Call2teams - Customers
Microsoft use the terms 'Phone System Licence' and 'Teams Phone Licence' to describe the licence requirements for Direct routing.
The Customer Setup Wizard provides guidance through the initial setup process and ensures the setup prerequisites are met before commencing.
The first screen performs the following important checks:
The wizard is present on the Getting Started page of the portal and will be the first page shown following initial login, until the first service is configured.
Customers wishing to bypass the wizard can do so by navigating to the Services and Users tabs and performing the manual setup steps there.
The prerequisites are verified on the first page; the wizard will not continue if either:
- The wrong admin level is applied to the logged-in user.
- There are no spare licences available to the tenant for the setup process to use.
These items must be resolved for the wizard to continue.
A warning is shown if the customer does not have the correct Phone System add-on licences, this will not prevent the initial setup stage from proceeding, but will prevent the user setup stage completing later.
The Wizard takes the administrator through four steps to get to a successfully configured service:
- Prerequisite checks
- Configure the Trunks or PBX services as determined by available subscriptions
- Configure the MS Teams and Microsoft 365 account
- Configure user settings
The wizard process can be paused and will resume from the last completed point the next time the administrator logs in to the portal.
Rerunning The Setup Wizard
The setup process can be performed manually at any time within the wizard process by selecting the Services or Users tab from the menu.
This may be necessary if there is an issue with Microsoft 365 that causes the Sync Now process to delay, or if licences change when the wizard is in-progress.
Simply click the Services menu to complete the PBX/Trunk setup and the Teams setup, then select the Users menu to add and configure the users.