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VoIP.ms Teams Connector

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Contents

YouTube Video

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What is VoIP.ms Teams Connector?

The VoIP.ms Teams connector lets you link your VoIP.ms account to Microsoft Teams, so you can make and receive calls via your Microsoft Teams application, whether it’s on mobile, tablet or desktop, while still taking advantage of VoIP.ms hosted features. This connector is powered by TeamMate Technology, a third-party solution enabling seamless integration with Teams. Practically speaking, your Microsoft Teams becomes your softphone, giving you the option of using the built-in dial pad to make or receive calls. You may also link your VoIP.ms account to Microsoft Teams to send and receive text messages directly within Teams. Please note that you will need a Microsoft E1 license at the very minimum to be able to leverage this connector. For more information on Microsoft licenses, please check here.

Step-by-step Configuration

Please follow the instructions below to get started. Note that this process requires the involvement of the Microsoft Global Administrator. Some tasks can be delegated from the global admin to the Microsoft Teams Service Admin or Skype Admin, but due to Microsoft's security policies there is no way to complete setup without the Global Administrator initial involvement.

1. Prepare the VoIP.ms environment

1.1 Once in VoIP.ms Portal, create sub accounts for each user that will use the Teams integration by heading over to Sub Accounts and then Create Sub Account.
1.2 Once done, change the Dialing Mode to E.164 by heading to Main Menu, Account Settings, General tab and set the option ‘’’Dialing Mode’’’ to E164, and then apply the change.

2. Assign Microsoft licenses to each user

You will need to assign the proper Microsoft licenses to the users that will be using this integration. Please note that sometimes due to high traffic Microsoft can take up to 24 hours to activate licenses after they have been assigned, so doing this ahead of time will make the rest of the process much smoother.
2.1 Once in your Microsoft Admin Center, select Microsoft Teams Phone Standard.
AddingLicense1.png


2.2 Then press on the button Assign Licenses which will prompt with a new side window to find the user(s) you wish to add. You can search the users with their name or email address. Once you have selected the users to have the license, proceed on assigning the licenses by pressing Assign.
AddingLicense2.png


🚨 Teams Trial License

If there is a canceled/suspended trial license and a valid license is then added with the same name - please make sure that the trial license is first removed from the license listing.


3. Get your unique activation link from VoIP.ms

To get your unique activation link, simply send an email to [email protected] and provide our team with the following information:
  • The number of licenses you will need (ie. how many users), and
  • The e-mail address of the user who has the "Microsoft Global Administrator" role.


4. Grant permissions

4.1 Once our team processed your request, the global administrator will receive an email and will need to click the “Complete” button at the bottom of the e-mail.
003 GlobalAdmin Email1.png.png


4.2 You will then need to log into the ConnectToTeams Portal with your Global Administrator credentials, and authorize the requested permissions.
4.3 There will be two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector.
1) 004 GlobalAdminPermissions1.png 2) 004 GlobalAdminPermissions2.png 3) 004 GlobalAdminPermissions3.png 4) 004 GlobalAdminPermissions2.png 5) 004 GlobalAdminPermissions5.png


4.4 Once logged in, there will be prompts to sync a group of users and then on the dashboard to grant optional additional permissions that enhances call troubleshooting and presence syncing.
1) 005 GlobalAdmin SyncUser.png 2) 005 GlobalAdmin GrantConsent2.png


4.5 You must click on the "Grant consent" button of each setting.
004 GlobalAdminPermissions2.png


4.6 You will then be prompted to go over Microsoft's "Permissions requested" pop-up window for all the settings.
005 GlobalAdmin GrantConsent4.png


5. Configure Direct Routing

5.1 Still in the ConnectToTeams Portal, and still logged in as the Global Administrator, use the sidebar menu to navigate to Direct Routing.
5.2 Confirm there is at least one available Microsoft license free to be assigned.
006 GlobalAdmin DirectRouting ValidateLicensesAreGreen.png


5.3 Once confirmed, select the desired Gateway and then click Complete Direct Routing.
006 GlobalAdmin DirectRouting ChooseGateway.png


5.4 Wait until the verification process succeeds, and then click Complete Direct Routing.
006 GlobalAdmin DirectRouting ChooseGateway2.png


5.5 You will then be greeted with the following page where the Direct Routing will be processing. Even if the button FINISH appears, Do not press it yet. Make sure that you mouseover Details under Status to see the exact progress. When it confirms it's been complete, click on Finish.
006 GlobalAdmin DirectRouting InProgress1.png


5.6 Once you've clicked Finish, there will be a green notification label that will appear confirming you that the setup is complete. Additionally, the administrator will also receive an email confirming that the setup was complete.


Notification on the portal
GlobalAdmin DirectRouting ChooseGateway51.png


Notification via email
006 GlobalAdmin DirectRouting ChooseGateway6.png


🚨 Stuck on process?

If the process takes longer than an hour, open a ticket with our technical support by emailing [email protected] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.


6. Configure your PBX Settings

6.1 Still in the ConnectToTeams Portal, navigate to the PBX section on the left menu and add a new PBX connection with the "Add PBX" button.
006 Add PBX Connector.png


6.2 Input the VoIP.ms parameters required for the PBX connector.
The necessary PBX parameters includes:
006 PBX Settings.png


🚨 Important

The PBX SIP Domain and PBX SIP Domain Proxy must be the same server as the one used for your DID number(s).


7. Add Users to your VoIP.ms Teams Connector Account

For this process, you will need the information about each user's sub account username and password before proceeding. This process can also take some time to complete. You will receive a confirmation email once the user has been fully configured.
7.1 On Your Teams Connector admin page, go to Users on the left menu.
Adduser1.png


7.2 Click on Add User on the top right of the page.
Adduser2.png


7.3 Fill in all the following information for creating your user:
  • User Tag: Used to find your user easily. Put the name you wish for reference purpose.
  • SIP User: Your sub account userID. E.g: 111111_subaccount.
  • Phone Number: The phone number that this user will be passing for his outgoing calls.
  • Disable Voicemail in Teams: If you want to use Teams voicemail, keep it unchecked. If you want to use your VoIP.ms voicemail, checkbox it.
  • Custom Caller Name: Only for Canada. Pass the callerID Name you wish to pass. For United States, refer to [this article].
  • SIP Authentication ID: Your sub account userID. E.g: 111111_subaccount.
  • SIP Password: Your sub account password you entered while creating the sub account.
  • Confirm SIP Password: Confirm your sub account password.
Adduser3.png


7.4 Once you have filed all the information, press Save User. Repeat the process for all of your users and you are done with the integration! Make sure to ask your users to fully close Microsoft Teams and re-open it.


SMS Connector configuration

Instructions for Resellers

The Reseller must log on his interface to configure the API credentials for the new SMS profile, enabling the SMS service, deploying the SMS App, and enabling Phone number’ SMS Capabilities to the Enterprise.
To do so, follow these steps:

1. Enabling the VoIP.ms API and creating the password

1.1 In your VoIP.ms customer portal head into Main Menu >> SOAP and REST/JSON API.
1.2 On the field API Password, set the password you will define for the API and confirm it.
1.3 On Enable API click on Enable/Disable API and make sure this says Enabled afterwards.
1.4 On Enable IP address make sure to add Teammate’s IP address 52.255.203.36 (You can use 0.0.0.0 to allow any IP).

2. Configure the SMS App to deploy

2.1 In your Teams Connector portal and go to the Enterprise tab.
2.2 Find the enterprise and click on it.
2.3 On the left menu click on App Management and go to the tab SMS App.
a. The information there can be customized or leave as default if is the way you want.
b. To set the template, click the blue button that says Save SMS Settings for....

🚨 Important

Once Done, the Enterprise Global Admin must Sync the app to his tenant.


Instructions for Enterprise (Global Admin)

The Global Admin has the ability to deploy the SMS app to his own tenant, and enabling or disabling the SMS service for a specific End-User.

The Global Admin must log on his Dashboard in order to complete the Deployment of the SMS App by “Syncing the SMS App” with his Tenant, to have the End-user being all to add it to his Teams App.

1. Syncing the app to the Microsoft Tenant

1.1 Log into the Teams Connector portal.
1.2 In the dashboard section, they must click Sync SMS App (if his Reseller Admin hasn’t completed on his behalf).
Voipms teams connector sync sms app.png

2. Enabling the SMS feature and Phone number to a Teams User

2.1 Go to the Users tab.
2.2 Locate the user and under Actions click on Manage SMS.
Voipms teams connector manage sms.png
a. Enable SMS Service: Check the box to Enable it.
b. SMS DID section: Assign a phone number by transferring a DID from the Unassigned DID to the Assign DID box.
c. Click on Submit.

3. Configure the Webhook URL

3.1 Log into your VoIP.ms Customer portal.
3.2 Go to DID numbers >> Manage DIDs.
3.3 Click on Edit (the pencil icon) for the DID you will connect to teams for SMS.
a. Scroll down until you see the SMS configuration and check the option Message Service (SMS/MMS): Enable SMS/MMS.
b. Check the option SMS/MMS Webhook URL (3CX) and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
c. Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

Instructions for End-user

The End-user must log into his teams and add the SMS app that has been deployed to the organization.

1. Installing the SMS App

1.1 Log into MS Teams.
1.2 Click on the button Apps on the left.
Voipms teams connector add sms app.png
1.3 Click on Built for your org or seach for SMS App.
1.4 Once you see the SMS App click on Add.
Voipms teams connector sync sms app 2.png
1.5 A window will be displayed, click on Add there too.

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