Integrate Cloud Voice with Microsoft Teams

The direct integration of Cloud Voice and Microsoft Teams requires each user to install Cloud Voice App for Teams on their own Teams client and log in with their extension accounts or Microsoft accounts. After the integration, Teams users can make, receive, and control calls directly on Teams.

This topic gives an example on how an individual account can integrate Cloud Voice with Microsoft Teams.

Prerequisites

You have obtained the domain name of your Cloud Voice App Web Client.

Step 1. Install 'Cloud Voice App for Teams' on Microsoft Teams

  1. Log in to Microsoft Teams.
  2. On the left bar, click Apps and search for Cloud Voice App.

  3. On the Apps section, select Cloud Voice Cloud Voice App and click Add.

    You are redirected to a tab, where you can access Cloud Voice App Web Client and log in.

Step 2. Access Cloud Voice App Web Client within Teams

  1. Under the Phone Extension tab, enter the domain name of your Cloud Voice App Web Client.
  2. Click Access the PBX.

    You are directed to the login page.

Step 3. Log in to Cloud Voice App Web Client within Teams

Choose one of the following methods to log in to Cloud Voice App Web Client within Teams.
Log in with Cloud Voice extension account
  1. On the login page, enter the credential of your extension account, then click LOG IN.
    • Username: The email address of your extension account.
    • Password: The password of your extension account.

  2. If you have set up two-factor authentication, you need to enter an authentication code.

    1. Enter the authentication code provided by an authenticator application or email.
    2. Optional: Select the checkbox of Trusted Device.
      Note: For the device from which you log in most frequently, you can select the option to add it as a trusted device. In this way, you don't have to re-enter an authentication code with this device for the next 180 days.
    3. Click LOG IN.
  3. In the pop-up window, decide whether to allow Cloud Voice App to send you notifications when receiving Cloud Voice App chat messages and calls.

Log in with Microsoft account
Important: You can log in with Microsoft account only when the following requirements are met:
  1. On the login page, click Sign in with Microsoft.

  2. In the pop-up window, log in with your Microsoft account.
  3. In the pop-up window, decide whether to allow Cloud Voice App to send you notifications when receiving Cloud Voice App chat messages and calls.

Step 4. Set up and select the endpoint to make and receive calls

You can use Cloud Voice App Web Client, Cloud Voice App Desktop Client, or IP Phone as calling endpoint by enabling CTI control over these endpoints. In this way, you can control calls in Teams, while calls are made and received from the selected endpoint.

Scenario Instruction
Use Cloud Voice App Web Client as calling endpoint
  1. At the top-right corner, click to open and access Cloud Voice App Web Client.

    is changed to , indicating that you can now control Cloud Voice App Web Client via CTI and use it for calls.
Use Cloud Voice App Desktop Client as calling endpoint
  1. Upgrade Cloud Voice App Desktop Client to version 1.5.4 or later.
  2. Log in to Cloud Voice App Desktop Client with your extension.

    is changed to , indicating that you can now control Cloud Voice App Desktop Client via CTI and use it for calls.
Use IP Phone as calling endpoint
  1. Use Yealink / Fanvil / Snom IP phone whose phone model and firmware version meet the requirements listed in the Cloud Voice CTI - Supported Devices.
  2. Register your extension on IP phone.

    is changed to , indicating that you can now control IP phone via CTI and use it for calls.

(Optional) Step 5. Pin Cloud Voice App

You can pin Cloud Voice App to your Teams navigation bar for easy access.

  1. On the left bar, right click Cloud Voice App.
  2. In the pop-up window, click Pin.

    Cloud Voice App is pinned to the left bar of your Teams client.

Result

You can now make and receive internal or external calls within Microsoft Teams through the PBX.