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Contents 1 What is Call Valet with VoIP.ms Teams Connector? 2 Step-by-step Configuration 2.1 1 - Verify licenses 2.2 2 - Grant permissions. 2.3 3 - User Groups Sync. 2.4 4 - Save The App Template. 2.5 5 - Set Up Direct Routing. 2.6 6 - Configure your PBX Settings 2.7 7 - Create/Configure Application Instance. 2.8 8 - Create/Configure the Application Instance. 2.9 9 - End user configuration. 3 Related Articles 4 Useful Resources

What is Call Valet with VoIP.ms Teams Connector?

Call Valet is an extension application on your Microsoft teams that allows you to send and receive phone calls. If you do not have a VoIP.ms Teams Connector configured yet, visit this article to get started.

Step-by-step Configuration

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

1 - Verify licenses

1.1 Make sure a Microsoft Teams Phone Resource Account is available. Phone System Resource Account licenses are only available if you have a subscription for a Phone System license. On how to acquire one, consult this article.

2 - Grant permissions.

2.1 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.

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

3 - User Groups Sync.

3.1 Once the permission has been granted, the administrator of the ConnectToTeams Portal will need to login he will be redirected to the User Group Sync page. You must select whether Users will be synchronized by specifying one or more Groups.

• 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 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.

4.1 Head to App Template.

4.2 Fill the following information:

• Dev Name: VoIP.ms
• Short Description: Put a short description for your team to refer to when they will go on About screen of the application.
• Full Description: Set a full description for your team to refer to when they will go on About screen of the application.

4.3 Save the template by pressing Save Valet App Template".

5 - Set Up Direct Routing.

5.1 Make sure you have at least 1 available AND unassigned licensed user that also has the Phone System or Enterprise Premium License.

5.2 Select the desired Gateway, paste the invitation code from the email you previously received and then click Complete Direct Routing.

5.3 A popup stating "Verify Tenant" will appear. This will verify the connection to the DNS Provider and it will also validate licenses. Click "Complete Direct Routing" once more after the verification has been complete.

5.4 The provisioning of the Direct Routing takes a few minutes. You can refresh the dashboard page after 2-3 minutes to check the progress.

6 - Configure your PBX Settings

6.1 Still in the ConnectToTeams Portal, navigate to the PBX section on the left menu and add a new PBX connection with the "Add PBX" button.

6.2 Input the VoIP.ms parameters required for the PBX connector.

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: G711U 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.

7 - Create/Configure Application Instance.

7.1 You will now need to create a pilot valet, which will only be used for synchronization purposes. The Global Administrator can start the process by clicking Dashboard on the left menu and then clicking the Setup button next to Teams Valet App. This step enables the Valet Application Service and the Application Instance.

7.2 Next, configure the Valet Service Account by clicking the Configure button. This step assigns a Phone Number to the user created as part of the Setup.

7.3 Fill in the following information:

• PBX Location: The location previously created when configure your PBX Connector
• Available Voice Routes: The Server your PBX Connector has been configured to.
• Teams User: The pilot user that will be used for this pilot account for sinchronization purposes.
• Phone Number: The phone number that this user will be passing for his outgoing calls.
• SIP User: Your sub account userID. E.g: 111111_subaccount.
• SIP Authentication ID: Your sub account userID. E.g: 111111_subaccount.
• SIP Password: Your sub account password you entered while creating the sub account.
• Confirm SIP Password: Confirm your sub account password.

7.4 Press Save Valet Service Account and you will then need to grant the Consent for the Application to appear for the user.

7.5 Once you are done assigning the valet application to all your users, you can return to the Dashboard main menu by clicking it on the left, and deploy the Valet App by clicking the Sync Valet App button, then clicking Provision Application.

7.6 Once complete, you can consult all the users with the application enabled by going into Users on the left menu. You will see the valet service enabled which is a green headset icon.

8 - Create/Configure the Application Instance.

8.1 Head on USers on the left menu, and then click Configure Valet App Users.

8.2 Fill in the following information:

• PBX Location: The location previously created when configure your PBX Connector
• Available Voice Routes: The Server your PBX Connector has been configured to.
• Teams User: The user you wish to configure.
• Phone Number: The phone number that this user will be passing for his outgoing calls.
• SIP User: Your sub account userID. E.g: 111111_subaccount.
• 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.

8.3 Once done, press Save Valet User. A fully configured Valet App User will show a telephone icon for Teams Registration.

9 - End user configuration.

9.1 Each configured user will need to add the Valet application. In teams, press ... search for voipms select VoIPms Call App

9.2 Pin it to the sidebar by right-clicking the application on the left bar and selecting "Pin."

9.3 And that's it! You can now make use of the dialpad in the App to make and receive calls!

Related Articles

• VoIP.ms Teams Connector
• License requirement to use VoIP.ms Teams Connector

Useful Resources

• TeamMate FAQ
• Youtube - TeamMate PBX Connector - How it Works
• Connect to Teams knowledge base