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VoIP.ms Teams Connector

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__TOC__ 
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= What is VoIP.ms Teams Connector?  =  
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= Related Articles=
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[Licenses available to use VoIP.ms with Microsoft Teams]
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[How to connect VoIP.ms with Microsoft Teams Call Valet]
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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 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. 
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:: Practically speaking, your Microsoft Teams becomes your softphone, giving you the option of using the built-in dial pad to make or receive calls. 
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= How to order a subscription through VoIP.ms
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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.  
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+
:: Practically speaking, your Microsoft Teams becomes your softphone, giving you the option of using the built-in dial pad to make or receive calls.  
-
Since we partnered with TeamMate '''you can get your connector subscription from us'''! 
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If you're interested in using VoIP.ms through MS Teams, simply send us an email to [mailto:[email protected] [email protected]] mentioning you want to get this service and provide the following information: 
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:* The number of licenses/seat you will need (users).
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:* The e-mail address of the user who has the "Microsoft Global Administrator" role.
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 +
:: 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]].
   
   
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= General Inquiries, Questions and Pricing =
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= VoIP.ms Team Connector configuration =  
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Contact us at [mailto:teams@voip.ms [email protected]]. 
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: Please follow the instructions below to get started.  
-
+
: Note that this process requires the complete involvement of the '''Microsoft Global Administrator'''. Some tasks can be delegated from the global admin to the “Microsoft Teams Service Admin” & “Skype Admin,” but due to Microsoft's security policies there is '''no way to complete setup without the Global Administrator initial involvement'''.
-
= Prerequisites = 
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Consider these prerequisites before requesting your product subscription.
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: <h3> '''1. Create the respective users in the VoIP.ms portal''' </h3>
 +
:: You will need to create sub accounts for each user.
 +
:::* Head into your VoIP.ms portal, Sub Account, Create Sub Account.
 +
:::* Under username, set the name of your sub account. This will later be used in conjunction with your 6 digit number (123456_subname).
 +
:::* Set a password for this specific sub account.
 +
:::* Set the device type to ‘’’ATA device, IP Phone or Softphone.
 +
:::* Set the callerID Number you want this sub account to pass. For more information on this section, please verify [[Caller_ID | this article]].
 +
:::* Set '''Allowed Codecs''' to G711U.
 +
:::* Go down the page and press '''Create Account'''.
 +
:::* Repeat the process for all the user you need.
 +
:::* Once you are done with the above process, head to Main Menu, Account Settings, General tab and set the option ‘’’Dialing Mode’’’ to E164, and then apply the change.
-
 
+
: <h3> '''2. Assign adequate Microsoft licenses to each user.''' </h3>
 +
:: Before beginning with ConnecttoTeams, each planned MS Teams User must have the correct licenses assigned to them. 
 +
:: 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 more streamlined. 
 +
:: Also, ensure there is '''one additional set of licenses available and unassigned'''. 
 +
:: Don’t worry, you can recover these extra licenses once the setup is done.
 +
::* If there is a canceled/suspended trial license and a valid license is added with the same name - you should make sure that the canceled trial subscription is removed from the license listing. If not, Microsoft only returns the canceled/suspended SKU and the software will erroneously claim that the proper licenses are not available.
-
== Microsoft Minimal Requirements == 
+
:<h3> '''3. Get your unique link from VoIP.ms Microsoft Teams onboarding team''' </h3>
 +
::To get started, simply send us an activation email to [mailto:[email protected] [email protected]] and provide our team with the following information:
 +
:::* The number of licenses/seat you will need (users).
 +
:::* The e-mail address of the user who has the "Microsoft Global Administrator" role.
-
:*Microsoft licenses: here for more information
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: <h3>'''4 Grant [https://connecttoteams.elevio.help/articles/17 permissions].'''</h3> 
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:*Number of users to set up.
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:: '''Step 1''' Once our team processed your request, the global administrator will receive an email and will need click the “Complete” button at the bottom of the e-mail.  
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:*Microsoft Global Administrator 
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:: [[File:003 GlobalAdmin Email1.png.png|border|400px]]
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::- The initial sign-in and activation must be done by clicking on the button in the email that will be sent to the Microsoft Global Admin for the Enterprise you will connect.
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::- The Microsoft Global Administrator must be the one to register the enterprise, grant permissions, and finalize changes for the end users.
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:*For '''PBX Connector'''
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:: '''Step 2''' You will then need to log into the [https://enterprise.connecttoteams.com/ Enterprise portal] with your Global Administrator credentials, and authorize the requested permissions.   
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::- Proper license by User + Phone System Standard or Add-On.   
+
:: '''Step 3''' There are two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector.  
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:*'''CallApp / Valet'''  
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::- Phone resources license for each user that will use the CallApp. For more information on this product, click here.  
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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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== VoIP.ms Technical Requirements ==  
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:: '''4.''' Once logged in there are prompts to sync a group of users then on the dashboard to grant optional additional permissions that enhance ConnecttoTeams [https://connecttoteams.elevio.help/en/articles/110-sip-call-troubleshooting call troubleshooting] and [https://connecttoteams.elevio.help/en/articles/126-presence-sync presence syncing]. 
 +
   
 +
:: [[File:005_GlobalAdmin_SyncUser.png|border|500px]]
 +
 +
:: [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]]
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:*For '''PBX Connector''' 
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:: '''5.''' You must click on the "Grant consent" button of each setting.   
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+
   
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::- Dialing mode of the VoIP.ms account must be set to '''E.164'''
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:: [[File:004_GlobalAdminPermissions2.png|border|300px]]  
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::- One sub-account per user with the following specs: 
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:::'''Authentication: ''' Username/Password. 
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:::'''Device type: ''' ATA device IP Phone or Softphone. 
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:::'''Caller ID: ''' A DID as the caller ID or a verified Caller ID. 
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:::'''Codecs: ''' G722. 
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= VoIP.ms Team Connector configuration = 
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Please follow the instructions that you will find in this section to set up the product you subscribed for. 
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Please note this process requires the complete involvement of the '''Microsoft Global Administrator'''. Some tasks can be delegated from the global admin to the “Microsoft Teams Service Admin” & “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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== PBX Connector Installation == 
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: <h3>[1] '''Assign MS licenses to each planned user of ConnecttoTeams.''' </h3>  
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+
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:: Before beginning with ConnecttoTeams, each planned MS Teams User must have the correct licenses assigned to them. 
+
-
:: 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 more streamlined. 
+
-
:: Also, ensure there is '''one additional set of licenses available and unassigned'''. 
+
-
:: Don’t worry, you can recover these extra licenses once the setup is done.  
+
-
::* If there is a canceled/suspended trial license and a valid license is added with the same name - you should make sure that the canceled trial subscription is removed from the license listing. If not, Microsoft only returns the canceled/suspended SKU and the software will erroneously claim that the proper licenses are not available. 
+
-
 
+
-
: <h3>'''[2] Grant [https://connecttoteams.elevio.help/articles/17 permissions].'''</h3> 
+
-
 
+
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::Once your subscription is active, you will receive an email to start the configuration process. 
+
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:: The global administrator must click the link provided in the email they receive. 
+
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:: For this, at the bottom of the email you will find a button with the text "Complete". 
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::: [[File:003 GlobalAdmin Email1.png.png|border|400px]]
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:: Then log into the [https://enterprise.connecttoteams.com/ Enterprise portal] with your Global Administrator credentials, and authorize the requested permissions. 
+
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:: There are two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector. 
+
 +
:: '''5.1''' You will be prompted to go over Microsoft's "Permissions requested" pop-up window for all the settings.
 +
 +
:: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]]
   
   
-
::: 1) [[File:004_GlobalAdminPermissions1.png|border|250px]] 2) [[File:004_GlobalAdminPermissions2.png|border|200px]]  3) [[File:004_GlobalAdminPermissions3.png|border|200px]] 
 
-
 
   
   
-
::: 4) [[File:004_GlobalAdminPermissions2.png|border|200px]] 5) [[File:004_GlobalAdminPermissions5.png|border|200px]]   
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: <h3>'''5 Confirm Microsoft licensing.'''</h3>
 +
 +
:: Upon logging in as the Global Administrator, use the sidebar menu to navigate to Direct Routing Management >> Direct Routing. 
 +
:: Confirm there is one available Microsoft license free to be assigned.
 +
 +
::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]]   
    
    
-
:: Once logged in there are prompts to sync a group of users then on the dashboard to grant optional additional permissions that enhance ConnecttoTeams [https://connecttoteams.elevio.help/en/articles/110-sip-call-troubleshooting call troubleshooting] and [https://connecttoteams.elevio.help/en/articles/126-presence-sync presence syncing]. 
+
: <h3>'''6 Configure Direct Routing.'''</h3>
 +
:: 1. Click on the “Direct Routing” tab.
 +
:: 2. Select the desired Gateway then Click “Complete Direct Routing”. 
 +
 +
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]]
    
    
-
::: 1) [[File:005_GlobalAdmin_SyncUser.png|border|500px]] 
+
:: 3. ensure the verification process succeeds, and then click "Complete."
-
 
+
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]]   
-
::: 2) [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]]   
+
 +
:: 4. Wait until the notification on the dasboard lets you know that the setup is complete and the administrator receives an email confirming.
 +
 +
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway4.png|border|500px]] 
 +
 +
:: 5. The notification on the dasboard will appear as follow.
 +
 +
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway5.png|border|200px]] 
-
::: You must click on the "Grant consent" button of each setting and you'll be prompted to go over Microsoft's "Permissions requested" pop-up window for all the settings.
+
:: 5.1 The administrator will also receive an email confirming the Direct Routing configuration.
-
 
+
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|500px]]  
-
::: 3) [[File:004_GlobalAdminPermissions2.png|border|300px]]
+
-
 
 
-
::: 4) [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]] 
 
-
 
+
::: Note: ''If the process [https://connecttoteams.elevio.help/en/articles/131-direct-routing-not-completing takes longer than an hour] open a ticket with ConnecttoTeams so we can unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out. The global administrator will receive an email when it is complete.''  
-
: <h3>'''[3] Confirm Microsoft licensing.'''</h3> 
+
-
:: Upon logging in as the Global Administrator, use the sidebar menu to navigate to Direct Routing Management >> Direct Routing. 
 
-
 
-
:: Confirm there is one available Microsoft license free to be assigned. 
 
 +
:: 5.2 Note that when everything looks completed, it may still have a delay. It is possible to click '''"FINISH"'''
 +
 +
::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|400]]
 +
 +
:: 5.3 If you mouseover '''Details''', it will provide you the current status.
    
    
-
::: 1) [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]]  
+
::: [[File:006_GlobalAdmin_DirectRouting_InProgress2.png|border|350px]]  
-
 
+
-
 
+
  :: 6. We strongly recommend enabling REFER. This will allow you to transfer calls and use VoIP.ms call park feature.   
-
::* What if the portal says there are [https://connecttoteams.elevio.help/articles/20 negative licenses] available?  
+
-
::* What if the portal says [https://connecttoteams.elevio.help/articles/21 I don’t have any available licenses] when I know that I do? 
+
-
: <h3>'''[4] Configure Direct Routing.'''</h3> 
+
-
 
+
-
:: [1] Click on the “Direct Routing” tab.   
+
-
 
+
-
:: [2] Select the desired Gateway then Click “Complete Direct Routing,” ensure the verification process succeeds, and then click "Complete." 
+
-
 
+
-
 
+
-
::: 1) [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]] 
+
 +
: <h3>'''[5] Configure PBX settings'''</h3>
 +
:: 1. Navigate to “PBX Settings” section to add a new PBX connection. 
   
   
-
::: 2) [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]]  
+
:: [[File:006_Add_PBX_Connector.png|border|400px]]  
-
 
+
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:: 2. Input the VoIP.ms parameters required for the PBX connector. 
-
:::: Wait until the process is done.    
+
-
 
+
::: This task can be delegated to someone other than the Microsoft Global Administrator.
 +
::* Necessary PBX information includes:
 +
:::* '''PBX SIP Domain (required)''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers]
 +
:::* '''PBX SIP Domain Proxy''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers]
 +
:::* '''Voicemail Feature Code''': *97
 +
:::* '''PBX SIP Domain Procy Port''': 5060
 +
:::* '''Codecs''': G722 Only (Be sure the sub-account is set with this codec)
 +
:::* '''Reg Expires''': 600
 +
:::* '''Caller ID on Forwarding''': '''User's Caller ID'''
 +
   '''Important:''' The SIP Domain and Proxy must be the same server used Point of Presence for your DID number(s)
 +
:::* '''Caller Name Policy''': '''Other'''
 +
::::* '''Custom Caller Name''': ''See the requirements below.'' 
   
   
-
::: 3) [[File:006_GlobalAdmin_DirectRouting_ChooseGateway3.png|border|500px]] 
 
-
 
 
-
:::: Continue to wait until the green popup and the email confirmation. 
 
-
 
-
 
 
-
::: 4) [[File:006_GlobalAdmin_DirectRouting_ChooseGateway4.png|border|500px]] 
 
-
 
-
 
 
-
:: [3] Wait for the notification on the dashboard that lets you know the set-up is complete. 
 
-
 
-
::: ''If the process [https://connecttoteams.elevio.help/en/articles/131-direct-routing-not-completing takes longer than an hour] open a ticket with ConnecttoTeams so we can unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out. The global administrator will receive an email when it is complete.'' 
 
-
 
-
:::: Once completed, the green popup will appear in the corner. 
 
-
 
-
 
 
-
::: 5) [[File:006_GlobalAdmin_DirectRouting_ChooseGateway5.png|border|200px]] 
 
-
 
-
 
 
-
::: And an email will be received confirming the Direct Routing configuration. 
 
-
 
-
 
 
-
::: 6) [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|500px]] 
 
-
 
-
 
 
-
:::: Note that when everything looks completed, it may still have a delay. It is possible to click '''"FINISH"''' 
 
 +
::: [[File:006_PBX_Settings.png|border|600px]]
 +
 +
 +
: <h3>'''[6] Add Users'''</h3>
 +
:: This can be done individually or in bulk. You will need the information about each user's PBX/SIP profile available for configuration. 
 +
:: This task takes some time to process, '''please wait''' for a '''confirmation email''' telling you it is completed. 
 +
:: '''NOTE''': ''This task can be delegated to someone other than the Microsoft Global Administrator, but the Global Admin will have to log in to sync the users once they are uploaded.'' 
 +
::* Necessary PBX SIP user credentials include:
 +
:::* '''SIP User''': The sub-account username. 
 +
:::* '''SIP Authentication ID''': The sub-account username. 
 +
:::* '''SIP Password''': The sub-account username. 
 +
:::* '''Phone Number or Extension Number''': If using PBX, the user could enter the internal extension number. Or, the Phone number if they have dedicated phone number per user. 
 +
::* What does disabling voicemail for a user do?
 +
::* What if the user does not have a direct phone number, but only has an extension?.
 +
::* What if the dialpad doesn’t appear?
 +
::* Confirm the user has been properly assigned to the voice routing policy.
 +
: <h3>'''[7] Build and deploy the custom Teams Application'''.</h3>
 +
:: This will enable advanced PBX features such as SIP softkeys, notifications, presence syncing, and portals within Teams.   
 +
::* Ensure you have custom apps enabled for Teams
 +
::* If you want to use presence syncing ensure you have granted that permission before building the app
 +
::* Delete an existing app from Teams
   
   
-
::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]] 
 
-
 
+
== SMS Connector ==
-
::: [[File:006_GlobalAdmin_DirectRouting_InProgress2.png|border|350px]] 
+
::<h3>To be released. Expected by Q2 2024.</h3>
 +
:: The proper instructions will be available when this feature becomes available.  
-
 
+
= Related Articles=
-
:: [4] Decide if allowing [https://docs.connecttoteams.com/en/articles/116-using-sip-refer SIP REFER] or [https://connecttoteams.elevio.help/articles/117 Media Encryption] is desired for the Direct Route. 
+
[Licenses available to use VoIP.ms with Microsoft Teams]  
-
 
+
[How to connect VoIP.ms with Microsoft Teams Call Valet]   
-
::: Benefits of enabling REFER: 
+
-
:::: - Call park and '''Transferring will work as is typical'''. 
+
-
::: If desired it is possible to configure additional Direct Routes. Decide if the enterprise wants to opt into Microsoft's secondary routes for redundancy. 
+
-
::* What if I have [https://connecttoteams.elevio.help/articles/23 already set up Direct Routing] in Teams before and it is blocking the new configuration process? 
+
-
::* What if I previously used the [https://connecttoteams.elevio.help/articles/24 Microsoft Calling Plan] and it is blocking the new configuration? 
+
-
::* What if the Direct Routing user is created but the [https://connecttoteams.elevio.help/articles/25 Direct Routing fails] to be established? 
+
-
::* Why is the [https://connecttoteams.elevio.help/articles/26 domain] I chose not working? 
+
-
 
+
-
: <h3>'''[5] Configure PBX settings'''</h3> 
+
-
 
+
-
:: [1] Navigate to “PBX Settings” section to add a new PBX connection. 
+
-
 
+
-
 
+
-
:: ::: [[File:006_Add_PBX_Connector.png|border|600px]] 
+
-
 
+
-
 
+
-
:: [2] Input the VoIP.ms parameters required for the PBX connector. 
+
-
 
+
-
::: This task can be delegated to someone other than the Microsoft Global Administrator. 
+
-
::* Necessary PBX information includes: 
+
-
:::* '''PBX SIP Domain (required)''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers] 
+
-
:::* '''PBX SIP Domain Proxy''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers] 
+
-
:::* '''Voicemail Feature Code''': *97 
+
-
:::* '''PBX SIP Domain Procy Port''': 5060 
+
-
:::* '''Codecs''': G722 Only (Be sure the sub-account is set with this codec) 
+
-
:::* '''Reg Expires''': 600 
+
-
:::* '''Caller ID on Forwarding''': '''User's Caller ID''' 
+
-
'''Important:''' The SIP Domain and Proxy must be the same server used Point of Presence for your DID number(s) 
+
-
:::* '''Caller Name Policy''': '''Other''' 
+
-
::::* '''Custom Caller Name''': ''See the requirements below.'' 
+
-
 
+
-
 
+
-
 
+
-
<div style="margin-left:50px; 
+
-
            padding:8px; 
+
-
            border-left: 6px solid rgb(73, 111, 199, 0.8); 
+
-
            box-shadow: 5px 4px 4px 4px #f5f5f5; 
+
-
            background-color: rgba(73, 111, 199, 0.08); 
+
-
            width:70%;"> 
+
-
 
+
-
'''IMPORTANT - Custom Caller Name'''<br/> 
+
-
 
+
-
* Entering outbound Caller ID Name, it must be in '''CAPITAL LETTERS'''. ''This will appear more clearly/visible on some devices.'' <br/> 
+
-
 
+
-
* You must '''NOT use any special characters'''. ''They will not be displayed and it prevents potential outbound call issues.'' <br/> 
+
-
 
+
-
 
+
-
* Do '''NOT exceed 15 characters'''. ''Traditional Canadian providers will '''not show more than 15 characters'''. We suggest shrinking or adapting the name.''<br/> 
+
-
 
+
-
* Spaces are allowed in a caller ID name but count as characters. ''(do not exceed 15 chars. in total)''. 
+
-
 
+
-
 
+
-
</div> 
+
-
 
+
-
 
+
-
 
+
-
::: [[File:006_PBX_Settings.png|border|600px]] 
+
-
 
+
-
 
+
-
 
+
-
: <h3>'''[6] Add Users'''</h3> 
+
-
 
+
-
:: This can be done individually or in bulk. You will need the information about each user's PBX/SIP profile available for configuration. 
+
-
 
+
-
:: This task takes some time to process, '''please wait''' for a '''confirmation email''' telling you it is completed. 
+
-
 
+
-
:: '''NOTE''': ''This task can be delegated to someone other than the Microsoft Global Administrator, but the Global Admin will have to log in to sync the users once they are uploaded.'' 
+
-
 
+
-
::* Necessary PBX SIP user credentials include: 
+
-
 
+
-
:::* '''SIP User''': The sub-account username. 
+
-
 
+
-
:::* '''SIP Authentication ID''': The sub-account username. 
+
-
 
+
-
:::* '''SIP Password''': The sub-account username. 
+
-
 
+
-
:::* '''Phone Number or Extension Number''': If using PBX, the user could enter the internal extension number. Or, the Phone number if they have dedicated phone number per user. 
+
-
 
+
-
::* If you are a reseller, you can add users for your enterprise customers, but we will need to finalize the process for you to perform a sync to complete Teams registration and calling. 
+
-
 
+
-
::* What does disabling voicemail for a user do? 
+
-
 
+
-
::* What if the user does not have a direct phone number, but only has an extension?. 
+
-
 
+
-
::* What if the dialpad doesn’t appear? 
+
-
 
+
-
::* Confirm the user has been properly assigned to the voice routing policy. 
+
-
 
+
-
: <h3>'''[7] Build and deploy the custom Teams Application'''.</h3> 
+
-
 
+
-
:: This will enable advanced PBX features such as SIP softkeys, notifications, presence syncing, and portals within Teams.     
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::* Ensure you have custom apps enabled for Teams 
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::* If you want to use presence syncing ensure you have granted that permission before building the app
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::* Delete an existing app from Teams 
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== SMS Connector == 
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::<h3>To be released. Expected by Q2 2024.</h3> 
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:: The proper instructions will be available when this feature becomes available. 
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= Useful Resources = 
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* [https://teammatetechnology.com/faq/ TeamMate  FAQ] 
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* [https://youtu.be/j77LMXd-77I  Youtube - TeamMate PBX Connector - How it Works]   
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= Useful Resources =
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* [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]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

Revision as of 16:56, 9 May 2024

Contents

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.
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.

VoIP.ms Team Connector configuration

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

1. Create the respective users in the VoIP.ms portal

You will need to create sub accounts for each user.
  • Head into your VoIP.ms portal, Sub Account, Create Sub Account.
  • Under username, set the name of your sub account. This will later be used in conjunction with your 6 digit number (123456_subname).
  • Set a password for this specific sub account.
  • Set the device type to ‘’’ATA device, IP Phone or Softphone.
  • Set the callerID Number you want this sub account to pass. For more information on this section, please verify this article.
  • Set Allowed Codecs to G711U.
  • Go down the page and press Create Account.
  • Repeat the process for all the user you need.
  • Once you are done with the above process, head to Main Menu, Account Settings, General tab and set the option ‘’’Dialing Mode’’’ to E164, and then apply the change.

2. Assign adequate Microsoft licenses to each user.

Before beginning with ConnecttoTeams, each planned MS Teams User must have the correct licenses assigned to them.
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 more streamlined.
Also, ensure there is one additional set of licenses available and unassigned.
Don’t worry, you can recover these extra licenses once the setup is done.
  • If there is a canceled/suspended trial license and a valid license is added with the same name - you should make sure that the canceled trial subscription is removed from the license listing. If not, Microsoft only returns the canceled/suspended SKU and the software will erroneously claim that the proper licenses are not available.

3. Get your unique link from VoIP.ms Microsoft Teams onboarding team

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

4 Grant permissions.

Step 1 Once our team processed your request, the global administrator will receive an email and will need click the “Complete” button at the bottom of the e-mail.
003 GlobalAdmin Email1.png.png
Step 2 You will then need to log into the Enterprise portal with your Global Administrator credentials, and authorize the requested permissions.
Step 3 There are 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. Once logged in there are prompts to sync a group of users then on the dashboard to grant optional additional permissions that enhance ConnecttoTeams call troubleshooting and presence syncing.
005 GlobalAdmin SyncUser.png
005 GlobalAdmin GrantConsent2.png
5. You must click on the "Grant consent" button of each setting.
004 GlobalAdminPermissions2.png
5.1 You will be prompted to go over Microsoft's "Permissions requested" pop-up window for all the settings.
005 GlobalAdmin GrantConsent4.png


5 Confirm Microsoft licensing.

Upon logging in as the Global Administrator, use the sidebar menu to navigate to Direct Routing Management >> Direct Routing.
Confirm there is one available Microsoft license free to be assigned.
006 GlobalAdmin DirectRouting ValidateLicensesAreGreen.png


6 Configure Direct Routing.

1. Click on the “Direct Routing” tab.
2. Select the desired Gateway then Click “Complete Direct Routing”.
006 GlobalAdmin DirectRouting ChooseGateway.png
3. ensure the verification process succeeds, and then click "Complete."
006 GlobalAdmin DirectRouting ChooseGateway2.png
4. Wait until the notification on the dasboard lets you know that the setup is complete and the administrator receives an email confirming.
006 GlobalAdmin DirectRouting ChooseGateway4.png
5. The notification on the dasboard will appear as follow.
006 GlobalAdmin DirectRouting ChooseGateway5.png
5.1 The administrator will also receive an email confirming the Direct Routing configuration.
006 GlobalAdmin DirectRouting ChooseGateway6.png


Note: If the process takes longer than an hour open a ticket with ConnecttoTeams so we can unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out. The global administrator will receive an email when it is complete.


5.2 Note that when everything looks completed, it may still have a delay. It is possible to click "FINISH"
400
5.3 If you mouseover Details, it will provide you the current status.
006 GlobalAdmin DirectRouting InProgress2.png
:: 6. We strongly recommend enabling REFER. This will allow you to transfer calls and use VoIP.ms call park feature.  

[5] Configure PBX settings

1. Navigate to “PBX Settings” section to add a new PBX connection.
006 Add PBX Connector.png
2. Input the VoIP.ms parameters required for the PBX connector.
This task can be delegated to someone other than the Microsoft Global Administrator.
::* Necessary PBX information includes: 
  • PBX SIP Domain (required): 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 Procy Port: 5060
  • Codecs: G722 Only (Be sure the sub-account is set with this codec)
  • Reg Expires: 600
  • Caller ID on Forwarding: User's Caller ID
 Important: The SIP Domain and Proxy must be the same server used Point of Presence for your DID number(s) 
  • Caller Name Policy: Other
  • Custom Caller Name: See the requirements below.


::: 006 PBX Settings.png 


[6] Add Users

This can be done individually or in bulk. You will need the information about each user's PBX/SIP profile available for configuration.
This task takes some time to process, please wait for a confirmation email telling you it is completed.
NOTE: This task can be delegated to someone other than the Microsoft Global Administrator, but the Global Admin will have to log in to sync the users once they are uploaded.
  • Necessary PBX SIP user credentials include:
  • SIP User: The sub-account username.
  • SIP Authentication ID: The sub-account username.
  • SIP Password: The sub-account username.
  • Phone Number or Extension Number: If using PBX, the user could enter the internal extension number. Or, the Phone number if they have dedicated phone number per user.
  • What does disabling voicemail for a user do?
  • What if the user does not have a direct phone number, but only has an extension?.
::* What if the dialpad doesn’t appear? 
::* Confirm the user has been properly assigned to the voice routing policy. 

[7] Build and deploy the custom Teams Application.

:: This will enable advanced PBX features such as SIP softkeys, notifications, presence syncing, and portals within Teams.     
::* Ensure you have custom apps enabled for Teams 
  • If you want to use presence syncing ensure you have granted that permission before building the app
  • Delete an existing app from Teams


SMS Connector

To be released. Expected by Q2 2024.

The proper instructions will be available when this feature becomes available.
= Related Articles=

[Licenses available to use VoIP.ms with Microsoft Teams] [How to connect VoIP.ms with Microsoft Teams Call Valet]

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