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This guide will lead you through the process of Microsoft Teams integration usage, starting from the app installation and activation, and ending with practical examples for call placing. Requirements:
Created: July 2020 Permalink: https://confluence.wildix.com/x/Y4GEB |
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Link to the application
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You must uninstall the previous version before the manual update |
You need to get the application from this link
Choose these states of radio buttons:
- Rename conflicting components in the package
- Install for All Users
And press Install. This process may take several minutes.
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The application is available for download from this link.
Integration Installation
Setup
Step - 1
- 1 - Click on your Profile name2 - Go to My Settings pagethe "Apps" tab on the bottom-left menu of Teams.
- In the menu, proceed to the "Built for your Organization" section.
- Click on the "Wildix" item.
Step - 2
- Choose Advanced User Details subcategory
- Press the Edit button
- Scroll down to Call Center field and press the Magnifier button
Step - 3
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You see a popup with two options:
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In order to switch for Salesforce Lightning you also need to choose Lighten Call Center. |
Step - 1
- 1 - Click on your profile
- 2 - Go to the Settings page
Step - 2
- Choose Advanced User Details subcategory
- Press the Edit button
- Scroll down to Call Center field and press the Magnifier button
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Step - 3
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You see a popup with only one option. Click on Clear Search Results to get:
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Once you ended the setup process you can access the application on the left side of the page from all tabs except Reports and Dashboards
The application contains four tabs:
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- Shows caller info
- Suggest to add in the contact list
History
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List of previous calls with:
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By default, Google Chrome does not allow pop-ups. Click on error icon on the Address bar and change it |
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Make a Call
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Keep the Collaboration open while working with the application |
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