Overview: MS Teams calls delegate—

as someone that can make and receive calls on your behalf. "You can pick someone in Teams to be your delegate—when you add a delegate, you’re essentially sharing your phone line with them, so they can see and share all of your calls."


Please note: Configuring Delegates is ONLY accessible on the Microsoft Teams DESKTOP client for Windows and Mac


Step 1: Set up the process to "Share your line with a Delegate"


Microsoft Link: https://support.office.com/en-us/article/share-a-phone-line-with-a-delegate-16307929-a51f-43fc-8323-3b1bf115e5a8




Step 2: Receiptionist confirmation from the Executive (in Microsoft Teams)

Executive User (username) added you as a delegate.
Now you can:
Make calls on their behalf
Receive calls on their behalf
Change their call and delegate settings

Screenshot from MS Teams: 


Step 3: Make and Recieve Calls as a Delegate 

How to: Put calls on Hold as a Delegate 

How To: Change your boss's call and delegate settings


Use Case: Take and make calls for an Executive to a Receptionist relationship.

1st example: Warm Transfer (CONSULT) Call for Executive when answered by Receptionist.

Collaborate with the Executive via CONSULT option in MS Teams. The Receptionist can message or call the Exec.

https://support.office.com/en-us/article/transfer-a-call-in-teams-b7f40f14-e083-46b9-b739-68038c8f73a0#ID0EAABAAA=Desktop

2nd Example: PARK and RETRIEVE Call for Executive when answered by Receptionist.

https://support.office.com/en-us/article/Park-a-call-in-Teams-8538c063-d676-4e9a-8045-fc3b7299bb2f