Getting started with Microsoft Teams integration

Before beginning, the Microsoft Enterprise Global Administrator should ensure that all planned Teams Users have the necessary Microsoft licenses assigned. You will also need one extra unassigned User and Phone System, or comparable, add-on license available to setup direct routing. Microsoft sometimes takes 24-48 hours to update their systems to reflect new license assignment, so doing this in advance can streamline the installation process. Once the full setup is complete you can recoup the User and Phone System license that was assigned. 

Steps to be completed

1. Confirm Licensing needed for user and Direct Routing 
2. Global Admin invitation and provisioning
3. User Groups Sync
4. Valet Enterprise Configuration
5. Grant Consent to Perform Enterprise Provisioning

Microsoft Teams integration FAQ

What is Teams Connector?

Teams Connector allows our PBX to integrate with Microsoft Teams. The Enterprise Management portal can be accessed at https://enterprise.connecttoteams.com/

How does it work?

Teams Connector takes in all of the PBX and user information needed to register itself on a PBX domain as a softphone application and then allows for you to receive and make calls out using the integrated dial pad or the Valet Call App on Teams. In addition to receiving and making calls, you will be able to access and make changes to the PBX in Teams.

What will change when I become a User of the Teams Connector?

You will be able to use the Microsoft Teams' dial pad as an endpoint on your current PBX from the desktop, mobile, tablet, or anywhere else Microsoft Teams goes. Nothing else will change with your current telephone service.  You will also have a Teams PBX Application if you want.

How is Microsoft Teams different from my telephone as a place to answer calls?

It's not different from your phone.  It is a software-based phone – or a softphone.  With the Teams Connector you can take your phone everywhere you take Microsoft Teams.  

What do I need to use the Teams Connector?

You will need your Microsoft credentials and your PBX credentials. You will need the right licensing from Microsoft.  Beyond that, the setup is straightforward with some light PBX configuration to confirm you can support any type of softphone registering directly to the PBX. 

Can I use my existing phone numbers?

Yes, the idea is that whichever numbers you have assigned on our PBX will be added to Teams.  Keep in mind that Teams is behaving as another appearance (Shared Call Appearance or Shared Line Appearance) for your same set of PBX users.

Will the Microsoft Teams mobile app work with the Teams Connector?

Yes, the App dial pad is your PBX extension.