During this session (BRK3007, Microsoft Ignite) James Poolton (Microsoft) & Ståle Hansen (Founder & Principal Architect, CloudWay) discussed delegation in detail. During the session, they discussed following aspects of delegation;
Delegation & It’s Importance?
Historically, delegation is also referred as boss/admin feature in Microsoft Lync or Skype for Business. In this scenario, delegator is the boss & delegate is the admin. Delegation allows to setup meetings on behalf of the delegator by a delegate. A delegate can place and receive phone calls on behalf of the delegator.
Executive teams which include executives and their assistants rely heavily on delegation features to run their daily activities. This is one of the major focus area when you configure voice solution. It determines the success or failure of a Skype for Business deployment in many cases as it’s business critical for an admin assistant to have a great experience.
It's important to note that admins (delegate) often are key influencers in their organizations and need extra training.
Meeting & Calling Scenarios
An admin (delegate) schedules the meeting with their boss’s (delegator) calendar. But, before it happens the delegation needs to be configured.
Note: A delegate needs to make sure to select delegator calendar before scheduling the meeting.
Note: in this case, Stale is the boss and "Sentralboard" is the admin.
These are the calling scenarios supported in boss-admin setup.
Note: Dial out requires Calling Plan (PSTN Calling).
During the session, they mentioned an important and unique sort of use case. What if, the boss does not want admins to receive Skype to Skype calls, but only PSTN calls? These are the steps that you need to follow.
Planning & Migration Considerations
Configuration of delegation requires a proper planning. Some of the items you need to consider during planning phase are;
It is important to ensure that both Outlook and Skype for Business clients should to be running same version.
Delegation can be configured by an admin in either Exchange, Outlook or Skype for Business client. Usually, it’s a user driven activity and initiated or requested by the delegator’s office. It is important to note that SfB client configuration option only available with EV or CPBX license.
Troubleshooting & Best Practices
If there is an issue with delegation, you can begin troubleshooting with;
These are the best practices that you should consider before planning and deployment of delegation.
As mentioned at the beginning of this article, it's important to note that admins (delegate) often are key influencers in their organizations. This makes planning and deployment of delegation a delicate part of Skype for Business project. This session was super important in this regard.
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