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Microsoft Teams Integration

Microsoft Teams Integration

Phonism by Inlayer provides customers and partners the ability to adopt Teams quickly and without compromise.

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Microsoft Team Integration Webinar / Demo:

https://www.youtube.com/watch?v=3I0TGOsSgbQ

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Microsoft Team How-to Guide:

https://youtu.be/4DfCGSpHtGs

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Microsoft Teams Setup & Configuration steps:

πŸ’» Method 1: Web Interface

🧭 Step 1: Sign in to the Teams Admin Center

  1. Open your web browser and navigate to the Microsoft Teams Admin Center.

    CleanShot 2025-05-20 at 16.07.12-20250520-200720.png

  2. Open a second tab and navigate to the Microsoft 365 Admin Center.

    CleanShot 2025-05-20 at 16.01.54-20250520-200206.png

  3. Sign in with your administrator credentials in each tab.

πŸ‘€ Step 2: Create a New User

User creation is managed through the Microsoft 365 Admin Center.

  1. In the Teams Admin Center, click on the App launcher (the grid icon) in the top-left corner and select Admin to open the Microsoft 365 Admin Center.

  2. In the left-hand navigation pane, go to Users > Active users.

  3. Click on Add a user.

    ms_create_user.png

  4. Fill in the required information:

    • First name and Last name

    • Display name

    • Username

  5. Set the password settings as desired.

    ms_create_user_details.png

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  1. Assign the appropriate licenses to the user, ensuring that the user has a license that includes Microsoft Teams and Phone System capabilities.

    ms_create_user_license.png

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  1. Click Finish adding to create the user.

Note: It may take a few minutes for the new user to appear in the Teams Admin Center.

πŸ“ž Step 3: Create or Modify a Calling Policy to Allow SIP Devices

  1. Return to the Microsoft Teams Admin Center.

  2. In the left-hand navigation pane, go to Voice > Calling policies.

  3. To create a new policy:

    • Click on Add.

    • Enter a name for the policy (e.g., "AllowSIPDevicesCalling").

      ms_create_create_modify_calling_policy.png

    • Under SIP devices can be used for calls, toggle the setting to On.

      ms_create_create_modify_calling_policy_sip_devices_on.png

    • Configure other settings as needed.

    • Click Save.

    To modify an existing policy:

    • Click on the policy name to open it.

    • Click Edit.

    • Under SIP devices can be used for calls, toggle the setting to On.

      ms_create_create_modify_calling_policy_sip_devices_on2.png

    • Click Save.

πŸ‘₯ Step 4: Assign the Calling Policy to the User

  1. In the Microsoft Teams Admin Center, go to Users > Manage users.

  2. Search for and select the user you created.

  3. Click on the user's name to open their settings.

  4. Go to the Policies tab.

    ms_teams_assign_calling_policy.png

  5. Click Edit.

  6. Under Calling policy, select the policy you created or modified (e.g., "AllowSIPDevicesCalling").

    ms_teams_assign_calling_policy_edit.png

  7. Click Apply

Note: Policy changes may take up to 24 hours to take effect.

☎️ Step 5: Assign a Phone Number to the User

Assigning a phone number is managed through the Microsoft 365 Admin Center.

  1. In the Microsoft 365 Admin Center, go to Users > Active users.

  2. Click on the user's name to open their settings.

  3. Go to the Licenses and Apps tab.

  4. Ensure that the user has a license that includes Phone System capabilities.

    ms_teams_assign_phone_number.png

  5. Go to the Account > Phone numbers section.

  6. Click to Edit.

    ms_teams_assign_phone_number2.png

  7. Assign an available phone number to the user.

  8. Click Save

Note: If you don't have available phone numbers, you'll need to acquire them through your telephony provider or Microsoft.

πŸ”„ Step 6: Verify the Configuration

  1. In the Teams Admin Center, go to Users > Manage users.

  2. Search for and select the user.

  3. Verify that the correct calling policy is assigned under the Policies tab.

    ms_teams_verify_config_policies.png

  4. Ensure that the user has a phone number assigned under the Voice tab.

    ms_teams_verify_config_phone.png

πŸ” Additional Notes

  • Policy Propagation Time: After making changes to policies, it may take up to 24 hours for the changes to take effect for the user.

  • Assigning a Different Policy: If the current calling policy doesn't allow SIP devices and you prefer not to modify it, you can create a new calling policy with the desired settings and assign it to the user.

  • User Licensing: Ensure that the user has the appropriate Microsoft Teams license that includes Phone System capabilities, as this is required for SIP device functionality.

πŸ’» Method 2: Using PowerShell

  1. Connect to Teams PowerShell:
    Open PowerShell and connect to Microsoft Teams:

    powershell

    CopyEdit

    Connect-MicrosoftTeams

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  1. Create or Modify a Calling Policy:

    • To create a new policy:

      powershell

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      New-CsTeamsCallingPolicy -Identity "SIPEnabledPolicy" -AllowSIPDevicesCalling $true

    • To modify an existing policy:

      powershell

      CopyEdit

      Set-CsTeamsCallingPolicy -Identity "ExistingPolicyName" -AllowSIPDevicesCalling $true

  2. Assign the Policy to the User:

    powershell

    CopyEdit

    Grant-CsTeamsCallingPolicy -Identity user@example.com -PolicyName "SIPEnabledPolicy"

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Replace user@example.com with the user's email address.

  1. Assign a Phone Number to the User:

    powershell

    CopyEdit

    Set-CsPhoneNumberAssignment -Identity user@example.com -PhoneNumber "+1XXXXXXXXXX" -PhoneNumberType CallingPlan

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Replace +1XXXXXXXXXX with the user's phone number in E.164 format.

Phonism + Microsoft Teams Setup & Configuration steps:

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🧭 Step 1: Sign in to Phonism as a Super Admin User

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  1. North America: Login

  2. Europe: Login

πŸ‘€ Step 2: Configure Microsoft Teams at the Phonism Domain level

  1. Navigate to the Service Provider > Enterprise > Domain Level.

    CleanShot 2025-05-20 at 17.16.14-20250520-211629.png

  2. Click on the β€˜Integrations’ tab in the navigation menu.

  3. Click β€˜Add New Integration’

    CleanShot 2025-05-20 at 17.18.03-20250520-211905.png

  4. Select β€˜MS Teams’ under type.

  5. Enter a name of your integration (e.g. Walmart MS Teams Integration)

  6. Select a SIP Gateway Provisioning Server for MS Teams:

    1. Americas

    2. Europe (EMEA)

    3. Asia / Pacific (APAC)

      CleanShot 2025-05-20 at 17.21.09-20250520-212118.png

  7. Click β€˜Add’

☎️ Step 3:Add a NEW MS Teams Device

  1. Device Settings:

    1. If a new device, set the β€˜Auto Provisioning URL’ to: https://p.Phonism.com/m/

    2. If a existing device, it is recommended to factory reset first, then set the β€˜Auto Provisioning URL’ to: https://p.Phonism.com/m/

  2. Navigate to Phones tab and select Add

    CleanShot 2025-05-20 at 17.42.58-20250520-214357.png

  3. Enter the following required information:

    1. MAC Address

    2. Phone Model

    3. Software Version

    4. Line 1 Settings are optional

      CleanShot 2025-05-20 at 17.44.41-20250520-214448.png

    5. Press β€˜Continue’

    6. After continue, you will see the status of β€˜waiting for activation’

      ms_teams_phonism_waiting-for-activation.png

    7. Next, β€˜Reboot phone’ (The phone will require a reboot to trigger the provisioning event.)

πŸ”„ Step 4: Reboot & Provisioning Phone

  1. Once the phone comes back online, the status of the device in Phonism will change to β€˜onboarding’

    ms_teams_phonism_onboarding.png

  2. One the physical device, a β€˜Sign In’ button will appear

    CleanShot 2025-05-21 at 10.11.23-20250521-141129.png

  3. Click β€˜Sign In’ on the phone.

  4. After you click β€˜Sign In’ a url will be displayed along with a β€˜Pair Code’

    CleanShot 2025-05-21 at 10.33.43-20250521-143406.png

  5. Go to the url in a browser β€˜Sign In’ and β€˜Enter the pair code’. Once entered, you will see a success message.

    CleanShot 2025-05-21 at 10.50.39-20250521-145045.png

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  1. The device update will update automatically after a few minutes. A reboot is NOT required.

    CleanShot 2025-05-21 at 10.39.57-20250521-144030.png

  2. In Phonism, the status of the phone will display as β€˜onboarded’

    CleanShot 2025-05-21 at 10.40.57-20250521-145637.png

  3. END. Your phone is now ready.

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