Connecting UCM and Microsoft Teams via TeamMate

INTRODUCTION

TeamMate is a bridge that connects a user’s Microsoft Teams account to a PBX like the Grandstream UCM as a SIP endpoint. In this integration, Microsoft Teams will act as another endpoint for a UCM extension. As such, there is no need to configure trunks on the UCM side. This document describes how to configure TeamMate to connect UCM and Microsoft Teams, and how to use this setup to make calls.

CONFIGURING TEAMMATE FOR LINKING UCM AND MICROSOFT TEAMS

Please refer to the steps in the below link to set up the connection between the UCM and Microsoft Teams.
https://connecttoteams.elevio.help/en/articles/4-pbx-connector-installation-step-by-step-guide

To start, please make sure you have a Microsoft Teams Phone plan license. Plans can be viewed and purchased from Microsoft’s official site:
https://www.microsoft.com/en-us/microsoft-teams/microsoft-teams-phone

The example in this article uses the Microsoft 365 E5 plan, which is the only one that currently supports PBX connections. Each TeamMate user would need a license. For additional licenses and user setup (Teams user syncing, Direct Routing setup, etc.), please consult your IT admin to gain access to the exclusive Microsoft Admin privileges.

Please log in Reseller Login Portal:

https://service.connecttoteams.com/home

For Information about creating and configuring an account, please contact TeamMate directly. TeamMate is a Microsoft ISV (Independent Software Vendor) Partner.

https://www.teammatetechnology.com

Once logged in, the following page will appear:

From here, select the enterprise to use. This will lead to the enterprise’s dashboard.

Click on PBX on the sidebar. From here, you can add your PBX.

Configure accordingly based on your UCM’s settings. For reference, the test UCM has been added as such:

To associate Mircorosft Teams accounts with SIP accounts on the UCM, click on the Users option in the sidebar and click on Add User:

For reference, the test user account is configured as such:

For selecting the Microsoft Teams user to associate with the SIP account, only Microsoft Teams users added and created by the Microsoft Admin will be visible and selectable.

Once created, and if the user has the appropriate license, it would appear as such:

At this point, the Microsoft Teams user account has been successfully linked with the UCM SIP account. The Microsoft Admin will need to enable calling for the user, which will create a dial pad page on the Teams user interface for the user.

CALLING BETWEEN UCM AND MICROSOFT TEAMS

On the Microsoft Teams UI, users can click on the Calls tab in the sidebar to open the Teams dial pad and call history. From here, users directly dial numbers and extensions or call numbers in the call history.

Outbound Calls

  1. Users can dial any extension or number from Teams, and it will be routed by the UCM to the appropriate destination based on the number dialed.
  2. If directed to the Teams voicemail, the text at the top of the Teams call window would show that it is currently connected to the extension’s voicemail.
  3. The Teams call history will also show this CID information if connected to the voicemail:

  4. Making calls via Teams will be shown normally on the UCM CDR page as if the user was using a regular endpoint.

Inbound Calls

  1. Use an existing UCM extension to make a call.
  2. When receiving a call via the UCM, the call notification will appear as follows:
  1. The UCM’s CID information for the extension/number will be displayed. Similarly, if the call comes from a PSTN line, the notification would contain the same information as if it was displayed on Wave or another IP endpoint.
  1. Receiving calls via Teams will be shown properly on the UCM CDR page.

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