This article is a step-by-step guide to initial provisioning of the ConnecttoTeams SIP Trunk. Start here, and follow links as needed for additional details and troubleshooting.
Note to the Reseller
This article is applicable to you when you need to set up the PBX Connector for your enterprise customer.
All mentions of “Service Provider” in this article refers to you, the Reseller.
Setting Up the SIP Trunk Connection for an Enterprise
This process involves the collaboration of the Service Provider and the Enterprise Admin with Global Admin role in Teams Admin Center. Some tasks can be delegated to non-Global Admins, but due to Microsoft’s security policies there is no way to complete setup without the Global Administrator’s initial involvement.
Start here, and follow links as needed for additional details and troubleshooting.
Instructions for the Service Provider
Carry out the following in the Service portal.
Configure the enterprise for the Trunk service.
* For a new enterprise, add the enterprise with Trunk service included. In the Registered Email ID field, supply the Microsoft Global Administrator’s email address. The Global Admin will receive the invitation email which contains instruction with a with a link to start the set-up process.* For an existing enterprise, edit the enterprise to add “Trunk” to the Service field.
For more information, see Enable Trunk Service for an Enterprise.
Instructions for the Enterprise Admin
Assign Microsoft licenses to each planned user of ConnecttoTeams. Before beginning with ConnecttoTeams, each planned Microsoft Teams User must have the correct licenses assigned to them. Sometimes due to high traffic Microsoft can take up to 24 hours to activate licenses after they have been assigned, so doing this ahead of time will make the rest of the process much more streamlined. Also ensure there is one additional set of licenses available and unassigned. Don’t worry, you can recover these extra licenses once setup is done.
If there is a cancelled/suspended trial license and a valid license is added with the same name - you should make sure that the cancelled trial subscription is removed from their license listing. If not, Microsoft only returns the cancelled/suspended SKU and the software will erroneously claim that the proper licenses are not available.
As a Global Admin, follow the instruction in your received invite email. Clicking COMPLETE button will ask you to grant permissions and proceed to log in to the Enterprise portal with your Global Administrator credentials. There are two permission screens that are mandatory and will need to be granted before the enterprise can log into ConnecttoTeams. Once logged in, there are prompts on the Dashboard to grant additional optional permissions that enhance ConnecttoTeams' call troubleshooting and presence syncing.
Confirm Microsoft licensing. Upon logging in, the Global Administrator will use the sidebar menu to navigate to Direct Routing page.
In the Available Licenses table, confirm there is one available Microsoft license free to be assigned.What if the portal says there are negative licenses available?
What if the portal says I don’t have any available licenses when I know that I do?Proceed to configure Direct Routing. Click the “Direct Routing” tab.
- In the “Setup Direct Routing Details” section, select the desired gateway then click Complete Direct Routing button.- Ensure the verification process succeeds, and click Complete button.
- Wait for the notification on the Dashboard that lets you know set-up is complete.
- If the process takes longer than an hour, open a ticket with ConnecttoTeams Support so we can unfreeze the process, as this indicates Microsoft's servers were under heavy traffic and timed out. The global administrator will receive an email when it is complete.
Decide if allowing SIP REFER or Media Encryption is desired for the Direct Route. If desired, it is possible to configure additional Direct Routes. Decide if the enterprise wants to opt into Microsoft's secondary routes for redundancy.
What if I have already set up Direct Routing in Teams before and it is blocking the new configuration process?
What if I previously used the Microsoft Calling Plan and it is blocking the new configuration?
What if the Direct Routing user is created but the Direct Routing fails to be established?
Why is the domain I chose not working?Proceed to Add Trunk Profile.
Once Trunk Profile is created, in Manage Trunk, proceed to add DIDs and choose a default one.
The trunk DID will appear in the Phone Numbers page.Configure Trunk Settings for Teams users Individually or in bulk. Enable trunk(s) for each user, choose a default trunk, and assign DIDs.
Suggested Further Reading
For the step by step guide for configuring PBX Connector app, click here.
For the step by step guide for configuring Call App, click here.
For the step by step guide for configuring SMS Connector app, click here.