VoIP.ms Wiki - User contributions [en]

Service Cost

2026-07-20T15:24:31Z

Joseanmont:

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<div style="font-size: 3.2em; font-weight: 200; color: #1e293b; margin-bottom: 15px; letter-spacing: -2px;">Understanding VoIP.ms Pricing</div>

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'''[https://wiki.voip.ms/article/Co%C3%BBt_des_Services_Rendus 🇨🇦 Français]''' • '''[https://wiki.voip.ms/article/Costo_del_servicio 🇲🇽 Español]'''
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<div style="font-size: 1.1em; font-weight: 600; color: #92400e; margin-bottom: 10px;">💰 PRICING TRANSPARENCY</div>
<div style="color: #92400e;">
'''All rates and prices''' displayed on our website and in the customer portal, as well as any deposits made through our payment processor via credit card or your financial institution for bank wire transfers, are processed in '''US dollars (USD)'''. When using digital wallets like PayPal or mobile wallets such as Apple Pay and Google Pay, transactions are also processed in '''US dollars (USD)''' but they may already do a currency conversion and display the amount converted to your local at the time of payment. Please note that your financial institution may also impose additional currency exchange fees and rates for credit card transactions or bank wire transfers.<br/><br/>
1) '''VoIP.ms Complete Pricing:''' https://voip.ms/pricing<br/>
2) '''VoIP.ms Savings Calculator:''' https://voip.ms/pricing#roi_tool_container
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</div>

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== VoIP.ms vs. Traditional Phone Company: Key Differences ==

VoIP.ms is a Voice over Internet Protocol (VoIP) service that provides voice termination ('''outgoing calls''') and origination ('''incoming calls''') globally. It operates on a fundamentally different model than traditional bundled phone plans.

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=== Service Model Comparison ===

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'''VoIP.ms Approach:'''

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* Pay-per-use billing - charges based on actual usage rather than fixed monthly fees

* No contractual commitments - service can be discontinued without early termination fees

* Itemized billing showing per-minute rates for different call types and destinations

* On-demand feature activation and phone number (DID) management

* International calling at published per-minute rates

* Various features included in the base service

<div style="margin: 25px 0;">

'''Traditional Bundle Plans:'''

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* Fixed monthly fees typically including set minute allowances (published or not)

* Often require 1-2 year service agreements

* Package pricing that may include unused services

* Standardized feature sets with potential upgrade fees

* May have restrictions on international calling or require separate international plans

<div style="margin: 30px 0;">

'''Technical Requirements:''' VoIP.ms requires compatible hardware (such as analog telephone adapters) since it doesn't provide physical phone equipment. It does, however, provide a softphone. More information: [[VoIP.ms_Softphone|VoIP.ms Softphone]]

</div>

<div style="margin: 30px 0;">

'''Account Structure:''' The service operates on a prepaid model requiring a minimum $15 account deposit. All usage charges deduct from this balance, and service becomes unavailable when the balance reaches zero. Account registration is free, allowing users to explore features and test functionality before funding the account.

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<div style="text-align: left; margin-top: 50px;">

== VoIP.ms Pricing Overview ==

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<center>
{| class="wikitable" style="border-collapse: collapse; margin: 20px auto; width: 80%;"
! style="background: #d0382d; color: white; padding: 12px; width: 30%;" |
! style="background: #d0382d; color: white; padding: 12px; width: 35%;" | '''United States (Contiguous 48 states)'''
! style="background: #d0382d; color: white; padding: 12px; width: 35%;" | '''Canada'''
|-
| style="padding: 12px; font-weight: 500;" | '''Local Phone Number'''
| style="padding: 12px; text-align: center;" | $1.10/month
| style="padding: 12px; text-align: center;" | $1.10/month
|-
| style="padding: 12px; font-weight: 500;" | '''Make calls'''
| style="padding: 12px; text-align: center;" | $0.01/min
| style="padding: 12px; text-align: center;" | $0.0052/min (one fifth of a cent)
|-
| style="padding: 12px; font-weight: 500;" | '''Receive calls'''
| style="padding: 12px; text-align: center;" | $0.009/min (one ninth of a cent)
| style="padding: 12px; text-align: center;" | $0.009/min (one ninth of a cent)
|-
| style="padding: 12px; font-weight: 500;" | '''Emergency Services'''
| style="padding: 12px; text-align: center;" | $1.50/month
| style="padding: 12px; text-align: center;" | $1.50/month
|-
| style="padding: 12px; text-align: center; background: #f8f9fa; font-size: 0.9em;" colspan="3" | '''For the most updated pricing and complete rate information, please visit:''' https://voip.ms/pricing
|}
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<div style="font-size: 1.3em; font-weight: 600; color: #d0382d; margin-bottom: 15px;">🏠 Home users?</div>
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Get our '''Unlimited* inbound calling plan''' for just '''$4.95/month'''
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'''Additional Services:'''

* '''International Calling:''' Rates vary by destination - view complete pricing at https://voip.ms/pricing

* '''USA Toll-Free Numbers:''' $1.50/month + $0.019/min inbound (custom numbers +$15 setup)

* '''Canadian Toll-Free Numbers:''' $1.50/month + $0.027/min inbound (custom numbers +$30 setup)

* '''CNAM Caller ID Lookup:''' $0.008 per query

* '''International DID Numbers:''' Pricing varies by country - view complete pricing at https://voip.ms/pricing

* '''Messaging/Texting (US/CAN):''' $0.0075/SMS and $0.02/SMS

* '''Call Recording:''' $0.0025/min

* '''Transcripts (Voicemail, Call, etc.):''' $0.05/min

* '''Microsoft Teams:''' Starting at $4.50/voice license monthly and $2.00/messaging license monthly

* '''AI Agents:''' During the beta phase is $10 per agent per month; afterwards will be $25. Calls billed at $0.25/min

* '''Advanced Features:''' Voicemail, Call Encryption, Call Forwarding, Digital Receptionist (IVR) - '''All Included'''

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== Frequently Asked Questions ==

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{| class="wikitable" style="border-collapse: collapse; margin: 20px auto; width: 95%;"
! style="background: #4a5568; color: white; padding: 12px; width: 20%;" | '''Category'''
! style="background: #4a5568; color: white; padding: 12px; width: 35%;" | '''Question'''
! style="background: #4a5568; color: white; padding: 12px; width: 45%;" | '''Answer'''
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| rowspan="3" style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | Getting Started
| style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | How much does it cost to get started with VoIP.ms?
| style="padding: 12px; vertical-align: top; text-align: left;" | Account registration is completely free. However, you need to deposit a minimum of $15 to activate calling services. This prepaid balance doesn't expire and is used to pay for your actual usage.
|-
| style="padding: 12px; background: #fafbfc; font-weight: 500; vertical-align: top; text-align: left;" | Are there any contracts or monthly commitments?
| style="padding: 12px; background: #fafbfc; vertical-align: top; text-align: left;" | No contracts required. VoIP.ms operates on a pay-as-you-go model, and you can cancel anytime without penalties or early termination fees.
|-
| style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | What payment methods do you accept?
| style="padding: 12px; vertical-align: top; text-align: left;" | We accept PayPal, Visa, MasterCard, American Express, Google Pay, Apple Pay, and wire transfers. All transactions are processed in $USD.
|-
| rowspan="3" style="padding: 12px; background: #fafbfc; font-weight: 500; vertical-align: top; text-align: left;" | Call Rates
| style="padding: 12px; background: #fafbfc; font-weight: 500; vertical-align: top; text-align: left;" | How are calls billed?
| style="padding: 12px; background: #fafbfc; vertical-align: top; text-align: left;" | Calls are billed in 6-second increments for all destinations except some international destinations that are billed at 60-second increments. For example, a 27-second call to Montreal, Quebec is charged as 30 seconds.
|-
| style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | Are there separate charges for local vs. long-distance calls?
| style="padding: 12px; vertical-align: top; text-align: left;" | No, there are no "local" or "long-distance" distinctions with VoIP. All calls to United States for instance are $0.01/minute regardless of where you're calling from or to.
|-
| style="padding: 12px; background: #fafbfc; font-weight: 500; vertical-align: top; text-align: left;" | What's the difference between Value and Premium routes?
| style="padding: 12px; background: #fafbfc; vertical-align: top; text-align: left;" | For USA calls, only Premium routes are available at $0.01/minute. For Canada and international destinations, Value routes offer lower rates while Premium routes provide consistently higher quality using Tier-1 carriers.
|-
| rowspan="2" style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | Additional Services
| style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | What about fax services?
| style="padding: 12px; vertical-align: top; text-align: left;" | Virtual Fax requires a dedicated fax DID at $1.99/month + $0.029/minute for usage. Regular voice DIDs cannot be used for fax.
|-
| style="padding: 12px; background: #fafbfc; font-weight: 500; vertical-align: top; text-align: left;" | How much do advanced features cost?
| style="padding: 12px; background: #fafbfc; vertical-align: top; text-align: left;" | Most advanced features are included free: voicemail, call forwarding, digital receptionist, call queues, and over 70 telephony features.
|-
| rowspan="4" style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | Billing & Account Management
| style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | When am I charged for services?
| style="padding: 12px; vertical-align: top; text-align: left;" | All charges are deducted from your prepaid account balance in real-time. Monthly fees for DIDs are charged on your anniversary date.
|-
| style="padding: 12px; background: #fafbfc; font-weight: 500; vertical-align: top; text-align: left;" | What happens if my balance reaches zero?
| style="padding: 12px; background: #fafbfc; vertical-align: top; text-align: left;" | Your account cannot make or receive calls once the balance reaches zero. You'll need to add funds to restore service.
|-
| style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | Can I get a refund if I don't like the service?
| style="padding: 12px; vertical-align: top; text-align: left;" | Yes, you can request a refund for your remaining balance within 90 days of your deposit if you decide to cancel your account.
|-
| style="padding: 12px; background: #fafbfc; font-weight: 500; vertical-align: top; text-align: left;" | How do I track my usage and costs?
| style="padding: 12px; background: #fafbfc; vertical-align: top; text-align: left;" | Your customer portal provides detailed call logs, transaction history, and usage reports. You can also generate invoices for any date range.
|-
| rowspan="2" style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | Business & Integration
| style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | Are there volume discounts for businesses?
| style="padding: 12px; vertical-align: top; text-align: left;" | For high-volume usage or reseller inquiries, contact [mailto:sales@voip.ms sales@voip.ms] for custom pricing discussions.
|-
| style="padding: 12px; background: #fafbfc; font-weight: 500; vertical-align: top; text-align: left;" | How much does it cost to port my existing number?
| style="padding: 12px; background: #fafbfc; vertical-align: top; text-align: left;" | Number porting is free for USA and Canada numbers. The process typically takes 5 business days for local and toll-free numbers.
|-
| rowspan="2" style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | International Services
| style="padding: 12px; font-weight: 500; vertical-align: top; text-align: left;" | How much do international calls cost?
| style="padding: 12px; vertical-align: top; text-align: left;" | International rates vary widely by destination, typically ranging from $0.005-$0.50+ per minute. Check the complete rate table at https://voip.ms/pricing
|-
| style="padding: 12px; background: #fafbfc; font-weight: 500; vertical-align: top; text-align: left;" | Can I get international phone numbers?
| style="padding: 12px; background: #fafbfc; vertical-align: top; text-align: left;" | Yes, international DIDs are available in 100+ countries with varying pricing. See https://voip.ms/pricing for country pricing and availability.
|}
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[[category:guides]]

VoIP.ms Teams Connector

2026-06-23T16:47:09Z

Joseanmont: /* Instructions for End-user */

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! Article en Français !! Artículo en Español
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| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[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.



: <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]]

: <h3> 3. Reseller Setup Complete </h3>

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

::: [https://service.connecttoteams.com/ 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:teams@voip.ms teams@voip.ms].

:: [[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.



: <h3> 3. Create Sub Accounts (Optional — Recommended) </h3>

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'''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>

:: 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'''.



: <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/]



:: 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]]

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🚨 '''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.


: '''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>

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🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''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]]

:: '''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]]

:: '''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.

::::'''Notification on the portal'''
::: [[File:GlobalAdmin_DirectRouting_ChooseGateway51.png|border|600px]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

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🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <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:

:::* '''PBX SIP Domain''': 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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <h3> 4. Setup Users in 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.

::'''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]]

::'''4.2''' Click on '''Add User''' on the top right of the page.

:: [[File:Teams_add_user.png|border|800px]]

::'''4.3''' Fill in all the following information for creating your user:

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[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.


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== 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 Teams Unified App''' by '''“Syncing the Teams Unified App”''' with his Tenant, to have the End-user being all to add it to his Teams App.

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, you must click '''Sync Teams Unified App''' (Only admins can perform this action).
::: [[File:Sync_unified_app1_1.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the VoIPms Unified App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''VoIPms Unified App'''.
:: '''1.4''' Once you see the '''VoIPms Unified''' click on '''Add'''.
::: [[File:Voipms_unified_app.png|border|300px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

VoIP.ms Teams Connector

2026-06-23T16:46:59Z

Joseanmont: /* Instructions for End-user */

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[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.



: <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]]

: <h3> 3. Reseller Setup Complete </h3>

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

::: [https://service.connecttoteams.com/ 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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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'''.



: <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/]



:: 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]]

<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;">

🚨 '''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.


: '''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;
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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''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]]

:: '''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]]

:: '''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.

::::'''Notification on the portal'''
::: [[File:GlobalAdmin_DirectRouting_ChooseGateway51.png|border|600px]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <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:

:::* '''PBX SIP Domain''': 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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <h3> 4. Setup Users in 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.

::'''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]]

::'''4.2''' Click on '''Add User''' on the top right of the page.

:: [[File:Teams_add_user.png|border|800px]]

::'''4.3''' Fill in all the following information for creating your user:

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[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.


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== 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 Teams Unified App''' by '''“Syncing the Teams Unified App”''' with his Tenant, to have the End-user being all to add it to his Teams App.

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, you must click '''Sync Teams Unified App''' (Only admins can perform this action).
::: [[File:Sync_unified_app1_1.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the VoIPms Unified App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''VoIPms Unified App'''.
:: '''1.4''' Once you see the '''VoIPms Unified''' click on '''Add'''.
::: [[File:Voipms_unified_app.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

VoIP.ms Teams Connector

2026-06-23T16:46:38Z

Joseanmont: /* Instructions for End-user */

{| class="wikitable"
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! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[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.



: <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]]

: <h3> 3. Reseller Setup Complete </h3>

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

::: [https://service.connecttoteams.com/ 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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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'''.



: <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/]



:: 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]]

<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;">

🚨 '''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.


: '''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;
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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''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]]

:: '''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]]

:: '''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.

::::'''Notification on the portal'''
::: [[File:GlobalAdmin_DirectRouting_ChooseGateway51.png|border|600px]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <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:

:::* '''PBX SIP Domain''': 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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <h3> 4. Setup Users in 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.

::'''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]]

::'''4.2''' Click on '''Add User''' on the top right of the page.

:: [[File:Teams_add_user.png|border|800px]]

::'''4.3''' Fill in all the following information for creating your user:

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[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.


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== 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 Teams Unified App''' by '''“Syncing the Teams Unified App”''' with his Tenant, to have the End-user being all to add it to his Teams App.

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, you must click '''Sync Teams Unified App''' (Only admins can perform this action).
::: [[File:Sync_unified_app1_1.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''VoIPms Unified App'''.
:: '''1.4''' Once you see the '''VoIPms Unified''' click on '''Add'''.
::: [[File:Voipms_unified_app.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

File:Voipms unified app.png

2026-06-23T16:46:25Z

Joseanmont:

VoIP.ms Teams Connector

2026-06-23T16:45:46Z

Joseanmont: /* Instructions for End-user */

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[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.



: <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]]

: <h3> 3. Reseller Setup Complete </h3>

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

::: [https://service.connecttoteams.com/ 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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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'''.



: <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/]



:: 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]]

<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;">

🚨 '''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.


: '''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;
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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''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]]

:: '''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]]

:: '''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.

::::'''Notification on the portal'''
::: [[File:GlobalAdmin_DirectRouting_ChooseGateway51.png|border|600px]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <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:

:::* '''PBX SIP Domain''': 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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <h3> 4. Setup Users in 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.

::'''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]]

::'''4.2''' Click on '''Add User''' on the top right of the page.

:: [[File:Teams_add_user.png|border|800px]]

::'''4.3''' Fill in all the following information for creating your user:

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[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.


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== 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 Teams Unified App''' by '''“Syncing the Teams Unified App”''' with his Tenant, to have the End-user being all to add it to his Teams App.

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, you must click '''Sync Teams Unified App''' (Only admins can perform this action).
::: [[File:Sync_unified_app1_1.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''VoIPms Unified App'''.
:: '''1.4''' Once you see the '''VoIPms Unified''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

VoIP.ms Teams Connector

2026-06-23T16:43:49Z

Joseanmont: /* PBX Connector Configuration */

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[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.



: <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]]

: <h3> 3. Reseller Setup Complete </h3>

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

::: [https://service.connecttoteams.com/ 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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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'''.



: <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/]



:: 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]]

<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;">

🚨 '''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.


: '''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;
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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''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]]

:: '''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]]

:: '''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.

::::'''Notification on the portal'''
::: [[File:GlobalAdmin_DirectRouting_ChooseGateway51.png|border|600px]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <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:

:::* '''PBX SIP Domain''': 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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <h3> 4. Setup Users in 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.

::'''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]]

::'''4.2''' Click on '''Add User''' on the top right of the page.

:: [[File:Teams_add_user.png|border|800px]]

::'''4.3''' Fill in all the following information for creating your user:

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[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.


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== 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 Teams Unified App''' by '''“Syncing the Teams Unified App”''' with his Tenant, to have the End-user being all to add it to his Teams App.

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, you must click '''Sync Teams Unified App''' (Only admins can perform this action).
::: [[File:Sync_unified_app1_1.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

VoIP.ms Teams Connector

2026-06-10T19:07:14Z

Joseanmont: /* Instructions for Enterprise (Global Admin) */

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[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.



: <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]]

: <h3> 3. Reseller Setup Complete </h3>

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

::: [https://service.connecttoteams.com/ 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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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'''.



: <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/]



:: 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]]

<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;">

🚨 '''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.


: '''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;
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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''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]]

:: '''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]]

:: '''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.

::::'''Notification on the portal'''
::: [[File:GlobalAdmin_DirectRouting_ChooseGateway51.png|border|600px]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <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:

:::* '''PBX SIP Domain''': 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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <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.

::'''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]]

::'''4.2''' Click on '''Add User''' on the top right of the page.

:: [[File:Teams_add_user.png|border|800px]]

::'''4.3''' Fill in all the following information for creating your user:

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[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.


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== 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 Teams Unified App''' by '''“Syncing the Teams Unified App”''' with his Tenant, to have the End-user being all to add it to his Teams App.

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, you must click '''Sync Teams Unified App''' (Only admins can perform this action).
::: [[File:Sync_unified_app1_1.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

VoIP.ms Teams Connector

2026-06-10T19:06:27Z

Joseanmont: /* Instructions for Enterprise (Global Admin) */

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[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.



: <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]]

: <h3> 3. Reseller Setup Complete </h3>

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

::: [https://service.connecttoteams.com/ 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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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'''.



: <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/]



:: 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]]

<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;">

🚨 '''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.


: '''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;
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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''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]]

:: '''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]]

:: '''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.

::::'''Notification on the portal'''
::: [[File:GlobalAdmin_DirectRouting_ChooseGateway51.png|border|600px]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <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:

:::* '''PBX SIP Domain''': 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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <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.

::'''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]]

::'''4.2''' Click on '''Add User''' on the top right of the page.

:: [[File:Teams_add_user.png|border|800px]]

::'''4.3''' Fill in all the following information for creating your user:

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[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.


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== Instructions for Enterprise (Global Admin) ==

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

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

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, you must click '''Sync Teams Unified App''' (Only admins can perform this action).
::: [[File:Sync_unified_app1_1.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

File:Sync unified app1 1.png

2026-06-10T19:05:02Z

Joseanmont:

File:Voipms teams connector sync sms app.png

2026-06-10T18:59:14Z

Joseanmont: uploaded a new version of "File:Voipms teams connector sync sms app.png"

Zoom Gateway

2026-06-09T19:20:21Z

Joseanmont:

[[File:VoIPms_Zoom_BYOC.png|300px|right|link=https://www.zoom.com/|Zoom BYOC with VoIP.ms]]

This guide explains how to configure '''Zoom Phone BYOC''' ''(Bring Your Own Carrier)'' with '''VoIP.ms''', allowing you to use Zoom Phone as your business phone interface while keeping VoIP.ms as the underlying PSTN carrier for inbound and outbound calling.

In simple terms: Zoom becomes the phone-system interface, while VoIP.ms remains the carrier behind the scenes.

= Why Zoom BYOC can be useful for VoIP.ms customers? =

: Zoom BYOC lets customers use Zoom Phone as the collaboration/UC platform while keeping VoIP.ms as the PSTN carrier for inbound/outbound calling. Zoom becomes the phone-system interface; VoIP.ms remains the carrier behind the scenes.

: Zoom supports BYOC through models such as '''Premises Peering''', where a customer connects Zoom Phone to their own carrier through an SBC, and '''Cloud Peering / Provider Exchange''', which is designed to simplify carrier connectivity without on-premise hardware in some cases. Zoom describes Provider Exchange as a way to connect preferred providers directly from the Zoom portal, with "no hardware" and "no infrastructure" for that model.

: <h3> 1. Keep VoIP.ms pricing and flexibility </h3>

:: Customers who like VoIP.ms because of its pay-as-you-go model, DID availability, porting flexibility, international coverage, and granular routing can continue benefiting from that while using Zoom Phone for the user experience.

:: This is especially attractive for customers who already use Zoom heavily but do not want to move all phone numbers and call traffic to Zoom's native calling plans.

: <h3> 2. Better fit for customers with complex PSTN needs </h3>

:: Zoom itself positions Provider Exchange/BYOC as useful for businesses with more complex PSTN needs and access to diverse providers. For VoIP.ms customers, that could mean:

:::* multiple countries or regions;
:::* specific DID inventory needs;
:::* custom routing;
:::* cost-sensitive outbound calling;
:::* reseller or multi-location deployments;
:::* keeping existing numbers with minimal disruption.

: <h3> 3. Easier migration to Zoom Phone </h3>

:: Some companies want Zoom Phone, but they are hesitant to port numbers away from their existing provider right away. BYOC can reduce that friction.

:: They can move users to Zoom Phone while keeping VoIP.ms as the underlying carrier. That can make the migration more gradual and less risky.

: <h3> 4. Preserve existing carrier relationship </h3>

:: For customers already satisfied with VoIP.ms support, billing, rates, number inventory, or API capabilities, BYOC lets them avoid a full carrier replacement.

:: This matters for MSPs and IT providers who already built processes around VoIP.ms, including provisioning, porting, billing, and support.

: <h3> 5. Combine Zoom's UC features with VoIP.ms telecom control </h3>

:: Zoom Phone brings the UCaaS experience: users, call queues, auto receptionists, admin portal, Zoom ecosystem, meetings/chat integration, and mobile/desktop apps. Zoom notes that BYOC-C allows businesses to keep Zoom Phone cloud PBX features such as call queues, auto receptionists, and number assignment while the telephony connection is handled by the chosen provider.

:: VoIP.ms brings carrier-level flexibility: SIP trunking, DID management, termination, origination, porting, routing, and API-driven control.

:: Together, the value proposition is: use Zoom for the employee phone experience, and VoIP.ms for the carrier layer.

: <h3> 6. Useful for MSPs and resellers </h3>

:: This is especially powerful for VoIP.ms partners who already support SMB customers. Instead of positioning only "VoIP.ms Cloud PBX vs. Zoom Phone," the MSP can offer a hybrid model:

:: ''"You can use Zoom Phone as your business phone interface, while we keep your numbers, routing, and PSTN service managed through VoIP.ms."''

:: That creates a more consultative offer and helps partners serve customers who are already standardized on Zoom.

: <h3> Best customer profiles </h3>

:: Zoom BYOC with VoIP.ms would be most useful for:

:::* companies already using Zoom Workplace heavily;
:::* customers considering Zoom Phone but wanting to keep VoIP.ms;
:::* multi-location businesses;
:::* MSP-managed customers;
:::* organizations with international DIDs or custom routing needs;
:::* customers sensitive to bundled calling-plan pricing;
:::* businesses that want UCaaS simplicity without losing carrier flexibility.

<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;">

'''Important note'''
: There are different BYOC models. '''Premises Peering''' typically requires an SBC and more technical configuration, while '''Provider Exchange / Cloud Peering''' is intended to simplify the experience and may avoid on-premise hardware depending on provider participation. Zoom's documentation distinguishes these models, so the exact deployment path depends on whether VoIP.ms integrates directly as a Zoom Provider Exchange partner or supports customers through a customer-managed SBC model.
</div>

= How to Get Started =

: <h3> 1. Contact Sales </h3>

:: To enable Zoom BYOC with your VoIP.ms account, reach out to our sales team at [mailto:sales@voip.ms sales@voip.ms]. They will help you determine the best deployment model for your needs and get the integration activated.

: <h3> 2. Zoom Account Configuration ''(Coming Soon)'' </h3>

<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;">

🚨 '''In Progress'''
: This step is currently '''in progress'''. Detailed instructions will be added here soon.
</div>

= Configuration =

Setting up Zoom BYOC with VoIP.ms involves two directions of call flow: routing inbound calls from VoIP.ms toward Zoom, and authenticating outbound calls from Zoom toward VoIP.ms.

== VoIP.ms → Zoom ==

: In this direction, you route calls from a desired DID in your VoIP.ms account to Zoom by pointing the DID to a Zoom SIP-URI.

: <h3> 1. Create the SIP-URI </h3>

:: In your VoIP.ms Customer Portal, go to '''DID Numbers''' >> '''SIP URI's''' and create a SIP-URI using the following format:

::: <code>sip:+1{DID}@zgw0.vcn.ms</code>

:: Replace <code>{DID}</code> with the DID number you want to use.

:: [[File:Zoom_VoIPms_SIP_URI_Menu_1.png|border|600px|none]]

: <h3> 2. Route the DID to the SIP-URI </h3>

:: Direct calls from your desired DID to the SIP-URI created in the previous step, so inbound calls are delivered to Zoom.

== Zoom → VoIP.ms ==

: In this direction, you create a sub-account with IP-based authentication so Zoom can send outbound calls through VoIP.ms.

: <h3> 1. Create a Sub Account with IP-based authentication </h3>

:: In your VoIP.ms Customer Portal, go to '''Sub Accounts''' >> '''Create Sub Account''' and configure it as follows:

:::# Set '''Authentication type''' = '''Static IP Authentication (SIP only)'''
:::# Set the value of '''IP Address or Fully Qualified Domain Name''' = <code>zgw0.vcn.ms</code>
:::# Define a '''Username''' (any name you want)
:::# Set '''CallerID Number''' = '''I use a system capable of passing its own CallerID'''

:: [[File:Zoom_VoIPms_Create_Sub_Account.png|border|600px|none]]

= Resources =

* [https://www.zoom.com/en/products/voip-phone/ Zoom Phone]
* [https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0061434 Zoom – Bring Your Own Carrier (BYOC)]
* [https://wiki.voip.ms/article/Sub_Accounts VoIP.ms – Sub Accounts]
* [https://wiki.voip.ms/article/Choosing_Server VoIP.ms – Choosing a Server]

Zoom Gateway

2026-06-09T19:18:33Z

Joseanmont: Created page with "Zoom BYOC with VoIP.ms This guide explains how to configure '''Zoom Phone BYOC''' ''(Bring Your Own Carrier)..."

[[File:VoIPms_Zoom_BYOC.jpg|300px|right|link=https://www.zoom.com/|Zoom BYOC with VoIP.ms]]

This guide explains how to configure '''Zoom Phone BYOC''' ''(Bring Your Own Carrier)'' with '''VoIP.ms''', allowing you to use Zoom Phone as your business phone interface while keeping VoIP.ms as the underlying PSTN carrier for inbound and outbound calling.

In simple terms: Zoom becomes the phone-system interface, while VoIP.ms remains the carrier behind the scenes.

= Why Zoom BYOC can be useful for VoIP.ms customers? =

: Zoom BYOC lets customers use Zoom Phone as the collaboration/UC platform while keeping VoIP.ms as the PSTN carrier for inbound/outbound calling. Zoom becomes the phone-system interface; VoIP.ms remains the carrier behind the scenes.

: Zoom supports BYOC through models such as '''Premises Peering''', where a customer connects Zoom Phone to their own carrier through an SBC, and '''Cloud Peering / Provider Exchange''', which is designed to simplify carrier connectivity without on-premise hardware in some cases. Zoom describes Provider Exchange as a way to connect preferred providers directly from the Zoom portal, with "no hardware" and "no infrastructure" for that model.

: <h3> 1. Keep VoIP.ms pricing and flexibility </h3>

:: Customers who like VoIP.ms because of its pay-as-you-go model, DID availability, porting flexibility, international coverage, and granular routing can continue benefiting from that while using Zoom Phone for the user experience.

:: This is especially attractive for customers who already use Zoom heavily but do not want to move all phone numbers and call traffic to Zoom's native calling plans.

: <h3> 2. Better fit for customers with complex PSTN needs </h3>

:: Zoom itself positions Provider Exchange/BYOC as useful for businesses with more complex PSTN needs and access to diverse providers. For VoIP.ms customers, that could mean:

:::* multiple countries or regions;
:::* specific DID inventory needs;
:::* custom routing;
:::* cost-sensitive outbound calling;
:::* reseller or multi-location deployments;
:::* keeping existing numbers with minimal disruption.

: <h3> 3. Easier migration to Zoom Phone </h3>

:: Some companies want Zoom Phone, but they are hesitant to port numbers away from their existing provider right away. BYOC can reduce that friction.

:: They can move users to Zoom Phone while keeping VoIP.ms as the underlying carrier. That can make the migration more gradual and less risky.

: <h3> 4. Preserve existing carrier relationship </h3>

:: For customers already satisfied with VoIP.ms support, billing, rates, number inventory, or API capabilities, BYOC lets them avoid a full carrier replacement.

:: This matters for MSPs and IT providers who already built processes around VoIP.ms, including provisioning, porting, billing, and support.

: <h3> 5. Combine Zoom's UC features with VoIP.ms telecom control </h3>

:: Zoom Phone brings the UCaaS experience: users, call queues, auto receptionists, admin portal, Zoom ecosystem, meetings/chat integration, and mobile/desktop apps. Zoom notes that BYOC-C allows businesses to keep Zoom Phone cloud PBX features such as call queues, auto receptionists, and number assignment while the telephony connection is handled by the chosen provider.

:: VoIP.ms brings carrier-level flexibility: SIP trunking, DID management, termination, origination, porting, routing, and API-driven control.

:: Together, the value proposition is: use Zoom for the employee phone experience, and VoIP.ms for the carrier layer.

: <h3> 6. Useful for MSPs and resellers </h3>

:: This is especially powerful for VoIP.ms partners who already support SMB customers. Instead of positioning only "VoIP.ms Cloud PBX vs. Zoom Phone," the MSP can offer a hybrid model:

:: ''"You can use Zoom Phone as your business phone interface, while we keep your numbers, routing, and PSTN service managed through VoIP.ms."''

:: That creates a more consultative offer and helps partners serve customers who are already standardized on Zoom.

: <h3> Best customer profiles </h3>

:: Zoom BYOC with VoIP.ms would be most useful for:

:::* companies already using Zoom Workplace heavily;
:::* customers considering Zoom Phone but wanting to keep VoIP.ms;
:::* multi-location businesses;
:::* MSP-managed customers;
:::* organizations with international DIDs or custom routing needs;
:::* customers sensitive to bundled calling-plan pricing;
:::* businesses that want UCaaS simplicity without losing carrier flexibility.

<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;">

'''Important note'''
: There are different BYOC models. '''Premises Peering''' typically requires an SBC and more technical configuration, while '''Provider Exchange / Cloud Peering''' is intended to simplify the experience and may avoid on-premise hardware depending on provider participation. Zoom's documentation distinguishes these models, so the exact deployment path depends on whether VoIP.ms integrates directly as a Zoom Provider Exchange partner or supports customers through a customer-managed SBC model.
</div>

= How to Get Started =

: <h3> 1. Contact Sales </h3>

:: To enable Zoom BYOC with your VoIP.ms account, reach out to our sales team at [mailto:sales@voip.ms sales@voip.ms]. They will help you determine the best deployment model for your needs and get the integration activated.

: <h3> 2. Zoom Account Configuration ''(Coming Soon)'' </h3>

<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;">

🚨 '''In Progress'''
: This step is currently '''in progress'''. Detailed instructions will be added here soon.
</div>

= Configuration =

Setting up Zoom BYOC with VoIP.ms involves two directions of call flow: routing inbound calls from VoIP.ms toward Zoom, and authenticating outbound calls from Zoom toward VoIP.ms.

== VoIP.ms → Zoom ==

: In this direction, you route calls from a desired DID in your VoIP.ms account to Zoom by pointing the DID to a Zoom SIP-URI.

: <h3> 1. Create the SIP-URI </h3>

:: In your VoIP.ms Customer Portal, go to '''DID Numbers''' >> '''SIP URI's''' and create a SIP-URI using the following format:

::: <code>sip:+1{DID}@zgw0.vcn.ms</code>

:: Replace <code>{DID}</code> with the DID number you want to use.

:: [[File:Zoom_VoIPms_SIP_URI_Menu_1.png|border|600px|none]]

: <h3> 2. Route the DID to the SIP-URI </h3>

:: Direct calls from your desired DID to the SIP-URI created in the previous step, so inbound calls are delivered to Zoom.

== Zoom → VoIP.ms ==

: In this direction, you create a sub-account with IP-based authentication so Zoom can send outbound calls through VoIP.ms.

: <h3> 1. Create a Sub Account with IP-based authentication </h3>

:: In your VoIP.ms Customer Portal, go to '''Sub Accounts''' >> '''Create Sub Account''' and configure it as follows:

:::# Set '''Authentication type''' = '''Static IP Authentication (SIP only)'''
:::# Set the value of '''IP Address or Fully Qualified Domain Name''' = <code>zgw0.vcn.ms</code>
:::# Define a '''Username''' (any name you want)
:::# Set '''CallerID Number''' = '''I use a system capable of passing its own CallerID'''

:: [[File:Zoom_VoIPms_Create_Sub_Account.png|border|600px|none]]

= Resources =

* [https://www.zoom.com/en/products/voip-phone/ Zoom Phone]
* [https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0061434 Zoom – Bring Your Own Carrier (BYOC)]
* [https://wiki.voip.ms/article/Sub_Accounts VoIP.ms – Sub Accounts]
* [https://wiki.voip.ms/article/Choosing_Server VoIP.ms – Choosing a Server]

File:Zoom VoIPms SIP URI Menu 1.png

2026-06-09T19:18:30Z

Joseanmont:

File:Zoom VoIPms Create Sub Account.png

2026-06-09T19:16:51Z

Joseanmont:

File:Zoom VoIPms SIP URI Menu.png

2026-06-09T19:16:39Z

Joseanmont:

2026-05-26T15:06:02Z

Joseanmont:

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[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> 1. Fill in the Activation Form </h3>

:: On the first step, fill in the following fields and then press '''Next''':

:::* '''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.

:: [[File:Teams_Reseller_Step1_Activation.png|border|800px]]

: <h3> 2. Complete the Approval </h3>

:: An email will be sent to the address you provided in Step 1. 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]]

: <h3> 3. Reseller Setup Complete </h3>

:: Once approved, you will have access to the TeamMate Reseller portal where you can manage enterprises, users, and licenses on behalf of your customers:

::: [https://service.connecttoteams.com/ https://service.connecttoteams.com/]

= How to Enable the Teams Connector =

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

:: [[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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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'''.



: <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/]



:: 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. 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. Prepare the VoIP.ms environment </h3>

:: '''1.1''' Once in [https://voip.ms/signin/index.php?ln=en VoIP.ms Portal], create [[Sub_Accounts#How_to_Create_a_Sub_Account | sub accounts]] for each user that will use the Teams integration by heading over to Sub Accounts and then Create Sub Account.


: <h3> 2. 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.

::'''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]]

::'''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]]

<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;">

🚨 '''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>

:<h3> 3. Get your unique activation link from VoIP.ms </h3>

:: To get your unique activation link, simply send an email to [mailto:teams@voip.ms teams@voip.ms] 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.

: <h3> 4. Grant [https://connecttoteams.elevio.help/articles/17 permissions]</h3>

:: '''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.

:: [[File:003 GlobalAdmin Email1.png.png|border|400px]]

:: '''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.

:: '''4.3''' There will be two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector.

:: 1) [[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]]

:: '''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].

:: 1) [[File:005_GlobalAdmin_SyncUser.png|border|500px]] 2) [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]]

:: '''4.5''' You must click on the "Grant consent" button of each setting.

:: [[File:004_GlobalAdminPermissions2.png|border|300px]]

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

:: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]]

: <h3> 5. Configure Direct Routing</h3>

<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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''5.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], and still logged in as the Global Administrator, use the sidebar menu to navigate to Direct Routing.

:: '''5.2''' Confirm there is at least one available Microsoft license free to be assigned.

::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]]

:: '''5.3''' Once confirmed, select the desired Gateway and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]]

:: '''5.4''' Wait until the verification process succeeds, and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]]

:: '''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'''.

::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]]

:: '''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]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <h3> 6. Configure your PBX Settings </h3>

:: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], navigate to the '''PBX''' section on the left menu and add a new PBX connection with the "Add PBX" button.

:: [[File:006_Add_PBX_Connector.png|border|750px]]

:: '''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 - [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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <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.

::'''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:Teams_add_user.png|border|800px]]

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[File:Teams_user_configurationv2.png|border|800px]]

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


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== Instructions for Enterprise (Global Admin) ==

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

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

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, they must click '''Sync SMS App''' (if his Reseller Admin hasn’t completed on his behalf).
::: [[File:Voipms_teams_connector_sync_sms_app.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

File:Teams Reseller Step2 Approval.png

2026-05-26T15:05:47Z

Joseanmont:

File:Teams Reseller Step1 Activation.png

2026-05-26T15:05:24Z

Joseanmont:

File:Teams Reseller Portal Menu.png

2026-05-26T15:04:12Z

Joseanmont:

VoIP.ms Teams Connector

2026-05-26T14:50:19Z

Joseanmont:

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[VoIP.ms Teams Connector#SMS Connector Configuration | SMS Connector Configuration]] for the full setup instructions.

= How to Enable the Teams Connector =

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

:: [[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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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'''.



: <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/]



:: 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. 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. Prepare the VoIP.ms environment </h3>

:: '''1.1''' Once in [https://voip.ms/signin/index.php?ln=en VoIP.ms Portal], create [[Sub_Accounts#How_to_Create_a_Sub_Account | sub accounts]] for each user that will use the Teams integration by heading over to Sub Accounts and then Create Sub Account.


: <h3> 2. 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.

::'''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]]

::'''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]]

<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;">

🚨 '''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>

:<h3> 3. Get your unique activation link from VoIP.ms </h3>

:: To get your unique activation link, simply send an email to [mailto:teams@voip.ms teams@voip.ms] 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.

: <h3> 4. Grant [https://connecttoteams.elevio.help/articles/17 permissions]</h3>

:: '''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.

:: [[File:003 GlobalAdmin Email1.png.png|border|400px]]

:: '''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.

:: '''4.3''' There will be two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector.

:: 1) [[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]]

:: '''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].

:: 1) [[File:005_GlobalAdmin_SyncUser.png|border|500px]] 2) [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]]

:: '''4.5''' You must click on the "Grant consent" button of each setting.

:: [[File:004_GlobalAdminPermissions2.png|border|300px]]

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

:: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]]

: <h3> 5. Configure Direct Routing</h3>

<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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''5.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], and still logged in as the Global Administrator, use the sidebar menu to navigate to Direct Routing.

:: '''5.2''' Confirm there is at least one available Microsoft license free to be assigned.

::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]]

:: '''5.3''' Once confirmed, select the desired Gateway and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]]

:: '''5.4''' Wait until the verification process succeeds, and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]]

:: '''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'''.

::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]]

:: '''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]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <h3> 6. Configure your PBX Settings </h3>

:: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], navigate to the '''PBX''' section on the left menu and add a new PBX connection with the "Add PBX" button.

:: [[File:006_Add_PBX_Connector.png|border|750px]]

:: '''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 - [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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <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.

::'''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:Teams_add_user.png|border|800px]]

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[File:Teams_user_configurationv2.png|border|800px]]

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


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== Instructions for Enterprise (Global Admin) ==

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

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

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, they must click '''Sync SMS App''' (if his Reseller Admin hasn’t completed on his behalf).
::: [[File:Voipms_teams_connector_sync_sms_app.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

VoIP.ms Teams Connector

2026-05-26T14:49:34Z

Joseanmont: /* How to Enable the Teams Connector */

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[VoIP.ms Teams Connector#SMS Connector Configuration | SMS Connector Configuration]] for the full setup instructions.

= How to Enable the Teams Connector =

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

:: [[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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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/]



:: 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. 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. Prepare the VoIP.ms environment </h3>

:: '''1.1''' Once in [https://voip.ms/signin/index.php?ln=en VoIP.ms Portal], create [[Sub_Accounts#How_to_Create_a_Sub_Account | sub accounts]] for each user that will use the Teams integration by heading over to Sub Accounts and then Create Sub Account.


: <h3> 2. 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.

::'''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]]

::'''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]]

<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;">

🚨 '''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>

:<h3> 3. Get your unique activation link from VoIP.ms </h3>

:: To get your unique activation link, simply send an email to [mailto:teams@voip.ms teams@voip.ms] 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.

: <h3> 4. Grant [https://connecttoteams.elevio.help/articles/17 permissions]</h3>

:: '''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.

:: [[File:003 GlobalAdmin Email1.png.png|border|400px]]

:: '''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.

:: '''4.3''' There will be two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector.

:: 1) [[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]]

:: '''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].

:: 1) [[File:005_GlobalAdmin_SyncUser.png|border|500px]] 2) [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]]

:: '''4.5''' You must click on the "Grant consent" button of each setting.

:: [[File:004_GlobalAdminPermissions2.png|border|300px]]

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

:: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]]

: <h3> 5. Configure Direct Routing</h3>

<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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''5.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], and still logged in as the Global Administrator, use the sidebar menu to navigate to Direct Routing.

:: '''5.2''' Confirm there is at least one available Microsoft license free to be assigned.

::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]]

:: '''5.3''' Once confirmed, select the desired Gateway and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]]

:: '''5.4''' Wait until the verification process succeeds, and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]]

:: '''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'''.

::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]]

:: '''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]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <h3> 6. Configure your PBX Settings </h3>

:: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], navigate to the '''PBX''' section on the left menu and add a new PBX connection with the "Add PBX" button.

:: [[File:006_Add_PBX_Connector.png|border|750px]]

:: '''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 - [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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <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.

::'''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:Teams_add_user.png|border|800px]]

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[File:Teams_user_configurationv2.png|border|800px]]

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


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== Instructions for Enterprise (Global Admin) ==

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

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

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, they must click '''Sync SMS App''' (if his Reseller Admin hasn’t completed on his behalf).
::: [[File:Voipms_teams_connector_sync_sms_app.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

VoIP.ms Teams Connector

2026-05-26T14:49:10Z

Joseanmont:

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[VoIP.ms Teams Connector#SMS Connector Configuration | SMS Connector Configuration]] for the full setup instructions.

= How to Enable the Teams Connector =

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

:: [[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:teams@voip.ms teams@voip.ms].

:: [[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.



: <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;">

'''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>

:: 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. 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. Prepare the VoIP.ms environment </h3>

:: '''1.1''' Once in [https://voip.ms/signin/index.php?ln=en VoIP.ms Portal], create [[Sub_Accounts#How_to_Create_a_Sub_Account | sub accounts]] for each user that will use the Teams integration by heading over to Sub Accounts and then Create Sub Account.


: <h3> 2. 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.

::'''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]]

::'''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]]

<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;">

🚨 '''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>

:<h3> 3. Get your unique activation link from VoIP.ms </h3>

:: To get your unique activation link, simply send an email to [mailto:teams@voip.ms teams@voip.ms] 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.

: <h3> 4. Grant [https://connecttoteams.elevio.help/articles/17 permissions]</h3>

:: '''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.

:: [[File:003 GlobalAdmin Email1.png.png|border|400px]]

:: '''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.

:: '''4.3''' There will be two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector.

:: 1) [[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]]

:: '''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].

:: 1) [[File:005_GlobalAdmin_SyncUser.png|border|500px]] 2) [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]]

:: '''4.5''' You must click on the "Grant consent" button of each setting.

:: [[File:004_GlobalAdminPermissions2.png|border|300px]]

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

:: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]]

: <h3> 5. Configure Direct Routing</h3>

<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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''5.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], and still logged in as the Global Administrator, use the sidebar menu to navigate to Direct Routing.

:: '''5.2''' Confirm there is at least one available Microsoft license free to be assigned.

::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]]

:: '''5.3''' Once confirmed, select the desired Gateway and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]]

:: '''5.4''' Wait until the verification process succeeds, and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]]

:: '''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'''.

::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]]

:: '''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]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <h3> 6. Configure your PBX Settings </h3>

:: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], navigate to the '''PBX''' section on the left menu and add a new PBX connection with the "Add PBX" button.

:: [[File:006_Add_PBX_Connector.png|border|750px]]

:: '''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 - [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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <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.

::'''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:Teams_add_user.png|border|800px]]

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[File:Teams_user_configurationv2.png|border|800px]]

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


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== Instructions for Enterprise (Global Admin) ==

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

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

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, they must click '''Sync SMS App''' (if his Reseller Admin hasn’t completed on his behalf).
::: [[File:Voipms_teams_connector_sync_sms_app.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

File:Teams SetupComplete.png

2026-05-26T14:43:34Z

Joseanmont:

File:Teams Step3 AdminApproval.png

2026-05-26T14:42:42Z

Joseanmont:

File:Teams Step1 Activation.png

2026-05-26T14:41:54Z

Joseanmont:

2026-03-31T14:20:24Z

Joseanmont:

VoIP.ms Teams Connector

2026-03-31T14:16:31Z

Joseanmont:

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[VoIP.ms Teams Connector#SMS Connector Configuration | SMS Connector Configuration]] for the full setup instructions.

= PBX Connector Configuration =

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

: <h3> 1. Prepare the VoIP.ms environment </h3>

:: '''1.1''' Once in [https://voip.ms/signin/index.php?ln=en VoIP.ms Portal], create [[Sub_Accounts#How_to_Create_a_Sub_Account | sub accounts]] for each user that will use the Teams integration by heading over to Sub Accounts and then Create Sub Account.


: <h3> 2. 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.

::'''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]]

::'''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]]

<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;">

🚨 '''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>

:<h3> 3. Get your unique activation link from VoIP.ms </h3>

:: To get your unique activation link, simply send an email to [mailto:teams@voip.ms teams@voip.ms] 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.

: <h3> 4. Grant [https://connecttoteams.elevio.help/articles/17 permissions]</h3>

:: '''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.

:: [[File:003 GlobalAdmin Email1.png.png|border|400px]]

:: '''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.

:: '''4.3''' There will be two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector.

:: 1) [[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]]

:: '''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].

:: 1) [[File:005_GlobalAdmin_SyncUser.png|border|500px]] 2) [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]]

:: '''4.5''' You must click on the "Grant consent" button of each setting.

:: [[File:004_GlobalAdminPermissions2.png|border|300px]]

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

:: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]]

: <h3> 5. Configure Direct Routing</h3>

<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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''5.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], and still logged in as the Global Administrator, use the sidebar menu to navigate to Direct Routing.

:: '''5.2''' Confirm there is at least one available Microsoft license free to be assigned.

::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]]

:: '''5.3''' Once confirmed, select the desired Gateway and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]]

:: '''5.4''' Wait until the verification process succeeds, and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]]

:: '''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'''.

::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]]

:: '''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]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <h3> 6. Configure your PBX Settings </h3>

:: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], navigate to the '''PBX''' section on the left menu and add a new PBX connection with the "Add PBX" button.

:: [[File:006_Add_PBX_Connector.png|border|750px]]

:: '''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 - [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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <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.

::'''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:Teams_add_user.png|border|800px]]

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[File:Teams_user_configuration.png|border|800px]]

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


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== Instructions for Enterprise (Global Admin) ==

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

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

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, they must click '''Sync SMS App''' (if his Reseller Admin hasn’t completed on his behalf).
::: [[File:Voipms_teams_connector_sync_sms_app.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

VoIP.ms Teams Connector

2026-03-31T14:14:50Z

Joseanmont: /* PBX Connector Configuration */

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[VoIP.ms Teams Connector#SMS Connector Configuration | SMS Connector Configuration]] for the full setup instructions.

{| class="wikitable"
|+
|-
! Article en Français !! Artículo en Español
|-
| [https://wiki.voip.ms/w/index.php?title=Connecteur_pour_Teams_de_VoIP.ms Français] || [https://wiki.voip.ms/w/index.php?title=Conector_por_Teams_de_VoIP.ms Español]
|}

=YouTube Video=
::[[File:YOUTUBE-1280X720-PLAY.png|border|400px|link=https://youtu.be/z6iZ44q8c7g]]

= 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.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 =

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 [[VoIP.ms Teams Connector#PBX Connector Configuration | 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 [[VoIP.ms Teams Connector#SMS Connector Configuration | SMS Connector Configuration]] for the full setup instructions.

= PBX Connector Configuration =

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

: <h3> 1. Prepare the VoIP.ms environment </h3>

:: '''1.1''' Once in [https://voip.ms/signin/index.php?ln=en VoIP.ms Portal], create [[Sub_Accounts#How_to_Create_a_Sub_Account | sub accounts]] for each user that will use the Teams integration by heading over to Sub Accounts and then Create Sub Account.


: <h3> 2. 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.

::'''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]]

::'''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]]

<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;">

🚨 '''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>

:<h3> 3. Get your unique activation link from VoIP.ms </h3>

:: To get your unique activation link, simply send an email to [mailto:teams@voip.ms teams@voip.ms] 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.

: <h3> 4. Grant [https://connecttoteams.elevio.help/articles/17 permissions]</h3>

:: '''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.

:: [[File:003 GlobalAdmin Email1.png.png|border|400px]]

:: '''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.

:: '''4.3''' There will be two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector.

:: 1) [[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]]

:: '''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].

:: 1) [[File:005_GlobalAdmin_SyncUser.png|border|500px]] 2) [[File:005_GlobalAdmin_GrantConsent2.png|border|300px]]

:: '''4.5''' You must click on the "Grant consent" button of each setting.

:: [[File:004_GlobalAdminPermissions2.png|border|300px]]

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

:: [[File:005_GlobalAdmin_GrantConsent4.png|border|300px]]

: <h3> 5. Configure Direct Routing</h3>

<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;">

🚨 '''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:
:: [https://kb.connecttoteams.com/docs/set-up-direct-routing Set Up Direct Routing]
:: [https://kb.connecttoteams.com/v1/docs/recoup-the-license-from-directrouting-user Recoup the License from DirectRouting User]
</div>

:: '''5.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], and still logged in as the Global Administrator, use the sidebar menu to navigate to Direct Routing.

:: '''5.2''' Confirm there is at least one available Microsoft license free to be assigned.

::: [[File:006_GlobalAdmin_DirectRouting_ValidateLicensesAreGreen.png|border|500px]]

:: '''5.3''' Once confirmed, select the desired Gateway and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway.png|border|500px]]

:: '''5.4''' Wait until the verification process succeeds, and then click '''Complete Direct Routing'''.

::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway2.png|border|500px]]

:: '''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'''.

::: [[File:006_GlobalAdmin_DirectRouting_InProgress1.png|border|750px]]

:: '''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]]

:::: '''Notification via email'''
::: [[File:006_GlobalAdmin_DirectRouting_ChooseGateway6.png|border|450px]]

<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;">

🚨 '''Stuck on process?'''
: If the process takes longer than an hour, open a ticket with our technical support by emailing [mailto:support@voip.ms support@voip.ms] requesting to unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out.
</div>

: <h3> 6. Configure your PBX Settings </h3>

:: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], navigate to the '''PBX''' section on the left menu and add a new PBX connection with the "Add PBX" button.

:: [[File:006_Add_PBX_Connector.png|border|750px]]

:: '''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 - [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 Proxy Port''': 5060
:::* '''Codecs''': G722 '''or''' G711u [[Sub_Accounts#Advanced_Options | (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.'''

:: [[File:006_PBX_Settings.png|border|500px]]

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''PBX SIP Domain''' and '''PBX SIP Domain Proxy''' must be the same server as the one used for your DID number(s).
</div>

: <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.

::'''7.1''' On Your [https://service.connecttoteams.com/users/manageUsers Teams Connector admin page], go to '''Users''' on the left menu.

:: [[File:Teams_add_user.png|border|800px]]

::'''7.2''' Click on '''Add User''' on the top right of the page.

:: [[File:adduser2.png|border|800px]]

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The '''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.
</div>

:::* '''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 [[https://wiki.voip.ms/article/Caller_ID#Outgoing_Caller_ID_name 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.

:: [[File:Teams_user_configuration.png|border|800px]]

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


= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== Instructions for Enterprise (Global Admin) ==

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

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

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, they must click '''Sync SMS App''' (if his Reseller Admin hasn’t completed on his behalf).
::: [[File:Voipms_teams_connector_sync_sms_app.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

= SMS Connector Configuration =

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: The SMS Teams Connector is an additional service and is activated separately. To request the activation of the SMS Teams Connector send us an email to [mailto:sales@voip.ms sales@voip.ms]
</div>

== Instructions for Resellers ==

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

: To do so, follow these steps:

: <h3> 1. Enabling the VoIP.ms API and creating the password </h3>

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

: <h3> 2. Configure the SMS App to deploy </h3>

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

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">

🚨 '''Important'''
: Once Done, the Enterprise Global Admin must Sync the app to his tenant.
</div>



== Instructions for Enterprise (Global Admin) ==

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

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

: <h3> 1. Syncing the app to the Microsoft Tenant </h3>
:: '''1.1''' Log into the Teams Connector portal.
:: '''1.2''' In the dashboard section, they must click '''Sync SMS App''' (if his Reseller Admin hasn’t completed on his behalf).
::: [[File:Voipms_teams_connector_sync_sms_app.png|border|450px]]

: <h3> 2. Enabling the SMS feature and Phone number to a Teams User </h3>
:: '''2.1''' Go to the '''Users''' tab.
:: '''2.2''' Locate the user and under '''Actions''' click on '''Manage SMS'''.
::: [[File:Voipms_teams_connector_manage_sms.png|border|150px]]
::: '''a.''' '''Enable SMS Service:''' Check the box to Enable it.
::: '''b.''' '''SMS DID section:''' Assign a phone number by transferring a DID from the '''Unassigned DID''' to the '''Assign DID''' box.
::: '''c.''' Click on '''Submit'''.

: <h3> 3. Configure the Webhook URL </h3>

:: '''3.1''' Log into your VoIP.ms Customer portal.
:: '''3.2''' Go to '''DID numbers''' >> '''Manage DIDs'''.
:: '''3.3''' Click on '''Edit''' (the pencil icon) for the DID you will connect to teams for SMS.
::: '''a.''' Scroll down until you see the SMS configuration and check the option '''Message Service (SMS/MMS):''' Enable SMS/MMS.
::: '''b.''' Check the option '''SMS/MMS Webhook URL (3CX)''' and paste this URL: https://smsbot.connecttoteams.com/inbound-message?provider=voipms
::: '''c.''' Set the option '''Dialing Mode for SMS (API)''' to '''E164'''.
::: '''d.''' Apply changes when done and repeat the process for any other DID number the end-user will use for SMS through MS Teams.

== Instructions for End-user ==

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

: <h3> 1. Installing the SMS App </h3>

:: '''1.1''' Log into MS Teams.
:: '''1.2''' Click on the button '''Apps''' on the left.
::: [[File:Voipms_teams_connector_add_sms_app.png|border|100px]]
:: '''1.3''' Click on '''Built for your org''' or seach for '''SMS App'''.
:: '''1.4''' Once you see the '''SMS App''' click on '''Add'''.
::: [[File:Voipms_teams_connector_sync_sms_app_2.png|border|200px]]
:: '''1.5''' A window will be displayed, click on '''Add''' there too.

= Related Articles=
*[[VoIP.ms_Teams_Connector_Licensing | License requirement to use VoIP.ms Teams Connector]]
*[[Call_Valet_with_VoIP.ms_Teams_Connector | Call Valet with VoIP.ms Teams Connector]]

= Useful Resources =
* [https://teammatetechnology.com/faq/ TeamMate FAQ]
* [https://youtu.be/j77LMXd-77I Youtube - TeamMate PBX Connector - How it Works]
* [https://docs.connecttoteams.com/en Connect to Teams knowledge base]

File:Teams user configuration.png

2026-03-31T14:14:19Z

Joseanmont:

2026-02-05T15:50:21Z

Joseanmont:

Yeastar P-Series

2026-01-16T20:31:09Z

Joseanmont: /* SMS Configuration */

Designed for SMBs, Yeastar P-Series VoIP PBX and Yeastar Cloud PBX deliver enterprise-grade communications features along with advanced UC capabilities, bringing a solid, reliable and affordable on-premises and hosted business voice solution.

== Configuring your PBX ==

Assuming that your VoIP.ms account is active and your DID has been chosen, you may follow the steps below:

:1) Go to Settings > PBX > Trunks, click Add.

:[[File:Yeastar1_pseries.png|thumb|none|800px]]

:2) In the new window, select Canada/United States from the '''Select Country''' drop-down list, select VoIP.ms from the ITSP menu and follow the information below:

::*'''Name''': Give this SIP trunk a name to help you identify it.
::*'''Protocol''': SIP
::*'''Trunk Type''': Register Trunk.
::*'''Transport''': UDP
::*'''Username''': Your VoIP.ms account username.
::*'''Authentication Name''': Same as the username.
::*'''From User''': Same as the username.
::*'''Password''': Your VoIP.ms Account password.
::*'''Caller ID Number''': Your VoIP.ms Account DID number.

:[[File:Yeastar2_pseries.png|thumb|none|800px]]

:3) Click Save and Apply. Go to PBX Monitor to check if the SIP trunk is connected successfully as the screenshot below shows.

:[[File:Yeastar3_pseries.png|thumb|none|800px]]

:4) Set the registration time to 300 by going into Settings > PBX > General > SIP > General and adjust the '''Default Registration Time''' to 300.

== Set up Outgoing Calls ==

:1) To make outbound calls via the newly created SIP trunk, you need to configure an outbound route for the trunk. Go to Settings > PBX > Call Control > Outbound Routes, click Add.

:[[File:Yeastar4_pseries.png|thumb|none|800px]]

:2) The system compares the number with the pattern that you have defined in your route 1. If it matches, it will initiate the call using the selected trunks. If it does not, it will compare the number with the pattern you have defined in route 2 and so on. The outbound route which is in a higher position will be matched firstly.

::*'''Route Name''': Give this outbound route a name to help you identify it.
::*'''Dial Patterns''': Set the dial patterns. As the settings below, to make calls via the SIP trunk, you need to precede the number to be dialed with the prefix 8.
::*'''Dial Pattern''': 8
::*'''Strip''': 1
::*'''Member Extensions''': Select the extensions that are allowed to make calls through the outbound route.
::*'''Member Trunks''': Select the VoIP.ms trunk.

:[[File:Yeastar5_pseries.png|thumb|none|800px]]

:3) Now you can make outbound calls through the VoIP.ms trunk. As the dial patterns configured above, you need to dial “8” before the destination number. For example, to call the number “101234567”, you need to dial “8101234567” on your phone.

== Set up Incoming Calls ==

:1) To specify how calls from the VoIP.ms trunk should be routed, you need to configure an inbound route for the SIP trunk. Go to Settings > PBX > Call Control > Inbound Routes, click Add.

:[[File:Yeastar6_pseries.png|thumb|none|800px]]

:2) Configure the Inbound Route.

::*'''Name''': Give this inbound route a name to help you identify it.
::*'''Member Trunks''': Choose the VoIP.ms trunk.
::*'''Destination''': Select the destination where the incoming calls will be routed.

:[[File:Yeastar7_pseries.png|thumb|none|800px]]

:3) Click Save and Apply. When you call in the SIP trunk, the call will be routed to the destination configured on the inbound route.

= Whitelisting VoIP.ms IPs in Yeastar =

With Yeastar, it is quite easy. Simply proceed into PBX, head into Settings, Security, Access Control, IP Allowlist and then click add. From there, you can whitelist VoIP.ms points of presence IPs.

'''For more information on the IPs related to our servers, click [https://wiki.voip.ms/article/Servers here]''' <br>
'''For more information on the Yeastar setting, click [https://help.yeastar.com/en/cloudpbx/topic/add_trusted_ip_addresses_into_allowlist.html here]

[[Image:Yeastar_Firewall.png|600px|border]]

= SMS Configuration =

You can also make use of VoIP.ms's SMS with your Yeastar P-Series. The process is very simple, all you have to do is add a <strong>Message Channel</strong> to allow Yeastar to send and receive SMS messages, '''activate your VoIP.ms API''' and finally, '''configure the DID number(s)''' that you'd like to use with this feature.

Next, we explain this process step by step.

We also recommend you check our [[SMS-MMS]] Wiki Article for more details about VoIP.ms's SMS.

== Enabling the VoIP.ms API and generating a Bearer Token ==

: '''1)'' In your VoIP.ms customer portal head into '''Main Menu''' >> '''SOAP and REST/JSON API'''.
: '''2)''' On the field '''API Password''', set the password you will define for the API and confirm it.
: '''3)''' On '''Enable API''' click on '''Enable/Disable API''' and make sure this says '''Enabled''' afterwards.
: '''4)''' On '''Enable IP address''' make sure to add the IP address of your Yeastar P-Series or, you can use 0.0.0.0 to allow any IP (Not recommended).
: '''5)''' On '''Bearer Token''' click on '''Generate New Token''' and save this somewhere safely because you will need it on the next section.

:[[File:Yeastar_Enabling_VMS_API.png|border|700px]]

== Adding the Message Channel ==

: '''6)''' In the '''Access Management Portal''' of your Yeastar P-Series, on the left click on the '''Messaging''' option of the left navigation menu and then on '''Message Channel'''.
: '''7)''' Click on the button '''+ Add''' and then on '''SMS'''.

:[[File:Yeastar_Adding_Message_Channel_1.png|border|700px]]

:'''8)''' A form will open. Fill in the following fields:

:: '''Name''': Any name for the channel
:: '''ITSP''': Select <i>General</i>
:: '''API Key''': Enter the Bearer token generated in the '''Step #5'''.
:: '''API Address for Sending Messages''': Enter the following URL. This value is fixed and must not be changed: https://voip.ms/yeastar/sendmessage.php

:[[File:Yeastar_Adding_Message_Channel_2.png|border|700px]]

== Adding a DID number ==

A DID (Direct Inward Dialing number) is the phone number used to send and receive SMS messages. To add one of the DIDs on your VoIP.ms account, follow these steps.

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">
🚨 '''Important'''
: * The DID must exist and be active in your VoIP.ms account.
: * SMS must be available for the DID.
</div>
<br>

: '''9)''' Still in the Messaging Channel config, click on the '''Messaging Settings''' tab.

: '''10)''' Click on the button '''+ Add'''.

: '''11)''' A form will open. Fill in the following fields:

:: '''Number''': Enter the phone number in E.164 format. Example: +12052550000
:: '''Destination for Inbound Messaging''': Select Extension, since inbound messages will be sent to a user.
:: '''Extension''': Select the extension to which this number will be assigned.
:: '''Extensions Allowed to Create Messaging Sessions''': Select the users allowed to create messaging sessions. By default, choose the same extension (or caller ID) being configured, so messages remain associated with the same user.

: '''12)''' Save the DID number when done.

:[[File:Yeastar_Adding_DID_Number_1_fixed.png|border|700px]]

: '''Save the Message Channel configuration''' once all the steps are completed.

At this point you should be able to send outbound messages from your Yeastar P-Series. You can test it using the '''Message Campaign''' option.

== DID Number configuration in VoIP.ms ==

Next, you need to enable the SMS service of your DID number and add Yealink's Webhook URL.

: '''13)''' In your '''VoIP.ms Customer Portal''' go to <i>DID Numbers</i> >> <i>Manage DIDs</i> and click on the '''Edit option''' (the pencil icon) of your DID number..

: '''14)''' In the Edit DID Settings page, scroll down until you see the section '''Message Service (SMS/MMS)'''.

: '''15)''' Check the box of the option '''Message Service (SMS/MMS)'''.

: '''16)''' Check the box of the option '''SMS/MMS Webhook URL''' and paste there the Webhook URL in your Yeastar's Message Channel.

: '''17)''' Change the option '''Dialing Mode for SMS (API)''' to '''E164'''.

:[[File:Yeastar_Webhook_URL.png|border|700px]]

:[[File:VoIPms_DID_configuration.png|border|700px]]

: '''Apply changes''' and your setup will be completed.

: After this, you can start sending and receiving messages from your Yeastar P-Series using the option at <i>Chat</i> >> <i>External Chat</i>.

'''Note:''' You can confirm the messages are being sent and receive with your VoIP.ms account by checking the messages are in your VoIP.ms portal's [https://voip.ms/m/communications.php SMS/MMS Message Center]

= Guide links =

In the event where you need the guides directly from Yeastar, you may find the admin guides below:

[https://help.yeastar.com/en/cloudpbx/topic/admin_guide.html Yeastar Cloud PBX Admin Guide]

[https://help.yeastar.com/en/p-series/index.html Yeastar P-Series Admin Guide]

[https://www.yeastar.com/app-marketplace/pbx-sms-integration/ Yeastar SMS integration]

Yeastar P-Series

2026-01-16T20:30:29Z

Joseanmont: /* DID Number configuration in VoIP.ms */

Designed for SMBs, Yeastar P-Series VoIP PBX and Yeastar Cloud PBX deliver enterprise-grade communications features along with advanced UC capabilities, bringing a solid, reliable and affordable on-premises and hosted business voice solution.

== Configuring your PBX ==

Assuming that your VoIP.ms account is active and your DID has been chosen, you may follow the steps below:

:1) Go to Settings > PBX > Trunks, click Add.

:[[File:Yeastar1_pseries.png|thumb|none|800px]]

:2) In the new window, select Canada/United States from the '''Select Country''' drop-down list, select VoIP.ms from the ITSP menu and follow the information below:

::*'''Name''': Give this SIP trunk a name to help you identify it.
::*'''Protocol''': SIP
::*'''Trunk Type''': Register Trunk.
::*'''Transport''': UDP
::*'''Username''': Your VoIP.ms account username.
::*'''Authentication Name''': Same as the username.
::*'''From User''': Same as the username.
::*'''Password''': Your VoIP.ms Account password.
::*'''Caller ID Number''': Your VoIP.ms Account DID number.

:[[File:Yeastar2_pseries.png|thumb|none|800px]]

:3) Click Save and Apply. Go to PBX Monitor to check if the SIP trunk is connected successfully as the screenshot below shows.

:[[File:Yeastar3_pseries.png|thumb|none|800px]]

:4) Set the registration time to 300 by going into Settings > PBX > General > SIP > General and adjust the '''Default Registration Time''' to 300.

== Set up Outgoing Calls ==

:1) To make outbound calls via the newly created SIP trunk, you need to configure an outbound route for the trunk. Go to Settings > PBX > Call Control > Outbound Routes, click Add.

:[[File:Yeastar4_pseries.png|thumb|none|800px]]

:2) The system compares the number with the pattern that you have defined in your route 1. If it matches, it will initiate the call using the selected trunks. If it does not, it will compare the number with the pattern you have defined in route 2 and so on. The outbound route which is in a higher position will be matched firstly.

::*'''Route Name''': Give this outbound route a name to help you identify it.
::*'''Dial Patterns''': Set the dial patterns. As the settings below, to make calls via the SIP trunk, you need to precede the number to be dialed with the prefix 8.
::*'''Dial Pattern''': 8
::*'''Strip''': 1
::*'''Member Extensions''': Select the extensions that are allowed to make calls through the outbound route.
::*'''Member Trunks''': Select the VoIP.ms trunk.

:[[File:Yeastar5_pseries.png|thumb|none|800px]]

:3) Now you can make outbound calls through the VoIP.ms trunk. As the dial patterns configured above, you need to dial “8” before the destination number. For example, to call the number “101234567”, you need to dial “8101234567” on your phone.

== Set up Incoming Calls ==

:1) To specify how calls from the VoIP.ms trunk should be routed, you need to configure an inbound route for the SIP trunk. Go to Settings > PBX > Call Control > Inbound Routes, click Add.

:[[File:Yeastar6_pseries.png|thumb|none|800px]]

:2) Configure the Inbound Route.

::*'''Name''': Give this inbound route a name to help you identify it.
::*'''Member Trunks''': Choose the VoIP.ms trunk.
::*'''Destination''': Select the destination where the incoming calls will be routed.

:[[File:Yeastar7_pseries.png|thumb|none|800px]]

:3) Click Save and Apply. When you call in the SIP trunk, the call will be routed to the destination configured on the inbound route.

= Whitelisting VoIP.ms IPs in Yeastar =

With Yeastar, it is quite easy. Simply proceed into PBX, head into Settings, Security, Access Control, IP Allowlist and then click add. From there, you can whitelist VoIP.ms points of presence IPs.

'''For more information on the IPs related to our servers, click [https://wiki.voip.ms/article/Servers here]''' <br>
'''For more information on the Yeastar setting, click [https://help.yeastar.com/en/cloudpbx/topic/add_trusted_ip_addresses_into_allowlist.html here]

[[Image:Yeastar_Firewall.png|600px|border]]

= SMS Configuration =

You can also make use of VoIP.ms's SMS with your Yeastar P-Series. The process is very simple, all you have to do is add a <strong>Message Channel</strong> to allow Yeastar to send and receive SMS messages, activate your VoIP.ms API and finally, configure the DID number(s) that you'd like to use with this feature.

Next, we explain this process step by step.

We also recommend you check our [[SMS-MMS]] Wiki Article for more details about VoIP.ms's SMS.

== Enabling the VoIP.ms API and generating a Bearer Token ==

: '''1)'' In your VoIP.ms customer portal head into '''Main Menu''' >> '''SOAP and REST/JSON API'''.
: '''2)''' On the field '''API Password''', set the password you will define for the API and confirm it.
: '''3)''' On '''Enable API''' click on '''Enable/Disable API''' and make sure this says '''Enabled''' afterwards.
: '''4)''' On '''Enable IP address''' make sure to add the IP address of your Yeastar P-Series or, you can use 0.0.0.0 to allow any IP (Not recommended).
: '''5)''' On '''Bearer Token''' click on '''Generate New Token''' and save this somewhere safely because you will need it on the next section.

:[[File:Yeastar_Enabling_VMS_API.png|border|700px]]

== Adding the Message Channel ==

: '''6)''' In the '''Access Management Portal''' of your Yeastar P-Series, on the left click on the '''Messaging''' option of the left navigation menu and then on '''Message Channel'''.
: '''7)''' Click on the button '''+ Add''' and then on '''SMS'''.

:[[File:Yeastar_Adding_Message_Channel_1.png|border|700px]]

:'''8)''' A form will open. Fill in the following fields:

:: '''Name''': Any name for the channel
:: '''ITSP''': Select <i>General</i>
:: '''API Key''': Enter the Bearer token generated in the '''Step #5'''.
:: '''API Address for Sending Messages''': Enter the following URL. This value is fixed and must not be changed: https://voip.ms/yeastar/sendmessage.php

:[[File:Yeastar_Adding_Message_Channel_2.png|border|700px]]

== Adding a DID number ==

A DID (Direct Inward Dialing number) is the phone number used to send and receive SMS messages. To add one of the DIDs on your VoIP.ms account, follow these steps.

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">
🚨 '''Important'''
: * The DID must exist and be active in your VoIP.ms account.
: * SMS must be available for the DID.
</div>
<br>

: '''9)''' Still in the Messaging Channel config, click on the '''Messaging Settings''' tab.

: '''10)''' Click on the button '''+ Add'''.

: '''11)''' A form will open. Fill in the following fields:

:: '''Number''': Enter the phone number in E.164 format. Example: +12052550000
:: '''Destination for Inbound Messaging''': Select Extension, since inbound messages will be sent to a user.
:: '''Extension''': Select the extension to which this number will be assigned.
:: '''Extensions Allowed to Create Messaging Sessions''': Select the users allowed to create messaging sessions. By default, choose the same extension (or caller ID) being configured, so messages remain associated with the same user.

: '''12)''' Save the DID number when done.

:[[File:Yeastar_Adding_DID_Number_1_fixed.png|border|700px]]

: '''Save the Message Channel configuration''' once all the steps are completed.

At this point you should be able to send outbound messages from your Yeastar P-Series. You can test it using the '''Message Campaign''' option.

== DID Number configuration in VoIP.ms ==

Next, you need to enable the SMS service of your DID number and add Yealink's Webhook URL.

: '''13)''' In your '''VoIP.ms Customer Portal''' go to <i>DID Numbers</i> >> <i>Manage DIDs</i> and click on the '''Edit option''' (the pencil icon) of your DID number..

: '''14)''' In the Edit DID Settings page, scroll down until you see the section '''Message Service (SMS/MMS)'''.

: '''15)''' Check the box of the option '''Message Service (SMS/MMS)'''.

: '''16)''' Check the box of the option '''SMS/MMS Webhook URL''' and paste there the Webhook URL in your Yeastar's Message Channel.

: '''17)''' Change the option '''Dialing Mode for SMS (API)''' to '''E164'''.

:[[File:Yeastar_Webhook_URL.png|border|700px]]

:[[File:VoIPms_DID_configuration.png|border|700px]]

: '''Apply changes''' and your setup will be completed.

: After this, you can start sending and receiving messages from your Yeastar P-Series using the option at <i>Chat</i> >> <i>External Chat</i>.

'''Note:''' You can confirm the messages are being sent and receive with your VoIP.ms account by checking the messages are in your VoIP.ms portal's [https://voip.ms/m/communications.php SMS/MMS Message Center]

= Guide links =

In the event where you need the guides directly from Yeastar, you may find the admin guides below:

[https://help.yeastar.com/en/cloudpbx/topic/admin_guide.html Yeastar Cloud PBX Admin Guide]

[https://help.yeastar.com/en/p-series/index.html Yeastar P-Series Admin Guide]

[https://www.yeastar.com/app-marketplace/pbx-sms-integration/ Yeastar SMS integration]

Yeastar P-Series

2026-01-16T20:30:18Z

Joseanmont: /* DID Number configuration in VoIP.ms */

Designed for SMBs, Yeastar P-Series VoIP PBX and Yeastar Cloud PBX deliver enterprise-grade communications features along with advanced UC capabilities, bringing a solid, reliable and affordable on-premises and hosted business voice solution.

== Configuring your PBX ==

Assuming that your VoIP.ms account is active and your DID has been chosen, you may follow the steps below:

:1) Go to Settings > PBX > Trunks, click Add.

:[[File:Yeastar1_pseries.png|thumb|none|800px]]

:2) In the new window, select Canada/United States from the '''Select Country''' drop-down list, select VoIP.ms from the ITSP menu and follow the information below:

::*'''Name''': Give this SIP trunk a name to help you identify it.
::*'''Protocol''': SIP
::*'''Trunk Type''': Register Trunk.
::*'''Transport''': UDP
::*'''Username''': Your VoIP.ms account username.
::*'''Authentication Name''': Same as the username.
::*'''From User''': Same as the username.
::*'''Password''': Your VoIP.ms Account password.
::*'''Caller ID Number''': Your VoIP.ms Account DID number.

:[[File:Yeastar2_pseries.png|thumb|none|800px]]

:3) Click Save and Apply. Go to PBX Monitor to check if the SIP trunk is connected successfully as the screenshot below shows.

:[[File:Yeastar3_pseries.png|thumb|none|800px]]

:4) Set the registration time to 300 by going into Settings > PBX > General > SIP > General and adjust the '''Default Registration Time''' to 300.

== Set up Outgoing Calls ==

:1) To make outbound calls via the newly created SIP trunk, you need to configure an outbound route for the trunk. Go to Settings > PBX > Call Control > Outbound Routes, click Add.

:[[File:Yeastar4_pseries.png|thumb|none|800px]]

:2) The system compares the number with the pattern that you have defined in your route 1. If it matches, it will initiate the call using the selected trunks. If it does not, it will compare the number with the pattern you have defined in route 2 and so on. The outbound route which is in a higher position will be matched firstly.

::*'''Route Name''': Give this outbound route a name to help you identify it.
::*'''Dial Patterns''': Set the dial patterns. As the settings below, to make calls via the SIP trunk, you need to precede the number to be dialed with the prefix 8.
::*'''Dial Pattern''': 8
::*'''Strip''': 1
::*'''Member Extensions''': Select the extensions that are allowed to make calls through the outbound route.
::*'''Member Trunks''': Select the VoIP.ms trunk.

:[[File:Yeastar5_pseries.png|thumb|none|800px]]

:3) Now you can make outbound calls through the VoIP.ms trunk. As the dial patterns configured above, you need to dial “8” before the destination number. For example, to call the number “101234567”, you need to dial “8101234567” on your phone.

== Set up Incoming Calls ==

:1) To specify how calls from the VoIP.ms trunk should be routed, you need to configure an inbound route for the SIP trunk. Go to Settings > PBX > Call Control > Inbound Routes, click Add.

:[[File:Yeastar6_pseries.png|thumb|none|800px]]

:2) Configure the Inbound Route.

::*'''Name''': Give this inbound route a name to help you identify it.
::*'''Member Trunks''': Choose the VoIP.ms trunk.
::*'''Destination''': Select the destination where the incoming calls will be routed.

:[[File:Yeastar7_pseries.png|thumb|none|800px]]

:3) Click Save and Apply. When you call in the SIP trunk, the call will be routed to the destination configured on the inbound route.

= Whitelisting VoIP.ms IPs in Yeastar =

With Yeastar, it is quite easy. Simply proceed into PBX, head into Settings, Security, Access Control, IP Allowlist and then click add. From there, you can whitelist VoIP.ms points of presence IPs.

'''For more information on the IPs related to our servers, click [https://wiki.voip.ms/article/Servers here]''' <br>
'''For more information on the Yeastar setting, click [https://help.yeastar.com/en/cloudpbx/topic/add_trusted_ip_addresses_into_allowlist.html here]

[[Image:Yeastar_Firewall.png|600px|border]]

= SMS Configuration =

You can also make use of VoIP.ms's SMS with your Yeastar P-Series. The process is very simple, all you have to do is add a <strong>Message Channel</strong> to allow Yeastar to send and receive SMS messages, activate your VoIP.ms API and finally, configure the DID number(s) that you'd like to use with this feature.

Next, we explain this process step by step.

We also recommend you check our [[SMS-MMS]] Wiki Article for more details about VoIP.ms's SMS.

== Enabling the VoIP.ms API and generating a Bearer Token ==

: '''1)'' In your VoIP.ms customer portal head into '''Main Menu''' >> '''SOAP and REST/JSON API'''.
: '''2)''' On the field '''API Password''', set the password you will define for the API and confirm it.
: '''3)''' On '''Enable API''' click on '''Enable/Disable API''' and make sure this says '''Enabled''' afterwards.
: '''4)''' On '''Enable IP address''' make sure to add the IP address of your Yeastar P-Series or, you can use 0.0.0.0 to allow any IP (Not recommended).
: '''5)''' On '''Bearer Token''' click on '''Generate New Token''' and save this somewhere safely because you will need it on the next section.

:[[File:Yeastar_Enabling_VMS_API.png|border|700px]]

== Adding the Message Channel ==

: '''6)''' In the '''Access Management Portal''' of your Yeastar P-Series, on the left click on the '''Messaging''' option of the left navigation menu and then on '''Message Channel'''.
: '''7)''' Click on the button '''+ Add''' and then on '''SMS'''.

:[[File:Yeastar_Adding_Message_Channel_1.png|border|700px]]

:'''8)''' A form will open. Fill in the following fields:

:: '''Name''': Any name for the channel
:: '''ITSP''': Select <i>General</i>
:: '''API Key''': Enter the Bearer token generated in the '''Step #5'''.
:: '''API Address for Sending Messages''': Enter the following URL. This value is fixed and must not be changed: https://voip.ms/yeastar/sendmessage.php

:[[File:Yeastar_Adding_Message_Channel_2.png|border|700px]]

== Adding a DID number ==

A DID (Direct Inward Dialing number) is the phone number used to send and receive SMS messages. To add one of the DIDs on your VoIP.ms account, follow these steps.

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">
🚨 '''Important'''
: * The DID must exist and be active in your VoIP.ms account.
: * SMS must be available for the DID.
</div>
<br>

: '''9)''' Still in the Messaging Channel config, click on the '''Messaging Settings''' tab.

: '''10)''' Click on the button '''+ Add'''.

: '''11)''' A form will open. Fill in the following fields:

:: '''Number''': Enter the phone number in E.164 format. Example: +12052550000
:: '''Destination for Inbound Messaging''': Select Extension, since inbound messages will be sent to a user.
:: '''Extension''': Select the extension to which this number will be assigned.
:: '''Extensions Allowed to Create Messaging Sessions''': Select the users allowed to create messaging sessions. By default, choose the same extension (or caller ID) being configured, so messages remain associated with the same user.

: '''12)''' Save the DID number when done.

:[[File:Yeastar_Adding_DID_Number_1_fixed.png|border|700px]]

: '''Save the Message Channel configuration''' once all the steps are completed.

At this point you should be able to send outbound messages from your Yeastar P-Series. You can test it using the '''Message Campaign''' option.

== DID Number configuration in VoIP.ms ==

Next, you need to enable the SMS service of your DID number and add Yealink's Webhook URL.

: '''13)''' In your '''VoIP.ms Customer Portal''' go to <i>DID Numbers</i> >> <i>Manage DIDs</i> and click on the '''Edit option''' (the pencil icon) of your DID number..

: '''14)''' In the Edit DID Settings page, scroll down until you see the section '''Message Service (SMS/MMS)'''.

: '''15)''' Check the box of the option '''Message Service (SMS/MMS)'''.

: '''16)''' Check the box of the option '''SMS/MMS Webhook URL''' and paste there the Webhook URL in your Yeastar's Message Channel.

: '''17)''' Change the option '''Dialing Mode for SMS (API)''' to '''E164'''.

:[[File:Yeastar_Webhook_URL.png|border|700px]]

:[[File:VoIPms_DID_configuration.png|border|700px]]

: '''Apply changes''' and your setup will be completed.

: After this, you can start sending and receiving messages from your Yeastar P-Series using the option at <i>Chat</i> >> <i>External Chat</i>.

'''Note:''' You can confirm the messages are being sent and receive with your VoIP.ms account by checking the messages are in your VoIP.ms portal's [[https://voip.ms/m/communications.php SMS/MMS Message Center]]

= Guide links =

In the event where you need the guides directly from Yeastar, you may find the admin guides below:

[https://help.yeastar.com/en/cloudpbx/topic/admin_guide.html Yeastar Cloud PBX Admin Guide]

[https://help.yeastar.com/en/p-series/index.html Yeastar P-Series Admin Guide]

[https://www.yeastar.com/app-marketplace/pbx-sms-integration/ Yeastar SMS integration]

Yeastar P-Series

2026-01-15T19:46:26Z

Joseanmont: /* Guide links */

Designed for SMBs, Yeastar P-Series VoIP PBX and Yeastar Cloud PBX deliver enterprise-grade communications features along with advanced UC capabilities, bringing a solid, reliable and affordable on-premises and hosted business voice solution.

== Configuring your PBX ==

Assuming that your VoIP.ms account is active and your DID has been chosen, you may follow the steps below:

:1) Go to Settings > PBX > Trunks, click Add.

:[[File:Yeastar1_pseries.png|thumb|none|800px]]

:2) In the new window, select Canada/United States from the '''Select Country''' drop-down list, select VoIP.ms from the ITSP menu and follow the information below:

::*'''Name''': Give this SIP trunk a name to help you identify it.
::*'''Protocol''': SIP
::*'''Trunk Type''': Register Trunk.
::*'''Transport''': UDP
::*'''Username''': Your VoIP.ms account username.
::*'''Authentication Name''': Same as the username.
::*'''From User''': Same as the username.
::*'''Password''': Your VoIP.ms Account password.
::*'''Caller ID Number''': Your VoIP.ms Account DID number.

:[[File:Yeastar2_pseries.png|thumb|none|800px]]

:3) Click Save and Apply. Go to PBX Monitor to check if the SIP trunk is connected successfully as the screenshot below shows.

:[[File:Yeastar3_pseries.png|thumb|none|800px]]

:4) Set the registration time to 300 by going into Settings > PBX > General > SIP > General and adjust the '''Default Registration Time''' to 300.

== Set up Outgoing Calls ==

:1) To make outbound calls via the newly created SIP trunk, you need to configure an outbound route for the trunk. Go to Settings > PBX > Call Control > Outbound Routes, click Add.

:[[File:Yeastar4_pseries.png|thumb|none|800px]]

:2) The system compares the number with the pattern that you have defined in your route 1. If it matches, it will initiate the call using the selected trunks. If it does not, it will compare the number with the pattern you have defined in route 2 and so on. The outbound route which is in a higher position will be matched firstly.

::*'''Route Name''': Give this outbound route a name to help you identify it.
::*'''Dial Patterns''': Set the dial patterns. As the settings below, to make calls via the SIP trunk, you need to precede the number to be dialed with the prefix 8.
::*'''Dial Pattern''': 8
::*'''Strip''': 1
::*'''Member Extensions''': Select the extensions that are allowed to make calls through the outbound route.
::*'''Member Trunks''': Select the VoIP.ms trunk.

:[[File:Yeastar5_pseries.png|thumb|none|800px]]

:3) Now you can make outbound calls through the VoIP.ms trunk. As the dial patterns configured above, you need to dial “8” before the destination number. For example, to call the number “101234567”, you need to dial “8101234567” on your phone.

== Set up Incoming Calls ==

:1) To specify how calls from the VoIP.ms trunk should be routed, you need to configure an inbound route for the SIP trunk. Go to Settings > PBX > Call Control > Inbound Routes, click Add.

:[[File:Yeastar6_pseries.png|thumb|none|800px]]

:2) Configure the Inbound Route.

::*'''Name''': Give this inbound route a name to help you identify it.
::*'''Member Trunks''': Choose the VoIP.ms trunk.
::*'''Destination''': Select the destination where the incoming calls will be routed.

:[[File:Yeastar7_pseries.png|thumb|none|800px]]

:3) Click Save and Apply. When you call in the SIP trunk, the call will be routed to the destination configured on the inbound route.

= Whitelisting VoIP.ms IPs in Yeastar =

With Yeastar, it is quite easy. Simply proceed into PBX, head into Settings, Security, Access Control, IP Allowlist and then click add. From there, you can whitelist VoIP.ms points of presence IPs.

'''For more information on the IPs related to our servers, click [https://wiki.voip.ms/article/Servers here]''' <br>
'''For more information on the Yeastar setting, click [https://help.yeastar.com/en/cloudpbx/topic/add_trusted_ip_addresses_into_allowlist.html here]

[[Image:Yeastar_Firewall.png|600px|border]]

= SMS Configuration =

You can also make use of VoIP.ms's SMS with your Yeastar P-Series. The process is very simple, all you have to do is add a <strong>Message Channel</strong> to allow Yeastar to send and receive SMS messages, activate your VoIP.ms API and finally, configure the DID number(s) that you'd like to use with this feature.

Next, we explain this process step by step.

We also recommend you check our [[SMS-MMS]] Wiki Article for more details about VoIP.ms's SMS.

== Enabling the VoIP.ms API and generating a Bearer Token ==

: '''1)'' In your VoIP.ms customer portal head into '''Main Menu''' >> '''SOAP and REST/JSON API'''.
: '''2)''' On the field '''API Password''', set the password you will define for the API and confirm it.
: '''3)''' On '''Enable API''' click on '''Enable/Disable API''' and make sure this says '''Enabled''' afterwards.
: '''4)''' On '''Enable IP address''' make sure to add the IP address of your Yeastar P-Series or, you can use 0.0.0.0 to allow any IP (Not recommended).
: '''5)''' On '''Bearer Token''' click on '''Generate New Token''' and save this somewhere safely because you will need it on the next section.

:[[File:Yeastar_Enabling_VMS_API.png|border|700px]]

== Adding the Message Channel ==

: '''6)''' In the '''Access Management Portal''' of your Yeastar P-Series, on the left click on the '''Messaging''' option of the left navigation menu and then on '''Message Channel'''.
: '''7)''' Click on the button '''+ Add''' and then on '''SMS'''.

:[[File:Yeastar_Adding_Message_Channel_1.png|border|700px]]

:'''8)''' A form will open. Fill in the following fields:

:: '''Name''': Any name for the channel
:: '''ITSP''': Select <i>General</i>
:: '''API Key''': Enter the Bearer token generated in the '''Step #5'''.
:: '''API Address for Sending Messages''': Enter the following URL. This value is fixed and must not be changed: https://voip.ms/yeastar/sendmessage.php

:[[File:Yeastar_Adding_Message_Channel_2.png|border|700px]]

== Adding a DID number ==

A DID (Direct Inward Dialing number) is the phone number used to send and receive SMS messages. To add one of the DIDs on your VoIP.ms account, follow these steps.

<div style="margin-left:50px;
padding:5px;
border-left: 6px solid rgb(208, 56, 45, 0.8);
box-shadow: 8px 6px 9px -2px #f2f2f2;
background-color: rgba(208, 56, 45, 0.08);
width:70vw;">
🚨 '''Important'''
: * The DID must exist and be active in your VoIP.ms account.
: * SMS must be available for the DID.
</div>
<br>

: '''9)''' Still in the Messaging Channel config, click on the '''Messaging Settings''' tab.

: '''10)''' Click on the button '''+ Add'''.

: '''11)''' A form will open. Fill in the following fields:

:: '''Number''': Enter the phone number in E.164 format. Example: +12052550000
:: '''Destination for Inbound Messaging''': Select Extension, since inbound messages will be sent to a user.
:: '''Extension''': Select the extension to which this number will be assigned.
:: '''Extensions Allowed to Create Messaging Sessions''': Select the users allowed to create messaging sessions. By default, choose the same extension (or caller ID) being configured, so messages remain associated with the same user.

: '''12)''' Save the DID number when done.

:[[File:Yeastar_Adding_DID_Number_1_fixed.png|border|700px]]

: '''Save the Message Channel configuration''' once all the steps are completed.

At this point you should be able to send outbound messages from your Yeastar P-Series. You can test it using the '''Message Campaign''' option.

== DID Number configuration in VoIP.ms ==

Next, you need to enable the SMS service of your DID number and add Yealink's Webhook URL.

: '''13)''' In your '''VoIP.ms Customer Portal''' go to <i>DID Numbers</i> >> <i>Manage DIDs</i> and click on the '''Edit option''' (the pencil icon) of your DID number..

: '''14)''' In the Edit DID Settings page, scroll down until you see the section '''Message Service (SMS/MMS)'''.

: '''15)''' Check the box of the option '''Message Service (SMS/MMS)'''.

: '''16)''' Check the box of the option '''SMS/MMS Webhook URL''' and paste there the Webhook URL in your Yeastar's Message Channel.

: '''17)''' Change the option '''Dialing Mode for SMS (API)''' to '''E164'''.

:[[File:Yeastar_Webhook_URL.png|border|700px]]

:[[File:VoIPms_DID_configuration.png|border|700px]]

: '''Apply changes''' and your setup will be completed.

: After this, you can start sending and receiving messages from your Yeastar P-Series using the option at <i>Chat</i> >> <i>External Chat</i>.

'''Note:''' You can confirm the messages are being sent and receive with your VoIP.ms account by checking the messages are in your VoIP.ms portal's [[SMS/MMS Message Center https://voip.ms/m/communications.php]]

= Guide links =

In the event where you need the guides directly from Yeastar, you may find the admin guides below:

[https://help.yeastar.com/en/cloudpbx/topic/admin_guide.html Yeastar Cloud PBX Admin Guide]

[https://help.yeastar.com/en/p-series/index.html Yeastar P-Series Admin Guide]

[https://www.yeastar.com/app-marketplace/pbx-sms-integration/ Yeastar SMS integration]