Microsoft Teams Direct Routing Configuration
- 29 Feb 2024
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Microsoft Teams Direct Routing Configuration
- Updated on 29 Feb 2024
- 3 Minutes to read
- Print
- DarkLight
- PDF
Article summary
Dialpad has integrated its services with Microsoft Teams, allowing users to make and receive calls using their Dialpad numbers within the MS Teams interface. This integration ensures high-quality voice communication and provides users with Dialpad's capabilities. The integration does not change the user flows and calling behaviors in MS Teams, as inbound and outbound calls are handled by the Dialpad system. With Dialpad's MS Teams direct routing solution, users can make and receive external calls to 70 countries, as well as send SMS and MMS messages from their business phone number, all accessible within MS Teams without additional installations or browser tabs. The direct routing solution requires specific Microsoft Teams licenses with Phone System add-ons or Microsoft 365 Business Plans with Business Voice. The Dialpad admin account must meet certain requirements for configuration, including specific roles and no login restrictions. Users can be added through the Dialpad App for MS Teams, but there may be troubleshooting issues related to contact syncing.
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Dialpad's Microsoft Teams integration allows users to make and receive calls using their Dialpad numbers via the MS Teams interface. This integration brings high-quality, reliable voice to the MS Teams communications suite, and provides users with Dialpad's amazing Ai capabilities.
There are no changes to the user flows and calling behaviors in MS Teams, inbound and outbound calls are handled by the Dialpad system.
Want to integrate MS Teams with Dialpad?
You'll need the help of our Professional Services team to get set up. Please contact your Customer Success Manager or the Dialpad Sales Team to get started.
What is direct routing?
With Dialpad’s MS Teams direct routing solution, you can make and receive external calls to +70 countries, as well as send SMS and MMS messages from your business phone number.
The best part? No additional install or browser tab is needed - it's all accessible from within MS Teams. Just pin the Dialpad App for MS Teams, and you’re ready to go!
Tip
Dialpad provides two different Direction Routing solutions! One solution allows a customer to have a mix of users on license-free routing and direct routing, while the other is dedicated to direct routing. Both routing options let you take full advantage of the Dialpad App for MS Teams.
License requirements
The direct routing solution requires Microsoft Teams Licenses with Phone System add-on to Microsoft 365 Enterprise Licenses such as E1 or E3, or a Microsoft 365 Business Plan with Business Voice. Alternatively, you can use Microsoft/365 Licenses that already include business voice features (such as E5).
Whatever license you choose, make sure that it includes Phone System capabilities.
In addition, users must not have a Calling Plan.
Note
This article goes over setting up our direct routing configuration. For information on using the Dialpad App for MS Teams, be sure to read this Help Center article.
Requirements for the Dialpad admin account
To configure your MS Teams direct routing account, please note the following requirements for the Dialpad admin:
- The account needs to be in the format of dialpad-msteams-admin@
- For example, if your domain is flightdevices.co, the account needs to be [email protected]
- The account must have these two roles: Skype for Business Administrator, and Teams Administrator
- Do not impose login restrictions such as geolocation (or at least should allow access from North America) or multi-factor authentication
Note
Currently, not all Dialpad features are supported by this integration.
User sync for direct routing
Once the Dialpad App for MS Teams has been installed, Teams users can be added.
To add users, head to your Company Settings from Dialpad.com
- Select Integrations
- Navigate to Microsoft Teams
- Select Options
- Select Manage Settings
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- Check the box beside the desired user(s)
- The Dialpad user ID (email) must match the O365 user.
- Select Connect
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- Select Go to sync.msrouting.dialpad.com portal to complete setup
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- Select Sync now
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Contact syncing troubleshooting
Contact syncing can be tricky — let's go over some common issues and how to resolve them.
User does not have an email set in Dialpad
We use the user email as the identifier to sync with your Microsoft Teams. If the user does not have any associated email, please add one for them first in Dialpad.
User does not have a number set in Dialpad
Please assign a number for the user first in Dialpad before we can sync it to your Microsoft Teams.
User does not exist in Microsoft Teams
This means that we tried to sync the user (with the user email as the identifier) to your Microsoft Teams, but that user email doesn’t exist in your Microsoft Teams.
Please check the user email and make sure it matches.
User is missing a required Microsoft license or assigned the wrong Microsoft license
The phone number field of the user is restricted from editing due to either missing licenses (e.g. Phone System) or wrong licenses assigned (e.g. any Calling Plan).
Please refer to the license requirements section for details.
We cannot connect to your Microsoft Teams because the Admin account does not exist
We rely on the admin account (i.e. dialpad-msteams-admin@
Admin account does not have the "Skype for Business Administrator" and "Teams Administrator" roles
These roles are required in order to perform a user sync. Please add the above-mentioned roles to the admin account so that it has the right permissions to update users in your Microsoft Teams.
User sync failed due to a temporary connection issue
There could be many technical reasons that our server cannot connect to your Microsoft Teams account.
Most of the temporary connection issues will go away in a retry unless the servers on Microsoft Teams are completely down.
User sync failed due to unknown reasons
This indicates new types of errors or internal errors. If another retry doesn’t work, please contact support for further help.
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