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 w...
What Is TeamsPhone Plugin?
TeamsPhone Plugin is a native vtenext plugin that integrates Microsoft Teams telephony with the C...
How It Works
TeamsPhone Plugin works in three automatic stages: Call notification: when a call arrives, Micros...
Where TeamsPhone Plugin Is Configured
TeamsPhone Plugin is configured in two separate areas of vtenext: Teams Connector, available in v...
Benefits
TeamsPhone Plugin turns an unexpected call into a prepared interaction by immediately providing t...
Installation Requirements
Before installing and using TeamsPhone Plugin, verify that the vtenext environment meets the requ...
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 setting...
The Teams Connector
After installation, TeamsPhone Plugin provides administrators with a dedicated configuration page...
New Licence Management
When the plugin is installed for the first time, or when no valid licence is available, TeamsPhon...
Teams Connector Page Details
The Teams Connector contains two independent settings required for TeamsPhone Plugin: Licence act...
Active Licence Management
The UPDATE LICENCE button is available in the upper-right corner of the Teams Connector page. It ...
Search Modules and Fields
The central table defines which CRM modules TeamsPhone Plugin searches and which phone fields are...
Popup Configuration
Creation and management of TeamsPhone Plugin popup configurations: displayed fields, quick action...
Where to Find It
Popup configuration management is available in vtenext Settings. Search for Teams Popup Configura...
Create a New Configuration
Click + Create on the Popup Configurations page. The form contains four sections: Teams Popup Con...
Configuration Detail Page
Open an existing configuration to view its detail page. Button Configuration displays the quick-a...
Edit a Configuration
Open the configuration detail page and click Edit. The edit form contains the same sections as th...
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.