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This Guide leads you through the process of teams4Wildix integration usage, starting from the Integration installation and activation, and ending with practical examples for call placing. The Integration is free for those customers who have already activated CLASSOUND. Microsoft Teams Integration webpage: https://www.wildix.com/microsoft-teams/ Created: July 2021 Permalink: https://confluence.wildix.com/x/Y4GEB |
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teams4Wildix Video Tutorial
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- Monthly subscription fee. The fee is purchased for the entire PBX on WMP (the option for purchasing is coming soon. If you want to activate Mode 2, please contact your Area Manager)
- Microsoft 365 (Office 365) E5 or Microsoft 365 (Office 365) E3 + Phone system for each user
SetupSetup
Collaboration Plugin Setup
Step 1. Download the Plugin
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Download the Plugin from https://drive.google.com/drive/folders/1H9fOTNJg6UQIZV4WeGwkCwtG4PoXh9lQ
Step 2. Activate Microsoft Teams Connectors for all Company Members (for admin only)
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Note: Upload a customised customized app option is only available for members with admin rights in Office365. |
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Go to Apps tab located on the bottom-left menu of Microsoft Teams
Click Upload a customised customized app option and select Upload for my org:
Browse your computer and choose teams4wildix_integration_plugin.zip package downloaded previously package downloaded on Step 1:
Click Open to upload the Application to Microsoft Teams
- A new section Built for your org appears in Apps tab tab and Wildix app can be added by colleagues of your organisationorganization
- All Company Members can now add the Application in their MS Teams interface
Step 3. Install the Integration (for
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users)
Go to Apps tab located on the bottom-left menu of Microsoft Teams
Proceed to Built for your org section:
Click Wildix and Add to add the Application:
Microsoft Phone System Setup
The detailed instruction on how to set up MS Phone System is available in Microsoft Phone System Setup Guide.
Application Usage
General Overview
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Application Usage
Login to Wildix Collaboration inside MS Teams
Once users finish the setup process, you they can access the Wildix Application from the left side navigation panel.
The Application interface consists of three tabs:
- Phone - integrated Collaboration plugin
- Settings - PBX domain name. Before proceeding to Phone menu, add PBX domain name here and click Save
- About - information about Wildix
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Note: This mode requires Wildix Collaboration to be open in the browser or native app. |
To use this mode and be able to control calls, you need to have a SIP device registered to your account.
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You can also use Collaboration as a SIP device. For that, you need to activate call control mode (can be done only by an admin)
To enable it:
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sidebar of the MS Teams interface by clicking on the Wildix icon.
The first time users open the Wildix tab, they are invited to enter the PBX domain name:
Enter the PBX domain name into the input field and click Open.
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Users can change the PBX any time by opening the Wildix tab inside MS Teams and accessing the tab Settings. To change the PBX, first click to Remove the previous PBX and then enter the new PBX domain into the input field and click Save. |
Once users have added the PBX, they need to log in to Wildix Collaboration (Phone tab of the Wildix app inside MS Teams):
As a rule, users would use the option "Login with Office 365 Sign-On": click on the Microsoft icon in the lower right-hand part of the screen.
Use Collaboration Web Phone to control calls from MS Teams
To be able to control calls from MS Teams, users need a SIP device registered to their account. This can be a Wildix SIP phone for example, or a Wildix Collaboration Web Phone (place and receive calls directly from the browser).
To use Collaboration Web Phone as a SIP device, users need to activate Call control only option when logging to Collaboration inside MS Teams (see the previous screenshot - option Call Control only must be checked). This option allows users to control another Wildix Collaboration running in the browser or as a native app.
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Prior to WMS version 5.03.20210709.3, the PBX admin should globally enable this option on the PBX so that it becomes available on the Collaboration login screen for users. To enable the Call control option, the admin of the PBX should:
Starting from WMS v 5v 5.03.20210709.3, Collaboration Collaboration in MS Teams is loaded with automatically enabled Call control only mode enabled automatically. |
Connect to your Collaboration account in MS Teams:
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Users who want to use Collaboration Web Phone to control calls from MS Teams need to have a second Collaboration running in the browser or as a native app. |
Control calls from MS Teams
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In the first mode of teams4Wildix integration, users need to use the Wildix tab to manage calls, not the MS Teams dialpad (not the MS Teams Calls tab). For information regarding how to manage calls from the MS Teams dialpad, please consult the document MS Teams Phone System, which explains in detail how to set up and use the second mode of teams4wildix integration. |
To start placing and receiving calls from MS Teams, users need to first select the active SIP device in the device selection list located next to the green Call button. This device can be a Wildix SIP phone, such as WelcomeConsole, Vision, SuperVision, Start, WorkForce, a W-AIR DECT headset or handset, iOS or Android Collaboration app, or it can be Web (which stands for Collaboration Web Phone - second Collaboration running in the browser or as a native app).
Select the active device in the list of active devices
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in Wildix Collaboration:
Other communication options
In addition to the ability to manage calls, users can benefit from all other features offered by Wildix Collaboration, such as:
- send and receive faxes and SMS
- check Voicemails
- set up call forwarding rules
- and other, for more information, consult Collaboration User Guide.
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Note: Since MS Teams interface offers its own chat option, users are not supposed to use chat inside Wildix Collaboration to avoid confusion between the two systems. Starting from WMS v 5.03.20210709.3, it is possible to disable chats in Collaboration: To disable chats, the PBX admin needs to:
If disabled, users do not have access to Chat tab in Collaboration, including Chat and Post-It options in Colleagues, Feature keys, History tabs etc. |
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