Microsoft Teams Direct Routing Configuration

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. 

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! 

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.

Requirements for the Dialpad admin account

To configure your MS Teams direct routing account, please note the following requirements for the Dialpad admin:

1. The account needs to be in the format of dialpad-msteams-admin@ 
   1. For example, if your domain is flightdevices.co, the account needs to be [email protected]
2. The account must have these two roles: Skype for Business Administrator, and Teams Administrator
3. Do not impose login restrictions such as geolocation (or at least should allow access from North America) or multi-factor authentication 

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 

1. Select Integrations
2. Navigate to Microsoft Teams
3. Select Options
4. Select Manage Settings
5. Check the box beside the desired user(s)
   1. The Dialpad user ID (email) must match the O365 user.
6. Select Connect
   
   
   
7. Select Go to sync.msrouting.dialpad.com portal to complete setup
8. Select Sync now

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@ ) you shared with us to connect to your Microsoft Teams account. If you have already provided it to us, the error may be due to incomplete setup of the account on the Dialpad side. 

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.