VoIP.ms Teams Connector
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::'''2.1''' Once in your [https://admin.microsoft365.com/Adminportal/Home?#/licenses Microsoft Admin Center], select Microsoft Teams Phone Standard. | ::'''2.1''' Once in your [https://admin.microsoft365.com/Adminportal/Home?#/licenses Microsoft Admin Center], select Microsoft Teams Phone Standard. | ||
| - | + | ::[[File:AddingLicense1.png|border|800px]] | |
| - | ::[[File:AddingLicense1.png|border| | + | |
::'''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'''. | ::'''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'''. | ||
| - | + | ::[[File:AddingLicense2.png|border|800px]] | |
| - | ::[[File:AddingLicense2.png|border| | + | |
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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. | :: '''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]] | :: [[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. | :: '''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. | :: '''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]] | :: 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]. | :: '''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]] | :: 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. | :: '''4.5''' You must click on the "Grant consent" button of each setting. | ||
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:: [[File:004_GlobalAdminPermissions2.png|border|300px]] | :: [[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. | :: '''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]] | :: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]] | ||
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:: '''5.2''' Confirm there is at least one available Microsoft license free to be assigned. | :: '''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]] | ::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]] | ||
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:: '''5.3''' Once confirmed, select the desired Gateway then Click “Complete Direct Routing”. | :: '''5.3''' Once confirmed, select the desired Gateway then Click “Complete Direct Routing”. | ||
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::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]] | ::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]] | ||
| - | :: '''5.4''' | + | :: '''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]] | ::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]] | ||
| - | :: '''5.5''' | + | :: '''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]] | ::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]] | ||
| - | :: ''' | + | :::'''Mouseovering Status shows that the direct routing is still work in progress.''' |
::: [[File:006_GlobalAdmin_DirectRouting_InProgress2.png|border|350px]] | ::: [[File:006_GlobalAdmin_DirectRouting_InProgress2.png|border|350px]] | ||
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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. | ||
| - | :: ''' | + | ::::'''Notification on the portal''' |
| + | ::: [[File:GlobalAdmin_DirectRouting_ChooseGateway51.png|border|600px]] | ||
| - | :: [[File: | + | :::: '''Notification via email''' |
| + | ::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]] | ||
| + | ::: Note: ''If the process [https://connecttoteams.elevio.help/en/articles/131-direct-routing-not-completing takes longer than an hour] open a ticket with 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. | ||
| - | : <h3> 6. Configure PBX | + | :: '''5.7''' Lastly, while still on the dashboard and once the direct routing has been completed, we strongly recommend enabling '''Forward REFER to PBX'''. This will allow you to transfer calls and use VoIP.ms [[Call_Parking | call park feature]]. |
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| + | ::: [[File:GlobalAdmin_DirectRouting_ChooseGateway52.png|border|750px]] | ||
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| + | : <h3> 6. Configure your PBX Settings on your VoIP.ms Teams Connector Account </h3> | ||
:: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ Enterprise portal], navigate to the “PBX" section and add a new PBX connection with the "Add PBX" button. | :: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ Enterprise portal], navigate to the “PBX" section and add a new PBX connection with the "Add PBX" button. | ||
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:: [[File:006_Add_PBX_Connector.png|border|750px]] | :: [[File:006_Add_PBX_Connector.png|border|750px]] | ||
| - | :: '''6.2''' Input the VoIP.ms parameters required for the PBX connector. | + | :: '''6.2''' Input the VoIP.ms parameters required for the PBX connector. |
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:: The necessary PBX parameters includes: | :: The necessary PBX parameters includes: | ||
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:::* '''Caller ID on Forwarding''': User's CallerID Number | :::* '''Caller ID on Forwarding''': User's CallerID Number | ||
:::* '''Caller Name Policy''': Other | :::* '''Caller Name Policy''': Other | ||
| - | :::* '''Custom Caller Name''': CallerID Name. ''' | + | :::* '''Custom Caller Name''': CallerID Name. '''It cannot exceed 15 characters, including spaces.''' |
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:: [[File:006_PBX_Settings.png|border|500px]] | :: [[File:006_PBX_Settings.png|border|500px]] | ||
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| - | : <h3> 7. Add Users </h3> | + | : <h3> 7. 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. |
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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. | |
| - | :: | + | :: [[File:adduser1.png|border|800px]] |
| - | :: | + | ::'''7.2''' Click on '''Add User''' on the top right of the page. |
| + | :: [[File:adduser2.png|border|800px]] | ||
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| - | + | ::'''7.3''' Fill in all the following information for creating your user: | |
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| - | ::7.3 Fill in all the following information for creating your user: | + | |
:::* '''User Tag''': Used to find your user easily. Put the name you wish for reference purpose. | :::* '''User Tag''': Used to find your user easily. Put the name you wish for reference purpose. | ||
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:::* '''Confirm SIP Password''': Confirm your sub account password. | :::* '''Confirm SIP Password''': Confirm your sub account password. | ||
| - | + | :: [[File:adduser3.png|border|800px]] | |
| - | :: [[File:adduser3.png|border| | + | |
| - | ::7.4 Once you have filed all the information, press '''Save User'''. | + | ::'''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. |
Revision as of 03:55, 17 May 2024
What is VoIP.ms Teams Connector?
- The VoIP.ms Teams connector lets you link your VoIP.ms account to Microsoft Teams, so you can make and receive calls via your Microsoft Teams application, whether it’s on mobile, tablet or desktop, while still taking advantage of VoIP.ms hosted features. This connector is powered by TeamMate Technology, a third-party solution enabling seamless integration with Teams. Practically speaking, your Microsoft Teams becomes your softphone, giving you the option of using the built-in dial pad to make or receive calls. You may also link your VoIP.ms account to Microsoft Teams to send and receive text messages directly within Teams. Please note that you will need a Microsoft E1 license at the very minimum to be able to leverage this connector. For more information on Microsoft licenses, please check here.
Step-by-step Configuration
- Please follow the instructions below to get started. Note that this process requires the involvement of the Microsoft Global Administrator. Some tasks can be delegated from the global admin to the Microsoft Teams Service Admin or Skype Admin, but due to Microsoft's security policies there is no way to complete setup without the Global Administrator initial involvement.
-
1. Prepare the VoIP.ms environment
- 1.1 Once in VoIP.ms Portal, create sub accounts for each user that will use the Teams integration by heading over to Sub Accounts and then Create Sub Account.
- 1.2 Once done, change the Dialing Mode to E.164 by heading to Main Menu, Account Settings, General tab and set the option ‘’’Dialing Mode’’’ to E164, and then apply the change.
-
2. Assign Microsoft licenses to each user
- You will need to assign the proper Microsoft licenses to the users that will be using this integration. Please note that sometimes due to high traffic Microsoft can take up to 24 hours to activate licenses after they have been assigned, so doing this ahead of time will make the rest of the process much smoother.
- 2.1 Once in your Microsoft Admin Center, select Microsoft Teams Phone Standard.
- 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.
🚨 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.
- To get your unique activation link, simply send an email to [email protected] and provide our team with the following information:
-
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.
- 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)
2) 
3) 
4) 5) 
- 1)
- 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)
2) 
- 1)
- 4.5 You must click on the "Grant consent" button of each setting.
- 4.6 You will then be prompted to go over Microsoft's "Permissions requested" pop-up window for all the settings.
-
5. Configure Direct Routing
- 5.1 Upon logging in as the Global Administrator into the ConnectToTeams Portal, use the sidebar menu to navigate to Direct Routing.
- 5.2 Confirm there is at least one available Microsoft license free to be assigned.
- 5.3 Once confirmed, select the desired Gateway then Click “Complete Direct Routing”.
- 5.4 Wait until the verification process succeeds, and then click Complete Direct Routing.
- 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.
- Mouseovering Status shows that the direct routing is still work in progress.
- 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
-
- Notification via email
-
- Note: If the process takes longer than an hour open a ticket with technical support by emailing [email protected] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
- 5.7 Lastly, while still on the dashboard and once the direct routing has been completed, we strongly recommend enabling Forward REFER to PBX. This will allow you to transfer calls and use VoIP.ms call park feature.
-
6. Configure your PBX Settings on your VoIP.ms Teams Connector Account
- 6.1 Still in the Enterprise portal, navigate to the “PBX" section and add a new PBX connection with the "Add PBX" button.
- 6.2 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).
-
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.
- 7.2 Click on Add User on the top right of the page.
- 7.3 Fill in all the following information for creating your user:
- User Tag: Used to find your user easily. Put the name you wish for reference purpose.
- SIP User: Your sub account userID. E.g: 111111_subaccount.
- Phone Number: The phone number that this user will be passing for his outgoing calls.
- Disable Voicemail in Teams: If you want to use Teams voicemail, keep it unchecked. If you want to use your VoIP.ms voicemail, checkbox it.
- Custom Caller Name: Only for Canada. Pass the callerID Name you wish to pass. For United States, refer to [| this article].
- SIP Authentication ID: Your sub account userID. E.g: 111111_subaccount.
- SIP Password: Your sub account password you entered while creating the sub account.
- Confirm SIP Password: Confirm your sub account password.
- 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 To be released by Q2 2024
- The proper instructions will be available when this feature becomes available.
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