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TeamsPhone Plugin
TeamsPhone Plugin is a native vtenext plugin that integrates Microsoft Teams telephony with vtenext.
Introduction and Overview
Overview of the TeamsPhone Plugin: what it does, how it works, and why it supports the operator without managing the call.
Installation Requirements
Technical prerequisites to configure in Microsoft Teams before using TeamsPhone Plugin.
Connector Configuration
Overview of the Teams Connector page: where it is located, what it is used for, and which settings it manages.
Popup Configuration
Creation and management of TeamsPhone Plugin popup configurations: displayed fields, quick actions, and role assignment.
Call Scenarios
Overview of how TeamsPhone Plugin behaves during incoming calls based on the vtenext search result.
In-Call Popup Details
Description of the TeamsPhone Plugin popup elements and functions during a call.
What Is TeamsPhone Plugin?
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...
How It Works
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...
Where TeamsPhone Plugin Is Configured
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...
Benefits
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 ...
Enable PSTN Call Notification
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...
The Teams Connector
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...
New Licence Management
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...
Teams Connector Page Details
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...
Active Licence Management
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...
Search Modules and Fields
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...
Where to Find It
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 ...