VoIP.ms Teams Connector
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= What is VoIP.ms Teams Connector? = | = 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 [[VoIP. | + | : 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]]. |
= Types of Connectors = | = Types of Connectors = | ||
| - | We currently offer | + | 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. | Make sure to review the details of each connector below to determine which option best fits your needs. | ||
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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. | 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. This connector provides the most flexibility but requires a broader set of Microsoft permissions to complete the setup. | + | 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 [[VoIP.ms Teams Connector#PBX Connector Configuration | PBX Connector Configuration]] for the full setup instructions. | See [[VoIP.ms Teams Connector#PBX Connector Configuration | PBX Connector Configuration]] for the full setup instructions. | ||
| - | + | <!-- | |
=== Operator Connect === | === Operator Connect === | ||
| - | 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. Once the DIDs are uploaded into the connector, they will appear in the Teams Admin Center and can be assigned directly to users. | + | 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. |
| - | The main advantage of this approach is its simplicity | + | 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. |
| - | See [[VoIP.ms Teams Connector#Operator Connect Configuration | Operator Connect Configuration]] for the full setup instructions. | + | See [[VoIP.ms Teams Connector#Operator Connect Configuration | Operator Connect Configuration]] for the full setup instructions. --> |
=== SMS Connector === | === 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 | + | 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 [[VoIP.ms Teams Connector#SMS Connector Configuration | SMS Connector Configuration]] for the full setup instructions. | See [[VoIP.ms Teams Connector#SMS Connector Configuration | 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. |
| - | + | <!-- :: [[File:Teams_Reseller_Portal_Menu.png|border|800px]] --> | |
| - | |||
| - | |||
| - | : <h3> | + | : <h3> 1. Start the activation process </h3> |
| - | :: | + | :: On the first step, just click on '''Next''': |
| - | :: | + | :: [[File:Teams_Reseller_Step1_Activation.png|border|800px]] |
| - | |||
| + | : <h3> 2. Complete the Approval </h3> | ||
| - | ::''' | + | :::* '''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'''. |
| + | :: [[File:Teams_Reseller_Step2_Approval.png|border|800px]] | ||
| - | <div style="margin-left:50px; | + | |
| - | padding:5px; | + | : <h3> 3. Reseller Setup Complete </h3> |
| - | border-left: 6px solid rgb( | + | |
| - | box-shadow: 8px 6px 9px -2px #f2f2f2; | + | :: Once approved, you will have access to the Teams Reseller portal where you can manage enterprises, users, and licenses on behalf of your customers: |
| - | background-color: rgba( | + | |
| + | ::: [https://service.connecttoteams.com/ https://service.connecttoteams.com/] | ||
| + | |||
| + | |||
| + | = How to Enable the Teams Connector as an Enterprise (End User) = | ||
| + | |||
| + | : 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'''. | ||
| + | |||
| + | :: [[File:Teams_Portal_Menu.png|border|800px]] | ||
| + | |||
| + | |||
| + | : <h3> 1. Fill in the Activation Form </h3> | ||
| + | |||
| + | :: 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 [mailto:[email protected] [email protected]]. | ||
| + | |||
| + | :: [[File:Teams_Step1_Activation.png|border|800px]] | ||
| + | |||
| + | |||
| + | : <h3> 2. Grant Admin Approval </h3> | ||
| + | |||
| + | :: 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. | ||
| + | |||
| + | <!-- :: [[File:Teams_Step3_AdminApproval.png|border|800px]] --> | ||
| + | |||
| + | |||
| + | : <h3> 3. Create Sub Accounts (Optional — Recommended) </h3> | ||
| + | |||
| + | <div style="margin-left:50px; | ||
| + | padding:5px; | ||
| + | border-left: 6px solid rgb(255, 165, 0, 0.9); | ||
| + | box-shadow: 8px 6px 9px -2px #f2f2f2; | ||
| + | background-color: rgba(255, 165, 0, 0.08); | ||
width:70vw;"> | width:70vw;"> | ||
| - | + | '''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'''. |
</div> | </div> | ||
| - | : | + | :: 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'''. | ||
| - | : | + | <!-- :: [[File:Teams_Step3_AdminApproval.png|border|800px]] --> |
| - | |||
| - | : | + | : <h3> 4. Initial Setup Complete </h3> |
| + | :: 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/ https://enterprise.connecttoteams.com/] |
| - | :: | + | <!-- :: [[File:Teams_SetupComplete.png|border|800px]] --> |
| - | :: | + | :: Continue with the [[VoIP.ms Teams Connector#PBX Connector Configuration | PBX Connector Configuration]] section below to complete the setup. |
| - | + | ||
| - | |||
| - | |||
| - | |||
| + | = PBX Connector Configuration = | ||
| - | : | + | : Please follow the instructions below to get started. If you activated the Teams Connector through the VoIP.ms portal wizard, sub account creation and the activation request have already been completed — continue with the steps below. 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’’’. |
| - | + | ||
| - | + | ||
| + | : <h3> 1. Assign Microsoft licenses to each user </h3> | ||
| + | |||
| + | :: 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. | ||
| + | |||
| + | ::'''1.1''' Once in your [https://admin.microsoft365.com/Adminportal/Home?#/licenses Microsoft Admin Center], select Microsoft Teams Phone Standard. | ||
| + | |||
| + | ::[[File:AddingLicense1.png|border|800px]] | ||
| + | |||
| + | |||
| + | ::'''1.2''' 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'''. | ||
| + | |||
| + | ::[[File:AddingLicense2.png|border|800px]] | ||
| - | :: '''4. | + | |
| - | + | <div style="margin-left:50px; | |
| - | :: [[File: | + | padding:5px; |
| - | + | border-left: 6px solid rgb(208, 56, 45, 0.8); | |
| - | + | box-shadow: 8px 6px 9px -2px #f2f2f2; | |
| - | : <h3> | + | background-color: rgba(208, 56, 45, 0.08); |
| + | width:70vw;"> | ||
| + | |||
| + | 🚨 '''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'''. | ||
| + | </div> | ||
| + | |||
| + | |||
| + | : '''Permissions''' — When you first log into the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], you may be prompted to grant the necessary permissions. Follow the on-screen instructions to authorize the required access. | ||
| + | <!-- | ||
| + | :: [[File:003 GlobalAdmin Email1.png.png|border|400px]] | ||
| + | :: 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]] | ||
| + | :: [[File:004_GlobalAdminPermissions2.png|border|300px]] | ||
| + | :: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]] | ||
| + | --> | ||
| + | |||
| + | |||
| + | : '''User Sync''' — Once logged in, you will be prompted to sync a group of users. Additional user groups can be synced at any time from the dashboard under '''Users''' >> '''Select user groups''' — leaving the group field blank will sync all users. You can also grant optional additional permissions that enhance [https://connecttoteams.elevio.help/en/articles/110-sip-call-troubleshooting call troubleshooting] and [https://connecttoteams.elevio.help/en/articles/126-presence-sync presence syncing] from the dashboard. | ||
| + | |||
| + | :: 1) [[File:005_GlobalAdmin_SyncUser.png|border|500px]] 2) [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]] | ||
| + | |||
| + | |||
| + | : <h3> 2. Configure Direct Routing</h3> | ||
<div style="margin-left:50px; | <div style="margin-left:50px; | ||
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| - | :: ''' | + | :: '''2.1''' 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. |
| - | :: ''' | + | :: '''2.2''' Confirm there is at least one available Microsoft license free to be assigned. |
| - | + | ||
| - | + | ||
| + | ::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]] | ||
| + | |||
| + | |||
| + | :: '''2.3''' Once confirmed, select the desired Gateway and then click '''Complete Direct Routing'''. | ||
| - | |||
| - | |||
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]] | ::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]] | ||
| - | |||
| - | |||
| - | :: | + | :: '''2.4''' Wait until the verification process succeeds, and then click '''Complete Direct Routing'''. |
| + | ::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]] | ||
| - | :: ''' | + | |
| - | + | :: '''2.5''' 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'''. | |
| - | ::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]] | + | |
| + | ::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]] | ||
| - | :: ''' | + | :: '''2.6''' 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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| - | : <h3> | + | : <h3> 3. Configure your PBX Settings </h3> |
| + | |||
| + | :: '''3.1''' 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. | ||
| + | |||
| + | :: [[File:006_Add_PBX_Connector.png|border|750px]] | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | :: ''' | + | :: '''3.2''' Input the VoIP.ms parameters required for the PBX connector. |
:: The necessary PBX parameters includes: | :: The necessary PBX parameters includes: | ||
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| - | : <h3> | + | : <h3> 4. Add Users to your VoIP.ms Teams Connector Account </h3> |
:: 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. | :: 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. | ||
| - | ::''' | + | ::'''4.1''' On Your [https://service.connecttoteams.com/users/manageUsers Teams Connector admin page], go to '''Users''' on the left menu. |
:: [[File:adduser1.png|border|800px]] | :: [[File:adduser1.png|border|800px]] | ||
| - | ::''' | + | ::'''4.2''' Click on '''Add User''' on the top right of the page. |
| - | :: [[File: | + | :: [[File:Teams_add_user.png|border|800px]] |
| - | ::''' | + | ::'''4.3''' Fill in all the following information for creating your user: |
<div style="margin-left:50px; | <div style="margin-left:50px; | ||
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🚨 '''Important''' | 🚨 '''Important''' | ||
| - | : The '''Phone number''' | + | : 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 | + | : The Caller ID is configured in the Sub Account settings within the VoIP.ms Customer Portal. |
| - | : Incoming calls are | + | : 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. | ||
</div> | </div> | ||
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:::* '''User Tag''': Used to find your user easily. Put the name you wish for reference purpose. | :::* '''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. | :::* '''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 | + | :::* '''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. | :::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name this article]]. | :::* '''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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:::* '''Confirm SIP Password''': Confirm your sub account password. | :::* '''Confirm SIP Password''': Confirm your sub account password. | ||
| - | :: [[File: | + | :: [[File:Teams_user_configurationv2.png|border|800px]] |
| - | + | ||
| - | |||
| + | ::'''4.4''' 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. | ||
| + | <!-- | ||
= Operator Connect Configuration = | = Operator Connect Configuration = | ||
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: <h3> 1. Prepare the VoIP.ms environment </h3> | : <h3> 1. Prepare the VoIP.ms environment </h3> | ||
| - | :: '''1.1''' | + | :: '''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. |
:: '''1.2''' Make sure to use this configuration for the Sub Account: | :: '''1.2''' Make sure to use this configuration for the Sub Account: | ||
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::: </ul> | ::: </ul> | ||
| - | :: '''1.3''' Go to '''DID Numbers''' >> '''Manage DIDs''' and | + | :: '''1.3''' Go to '''DID Numbers''' >> '''Manage DIDs''' and edit the DID numbers you'll use with the connector as follows: |
| + | ::: <ul> | ||
| + | ::: <li>'''Main Routing:''' SIP/IAX - Sub Account created on Step 1.2</li> | ||
| + | ::: <li>'''DID Point of Presence:''' Any VoIP.ms server of your preference</li> | ||
| + | ::: <li>'''Dialing Mode for Inbound Calls:''' E164</li> | ||
| + | ::: </ul> | ||
: <h3> 2. Configure the Trunk on the Teams Connector Dashboard </h3> | : <h3> 2. Configure the Trunk on the Teams Connector Dashboard </h3> | ||
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::: <li>'''Trunk type:''' SIP Registration</li> | ::: <li>'''Trunk type:''' SIP Registration</li> | ||
::: <li>'''Description:''' Any description of your choice</li> | ::: <li>'''Description:''' Any description of your choice</li> | ||
| - | ::: <li>'''Outbound Proxy and Port:''' [SERVER NAME]@voip.ms:5060 | + | ::: <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) | + | ::: <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 User:''' The Sub Account username (E.g. 100000_SubAccount)</li> | ||
::: <li>'''Auth Password:''' The password of the Sub Account.</li> | ::: <li>'''Auth Password:''' The password of the Sub Account.</li> | ||
| - | ::: <li>'''Domain:''' [SERVER NAME]@voip.ms:5060 | + | ::: <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>'''SIP User ID:''' The Sub Account username (E.g. 100000_SubAccount)</li> | ||
| - | ::: <li> Keep all other | + | ::: <li> Keep all other settings with the default values.</li> |
::: </ul> | ::: </ul> | ||
:: '''2.4''' Click on '''Add Provider Trunk''' when done. | :: '''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> | : <h3> 3. Upload the DID numbers to your Teams Connector Dashboard </h3> | ||
| - | :: '''3.1''' | + | :: '''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 = | = SMS Connector Configuration = | ||
Latest revision as of 15:47, 27 May 2026
| Article en Français | Artículo en Español |
|---|---|
| Français | Español |
YouTube Video
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:
-
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.
-
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:
How to Enable the Teams Connector as an Enterprise (End User)
- 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.
-
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].
-
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:
- Continue with the PBX Connector Configuration section below to complete the setup.
PBX Connector Configuration
- Please follow the instructions below to get started. If you activated the Teams Connector through the VoIP.ms portal wizard, sub account creation and the activation request have already been completed — continue with the steps below. 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. 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.
- 1.1 Once in your Microsoft Admin Center, select Microsoft Teams Phone Standard.
- 1.2 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.
🚨 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.
- Permissions — When you first log into the ConnectToTeams Portal, you may be prompted to grant the necessary permissions. Follow the on-screen instructions to authorize the required access.
- User Sync — Once logged in, you will be prompted to sync a group of users. Additional user groups can be synced at any time from the dashboard under Users >> Select user groups — leaving the group field blank will sync all users. You can also grant optional additional permissions that enhance call troubleshooting and presence syncing from the dashboard.
-
2. 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:
- 2.1 Still in the ConnectToTeams Portal, and still logged in as the Global Administrator, use the sidebar menu to navigate to Direct Routing.
- 2.2 Confirm there is at least one available Microsoft license free to be assigned.
- 2.3 Once confirmed, select the desired Gateway and then click Complete Direct Routing.
- 2.4 Wait until the verification process succeeds, and then click Complete Direct Routing.
- 2.5 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.
- 2.6 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.
🚨 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.
-
3. Configure your PBX Settings
- 3.1 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.
- 3.2 Input the VoIP.ms parameters required for the PBX connector.
- The necessary PBX parameters includes:
- PBX SIP Domain: VoIP.ms POP Server Hostname - See full list of servers
- PBX SIP Domain Proxy: VoIP.ms POP Server Hostname - See full list of servers
- Voicemail Feature Code: *97
- PBX SIP Domain Proxy Port: 5060
- Codecs: G722 or G711u (Be sure the sub-account is set with the same codec)
- Reg Expires: 600
- Caller ID on Forwarding: User's CallerID Number
- Caller Name Policy: Other
- Custom Caller Name: CallerID Name. It cannot exceed 15 characters, including spaces.
🚨 Important
- The PBX SIP Domain and PBX SIP Domain Proxy must be the same server as the one used for your DID number(s).
-
4. 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.
- 4.1 On Your Teams Connector admin page, go to Users on the left menu.
- 4.2 Click on Add User on the top right of the page.
- 4.3 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.
- 4.4 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
-
2. Enabling the SMS feature and Phone number to a Teams User
-
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
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