Pre-requisites:

1. CPaaS Licenses: 

  • Phone System Base License
  • MS Teams Addon License
  • Number Addon License

2. Microsoft Teams Licenses:

  • Office 365 E1 
  • Office 365 E3
  • Office 365 E5 
  • Microsoft E3
  • Microsoft E5 
  • Microsoft F1 
  • Office 365 F3 
  • Office 365 O365
  • Microsoft 365 A1
  • Microsoft 365 A3 for faculty
  • Microsoft 365 A3 for students
  • Microsoft 365 A5 for faculty
  • Microsoft 365 A5 for students
  • Office 365 A5 for faculty 
  • Office 365 A5 for students 
  • Office 365 Education E1 for Faculty
  • Office 365 Education E3 for Faculty
  • Office 365 (Plan G1) for Government 
  • Office 365 (Plan G3) for Government
  • Common Area Phone
  • Microsoft 365 Business Basic + Microsoft 365 Business Voice (without calling plan) add-on
  • Microsoft 365 Business Standard + Microsoft 365 Business Voice (without calling plan) add-on
  • Microsoft 365 Business Premium + Microsoft 365 Business Voice (without calling plan) add-on
  • Microsoft E5
  • Office 365 E5
  • Office 365 A5 for faculty
  • Office 365 A5 for students
  • Microsoft 365 A5 for faculty
  • Microsoft 365 A5 for students
  • Microsoft E3 + Phone System License
  • Microsoft F3 + Phone System License
  • Microsoft 365 A1 + Phone System License
  • Microsoft 365 A3 for faculty + Phone System License
  • Microsoft 365 A3 for students + Phone System License
  • Office 365 E1 + Phone System License
  • Office 365 E3 + Phone System License
  • Office 365 F3 + Phone System License
  • Office 365 Education E1 for Faculty + Phone System License
  • Office 365 Education E3 for Faculty + Phone System License
  • Office 365 (Plan G1) for Government + Phone System License
  • Office 365 (Plan G3) for Government + Phone System License
3. Global Admin access on your Office 365 tenant.
4. Powershell environment installed before you can run the Powershell commands later in the guide. 

Integration Steps:

Go to Application Settings by clicking the Rubik icon > Choose Microsoft Teams > Click Enable

  1. A popup will redirect you to the Microsoft login portal
  2. Login Microsoft by your Global admin account
  3. Grant access and Give permission for B3Networks to read and make changes to your office 365 account.

Introduction:

Auto-attendant is an IVR service that allows users to set up menu options to route the calls based on caller inputs.
It provides a series of choices that guide callers to their desired destination quickly, without relying on a human operator to handle incoming calls.

Key Features:

Key features:
  • Greeting message.
  • Play Menu options.
  • Set up Working Hours, After Working Hours, Holiday Schedule.
  • Direct calls to multiple options.

Video Demonstration:

Microsoft instruction: click HERE.

2. Verify Teams UC Connector Domain

  1. Go back to Microsoft Teams tab on the CPaaS portal
  2. Click Verify Domain

**Notes: 
  • Make sure that you have an available mentioned license so that the system can use it for domain verification. 
  • Once your domain is verified, the system will automatically create the user with name =  domain-activation@<teamid>.sbc1.b3networks.com. 
  • After 24 hours, you can log in to your Microsoft 365 global admin account > Users > Active users > Click on the account created by the system > Licenses and apps > revoke the license and assign it to other real users.

 

3. Assign Microsoft License for MS Teams

  1. Go back to Microsoft Teams tab on the CPaaS portal
  2. Select a License to assign
  3. Assign License – Choose one of these options depending on which MS Teams license you have:
    • Office 365 E1 – STANDARDPACK
    • Office 365 E3 – ENTERPRISEPACK
    • Office 365 E5 – ENTERPRISEPREMIUM
    • Microsoft E3 – SPE_E3
    • Microsoft E5 – SPE_E5
    • Microsoft F1 – SPE_F1
    • Office 365 F3 – DESKLESSPACK
    • Office 365 O365_BUSINESS_PREMIUM
    • Microsoft 365 A1 – M365EDU_A1
    • Microsoft 365 A3 for faculty – M365EDU_A3_FACULTY
    • Microsoft 365 A3 for students – M365EDU_A3_STUDENT
    • Microsoft 365 A5 for faculty – M365EDU_A5_FACULTY
    • Microsoft 365 A5 for students – M365EDU_A5_STUDENT
    • Office 365 A5 for faculty – ENTERPRISEPREMIUM_FACULTY
    • Office 365 A5 for students – ENTERPRISEPREMIUM_STUDENT
    • Office 365 Education E1 for Faculty – STANDARDPACK_FACULTY
    • Office 365 Education E3 for Faculty – ENTERPRISEPACK_EDULRG
    • Office 365 (Plan G1) for Government – STANDARDPACK_GOV  
    • Office 365 (Plan G3) for Government – ENTERPRISEPACK_GOV

4. Assign CPaaS Licenses to Users

  1. Go to Manage Organization > Select Licenses
  2. Go to Phone System > click Provision
  3. Select available member and choose extension number you want > Assign

After the user’s extension is provisioned, you can assign the addon licenses to them.
  1. Touch the extension you want to assign > at Assigned addons, click Manage
  2. Select addon licenses, including:
    • Microsoft Teams (Obligatory)
    • Number License (Obligatory)
  3. Save

  1. Go to Application Settings >  Microsoft Teams > Click Bulk Assignment
  2. Download sample file > fill in Microsoft accounts with appropriate CPaaS extensions/DDI Numbers > Upload CSV

6. Generate PowerShell Script

7. Run PowerShell

  • Start Power Shell as Administrator (or with Administrator Privileges):
Install-Module -Name MicrosoftTeams -RequiredVersion 2.3.1
Import-Module MicrosoftTeams -RequiredVersion 2.3.1 
$credential = Get-Credential
Connect-MicrosoftTeams -Credential $credential
 
  • Add the first user to the trunk:
Set-CsUser -identity “<A’s Username>” -EnterpriseVoiceEnabled $true -HostedVoicemail $true -OnPremlineURI tel:+<Number 1>
 
  • Configure Microsoft 365 tenant to enable direct routing:
Set-CsOnlinePstnUsage -Identity Global -Usage @{Add=”B3″}
New-CsOnlineVoiceRoute -Identity “B3” -NumberPattern “.*” -OnlinePstnGatewayList “<B3 Connector Domain>” -Priority 1 -OnlinePstnUsages “B3”
New-CsOnlineVoiceRoutingPolicy -Identity “B3” -OnlinePstnUsages “B3”
 
  • Assign Voice Routing Policy to users:
Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity “”<A’s Username>“”
Grant-CsOnlineVoiceRoutingPolicy -Identity <A’s Username> -PolicyName B3
 
  • Add the rest of the user to the trunk:
Set-CsUser -identity “<B’s Username>” -EnterpriseVoiceEnabled $true -HostedVoicemail $true -OnPremlineURI tel:+<Number 2>
Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity “<B’s Username>
Grant-CsOnlineVoiceRoutingPolicy -Identity <B’s Username> -PolicyName B3
Set-CsUser -identity “<C’s Username>” -EnterpriseVoiceEnabled $true 
-HostedVoicemail $true -OnPremlineURI tel:+<Number 3>
Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity “<C’s Username>
Grant-CsOnlineVoiceRoutingPolicy -Identity <C’s Username> -PolicyName B3
 
  • Script for Resource accounts (assign a number to a Resource account used for Auto-attendants or Call Queues):
Set-CsOnlineApplicationInstance -Identity <Resource Username> -OnpremPhoneNumber  +<Number 4>
Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity “<Resource Username>
Grant-CsOnlineVoiceRoutingPolicy -Identity “<Resource Username>” -PolicyName B3

Note:

Click here for PowerShell tutorial.

8. Configure Outbound Call Rule

Outbound Call Rule is composed of the rules for Dial Plan and Countries Whitelist.

8.1 Create a new rule:

 

By default, if users want to make an outbound call through our system, they will need to follow this standard: 
  • <country code> + <area code> + <destination> 
However, to reduce the steps, you can set up a dial plan for their calls. By setting this up, users will not have to key in the country code every time they call out.
To set up the Dial Plan, follow the steps below:
 
Option 1: Add customized Dial Plans
  1. On the configuration page, select Dial Plan > Add

  2. Input the pattern > Add

Option 2: Import default Dial Plans
  1. On the configuration page, select Dial Plan > Import

  2. Select the dial plan of the country that you want to use > Import

Currently, we support default dial plans for the following countries:
  1. Indonesia
  2. Singapore
  3. Thailand
  4. Vietnam

Countries Whitelist is the list of countries that users are allowed to call to.
 
To configure the countries whitelist, follow the steps below:
  1. On the configuration page, select Countries Whitelist Add
  2. Select the countries for the whitelist

 

    3. Remove the countries out of the list
There are 2 ways to remove:

    1. Select the Remove all.
    2. Select the specific country that you would like to remove > click on the trash icon.

8.2 Assign created Outbound Call Rule to a user:

Go back to the main page > click Assign > select the created rule > Assign
 
 

8.2 Change rule for users:

  1. On the configuration page, select Change rule:

   2. Select the rule that you want to change to > Assign:

9. Configure Outbound Call Settings

9.1 Caller ID:

Choose Caller ID for outbound calls:
  • Identity: your assigned numbers
  • Delegation: Number of the user you’re supporting

9.2 Outbound Call Rule:

You can also choose which created rules on step 8 that you want to follow in this section:
 

10. Start using

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