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titleteams4Wildix - Microsoft Phone System Setup Guide

Type the Document Description here!The Instructions describe the process of Microsoft Phone System Setup for End Customer (the user who has admin rights on the MS domain of the company).


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Info

This Guide describes The Instructions describe the process of Microsoft Phone System Setup .Some other documentation be founded for End Customer (the user who has admin rights on the MS domain of the company).

General documentation on teams4Wildix can be found here: teams4Wildix - integration of Microsoft Teams with Wildix PBX.

Additional documentation be found on teams4Wildix portal -> Services -> Teams -> Documents.

Created: July 2021

Permalink: https://confluence.wildix.com/x/9oJtBQ

Table of Contents

 Prerequisites

For the service activation, a partner needs to provide the following data via Customer care ticket:

  • Amount of users that require Mode 2 of the Integration (these users MUST have E3 + phone system license or E5 on Microsoft side)
  • Email of a customer's admin (who has admin rights in Microsoft domain). Multiple emails can be sent and set up

Create customers

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Partners can add their customers on the portal https://admin.teams4wildix.com/To create a customer:

  • Access the portal
  • Go to Accounts tab and click + Add account

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  • Enter customer's Name and Primary Country. Under Subscriptions, you see the list of available active licenses according to the amount of users you provided previously
  • Click Add to save changes

Set up Microsoft Phone System

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Set up Microsoft Phone System 

To be able to make calls using Teams Dialpad, you need to set up the connection between your PBX and Office 365 tenant. For that, activate an account on on https://admin.teams4wildix.com/.

Step 1. Activate an account on the teams4wildix portal 

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  1. Once you receive an invitation via email, click Accept Invitatioto access the portal https://admin.teams4wildix.com/:

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  2. Access the teams4Wildix portal using your Microsoft 365 credentials. Go to Getting Started -> Prerequisites tab and click Check My Tenant:

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  3. Select Microsoft account with admin rights and the required licenses
  4. If the account meets all the requirements, the Tenant check is successful and you can click Next to go to the next step:
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Step 2. Create PBX 

You are under PBX tab. To add your PBX, proceed with these steps:

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fill out the fields specified below (no need to touch other fields):

  • Start by selecting your PBX from the available templates2 - Select : select Teams4Wildix 
  • Country: select your country from the list
  • 3 - Enter SIP Domain: enter your PBX domain name
  • 4 - Check Calling Policy: check off Manage Teams Calling Policy
  • 5 - Select Teams Voicemail: select Prohibit Voicemail & Call Forwarding under Teams Voicemails6 - Select
  • Music on Hold: select PBX Hold Music under Music On Hold

Click Add PBX

(below an example of a PBX that was already added on teams4Wildix portal)

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Step 3. Sync the portal with your MS account

You are under Teams tab. To sync teams4Wildix portal with your Microsoft account, follow these steps:

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  • Select the same MS account used in Step 1
  • Once the sync is active, click Next to go to Step 4

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Note

Sync may take up to 15 minutes

Step 4. Add users 

Warning

Important notes:

  • Use user extension (NOT usernames) as SIP Username and Auth Username
  • Use SIP password (NOT web Web password) as Password. To get SIP passwords, export user's data in WMS -> Users > Users -> Export CSV. In the downloaded file, actual passwords can be found in column SipPassword

You are under Users tab now. To add users, follow these steps:

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click Add User

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and fill out the fields specified below:

  • Select a User: select user from the list of available users 
  • Phone Number: this should be a unique number, it can be an extension number
  • SIP Username: enter user extension number
  • Auth Username: enter user extension number (again)
  • Password: enter user SIP password (do not mix up with user Web password!)

Click Add to create a user

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Note

You can also import users via CSV to create users or update (use the button Import Users located next to Add user).


Microsoft Phone System Usage

Note

Note: This Mode allows also using Collaboration Plugin Mode.Using Microsoft Phone System service enables you to place and receive calls from the Calls dialpad of MS Teams interface. However, with Microsoft Phone System you can still use all the features described in the general teams4Wildix document as well. Consult the guide: teams4Wildix - integration of Microsoft Teams with Wildix PBX - Documentation


To place calls using Teams Dialpad, go to Calls tab and click Dial a number. To tab, enter an internal or an external phone number and start a call. You can control an active call (put it on pause/ resume, transfer, etc) , click More actions (three dots).from the MS Teams call dialog:

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When there's an incoming call, there's a popup from MS Teams interface allowing you to accept or reject the call:

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