Applies To:
Call2Teams - Customers
Pre-Setup Checklist
Ensure that the user performing the initial setup has the following:
- A user/login to the customer Office 365 account with Global Admin rights.
- Read this article for more info: Microsoft 365 Administrator Access - Microsoft Permissions and Synchronizing
- Microsoft Phone System (Teams Phone) licence add-ons (or E5 licences) for the end users of the service.
- Read this article for more info: What Microsoft Licences Do I Need
- Access to the customer's PBX or Trunk portal to create/manage SIP credentials.
- Read this article for more info: Adding PBX or Trunk Services
- At least two available Office 365 user licenses such as Business Essentials/Premium or E1/E3/E5, for a few hours during the initial setup.
- Read this article for more info: Why Do I Need Additional O365 Licences?
- A modern browser such as Firefox, Chrome or Microsoft Edge.
- Note: Internet Explorer is no longer supported.
Setting Up The Service
There are three steps to work through when setting up the service:
- Navigate to the Services tab on the portal and set up the customer's PBX or Trunk.
- Navigate to the Services tab on the portal and enable the Sync function in the Teams settings.
- After running a Sync, click the Add User icon to configure end users.
Advice
Most questions and issues faced during setup are covered by the contextual help links embedded in the portal, as indicated by the help symbol:
Click the help symbol where it appears in the portal to view the relevant tooltip.
Use this Knowledge Base to search for answers to common issues. It is recommended that users check for articles on issues before raising a support ticket.
Priority Cases
You can raise cases with the following impacts directly via the widget:
Advice/Question
Setting Up/Minor Concern
Issues Affecting Some Users
For Service Down (100% Outage affecting ALL users) please call our support line for immediate assistance.
UK/EU Support: +44 330 822 5055
US/CAN Support: +1 917 4739492
For everything else: +44 330 822 5000