Integrated Instruction - Semi Automation

To integrate, you should follow the steps below:

1. Provision CPaaS Phone System Licenses and assign them to Users
2. Enable Microsoft Teams on the CPaaS portal
3. Verify SBC/FQDN domain
4. Assign CPaaS Addon License to Users
5. Provision CPaaS numbers to your Microsoft
6. Link MS Teams users with proper CPaaS extensions
7. Run Powershell + Execute the configuration (outside the CPaaS portal)
8. Configure general settings for CPaaS users
9. Start using

1. Provision CPaaS Phone System Licenses and assign them to Users

1. Go to Manage Organization> Select Licenses
2. Go to Phone System> click Provision
3. ClickAssign>Select available member and choose the extension keyyou want > Assign
   • Other available actions:
     • Change Extension Key & Directory Name
     • Unassign User / Assign to another User

2. Enable Microsoft Teams on the CPaaS portal

1. Go to Settings > Choose View - System
2. Select the Microsoft Teams tab
3. Choose Direct Routing without Microsoft Account
4. ClickEnable

3. Verify SBC/FQDN Domain

Step 1: Get B3 Connect Domain from the CPaaS portal

1. Go to Settings > Choose View - System
2. Select the Microsoft Teams
3. Click the 3-dot icon > View profile
4. Copy B3 Connect Domain (this information is unique for each organization)

   

Step 2: Verify SBC/FQDN Domain:

1. Open your Microsoft 365 Admin Center> Go to Settings
2. Choose Domains > Add domain
   • AttheDomain name, paste theB3 Connect Domaincopied from Step 1
3. Click Use this domain
4. Choose the option:Add a TXT record to the domain's DNS records > Continue
5. Get the TXT values > Go to your domain's registrar or DNS hosting provider > Go to the DNS management page for ‎*<B3 Connect Domain>*‎, and add a ‎TXT‎ record that uses the TXT values. When finished, come back to this page and select Verify and Microsoft will confirm you own the domain by finding the new record.

   

Once the domain is verified successfully, you will be informed as below:

Step 3: Create a temporary Microsoft user for Domain Activation

1. Open your Microsoft 365 Admin Center> Show all > Go to Users > Active Users
2. ClickAdd a user> fill in the information:
   • First name: randomly
   • Last name: randomly
   • Display name: randomly
   • Username: randomly
   • Domains: choose theB3 Connect Domain
3. ClickNextto assign the user a product license > choose an available license
4. Click Next > Next > Finish Adding

**Notes:

• Make sure that you have one of these licenses so that the system can use it for domain activation faster (no need to wait for 24 hours).
• If you don't have any of these licenses available for this step and you don't mind waiting for 24 hours. After 1 day, you can move on to the next step.

   

Note: Revoke the license

After 24 hours, you can revoke the license from this temporary user by following the steps below:

1. Log in to your Microsoft 365 Admin Center
2. ChooseUsers > Active users
3. Click on the account
4. SelectLicenses and apps
5. Revoke the license and assign it to other real users.

   

4. Assign CPaaS Addon License to Users

Option 1: Manual Configuration

1. Click on the profile icon > Manage Organization
2. Go to Licenses > Phone System
3. Touch the extension you want to assign > at Assigned addons, clickManage> select Addon Licenses, including Microsoft Teams Direct Routing (for MS Teams Call Service) OR Microsoft Teams Direct Routing Resource Account(for MS Teams Auto Attendant & Call Queues)
4. AtAssigned numbers, click Manage> select a Number > Save

Option 2: Bulk Assignment

1. Click on the profile icon > Manage Organization
2. Go to Licenses > Phone System
3. Click Bulk Assignment > Download sample file > Fill in the required information properly:
   • Ext key: the key of the extension.
   • Number: the number (DID) assigned to the extension.
   • User: the user to assign the extension and add-ons to.
   • Addon license: the features that a user can use. Insert more columns if the user is assigned to more than 2 features. Use the codes below for the Addon License columns:

Addon License	Addon License Code
Microsoft Teams Direct Routing	device_import_msteams_DR
Microsoft Teams Direct Routing Resource Account	device_import_msteams_DR_resource
Number	license_number
Team Chat	team_chat
DNC	license_dnc_checking_enabled
Call Recording	call_recording
Unlimited Call Recording Storage	license_call_recording_unlimited_enabled

Sample:

Ext	Number	User	Addon license 1	Addon license 2	Addon license 3
100	6567891230	John	device_import_msteams_DR	device_mobile_app	license_dnc_checking_enabled
101	6567891231	Alice	device_import_msteams_DR	device_mobile_app	license_dnc_checking_enabled
102	6567891232	Resource Account	device_import_msteams_DR_resource	device_desktop_app	call_recording
103	6567891233	Hallie	device_ip_phone	device_desktop_app	call_recording

### Result

Once you completed this step, you will see a list of assigned extensions and numbers on the Microsoft Teams tab.

5. Provision CPaaS numbers to your Microsoft

1. Go to Settings> choose View - System
2. Select the Microsoft Teams tab
3. Choose the number that you want to upload by ticking the box
4. Click Provision> choose the number format:
   1. Extension
   2. DDI numbers
   3. System Defined:
      • The organization only has 1 number => DDI numbers format
      • The organization has no number => Extension format
      • The organization has multiple numbers => Extension format
5. Confirm your action by clicking Provision

Note:

The number format will be applied to the whole organization and cannot be changed.

 

6. Link MS Teams accounts with CPaaS extensions

To link the MS Teams Accounts with the CPaaS Extension, please follow the steps below:

1. Go to the **Application Settings,**choose the Microsoft Teams
2. Click Bulk Assignment
3. SelectDownload sample file
4. Fill in Microsoft accounts with appropriate CPaaS extensions/DDI Numbers
5. Upload CSV

7. Run PowerShell

Step 1: Generate PowerShell Script from CPaaS Portal

To generate the Powershell Script:

1. On the Microsoft Teams tab, click on the 3 dots icon
2. Choose View Script
3. Select Copy Script

   

Step 2: Open the PowerShell to connect Microsoft Tenant by the global administrator:

   

Step 3: Paste the generated Power Shell script to PowerShell:

   

PowerShell commands explanation:

• 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:<A's assigned extension / DDI number>

• 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 users to the trunk:

Set-CsPhoneNumberAssignment -Identity "<B's Username>" -EnterpriseVoiceEnabled $true Set-CsPhoneNumberAssignment -Identity "<B's Username>" -PhoneNumber <B's assigned extension / DDI number>

-PhoneNumberType DirectRouting Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity "<B's Username>" Grant-CsOnlineVoiceRoutingPolicy -Identity <B's Username> -PolicyName B3 Set-CsPhoneNumberAssignment -Identity "<C's Username>" -EnterpriseVoiceEnabled $true Set-CsPhoneNumberAssignment -Identity "<C's Username>" -PhoneNumber <C's assigned extension / DDI number>

-PhoneNumberType DirectRouting 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 <Resource Account’s assigned extension / DDI number>

Grant-CsTeamsCallingPolicy -PolicyName AllowCalling -Identity "<Resource Username>" Grant-CsOnlineVoiceRoutingPolicy -Identity "<Resource Username>" -PolicyName B3  

   

Note:

Click here for PowerShell tutorial.

 

8. Configure general settings for CPaaS users

To maximize the ability of the service, you will need to configure the below settings:

1. System Settings:
   • General Settings
   • Admin Tools (compulsory)
   • Inbound Call Rule (optional)
   • Outbound Call Rule (compulsory)
2. User Settings:
   • Overview
   • Call History
   • Change user's status (compulsory)
   • Call Forwarding (optional)
   • Call Recording (optional)
   • Delegate (optional)
   • Devices (compulsory)
   • Inbound Call (compulsory)
   • Inbound Call Filter (optional)
   • Inbound Missed Calls (compulsory)
   • Music On Hold (optional)
   • Outbound Call(compulsory)
   • Working Hours (compulsory)

Note:

Users must be assigned to an Outbound Call Rule in order to call out.

 

9. Start using

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