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Microsoft Teams Integration - User Guide - English

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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

Features
  • Click-to-call from the Users and Call History columns

  • Call History for the call done through the PBX
  • Dialpad


Link to the application

The application is available for download from this link.

Integration Installation

  1. Click on the "Apps" tab on the bottom-left menu of Teams.

  2. In the menu, proceed to the "Built for your Organization" section.

  3. Click on the "Wildix" item.

  4. Click on the "Add" button.

  5. Click on the "Login to Azure" button. After the login you should see the next form:

  6. Fill in your PBX credentials to the form and click on the "Connect" button.

    Keep the Collaboration open while working with app 



Application Usage

Keep Collaboration open while working with app

Once you end the setup process you can access the application from the left side navigation panel. 


The application consist of three items:

Dialpad

A place to fill in the phone number and dial it through the PBX. 

Phone

This tab is opening automatically if you have a call

  • Shows caller info 
  • Suggest to add in the contact list

History


List of previous calls with:

  • Phone number
  • Name of contact
  • Data of call
  • Duration of a call

Dialer settings

Application has two checkboxes

  • Enable auto-opening of found contacts
  • Enable auto-opening of found contacts when receiving an incoming call


By default, Google Chrome does not allow pop-ups. Click on error icon on the Address bar and change it



Make a Call

Keep the Collaboration open while working with the application

Making a Call by Click-to-Dial


  1. Locate the number that you want to dial in the Contact Page.
  2. Click the button or the number. The number is automatically dialed in the softphone (Collaboration application).
    • A number that has already been clicked cannot be clicked again for five seconds.
    • The  button does not appear next to fax numbers.
    •  icon displays if you have trouble with connection to collaboration

Making a Call by Application


  1. Go to the Menu tab.
  2. Search for the right contact.
    • By using the search bar.
    • By choosing from previous calls.
  3. Call it by pressing.
    • Action icon.
    • Contact name.
    • Contact number

123

Keep the Collaboration open while working with the application


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