go to Basic > Screen Clean.
2 Wipe the screen with the clean, dry, microfiber cloth.
Note: If the screen is still dirty after cleaning, dampen a soft, lint-free cloth with an isopropyl alcohol and water
solution of 50:50, then wipe the screen with the cloth. Always use the dampened cloth to apply the solution; never
apply the solution directly to the screen because the solution could seep inside the screen or stain the phone. Do not
use chemicals to clean the screen.
3 To enable the touchscreen, follow the onscreen instructions.
Power Saving Mode
By default, Poly phones enter power saving mode. The screen turns off after a certain period of idle 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. The phone exits power saving mode if an event occurs—for example, if there is an
incoming call or message.
Update the following power-saving settings:
• Office Hours: When you start work and how long you’re in the office each day.
• Timeouts: How long the phone is idle before the screen turns off.
Change Your Office Hours for Power Saving Mode
When you update your office hours, specify when you start and how long you work each day. After your work hours, the
phone is idle and goes into power saving mode.
Task
1 Go to Basic > Power Saving > Office Hours.
2 Enter a start time from 0 to 23 into the Start Hour field (based on a 24-hour clock).
The phone starts the office hours at this time every day.
3 In the Duration field, enter the number of hours (from 0 to 12) you want the phone in office hours.
Once your office hours end for the day, your phone goes idle and then goes into power saving mode.
4 Select Save.
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Accessibility Features
Poly products include a number of features to accommodate users with disabilities.
Users Who Are Deaf or Hard of Hearing
Poly phones include features that enable users who are deaf or hard of hearing to use the phone.
The following table lists the accessibility features for users who are deaf or hard of hearing.
Accessibility Features for Users Who Are Deaf or Hard of Hearing
Accessibility Feature Description
Visual message indicators
Adjustable ringer and call volume You can change the volume of the ringer to suit your needs. Also,
you can separately control the call audio volume.
Visual notifications Status and icon indicators let you know when you have incoming,
outgoing, active, or held calls. Indicators also alert you of the
device’s status and when features are enabled.
Users with Limited Mobility
Poly phones include features that enable users with limited mobility to use the phone.
The following table lists the accessibility features for users with limited mobility.
Accessibility Features for Users with Limited Mobility
Accessibility Feature Description
Touchscreen The large touchscreen enables you to select, swipe, and press the
screen to perform functions and activate features.
Users Who Are Blind, Have Low Vision, or Have Limited Vision
Poly phones include features that enable users who are blind, have low vision, or have limited vision to use the phone.
The following table lists the accessibility features for users who are blind, have low vision, or have limited vision.
Accessibility Features for Users Who Are Blind, Have Low Vision, or Have Limited Vision
Accessibility Feature Description
Adjustable backlight settings You can change the brightness of the screen by adjusting
backlight intensity settings.
Large text You can increase the onscreen text font to a larger size.
Tactile volume keys Poly Trio C60 volume buttons are raised and discernible to touch.
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Accessibility Feature Description
High contrast mode You can increase the Poly Trio C60 screen’s contrast settings to
more easily view objects and text on the screen.
Color correction You can adjust the Poly Trio C60 screen colors to compensate for
certain kinds of color-blindness:
• Deuteranomaly
• Protanomaly
• Tritanomaly
Turn on High Contrast Mode
Enable high contrast mode on the Poly Trio C60 systems to improve the display's visibility.
Task
1 Select Basic > Accessibility.
2 Turn High Contrast Mode on.
3 Select Save.
Adjust the Onscreen Text Size
Adjust the size of the onscreen text to reduce eye strain or improve the visibility of the text.
Task
1 Select Basic > Accessibility.
2 Set the Large Text as needed to increase or decrease the text size.
3 Select Save.
4 (Poly Trio 8500 and Poly Trio 8800 Systems Only) Go to Basic > Reboot to reboot the system.
Correct for Color Blindness
On Poly Trio C60 systems, you can offset the color spectrum of the onscreen colors to help compensate for certain types
of color blindness.
Task
1 Select Basic > Accessibility.
2 Enable Color Correction and set the proper color correction from the choices below:
• Deuteranomaly
• Protanomaly
• Tritanomaly
3 Select Save.
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Troubleshooting
If you’re having issues with your Poly phone, try the troubleshooting options and solutions in the following topics to
resolve certain issues.
View System Information
You can view system information for your device.
Task
1 Go to Menu > Settings > Device Settings.
2 Select Status > System Information.
The following information displays on the screen:
• Model
• Part number (P/N)
• MAC
• Wi-Fi MAC
• Bluetooth MAC
• IP address
• Poly Trio software version
• System name
Reboot Your Phone
Your system administrator may ask you to reboot the phone to assist in troubleshooting.
Task
1 Go to Basic > Reboot Phone.
2 When prompted, select Yes to reboot the phone.
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