VoIP.ms Teams Connector - VoIP.ms Wiki

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VoIP.ms Teams Connector

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! Article en Français !! Artículo en Español
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| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
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|}
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=YouTube Video=
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::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]
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= What is VoIP.ms Teams Connector?  =
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: 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 [[VoIP.ms Teams Connector#SMS Connector Configuration | 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, [[VoIP.ms_Teams_Connector_Licensing | please check here]].
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= Types of Connectors =
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We currently offer two different types of connectors, each designed for a specific purpose. One of them provides voice integration with Microsoft Teams, while the second one enables SMS messaging directly within Teams.
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Make sure to review the details of each connector below to determine which option best fits your needs.
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=== PBX Connector ===
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The PBX Connector links Microsoft Teams users to VoIP.ms sub-accounts, effectively allowing Teams to operate as an extension of your VoIP.ms environment. Each Teams user is registered on a VoIP.ms server using their sub-account credentials. Calls can then be placed and received through Microsoft Teams while still taking advantage of all cloud PBX features available in the VoIP.ms portal, such as voicemail, ring groups, IVRs, and call routing.
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For example, you can configure an IVR in VoIP.ms that directs callers to specific Teams users based on the Sub Account they're using. This connector provides the most flexibility but requires a broader set of Microsoft permissions to complete the setup.
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See [[VoIP.ms Teams Connector#PBX Connector Configuration | PBX Connector Configuration]] for the full setup instructions.
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<!--
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=== Operator Connect ===
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The Operator Connect integrates Microsoft Teams with VoIP.ms in a SIP trunking model. Instead of registering individual sub-accounts, a single trunk profile handles the call routing between Teams and VoIP.ms using the DIDs numbers in your VoIP.ms account. Once the DIDs are uploaded into the connector, they will appear in the Teams Admin Center and can be assigned directly to users.
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The main advantage of this approach is its simplicity since it does not require Microsoft permissions or Direct Routing. However, with this approach calls will be fully managed by Microsoft Teams once they reach the trunk, meaning PBX features (voicemail, IVRs, ring groups, etc.) will not depend on the VoIP.ms side but on MS Teams.
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See [[VoIP.ms Teams Connector#Operator Connect Configuration | Operator Connect Configuration]] for the full setup instructions. -->
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=== SMS Connector ===
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The SMS Connector enables two-way text messaging directly inside Microsoft Teams through a dedicated add-on. Once deployed, Teams users can send and receive SMS messages linked to their VoIP.ms DID numbers. This connector requires API access to the VoIP.ms account that manages the numbers.
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See [[VoIP.ms Teams Connector#SMS Connector Configuration | SMS Connector Configuration]] for the full setup instructions.
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= How to Enable the Teams Connector as a Reseller =
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: If you are a VoIP.ms Reseller and want to offer the Microsoft Teams connector to your customers, you can register as a Teams Reseller directly from the VoIP.ms Customer Portal by going to '''Reseller''' >> '''Microsoft Teams Reselling'''. No Microsoft account or Global Administrator role is required — you just need to register with your company name and email.
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<!-- :: [[File:Teams_Reseller_Portal_Menu.png|border|800px]] -->
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: <h3> 1. Start the activation process </h3>
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:: On the first step, just click on '''Next''':
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:: [[File:Teams_Reseller_Step1_Activation.png|border|800px]]
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: <h3> 2. Complete the Approval </h3>
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:::* '''Reseller Name''': Your company name as you want it to appear in the reseller portal.
:::* '''Reseller Name''': Your company name as you want it to appear in the reseller portal.
:::* '''Register Reseller Email''': The email address you want associated with your Microsoft Teams Reseller account. You will receive an activation email at this address.
:::* '''Register Reseller Email''': The email address you want associated with your Microsoft Teams Reseller account. You will receive an activation email at this address.
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:: An email will be sent to the address you provided. Follow the instructions in that email by clicking the provided link and granting the necessary authorizations to become a reseller. Once completed, press '''Next'''.
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:: [[File:Teams_Reseller_Step2_Approval.png|border|800px]]
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: <h3> 3. Reseller Setup Complete </h3>
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:: Once approved, you will have access to the Teams Reseller portal where you can manage enterprises, users, and licenses on behalf of your customers:
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::: [https://service.connecttoteams.com/ https://service.connecttoteams.com/]
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= How to Enable the Teams Connector =
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: The VoIP.ms portal includes a built-in wizard that lets you activate the Teams connector and manage your licenses directly, without needing to contact support first. You can access it from the VoIP.ms Customer Portal by going to '''DID Numbers''' >> '''Microsoft Teams'''.
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:: [[File:Teams_Portal_Menu.png|border|800px]]
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: <h3> 1. Fill in the Activation Form </h3>
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:: On the first step, fill in the following fields and then press '''Next'''. Make sure the information is correct before proceeding. The pricing per license is displayed on this page.
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:::* '''Enterprise Name''': The name you want to identify your organization.
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:::* '''Enterprise Country''': Select the country where your organization is based.
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:::* '''Amount of Licenses''': The number of users that will use the Teams integration. You can add or remove licenses later.
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:::* '''Microsoft Global Administrator Email''': The email address of the user with the Microsoft Global Administrator role.
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:::* '''Direct Routing Option''': Select the routing region that best fits your location.
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:::* '''Include SMS Connector''': The SMS Connector is an additional service activated separately. To request it, contact [mailto:[email protected] [email protected]].
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:: [[File:Teams_Step1_Activation.png|border|800px]]
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: <h3> 2. Grant Admin Approval </h3>
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:: Once you press Next, the global administrator will receive an email at the address provided in Step 1. They must follow the instructions in that email by clicking the provided link and granting the necessary authorizations. Press '''Next''' once the admin has completed this.
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<!-- :: [[File:Teams_Step3_AdminApproval.png|border|800px]] -->
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: <h3> 3. Create Sub Accounts (Optional — Recommended) </h3>
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'''Optional Step'''
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: Sub accounts can be created at any time, but having them ready before completing the PBX Connector configuration will make the process smoother. You may skip this step and create sub accounts later under '''Sub Accounts''' >> '''Manage Sub Accounts'''.
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</div>
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:: This step lets you quickly create the sub accounts needed for each Teams user. For each user, fill in the following and press '''Create Sub Account''':
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:::* '''Sub Account Name''': A name to identify the user (your account number will be prefixed automatically, e.g. 206996_teamsuser).
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:::* '''Sub Account Password''' / '''Repeat Sub Account Password''': Set a strong password for the sub account.
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:::* '''CallerID Number''': Select whether to use one of your VoIP.ms DIDs or a verified CallerID as the outbound caller ID for this user.
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:: Once done creating all sub accounts, or if you already have them created, press '''Next'''.
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<!-- :: [[File:Teams_Step3_AdminApproval.png|border|800px]] -->
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: <h3> 4. Initial Setup Complete </h3>
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:: Once the global administrator has granted the necessary authorizations, the initial setup is complete. From this point on, use the following URL to log into your Teams Integration page, continue the configuration, and manage your licenses:
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::: [https://enterprise.connecttoteams.com/ https://enterprise.connecttoteams.com/]
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<!-- :: [[File:Teams_SetupComplete.png|border|800px]] -->
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:: Continue with the [[VoIP.ms Teams Connector#PBX Connector Configuration | PBX Connector Configuration]] section below to complete the setup.
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= PBX Connector Configuration =
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: 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'''.
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: <h3> 1. Prepare the VoIP.ms environment </h3>
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:: '''1.1''' Once in [https://voip.ms/signin/index.php?ln=en VoIP.ms Portal], create [[Sub_Accounts#How_to_Create_a_Sub_Account | sub accounts]] for each user that will use the Teams integration by heading over to Sub Accounts and then Create Sub Account.
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<!-- :: '''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. -->
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: <h3> 2. Assign Microsoft licenses to each user </h3>
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:: You will need to assign the proper [[VoIP.ms_Teams_Connector_Licensing | 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. 
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::'''2.1''' Once in your [https://admin.microsoft365.com/Adminportal/Home?#/licenses Microsoft Admin Center], select Microsoft Teams Phone Standard.
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::[[File:AddingLicense1.png|border|800px]]
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::'''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'''.
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::[[File:AddingLicense2.png|border|800px]]
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🚨 '''Teams Trial License'''
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: 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'''.
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</div>
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:<h3> 3. Get your unique activation link from VoIP.ms </h3>
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:: To get your unique activation link, simply send an email to [mailto:[email protected] [email protected]] and provide our team with the following information:
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:::* The number of licenses you will need (ie. how many users), and
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:::* The e-mail address of the user who has the "Microsoft Global Administrator" role.
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: <h3> 4. Grant [https://connecttoteams.elevio.help/articles/17 permissions]</h3> 
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:: '''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.
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:: [[File:003 GlobalAdmin Email1.png.png|border|400px]]
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:: '''4.2''' You will then need to log into the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal] with your Global Administrator credentials, and authorize the requested permissions. 
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:: '''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.
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:: 1) [[File:004_GlobalAdminPermissions1.png|border|150px]] 2) [[File:004_GlobalAdminPermissions2.png|border|150px]]  3) [[File:004_GlobalAdminPermissions3.png|border|150px]]  4) [[File:004_GlobalAdminPermissions2.png|border|150px]] 5) [[File:004_GlobalAdminPermissions5.png|border|150px]] 
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:: '''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 [https://connecttoteams.elevio.help/en/articles/110-sip-call-troubleshooting call troubleshooting] and [https://connecttoteams.elevio.help/en/articles/126-presence-sync presence syncing].   
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:: 1) [[File:005_GlobalAdmin_SyncUser.png|border|500px]] 2) [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]]
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:: '''4.5''' You must click on the "Grant consent" button of each setting. 
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:: [[File:004_GlobalAdminPermissions2.png|border|300px]]
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:: '''4.6''' You will then be prompted to go over Microsoft's "Permissions requested" pop-up window for all the settings.
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:: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]]
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: <h3> 5. Configure Direct Routing</h3>
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<div style="margin-left:50px;
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🚨 '''Requirements for the Direct Routing'''
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: To be able to complete the Direct Routing you must have at least '''1 available AND unassigned User license with the Phone System or comparable add-on'''.
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: This User license can be recoup after the Direct Routing is fully completed. Just make sure not to delete the Direct Routing user that will be created.
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: If you don't have one available and unassigned User license with the Phone System or comparable add-on, you can temporarily unassign one to complete the Direct Routing and recoup this after the Direct Routing process is fully completed.
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: For more information please visit:
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:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
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:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
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</div>
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:: '''5.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], and still logged in as the Global Administrator, use the sidebar menu to navigate to Direct Routing. 
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:: '''5.2''' Confirm there is at least one available Microsoft license free to be assigned. 
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::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]] 
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:: '''5.3''' Once confirmed, select the desired Gateway and then click '''Complete Direct Routing'''. 
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::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]]
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:: '''5.4''' Wait until the verification process succeeds, and then click '''Complete Direct Routing'''.
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::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]] 
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:: '''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'''.
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::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]]
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:: '''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.
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::::'''Notification on the portal'''
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::: [[File:GlobalAdmin_DirectRouting_ChooseGateway51.png|border|600px]]
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:::: '''Notification via email'''
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::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]
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🚨 '''Stuck on process?'''
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: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:[email protected] [email protected]] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
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</div>
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: <h3> 6. Configure your PBX Settings </h3>
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:: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], navigate to the '''PBX''' section  on the left menu and add a new PBX connection with the "Add PBX" button. 
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:: [[File:006_Add_PBX_Connector.png|border|750px]]
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:: '''6.2''' Input the VoIP.ms parameters required for the PBX connector.
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:: The necessary PBX parameters includes:
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:::* '''PBX SIP Domain''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers]
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:::* '''PBX SIP Domain Proxy''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers]
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:::* '''Voicemail Feature Code''': *97
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:::* '''PBX SIP Domain Proxy Port''': 5060
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:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (Be sure the sub-account is set with the same codec)]]
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:::* '''Reg Expires''': 600
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:::* '''Caller ID on Forwarding''': User's CallerID Number
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:::* '''Caller Name Policy''': Other
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:::* '''Custom Caller Name''': CallerID Name. '''It cannot exceed 15 characters, including spaces.'''
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:: [[File:006_PBX_Settings.png|border|500px]]
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<div style="margin-left:50px;
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🚨 '''Important'''
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: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
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</div>
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: <h3> 7. Add Users to your VoIP.ms Teams Connector Account </h3>
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:: 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.
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::'''7.1'''  On Your [https://service.connecttoteams.com/users/manageUsers Teams Connector admin page], go to '''Users''' on the left menu.
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:: [[File:adduser1.png|border|800px]]
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::'''7.2''' Click on '''Add User''' on the top right of the page.
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:: [[File:Teams_add_user.png|border|800px]]
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::'''7.3''' Fill in all the following information for creating your user:
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🚨 '''Important'''
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: The '''Phone number''' and '''Extension''' fields do not affect the Caller ID used for outgoing calls, the DID used for incoming calls, or the extension used for internal calls. You may use any phone number as long as it starts with the +1 prefix (e.g., +12052550000). For the extension, we recommend using the same one assigned to the Sub Account in the VoIP.ms Customer Portal.
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: The Caller ID is configured in the Sub Account settings within the VoIP.ms Customer Portal.
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: Incoming calls are determined by the routing settings of your DID number in the VoIP.ms Customer Portal.
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: You may use the same '''Phone number''' for multiple users; however, the combination of '''Phone number''' and '''Extension''' must be unique.
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</div>
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:::* '''User Tag''': Used to find your user easily. Put the name you wish for reference purpose.
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:::* '''SIP User''': Your sub account userID. E.g: 111111_subaccount.
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:::* '''Phone Number''': Any phone number starting with prefix '''+1'''. This can be a Phone number in your VoIP.ms account but any number will do.
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:::* '''Extension''': Any extension number. We recommend the same extension assigned to the Sub Account in the VoIP.ms portal for consistency.
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:::* '''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.
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:::* '''Custom Caller Name''': '''Only for Canada'''. Pass the callerID Name you wish to pass. For United States, refer to [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name this article]].
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:::* '''SIP Authentication ID''': Your sub account userID. E.g: 111111_subaccount.
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:::* '''SIP Password''': Your sub account password you entered while creating the sub account.
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:::* '''Confirm SIP Password''': Confirm your sub account password.
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:: [[File:Teams_user_configurationv2.png|border|800px]]
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::'''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.
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<!--
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= Operator Connect Configuration =
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: Please follow the instructions below to get started.
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: Although this process does not require granting Microsoft permissions to the connector, it does require actions from a '''Microsoft administrator'''. Specifically, only a '''Global Administrator''' or a '''Teams Administrator''' can assign phone numbers to users in the '''Teams Admin Center'''. Without one of these roles, you won’t be able to complete the setup.
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: <h3> 1. Prepare the VoIP.ms environment </h3>
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:: '''1.1''' Log into your [https://voip.ms/signin/index.php?ln=en VoIP.ms Portal] and create a [[Sub_Accounts#How_to_Create_a_Sub_Account | Sub Account]] for the trunk that is going to be configured in the Teams Connector Dashboard.
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:: '''1.2''' Make sure to use this configuration for the Sub Account:
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::: <ul>
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::: <li>'''Authentication type:''' User/Password Authentication</li>
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::: <li>'''Device type:''' Asterisk, IP PBX, Gateway or VoIP Switch</li>
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::: <li>'''Dialing mode:''' American Numbering Plan Administration (NANPA)</li>
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::: <li>'''CallerID Number:''' I use a system capable of passing its own CallerID</li>
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::: </ul>
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:: '''1.3''' Go to '''DID Numbers''' >> '''Manage DIDs''' and edit the DID numbers you'll use with the connector as follows:
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::: <ul>
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::: <li>'''Main Routing:''' SIP/IAX - Sub Account created on Step 1.2</li>
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::: <li>'''DID Point of Presence:''' Any VoIP.ms server of your preference</li>
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::: <li>'''Dialing Mode for Inbound Calls:''' E164</li>
 +
::: </ul>
 +
 +
: <h3> 2. Configure the Trunk on the Teams Connector Dashboard </h3>
 +
 +
:: '''2.1''' Log into your [https://enterprise.connecttoteams.com/ Teams Connector Dashboard] and go to '''Trunks''' >> '''Profiles'''.
 +
:: '''2.2''' Click on '''Add Provider Trunk'''.
 +
:: '''2.3''' Use this configuration for the trunk:
 +
::: <ul>
 +
::: <li>'''Trunk type:''' SIP Registration</li>
 +
::: <li>'''Description:''' Any description of your choice</li>
 +
::: <li>'''Outbound Proxy and Port:''' [SERVER NAME]@voip.ms:5060. Must be the same POP Server of the DIDs</li>
 +
::: <li>'''Codecs:''' G711 U-law (Used by default). G722 is recommended, however, must be the only codec enabled for the Sub Account if you want to use this one instead.</li>
 +
::: <li>'''Auth User:''' The Sub Account username (E.g. 100000_SubAccount)</li>
 +
::: <li>'''Auth Password:''' The password of the Sub Account.</li>
 +
::: <li>'''Domain:''' [SERVER NAME]@voip.ms:5060. Must be the same POP Server of the DIDs</li>
 +
::: <li>'''SIP User ID:''' The Sub Account username (E.g. 100000_SubAccount)</li>
 +
::: <li> Keep all other settings with the default values.</li>
 +
::: </ul>
 +
:: '''2.4''' Click on '''Add Provider Trunk''' when done.
 +
 +
<div style="margin-left:50px;
 +
            padding:5px;
 +
            border-left: 6px solid rgb(208, 56, 45, 0.8);
 +
            box-shadow: 8px 6px 9px -2px #f2f2f2;
 +
            background-color: rgba(208, 56, 45, 0.08);
 +
            width:70vw;">
 +
 +
🚨 '''Important'''
 +
: Currently, Operator Connect will not allow '''using a server that is already being used by another trunk'''. If you get an error saying the server entered is already in use just try using a different one and then set the same as the '''POP server''' of your DID numbers in the VoIP.ms Customer Portal.
 +
</div>
 +
 +
 +
:::[[File:Operator_Connect_Trunk_Configuration.png|border|600px]]
 +
 +
: <h3> 3. Upload the DID numbers to your Teams Connector Dashboard </h3>
 +
 +
:: '''3.1''' Now, on the [https://enterprise.connecttoteams.com/ Teams Connector Dashboard] go to '''Phone Numbers''' and click on '''Upload Phone Numbers'''.
 +
:: '''3.2''' Download and fill out the '''Sample File Format''' with the DID numbers you'll add as shown in the image.
 +
:::[[File:Operator_Connect_Upload_Numbers.png|border|600px]]
 +
:: '''3.3''' Once the file is ready, back on the Teams Connector Dashboard upload the Phone Numbers using the form. Select these values:
 +
::: <ul>
 +
::: <li>'''Voice Carrier Name:''' TeamMate</li>
 +
::: <li>'''SMS Carrier Profile:''' Assign SMS Carrier Later</li>
 +
::: <li>'''Upload Phone Numbers:''' Attact the '''Sample File Format''' with your DID numbers</li>
 +
::: </ul>
 +
:: '''3.3''' Click on '''Upload''' when done.
 +
 +
<div style="margin-left:50px;
 +
            padding:5px;
 +
            border-left: 6px solid rgb(208, 56, 45, 0.8);
 +
            box-shadow: 8px 6px 9px -2px #f2f2f2;
 +
            background-color: rgba(208, 56, 45, 0.08);
 +
            width:70vw;">
 +
 +
🚨 '''Important'''
 +
: Make sure to have an '''Emergency Address''' configured on your '''Teams Admin Center''' as it is required for the next step.
 +
</div>
 +
 +
: <h3> 4. Configure Operator Connect for the DID Numbers  </h3>
 +
 +
:: '''4.1''' Once all the numbers are uploaded you'll see them listed on Teams Connector Dashboard. To set them up click on '''Configure Number (Operator Connect).
 +
:: '''4.2''' Make sure the configuration is as follows:
 +
::: <ul>
 +
::: <li>'''Phone Number:''' Your DID number</li>
 +
::: <li>'''Reseller:''' VoIP.ms</li>
 +
::: <li>'''Enterprise:''' Your Enterprise</li>
 +
::: <li>'''Provider Trunk:''' Select the trunk configured on '''Step #2'''</li>
 +
::: <li>'''Regions:''' Any region available</li>
 +
::: <li>'''Civic Address:''' Any Emergency Address available in your Teams Admin Center</li>
 +
::: </ul>
 +
:: '''4.3''' Click on '''Save''' when done.
 +
 +
:::[[File:Operator_Connect_Configure_DID.png|border|800px]]
 +
 +
  After the DID is configured the status will be displayed as "in progress" - a process that can take several minutes to complete. To update the status, reload the Phone Numbers page.
 +
 +
: <h3> 5. Assign the DIDs in the Teams Admin Center  </h3>
 +
 +
:: '''5.1''' After DID activation is complete, the DIDs will be available in '''Teams Admin Center ''' for further configuration. To see them, go to the '''Voice''' >> '''Phone Numbers''' menu option.
 +
:: '''5.2''' To assign a DID to an user, select the number and click on '''Edit''' at the top.
 +
:: '''5.3''' Select the user you'll assign the DID to and click on '''Apply'''.
 +
 +
:::[[File:Operator_Connect_Teams_Admin_Center_Config.png|border|800px]]
 +
 +
 +
: <strong> That's it! The teams users can start using their MS Teams application to make and receive calls with the DID that they got assigned. </strong> -->
 +
 +
= SMS Connector Configuration =
 +
 +
<div style="margin-left:50px;
 +
            padding:5px;
 +
            border-left: 6px solid rgb(208, 56, 45, 0.8);
 +
            box-shadow: 8px 6px 9px -2px #f2f2f2;
 +
            background-color: rgba(208, 56, 45, 0.08);
 +
            width:70vw;">
 +
 +
🚨 '''Important'''
 +
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to  [mailto:[email protected] [email protected]]
 +
</div>
 +
 +
== 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:
 +
 +
: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>
 +
 +
:: '''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).
 +
 +
: <h3> 2. Configure the SMS App to deploy </h3>
 +
 +
:: '''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...'''.
 +
 +
<div style="margin-left:50px;
 +
            padding:5px;
 +
            border-left: 6px solid rgb(208, 56, 45, 0.8);
 +
            box-shadow: 8px 6px 9px -2px #f2f2f2;
 +
            background-color: rgba(208, 56, 45, 0.08);
 +
            width:70vw;">
 +
 +
🚨 '''Important'''
 +
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
 +
</div> 
 +
 +
<!-- : <h3> 3. Activating the SMS profile for the Enterprise’s DID numbers </h3>
 +
 +
:: '''3.1''' In your Reseller account, go to '''Enterprises''', locate the end-user’s Enterprise, and click on it.
 +
:: '''3.2''' On the left menu, click on '''Phone Numbers'''.
 +
::: '''a.''' If the Phone number is not present The Global Admin from the Enterprise must set a valid Phone number on a User.
 +
::: '''b.''' Or you can simply "Upload" a Phone Number.
 +
:: '''3.3''' Locate the number you will associate the SMS profile with. Under the '''Actions''' column click on the three dots and click on '''Manage'''.
 +
::: '''a.''' '''SMS Carrier Profile''': Choose the proper profile.
 +
::: '''b.''' '''Capabilities''' add '''SMS'''.
 +
::: '''c.''' '''Save''' when done.
 +
:: '''3.4''' Repeat the process for any other DID number the end-user will be using for SMS through MS Teams.
 +
-->
 +
 +
== 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.
 +
 +
: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
 +
:: '''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).
 +
::: [[File:Voipms_teams_connector_sync_sms_app.png|border|450px]]
 +
 +
: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
 +
:: '''2.1''' Go to the '''Users''' tab.
 +
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
 +
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
 +
::: '''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'''.
 +
 +
: <h3> 3. Configure the Webhook URL </h3>
 +
 +
:: '''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.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
 +
::: '''d.''' 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.
 +
 +
: <h3> 1. Installing the SMS App </h3>
 +
 +
:: '''1.1''' Log into MS Teams.
 +
:: '''1.2''' Click on the button '''Apps''' on the left.
 +
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
 +
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
 +
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
 +
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
 +
:: '''1.5''' A window will be displayed, click on '''Add''' there too.
 +
 +
= Related Articles=
 +
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
 +
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]] 
 +
 +
 +
= Useful Resources =
 +
* [https://teammatetechnology.com/faq/ TeamMate  FAQ]
 +
* [https://youtu.be/j77LMXd-77I  Youtube - TeamMate PBX Connector - How it Works]
 +
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

Revision as of 15:09, 26 May 2026

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Contents

YouTube Video

YOUTUBE-1280X720-PLAY.png

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.

Types of Connectors

We currently offer two different types of connectors, each designed for a specific purpose. One of them provides voice integration with Microsoft Teams, while the second one enables SMS messaging directly within Teams.

Make sure to review the details of each connector below to determine which option best fits your needs.

PBX Connector

The PBX Connector links Microsoft Teams users to VoIP.ms sub-accounts, effectively allowing Teams to operate as an extension of your VoIP.ms environment. Each Teams user is registered on a VoIP.ms server using their sub-account credentials. Calls can then be placed and received through Microsoft Teams while still taking advantage of all cloud PBX features available in the VoIP.ms portal, such as voicemail, ring groups, IVRs, and call routing.

For example, you can configure an IVR in VoIP.ms that directs callers to specific Teams users based on the Sub Account they're using. This connector provides the most flexibility but requires a broader set of Microsoft permissions to complete the setup.

See PBX Connector Configuration for the full setup instructions.

SMS Connector

The SMS Connector enables two-way text messaging directly inside Microsoft Teams through a dedicated add-on. Once deployed, Teams users can send and receive SMS messages linked to their VoIP.ms DID numbers. This connector requires API access to the VoIP.ms account that manages the numbers.

See SMS Connector Configuration for the full setup instructions.

How to Enable the Teams Connector as a Reseller

If you are a VoIP.ms Reseller and want to offer the Microsoft Teams connector to your customers, you can register as a Teams Reseller directly from the VoIP.ms Customer Portal by going to Reseller >> Microsoft Teams Reselling. No Microsoft account or Global Administrator role is required — you just need to register with your company name and email.


1. Start the activation process

On the first step, just click on Next:
Teams Reseller Step1 Activation.png


2. Complete the Approval

  • Reseller Name: Your company name as you want it to appear in the reseller portal.
  • Register Reseller Email: The email address you want associated with your Microsoft Teams Reseller account. You will receive an activation email at this address.
An email will be sent to the address you provided. Follow the instructions in that email by clicking the provided link and granting the necessary authorizations to become a reseller. Once completed, press Next.
Teams Reseller Step2 Approval.png


3. Reseller Setup Complete

Once approved, you will have access to the Teams Reseller portal where you can manage enterprises, users, and licenses on behalf of your customers:
https://service.connecttoteams.com/


How to Enable the Teams Connector

The VoIP.ms portal includes a built-in wizard that lets you activate the Teams connector and manage your licenses directly, without needing to contact support first. You can access it from the VoIP.ms Customer Portal by going to DID Numbers >> Microsoft Teams.
Teams Portal Menu.png


1. Fill in the Activation Form

On the first step, fill in the following fields and then press Next. Make sure the information is correct before proceeding. The pricing per license is displayed on this page.
  • Enterprise Name: The name you want to identify your organization.
  • Enterprise Country: Select the country where your organization is based.
  • Amount of Licenses: The number of users that will use the Teams integration. You can add or remove licenses later.
  • Microsoft Global Administrator Email: The email address of the user with the Microsoft Global Administrator role.
  • Direct Routing Option: Select the routing region that best fits your location.
  • Include SMS Connector: The SMS Connector is an additional service activated separately. To request it, contact [email protected].
Teams Step1 Activation.png


2. Grant Admin Approval

Once you press Next, the global administrator will receive an email at the address provided in Step 1. They must follow the instructions in that email by clicking the provided link and granting the necessary authorizations. Press Next once the admin has completed this.


3. Create Sub Accounts (Optional — Recommended)

Optional Step

Sub accounts can be created at any time, but having them ready before completing the PBX Connector configuration will make the process smoother. You may skip this step and create sub accounts later under Sub Accounts >> Manage Sub Accounts.


This step lets you quickly create the sub accounts needed for each Teams user. For each user, fill in the following and press Create Sub Account:
  • Sub Account Name: A name to identify the user (your account number will be prefixed automatically, e.g. 206996_teamsuser).
  • Sub Account Password / Repeat Sub Account Password: Set a strong password for the sub account.
  • CallerID Number: Select whether to use one of your VoIP.ms DIDs or a verified CallerID as the outbound caller ID for this user.
Once done creating all sub accounts, or if you already have them created, press Next.


4. Initial Setup Complete

Once the global administrator has granted the necessary authorizations, the initial setup is complete. From this point on, use the following URL to log into your Teams Integration page, continue the configuration, and manage your licenses:
https://enterprise.connecttoteams.com/


Continue with the PBX Connector Configuration section below to complete the setup.


PBX Connector 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.

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

🚨 Requirements for the Direct Routing

To be able to complete the Direct Routing you must have at least 1 available AND unassigned User license with the Phone System or comparable add-on.
This User license can be recoup after the Direct Routing is fully completed. Just make sure not to delete the Direct Routing user that will be created.
If you don't have one available and unassigned User license with the Phone System or comparable add-on, you can temporarily unassign one to complete the Direct Routing and recoup this after the Direct Routing process is fully completed.
For more information please visit:
Set Up Direct Routing
Recoup the License from DirectRouting User


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.
Teams add user.png


7.3 Fill in all the following information for creating your user:

🚨 Important

The Phone number and Extension fields do not affect the Caller ID used for outgoing calls, the DID used for incoming calls, or the extension used for internal calls. You may use any phone number as long as it starts with the +1 prefix (e.g., +12052550000). For the extension, we recommend using the same one assigned to the Sub Account in the VoIP.ms Customer Portal.
The Caller ID is configured in the Sub Account settings within the VoIP.ms Customer Portal.
Incoming calls are determined by the routing settings of your DID number in the VoIP.ms Customer Portal.
You may use the same Phone number for multiple users; however, the combination of Phone number and Extension must be unique.


  • 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: Any phone number starting with prefix +1. This can be a Phone number in your VoIP.ms account but any number will do.
  • Extension: Any extension number. We recommend the same extension assigned to the Sub Account in the VoIP.ms portal for consistency.
  • 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.
Teams user configurationv2.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

🚨 Important

The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [email protected]

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. Set the option Dialing Mode for SMS (API) to E164.
d. 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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