Integrated Instruction

Updated at June 2nd, 2023

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Table of Contents

1. Provide Microsoft Tenant ID 2. Assign CPaaS Licenses to Users Option 1: Manual Assignment Option 2: Bulk Assignment 3. Upload CPaaS numbers to Microsoft Teams Admin Center 4. Assign CPaaS numbers to your Microsoft users 5. Configure general settings for CPaaS users on the CPaaS portal Note: 6. Start using Microsoft Teams

To integrate, you should follow the steps below:

Provide your Microsoft Tenant ID
Assign Licenses to CPaaS users on the CPaaS portal
Upload CPaaS numbers to the Microsoft Teams Admin portal
Assign CPaaS numbers to your Microsoft users on the Microsoft Teams Admin portal
Configure general settings for CPaaS users on the CPaaS portal
Start using

1. Provide Microsoft Tenant ID

You need to provide your Microsoft Tenant ID to link your CPaaS Account with the Microsoft Account.

In order to check your Tenant ID, please follow the steps below:

Go to your Microsoft 365 Admin Center, choose Show all - Azure Active Directory
At Azure Active Directory Admin Portal, click Azure Active Directory
Select Overview
Copy your Tenant ID

2. Assign CPaaS Licenses to Users

Option 1: Manual Assignment

Step 1: Provision CPaaS License:

Step 2: Assign CPaaS License:

Select available member and choose extension keyyou want > Assign
- Other available actions:
  - Change Extension Key & Directory Name
  - Unassign User / Assign to another User
Select the extension you want to assign
At the Assigned addons section, click Manage to choose Addon licenses:

Microsoft Teams Operator Connect (for MS Teams Call Service)
OR Microsoft Teams Operator Connect Resource Account (for MS Teams Auto Attendant & Call Queues)

At Assigned numbers, click Manage to select a Number
Save

Option 2: Bulk Assignment

Click Bulk Assignment > Download sample file > Fill in the required information properly:

Ext key: the key of the extension.
Number: the number (DID) assigned to the extension.
User: the user to assign the extension and add-ons to.
Addon license: the features that a user can use. Insert more columns if the user is assigned to more than 2 features. Use the codes below for the Addon License column:

Addon License	Addon License Code
Microsoft Teams Operator Connect	device_import_msteams_OC
Microsoft Teams Operator Connect Resource Account	device_import_msteams_OC_resource
Number	license_number
Team Chat	team_chat
DNC	license_dnc_checking_enabled
Call Recording	call_recording
Unlimited Call Recording Storage	license_call_recording_unlimited_enabled

Sample:

Ext Key	Number	User	Addon license 1	Addon license 2	Addon license 3	Addon license 4
101	6567891230	John	device_import_msteams_OC	device_mobile_app	license_dnc_checking_enabled	call_recording
102	6567891231	Alice	device_import_msteams_OC	device_mobile_app	license_dnc_checking_enabled	call_recording
104	6567891232	Resource Account	device_import_msteams_OC_resource	device_desktop_app	call_recording
109	6567891233	Hallie	device_ip_phone	device_desktop_app	call_recording

3. Upload CPaaS numbers to Microsoft Teams Admin Center

Once you successfully assign the Microsoft Teams Operator Connect Licenses for Users, please follow the steps below to upload the numbers to Microsoft Teams Admin Center.

Go to Application Settings, choose View - System
Select the Microsoft Teams tab
Choose the number that you want to upload by ticking the box
Click Provision number
Confirm your action (The system will call API to upload the numbers)
Finish, the status will change to Uploaded
Go to Microsoft Team Admin Center, choose Voice - Phone Numbers tab
Check the uploaded numbers

CPaaS Portal

Microsoft Teams Admin Center

4. Assign CPaaS numbers to your Microsoft users

Once you complete the process on the CPaaS portal, your purchased numbers will appear on the Microsoft Teams Admin center.

To assign a number by using the Teams Admin center:

In the left navigation, click Voice > Phone numbers.
On the Phone numbers page, select an unassigned number in the list, and then click Edit.
In the Edit pane, under Assigned to, search for the user by display name or user name, and then click Assign.

5. Configure general settings for CPaaS users on the CPaaS portal

To maximize the ability of the service, you will need to configure the below settings:

System Settings:
- General Settings
- Admin Tools (compulsory)
- Inbound Call Rule (optional)
- Outbound Call Rule (compulsory)
User Settings:
- Overview
- Call History
- Change user's status (compulsory)
- Call Forwarding (optional)
- Call Recording (optional)
- Delegate (optional)
- Devices (compulsory)
- Inbound Call (compulsory)
- Inbound Call Filter (optional)
- Inbound Missed Calls (compulsory)
- Music On Hold (optional)
- Outbound Call (compulsory)
- Working Hours (compulsory)

Note:

Users must be assigned to an Outbound Call Rule in order to call out.

6. Start using Microsoft Teams

Open the Microsoft Teams Desktop or Mobile application > Enjoy your call

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