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TeamsPhone Plugin is a native vtenext plugin that integrates Microsoft Teams telephony with the CRM. When a call arrives, the plugin automatically recognises the caller's number and displays the corresponding information already stored in the CRM, without requ...

TeamsPhone Plugin works in three automatic stages: Call notification: when a call arrives, Microsoft Teams proactively sends the notification to the CRM through a policy configured at company-tenant level in the Microsoft Teams administration. CRM search: afte...

TeamsPhone Plugin is configured in two separate areas of vtenext: Teams Connector, available in vtenext Settings. It manages licence activation and defines the CRM modules and phone fields in which the caller's number is searched. Popup Configurations, a dedic...

TeamsPhone Plugin turns an unexpected call into a prepared interaction by immediately providing the operator with useful information and actions. Immediate caller identification without manually searching the CRM. Instant operational context, including linked ...

For TeamsPhone Plugin to receive the caller's number and start the CRM search, the company's IT administrator must enable the Microsoft Teams calling policy “Open apps in browser for incoming PSTN calls”. This setting allows Teams to open the URL supplied with...

After installation, TeamsPhone Plugin provides administrators with a dedicated configuration page called Teams Connector. This page manages the technical settings required before end users can use the plugin during calls. To open it, go to vtenext Settings, se...

When the plugin is installed for the first time, or when no valid licence is available, TeamsPhone Plugin requires a licence before it can operate. Enter the supplied licence code. Click VERIFY. The system validates the code automatically. If valid, the plugin...

The Teams Connector contains two independent settings required for TeamsPhone Plugin: Licence activation and management, used to enable and maintain the plugin. Search modules and fields, which define where the caller's number is searched in the CRM. These set...

The UPDATE LICENCE button is available in the upper-right corner of the Teams Connector page. It can be used to enter the licence code supplied at purchase or replace it when the licence is renewed. The page also displays the vtenext Unique Key, an automatical...

The central table defines which CRM modules TeamsPhone Plugin searches and which phone fields are compared with the incoming number. Click Edit to reorder rows, remove modules, select a CRM module, choose its phone fields, or add another row. Confirm with Save...

Popup configuration management is available in vtenext Settings. Search for Teams Popup Configurations in the Settings search bar. The list shows the configuration number, role visibility, and assigned user. From this page, administrators can create, edit, or ...

Click + Create on the Popup Configurations page. The form contains four sections: Teams Popup Configuration Information: automatically generated configuration number, assigned user, active status, and one or more visible roles. Teams Popup Field Configuration:...

Open an existing configuration to view its detail page. Button Configuration displays the quick-action buttons shown during calls. Click Add Button to define its title, colour, icon, and action, such as opening an existing record or creating a related record. ...

Open the configuration detail page and click Edit. The edit form contains the same sections as the creation form, pre-filled with the current values. You can change the assigned user, active status, role visibility, popup modules and fields, linked-module ment...

When a call arrives in Microsoft Teams, the operator first sees the native Teams notification, including the caller's number and the controls to answer or reject the call.

At the same time, independently from the Teams notification, TeamsPhone Plugin searches the incoming number in the CRM. Single result: the matching CRM record is opened directly, without an intermediate selection page. Multiple results: the operator sees sever...

Regardless of the call scenario, the TeamsPhone Plugin popup uses the same basic structure. Status indicator: a flashing green dot appears in the upper-left corner. It is only a visual element and is not synchronised with the real call status in Microsoft Team...

The complete popup can be dragged freely in both expanded and minimised mode. Click and hold the popup, then move it to any position on the screen so that it does not interfere with the operator's other activities during the call.