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1 What is TeamMate?
2 What are their different products?
3 How to order a TeamMate subscription through VoIP.ms
4 Pricing
5 Prerequisites
- 5.1 Microsoft Minimal Requirements
- 5.2 VoIP.ms Technical Requirements
6 Licensing - MS Licensing for the PBX and SIP Trunk Connector
7 TeamMate configuration
8 Useful Resources

What is TeamMate?

The VoIP.ms Teams connector lets you link your VoIP.ms account (sub-account) to Microsoft Teams, so you can make and receive calls via your Microsoft Teams application.

For each Microsoft Teams member, the PBX service lets you take advantage of VoIP.ms hosted features. Or with the Trunk service it gives you the ability to use Microsoft Teams' built-in PBX functionality and call routing.

In other words, your Microsoft Teams becomes your softphone, giving you the option of using the built-in dial pad to make or receive calls, or even taking advantage of the Calls application, for those with limited licenses.

What are their different products?

PBX connector

Client is using VoIP.ms PBX to decide the call routing strategy.

Trunk connector

The customer can leverage Microsoft Teams PBX features such as auto-attendant, calling queues, call routing, etc.

Call App (Valet)

Gives the ability to make and receive calls without the needs of E5 (or Phone System License).

This only use Phone resources free license. Ideal for user that have minimal MS Licenses.

This app provides Call Management Services for the Teams User.

A complete suite of Call Control services are offered by this Service.

SMS Connector (To be released in Q2 2024)

TeamMate’s SMS Connector allows end users to send, read, and manage messages from a native workflow in Microsoft Teams with a custom branded app.

This service doesn’t require special Microsoft licensing.

How to order a TeamMate subscription through VoIP.ms

Since we partnered with TeamMate you can get your connector subscription from us!

If you're interested in using VoIP.ms through MS Teams, simply send us an email to [email protected] mentioning you want to get this service and provide the following information:

The service you're interested in (PBX connector, SIP trunk connector, Valet App).
The number of licenses/seat you will need (users).
The e-mail address of the user who has the "Microsoft Global Administrator" role.

Pricing

PBX connector:

$4.50/user/month

Trunk connector:

$3.50/user/month

CallApp/Valet connector:

$6.00/user/month

SMS Connector:

$2.00/user/month

Currently unavailable. To be released in Q2 2024.

 Contact us at [email protected] for bulk pricing.

Prerequisites

Consider these prerequisites before requesting your TeamMate product subscription.

Microsoft Minimal Requirements

Microsoft licenses:

- See the licensing section of this article.

Number of users to set up.
Microsoft Global Administrator

- The initial sign-in and activation must be done by clicking on the button in the email that will be sent to the Microsoft Global Admin for the Enterprise you will connect.

- The Microsoft Global Administrator must be the one to register the enterprise, grant permissions, and finalize changes for the end users.

For PBX Connector

- Proper license by User + Phone System Standard or Add-On (See licensing section).

For Trunk Connector

- Proper license by User + Phone System Standard or Add-On (See licensing section).

CallApp / Valet

- Phone resources license for each user that will use the CallApp.

SMS Connector

- Does not require special Microsoft licensing.

VoIP.ms Technical Requirements

For PBX Connector

- Dialing mode of the VoIP.ms account must be set to E.164.

- One sub-account per user with the following specs:

Authentication: Username/Password.

Device type: ATA device IP Phone or Softphone.

Caller ID: A DID as the caller ID or a verified Caller ID.

Codecs: G722.

For Trunk Connector

- Dialing mode of the VoIP.ms account must be set to E.164.

- One sub-account per user with the following specs:

Authentication: Username/Password.

Device type: Asterisk, IP PBX, Gateway or VoIP Switch.

Caller ID: I use a system capable of passing its own CallerID.

Codecs: G722.

For CallApp / Valet

- Requires PBX or Trunk Connector..

- If using the PBX Connector. The user must have one sub-account per user with the following specs. (Trunk connector will handle the user).:

Authentication: Username/Password.

Device type: ATA device IP Phone or Softphone.

Caller ID: A DID as the caller ID or a verified Caller ID.

Codecs: G722.

Licensing - MS Licensing for the PBX and SIP Trunk Connector

These are the licenses and combinations that allow the use of Microsoft Direct Routing. The Phone System add-on license is required per user to enable the native dial-pad in Teams.

💬 NOTE

Note that other licenses may work: Teammate' system will dynamically evaluate license contents when an Enterprise commences Direct Routing setup and adds suitable licenses to the lists when new Microsoft licenses are encountered.

💬 NOTE

➜ When purchasing phone add-on licenses we recommend purchasing ones that do NOT include the Microsoft Calling Plan. ConnecttoTeams replaces the need for this additional cost. Additionally, the Calling Plan can interfere with the provisioning process and cause delays. As of June 2022 Microsoft is in the process of retiring the "Business Voice" licenses. The most appropriate replacement for this license is "Microsoft Teams Phone Standard." Microsoft's documentation is aggressively promoting the (more expensive) license with Calling Plan. Do not accept the upselling attempts.

💬 NOTE

➜ Additionally, as Microsoft retires the older Business Voice and Phone System licenses existing customers will be forced to migrate to the newer ones.

After the licenses are updated this may disable calling for the user. If this occurs the solution is for the global administrator to disable and re-enable each user in the ConnecttoTeams Portal. Allow propagation time between the disable and the re-enable.

Inclusive Licenses (User license + Phone System add-on)

Inclusive Licenses (User license + Phone System add-on)
product_name	sku	guid
Microsoft Teams Shared Devices (previously "Common Area Phone")	MCOCAP	295a8eb0-f78d-45c7-8b5b-1eed5ed02dff
M365 G5 Gcc	M365_G5_GCC	e2be619b-b125-455f-8660-fb503e431a5d
Meeting Room GOV	MEETING_ROOM_GOV	9571e9ac-2741-4b63-95fd-a79696f0d0ac
Microsoft 365 A5 for faculty	M365EDU_A5_FACULTY	e97c048c-37a4-45fb-ab50-922fbf07a370
Microsoft 365 A5 for students	M365EDU_A5_STUDENT	46c119d4-0379-4a9d-85e4-97c66d3f909e
Microsoft 365 E5	SPE_E5	06ebc4ee-1bb5-47dd-8120-11324bc54e06
Microsoft 365 E5 without Audio Conferencing	SPE_E5_NOPSTNCONF	cd2925a3-5076-4233-8931-638a8c94f773
Microsoft 365 GOV G5	M365_G5_GOV	b0f809d5-a662-4391-a5aa-136e9c565b9d
Office 365 A5 for faculty	ENTERPRISEPREMIUM_FACULTY	a4585165-0533-458a-97e3-c400570268c4
Office 365 A5 for students	ENTERPRISEPREMIUM_STUDENT	ee656612-49fa-43e5-b67e-cb1fdf7699df
OFFICE 365 ENTERPRISE DEVELOPER E5	DEVELOPERPACK_E5	c42b9cae-ea4f-4ab7-9717-81576235ccac
OFFICE 365 ENTERPRISE E5	ENTERPRISEPREMIUM	c7df2760-2c81-4ef7-b578-5b5392b571df
OFFICE 365 ENTERPRISE E5 WITHOUT AUDIO CONFERENCING	ENTERPRISEPREMIUM_NOPSTNCONF	26d45bd9-adf1-46cd-a9e1-51e9a5524128
OFFICE 365 GCC G5	ENTERPRISEPREMIUM_GOV	8900a2c0-edba-4079-bdf3-b276e293b6a8

Non-Inclusive Licenses (User license only.) Requires Phone System add-on.

Non-Inclusive Licenses (User license only.) Requires Phone System add-on.
product_name	sku	guid
Enterprisepackplus Student	ENTERPRISEPACKPLUS_STUDENT	98b6e773-24d4-4c0d-a968-6e787a1f8204
Enterprisewithscal Student	ENTERPRISEWITHSCAL_STUDENT	05e8cabf-68b5-480f-a930-2143d472d959
M365 F1 COMM	M365_F1_COMM	50f60901-3181-4b75-8a2c-4c8e4c1d5a72
M365edu A3 Stuusebnft	M365EDU_A3_STUUSEBNFT	18250162-5d87-4436-a834-d795c15c80f3
M365edu A5 Stuusebnft	M365EDU_A5_STUUSEBNFT	31d57bc7-3a05-4867-ab53-97a17835a411
Microsoft 365 A3 for faculty	M365EDU_A3_FACULTY	4b590615-0888-425a-a965-b3bf7789848d
Microsoft 365 A3 for students	M365EDU_A3_STUDENT	7cfd9a2b-e110-4c39-bf20-c6a3f36a3121
Microsoft 365 BUSINESS	SPB	cbdc14ab-d96c-4c30-b9f4-6ada7cdc1d46
Microsoft 365 E3	SPE_E3	05e9a617-0261-4cee-bb44-138d3ef5d965
Microsoft 365 F1	M365_F1	44575883-256e-4a79-9da4-ebe9acabe2b2
Microsoft 365 F3	SPE_F1	66b55226-6b4f-492c-910c-a3b7a3c9d993
Microsoft 365 GOV G3	M365_G3_GOV	e823ca47-49c4-46b3-b38d-ca11d5abe3d2
MICROSOFT TEAMS EXPLORATORY	TEAMS_EXPLORATORY	710779e8-3d4a-4c88-adb9-386c958d1fdf
Mtr Prem	MTR_PREM	4fb214cb-a430-4a91-9c91-4976763aa78f
Office 365 A1 for faculty	STANDARDWOFFPACK_FACULTY	94763226-9b3c-4e75-a931-5c89701abe66
Office 365 A3 for faculty	ENTERPRISEPACKPLUS_FACULTY	e578b273-6db4-4691-bba0-8d691f4da603
Office 365 BUSINESS ESSENTIALS	O365_BUSINESS_ESSENTIALS	3b555118-da6a-4418-894f-7df1e2096870
Office 365 BUSINESS PREMIUM	O365_BUSINESS_PREMIUM	f245ecc8-75af-4f8e-b61f-27d8114de5f3
Office 365 ENTERPRISE E1	STANDARDPACK	18181a46-0d4e-45cd-891e-60aabd171b4e
Office 365 ENTERPRISE E2	STANDARDWOFFPACK	6634e0ce-1a9f-428c-a498-f84ec7b8aa2e
Office 365 ENTERPRISE E3	ENTERPRISEPACK	6fd2c87f-b296-42f0-b197-1e91e994b900
Office 365 ENTERPRISE E3 DEVELOPER	DEVELOPERPACK	189a915c-fe4f-4ffa-bde4-85b9628d07a0
Office 365 ENTERPRISE E4	ENTERPRISEWITHSCAL	1392051d-0cb9-4b7a-88d5-621fee5e8711
Office 365 F1	DESKLESSPACK	4b585984-651b-448a-9e53-3b10f069cf7f
Office 365 GCC G3	ENTERPRISEPACK_GOV	535a3a29-c5f0-42fe-8215-d3b9e1f38c4a
Office 365 SMALL BUSINESS ESSENTIALS	SMB_BUSINESS_ESSENTIALS	dab7782a-93b1-4074-8bb1-0e61318bea0b
Office 365 SMALL BUSINESS PREMIUM	SMB_BUSINESS_PREMIUM	ac5cef5d-921b-4f97-9ef3-c99076e5470f
Spe E3 Rpa1	SPE_E3_RPA1	c2ac2ee4-9bb1-47e4-8541-d689c7e83371
Standardpack Gov	STANDARDPACK_GOV	3f4babde-90ec-47c6-995d-d223749065d1
Standardwoffpack Iw Faculty	STANDARDWOFFPACK_IW_FACULTY	78e66a63-337a-4a9a-8959-41c6654dfb56
Standardwoffpack Iw Student	STANDARDWOFFPACK_IW_STUDENT	e82ae690-a2d5-4d76-8d30-7c6e01e6022e
Standardwoffpack Student	STANDARDWOFFPACK_STUDENT	314c4481-f395-4525-be8b-2ec4bb1e9d91

Phone System or comparable add-on Licenses

💬 Good To Know:

Alternatively, you can leverage the "Call App" in Teams for your members. All you need is the Phone System Resources for each, and this license is free.

Phone System or comparable add-on Licenses
product_name	sku	guid
Mcocap Faculty	MCOCAP_FACULTY	420c7602-7f70-4895-9394-d3d679ea36fb
Mcocap Gov	MCOCAP_GOV	b1511558-69bd-4e1b-8270-59ca96dba0f3
Meeting Room	MEETING_ROOM	6070a4c8-34c6-4937-8dfb-39bbc6397a60
Meeting Room Faculty	MEETING_ROOM_FACULTY	132b5ce3-eb0b-4d49-91fa-2932ffe4971c
Meeting Room Noaudioconf	MEETING_ROOM_NOAUDIOCONF	61bec411-e46a-4dab-8f46-8b58ec845ffe
MICROSOFT 365 PHONE SYSTEM FOR GCC	MCOEV_GOV	a460366a-ade7-4791-b581-9fbff1bdaa85
MICROSOFT 365 PHONE SYSTEM FOR STUDENTS	MCOEV_STUDENT	1f338bbc-767e-4a1e-a2d4-b73207cc5b93
MICROSOFT 365 PHONE SYSTEM FOR TELSTRA	MCOEV_TELSTRA	ffaf2d68-1c95-4eb3-9ddd-59b81fba0f61
MICROSOFT 365 PHONE SYSTEM_USGOV_DOD	MCOEV_USGOV_DOD	b0e7de67-e503-4934-b729-53d595ba5cd1
MICROSOFT 365 PHONE SYSTEM_USGOV_GCCHIGH	MCOEV_USGOV_GCCHIGH	985fcb26-7b94-475b-b512-89356697be71
Microsoft Business Voice	BUSINESS_VOICE	e5a17adf-8f0d-4b57-bc14-d331235f9307
Microsoft Business Voice Medium Telco	BUSINESS_VOICE_MED2_TELCO	08d7bce8-6e16-490e-89db-1d508e5e9609
Microsoft Business Voice Medium Without Calling Plan	BUSINESS_VOICE_DIRECTROUTING_MED	8330dae3-d349-44f7-9cad-1b23c64baabe
Microsoft Business Voice Medium2	BUSINESS_VOICE_MED2	a6051f20-9cbc-47d2-930d-419183bf6cf1
Microsoft Business Voice Without Calling Plan	BUSINESS_VOICE_DIRECTROUTING	d52db95a-5ecb-46b6-beb0-190ab5cda4a8
Microsoft Phone System for faculty	MCOEV_FACULTY	d979703c-028d-4de5-acbf-7955566b69b9
Mtr Prem Us Can	MTR_PREM_US_CAN	03070f91-cc77-4c2e-b269-4a214b3698ab
PHONE SYSTEM Teams Phone Standard	MCOEV	e43b5b99-8dfb-405f-9987-dc307f34bcbd
Teams Phone with Calling Plan	MCOTEAMS_ESSENTIALS * This includes the Domestic Calling Plan. Ensure that this is removed from the Microsoft Admin Center to prevent provisioning delays.	ae2343d1-0999-43f6-ae18-d816516f6e78

TeamMate configuration

Please follow the instructions that you will find in this section to set up the TeamMate product you subscribed for.

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

PBX Connector Installation

[1] Assign MS licenses to each planned user of ConnecttoTeams.

Before beginning with ConnecttoTeams, each planned MS Teams User must have the correct licenses assigned to them.

Sometimes due to high traffic Microsoft can take up to 24 hours to activate licenses after they have been assigned, so doing this ahead of time will make the rest of the process much more streamlined.

Also, ensure there is one additional set of licenses available and unassigned.

Don’t worry, you can recover these extra licenses once the setup is done.

If there is a canceled/suspended trial license and a valid license is added with the same name - you should make sure that the canceled trial subscription is removed from the license listing. If not, Microsoft only returns the canceled/suspended SKU and the software will erroneously claim that the proper licenses are not available.

[2] Grant permissions.

Once your TeamMate subscription is active, you will receive an email to start the configuration process.

The global administrator must click the link provided in the email they receive.

For this, at the bottom of the email you will find a button with the text "Complete".

Then log into the Enterprise portal with your Global Administrator credentials, and authorize the requested permissions.

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

1)

2)

3)

4)

5)

Once logged in there are prompts to sync a group of users then on the dashboard to grant optional additional permissions that enhance ConnecttoTeams call troubleshooting and presence syncing.

1)

2)

You must click on the "Grant consent" button of each setting and you'll be prompted to go over Microsoft's "Permissions requested" pop-up window for all the settings.

3)

4)

[3] Confirm Microsoft licensing.

Upon logging in as the Global Administrator, use the sidebar menu to navigate to Direct Routing Management >> Direct Routing.

Confirm there is one available Microsoft license free to be assigned.

1)

What if the portal says there are negative licenses available?
What if the portal says I don’t have any available licenses when I know that I do?

[4] Configure Direct Routing.

[1] Click on the “Direct Routing” tab.

[2] Select the desired Gateway then Click “Complete Direct Routing,” ensure the verification process succeeds, and then click "Complete."

1)

2)

Wait until the process is done.

3)

Continue to wait until the green popup and the email confirmation.

4)

[3] Wait for the notification on the dashboard that lets you know the set-up is complete.

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

Once completed, the green popup will appear in the corner.

5)

And an email will be received confirming the Direct Routing configuration.

6)

Note that when everything looks completed, it may still have a delay. It is possible to click "FINISH"

[4] Decide if allowing SIP REFER or Media Encryption is desired for the Direct Route.

Benefits of enabling REFER:

- Call park and Transferring will work as is typical.

If desired it is possible to configure additional Direct Routes. Decide if the enterprise wants to opt into Microsoft's secondary routes for redundancy.

What if I have already set up Direct Routing in Teams before and it is blocking the new configuration process?
What if I previously used the Microsoft Calling Plan and it is blocking the new configuration?
What if the Direct Routing user is created but the Direct Routing fails to be established?
Why is the domain I chose not working?

[5] Configure PBX settings

[1] Navigate to “PBX Settings” section to add a new PBX connection.

:::

[2] Input the VoIP.ms parameters required for the PBX connector.

This task can be delegated to someone other than the Microsoft Global Administrator.

Necessary PBX information includes:

PBX SIP Domain (required): VoIP.ms POP Server Hostname - See full list of servers
PBX SIP Domain Proxy: VoIP.ms POP Server Hostname - See full list of servers
Voicemail Feature Code: *97
PBX SIP Domain Procy Port: 5060
Codecs: G722 Only (Be sure the sub-account is set with this codec)
Reg Expires: 600
Caller ID on Forwarding: User's Caller ID

 Important: The SIP Domain and Proxy must be the same server used Point of Presence for your DID number(s)

Caller Name Policy: Other

Custom Caller Name: See the requirements below.

IMPORTANT - Custom Caller Name

Entering outbound Caller ID Name, it must be in CAPITAL LETTERS. This will appear more clearly/visible on some devices.
You must NOT use any special characters. They will not be displayed and it prevents potential outbound call issues.
Do NOT exceed 15 characters. Traditional Canadian providers will not show more than 15 characters. We suggest shrinking or adapting the name.
Spaces are allowed in a caller ID name but count as characters. (do not exceed 15 chars. in total).

[6] Add Users

This can be done individually or in bulk. You will need the information about each user's PBX/SIP profile available for configuration.

This task takes some time to process, please wait for a confirmation email telling you it is completed.

NOTE: This task can be delegated to someone other than the Microsoft Global Administrator, but the Global Admin will have to log in to sync the users once they are uploaded.

Necessary PBX SIP user credentials include:

SIP User: The sub-account username.
SIP Authentication ID: The sub-account username.
SIP Password: The sub-account username.
Phone Number or Extension Number: If using PBX, the user could enter the internal extension number. Or, the Phone number if they have dedicated phone number per user.

If you are a reseller, you can add users for your enterprise customers, but we will need to finalize the process for you to perform a sync to complete Teams registration and calling.

What does disabling voicemail for a user do?
What if the user does not have a direct phone number, but only has an extension?.
What if the dialpad doesn’t appear?
Confirm the user has been properly assigned to the voice routing policy.

[7] Build and deploy the custom Teams Application.

This will enable advanced PBX features such as SIP softkeys, notifications, presence syncing, and portals within Teams.

Ensure you have custom apps enabled for Teams
If you want to use presence syncing ensure you have granted that permission before building the app
Delete an existing app from Teams

SIP Trunk Configuration

This article is a step-by-step guide to the initial provisioning of the ConnecttoTeams SIP Trunk. Start here, and follow links as needed for additional details and troubleshooting.

[1]: Assign Microsoft licenses to each planned user of ConnecttoTeams. Before beginning with ConnecttoTeams.

Each planned Microsoft Teams User must have the correct licenses assigned to them. Sometimes due to high traffic Microsoft can take up to 24 hours to activate licenses after they have been assigned, so doing this ahead of time will make the rest of the process much more streamlined. Also ensure there is one additional set of licenses available and unassigned. Don’t worry, you can recover these extra licenses once setup is done.

If there is a canceled/suspended trial license and a valid license is added with the same name - you should make sure that the canceled trial subscription is removed from their license listing. If not, Microsoft only returns the canceled/suspended SKU and the software will erroneously claim that the proper licenses are not available.

[2]: Grant permissions.

Once your TeamMate subscription is active, you will receive an email to start the configuration process.

The global administrator must click the link provided in the email that will receive, log into the Enterprise portal with their Global Administrator credentials, and authorize the requested permissions. There are two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector. Once logged in there are prompts on the dashboard to grant optional additional permissions that enhance ConnecttoTeams' call troubleshooting and presence syncing.

[3]: Confirm Microsoft licensing.

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

What if the portal says there are negative licenses available?
What if the portal says I don’t have any available licenses when I know that I do?

[4]: Configure Direct Routing.

Click the “Direct Routing” tab. Select the desired Gateway then click “Complete Direct Routing,” ensure the verification process succeeds, and click "Complete.". Wait for the notification on the dashboard that lets you know set-up is complete. If the process takes longer than an hour open a ticket with ConnecttoTeams so we can unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out. The global administrator will receive an email when it is complete.

Decide if allowing SIP REFER or Media Encryption is desired for the Direct Route. If desired it is possible to configure additional Direct Routes. Decide if the enterprise wants to opt into Microsoft's secondary routes for redundancy.

What if I have already set up Direct Routing in Teams before and it is blocking the new configuration process?
What if I previously used the Microsoft Calling Plan and it is blocking the new configuration?
What if the Direct Routing user is created but the Direct Routing fails to be established?
Why is the domain I chose not working?

[5]: Add Trunk Profile.

After the enterprise has configured Direct Routing, responsibility switches back to the reseller. They will need to set up the trunk profile with information from the customer's telecom account.

[6]: Manage Trunk.

Once the trunk is created you will need to add DIDs and choose a default. Note: The Trunk DID page has been retired and replaced by the Phone Numbers page.

Please see the Upload and Assign Phone Number section in this KB for reference - https://docs.connecttoteams.com/en/articles/200-centralized-did-management

[7]: Configure Trunk Settings For Users.

(Individual or in Bulk). Enable trunk(s) for each user, choose a default trunk, and assign DIDs.

Valet (Call App) provisioning

[1] Verify licenses.

Make sure a Phone System Resource Account license is available.

Phone System Resource Account licenses are only available if you have a subscription for a Phone System license.

Normally, this is not a problem because the Direct Routing setup requires such a license.

Ensure that you have an available PBX extension to assign to the Application instance.

[2] Grant permissions.

The global administrator must click the link provided in the email they receive.

For this, at the bottom of the email you will find a button with the text "Complete".

ConnecttoTeams performs certain limited tasks with the Microsoft Global Administrators' consent.

These allow for automated provisioning via PowerShell of Direct Routing, User Calling activation and Teams Application setup in Microsoft.

The initial request when the Microsoft Enterprise Global Administrator is asked for permission looks like this:

[3] User Groups Sync.

On the initial login to the Enterprise Portal, the enterprise Global Administrator will be redirected to the User Group Sync page and must select whether Users will be synchronized by specifying one or more Groups to serve as filters.

If no Group(s) are selected, then all Users of the enterprise will be synchronized.

If any Group(s) are selected, then only Users that belong to the Group(s) will be synchronized.

The Portal WILL NOT synchronize or store Users that are not part of the selected Group(s).

The image below shows a case where two Microsoft Groups (Accounting and Billing) have been selected to be synchronized.

[4] Save The App Template.

You need to create a template for the Teams Application that will house the Valet App interface.

This template will set your default settings for any applications that are deployed to your enterprises. Save it first via the "App Template".

[5] Set Up Direct Routing.

[1] Ensure you have at least 1 available AND unassigned User license with the Phone System, or comparable, add-on that allows you to use Direct Routing.

[2] Select the desired Gateway, paste the invitation code from the email then click the Complete Direct Routing.

[3] The "Verify Tenant" will pop up, this will verify the connection to the DNS Provider and will validate licenses. Click "Complete Direct Routing" as soon as it is done with the verification.

[4] Direct Routing provisioning will take a few minutes, refresh the dashboard page after 2-3 minutes to check progress.

[6] Configure PBX settings.

[1] Navigate to “PBX Settings” section to add a new PBX connection.

[2] Input the VoIP.ms parameters required for the PBX connector.

This task can be delegated to someone other than the Microsoft Global Administrator.

Necessary PBX information includes:

PBX SIP Domain (required): VoIP.ms POP Server Hostname - See full list of servers
PBX SIP Domain Proxy: VoIP.ms POP Server Hostname - See full list of servers
Voicemail Feature Code: *97
PBX SIP Domain Procy Port: 5060
Codecs: G722 Only (Be sure the sub-account is set with this codec)
Reg Expires: 600
Caller ID on Forwarding: User's Caller ID

 Important: The SIP Domain and Proxy must be the same server used Point of Presence for your DID number(s)

Caller Name Policy: Other

Custom Caller Name: See the requirements below.

IMPORTANT - Custom Caller Name

Entering outbound Caller ID Name, it must be in CAPITAL LETTERS. This will appear more clearly/visible on some devices.
You must NOT use any special characters. They will not be displayed and it prevents potential outbound call issues.
Do NOT exceed 15 characters. Traditional Canadian providers will not show more than 15 characters. We suggest shrinking or adapting the name.
Spaces are allowed in a caller ID name but count as characters. (do not exceed 15 chars. in total).

[7] Create/Configure Application Instance.

[1] The Global Administrator commences the process by clicking the Setup button in the Enterprise Admin Action Items. This step enables the Valet Application Service and the Application Instance for Enterprise.

This process automatically creates the "valetservice" user and assigns the Phone System Resource Account made available as part of the prerequisite.