Microsoft Lync Server 2013 has been designed to be a simple install and it is not unusual that the install is not what the client is looking for. Too often an install happens without ever considering the multitude of polices that exist allowing the client to control the features and configuration of Lync. Sure, the client, conferencing, and external policies are looked at but what about the call park configuration or mobility policy and all the others?

Understandably there is confusion as there are tons of polices, options, and configuration that should be reviewed. It does not mean that the defaults need to be changed just simple they should be reviewed. To assist me in the process I have created an Excel template that lists the common policies I review and (for both client and my sake) the explanations of the options placed into comments. While this is not an exhaustive list, it is a great place to start the discussion with clients and yourself when designing a Lync system. Remember – it is always easier to take away/disable features before the users have it.