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This article provides a high-level roadmap to content for setting up Microsoft Teams Phone--Microsoft's technology for enabling external calling and phone system capabilities in the Microsoft 365 cloud.
Teams Phone deployments will vary in scope for each organization. The steps outlined in this article are general guidelines and can be modified for your deployment.
Prerequisites
The following guidance assumes you're adding Teams Phone to an existing Teams deployment. If need to deploy Teams as part of your Teams Phone deployment, then start by Setting up Teams in your org.
Before starting with your Teams Phone deployment, ensure you have a fundamental understanding of the knowledge provided in the following articles.
Provisioning steps - example
To enable Teams Phone in your organization, a series of tasks must be completed.
Overview of steps - This article introduces the following steps. Each step contains a summary of the tasks to perform and links to more detailed information.
- Step 1: Buy and assign a Teams Phone license
- Step 2: Choose a PSTN connectivity option
- Step 3: Get and assign phone numbers for your users and services
- Step 4: Set up emergency calling
- Step 5: If you want to set up an auto attendant
- Step 6: If you want to set up a call queue
- Step 7: Set up other Teams Phone features
- Step 8: Manage your deployment
Note
Be aware that some steps will differ depending on the PSTN connectivity option you choose. For example, the steps and sequence for phone number management and emergency calling management might differ. These differences are described in detail in the associated articles.
Step 1: Buy and assign a Teams Phone license
For each user who uses Teams Phone, you must assign a Teams Phone license to that user.
Don't assign the Microsoft Teams Phone Resource Account license to any user other than resource accounts.
For licensing considerations, see Teams Phone licensing.
In addition to licensing, the users must be "voice enabled."
To voice enable your users, you can use the Teams admin center or PowerShell.
- In the Teams admin center, go to a Users > Manage users and select the user you want to edit. Under the Account tab > Assigned phone number, turn Enterprise Voice to On and select Save.
- For PowerShell, use the Set-CsPhoneNumberAssignment cmdlet and set the
-EnterpriseVoiceEnabled
parameter to$true
.
You can assign a license to a single user or you can assign licenses to multiple users in bulk. For more information about available Teams Phone licenses and how to acquire and assign licenses, see Teams add-on licenses and Assign Microsoft Teams add-on licenses.
Step 2: Choose a PSTN connectivity option
Microsoft options for making external calls to the PSTN include:
Microsoft Calling Plan. An all-in-the-cloud solution with Microsoft as your PSTN carrier. If you choose Microsoft Calling Plan as your connectivity option, you have a choice of Calling Plan options, including Domestic, International, and Pay-as-you-go plans.
Operator Connect. If your existing carrier participates in the Microsoft Operator Connect program, they can manage PSTN calling for you.
Teams Phone Mobile. If your existing carrier participates in the Microsoft Teams Phone Mobile program, they can manage the service for using SIM-enabled mobile phone numbers with Teams.
Direct Routing. This option lets you use your own PSTN carrier by connecting your SBCs to Teams Phone.
For more information about all connectivity options and which one is the best solution for your organization, see PSTN connectivity options and Voice and PSTN connectivity license options.
Note
For user migrations to PSTN, Shared Calling allows migrating large groups of users to Teams Phone without assigning phone numbers, but still allows users to make calls. Shared calling enables user migration as an effective first step in your migration and supports a phased approach to your Teams Phone road map. See Shared Calling.
Step 3: Get and assign phone numbers for your users and services
Before you can set up users in your organization to make and receive phone calls, you must get phone numbers for them.
In addition to getting phone numbers for your users, you can acquire toll or toll-free phone numbers for services such as auto attendants and call queues. A service number can handle hundreds of calls simultaneously, whereas a user's phone number can only handle a few calls simultaneously.
How you acquire and manage phone numbers differs depending on your PSTN connectivity option.
For information on how to manage phone numbers for your users and services, see the following articles.
Manage phone numbers for your organization – Provides an overview of phone number types (user and service) with links to specific articles for acquiring and managing numbers.
Manage phone numbers for users – Describes how to assign and manage the user phone numbers you've acquired.
Manage resource accounts for service numbers - Describes how to create resource accounts for auto attendants and call queues, and assign service numbers to those resource accounts.
How many telephone numbers can you get – Describes how many phone numbers you can get, depending on the types of telephone numbers and types of licenses you've bought and assigned.
Step 4: Set up emergency calling
To set up emergency calling, you--or your PSTN carrier--must define emergency locations and ensure that emergency locations are assigned to each user.
An emergency location is used when someone in your organization calls emergency services such as fire, police, or ambulance. When a person calls an emergency service, the address that's configured as your organization's emergency address is sent to the service.
How you set up emergency locations and assign these locations to users differs depending on the PSTN connectivity option you choose. For some options, your carrier assumes much of the responsibility for setting up emergency calling. For more information, see Manage emergency calling.
Dynamic emergency calling provides the capability to configure and route emergency calls and notify security personnel based on the current location of the Teams client. Setting up dynamic emergency calling also requires you to configure your network settings and topology. For more information, see Configure dynamic emergency calling and Network settings for cloud voice features.
For information about assigning emergency locations to users, see Assign an emergency location.
Step 5: If you want to set up an auto attendant
Auto attendants let people who call in to your organization navigate a menu system to get them to the right department, call queue, person, or operator.
For information about setting up auto attendants, see Plan for Teams auto attendants and call queues and Set up an auto attendant.
Step 6: If you want to set up a call queue
Call queues include greetings that are used when someone calls in to a phone number for your organization, the ability to automatically put the calls on hold, and the ability to search for the next available call agent to handle the call. You can create single or multiple call queues for your organization.
For more information about call queues, see Plan for Teams auto attendants and call queues and Create a call queue.
Step 7: Set up other Teams Phone features
There are numerous Teams Phone features, which are summarized in Teams Phone features. Some of these features require configuration, others do not. In addition to auto attendants and call queues, some of the more common features you might want to configure include:
Calling policies control which calling and call forwarding features are available to your users. For more information, see Calling policies.
Step 8: Manage your deployment
A successful Teams Phone deployment also involves managing your devices and monitoring call quality and performance. For more information, see: