Must Read to use the MS Teams integration

PLEASE READ CAREFULLY FOR A SUCCESSFUL MS TEAMS INTEGRATION!

We are pleased to add a full MS Teams integration into Virtual Front Desk (VFD). This integration allows you to send video call notifications to an MS Teams user instead of sending them to the Virtual Front Desk dashboard. The buttons on your VFD station can directly video call a user in the desktop or mobile MS Teams application. Please note, that this first version comes with limited functionalities listed below. Before using this MS Teams integration you must purchase a Teams Phone Standard license for all your users and run 2 Powershell scripts from a Windows computer to provide permission to call into MS Teams. All the details below.

Log in

In order to be able to use the MS Teams functionality, you must log in using the Microsoft SSO option from the app.virtualfrontdesk.com. Choose ADMIN, log in with your Admin Enterprise Microsoft Account, and make sure you are logged in to your desktop Teams app with the same Admin Enterprise Microsoft Account. This action will pull the list of users from your MS Entra (AAD) tenant. The same goes for the regular users under your VFD Team, they must log in using the Microsoft SSO option and select regular user. If they ever log in with the Admin option, you will need to re-invite them to your team.

Settings

Under settings, make sure the MS Teams Calling option is switched on. While an account can use VFD and the Teams app simultaneously, each individual user must choose between receiving video call notifications in MS Teams or in the VFD dashboard.

Adding agents on your VFD team from MS Entra (AAD)

Under the VFD USer tab, type in the Microsoft search bar the name of the users you wish to add to your team. If they already exist in your VFD team, you do not need to add them again. Ask those users to log in with the MS SSO and this will activate their MS Teams integration capability. You can also delete those users and add them again using the MS search bar. If the users were already part of departments, you will need to add them again.

Using the MS Teams integration

You can now set your agents in departments, create stations, and buttons, and use the SMS notifications and call forwarding options as usual.

MS Teams Call Queue

Important: the original administrators cannot be added to a group.

When creating a group with MS Teams users, be sure to enable the call queue option to prevent a conference call where all users can join simultaneously. Alternatively, you can create the call queue within your MS Teams admin account and then import it as a regular user using the Microsoft AAD search box. Don't forget to enable the "MS Teams Call Queue" option to ensure proper call handling.

Limitations:

Some MS Teams features like Dial pad and Transfers are not available.
Most Virtual Front Desk features like taking IDs, screenshots, PDF to screen or printer, and QR codes are not available with MS Teams.
Calls in MS teams in your History have limited details.

PowerShell Permission

You must run 2 PowerShell scripts once from a Windows computer to provide permission to Virtual Front Desk to call into your MS Teams Admin Account. You only need to run these script again if you change your Admin account. Please follow these steps carefully. (You can go back and use the Step-by-Step MS Teams Powershell Script guide)

Make sure you are logged in to your MS Teams application on your computer with your administrator account.
Enter "Powershell" in your Windows search bar. Right-click and select run as an administrator. Click Yes.
Copy and paste the script below in Powershell, at the end of the last line, just after
PS C:\windows\system32\>

# Check the current execution policy

Get-ExecutionPolicy

# Set the execution policy to RemoteSigned if it's not already

if ((Get-ExecutionPolicy) -ne 'RemoteSigned') {

Set-ExecutionPolicy RemoteSigned -Scope CurrentUser -Force

}

# Install the Microsoft Teams module if not already installed

if (-not (Get-Module -Name MicrosoftTeams)) {

Install-Module -Name MicrosoftTeams -Force

}

# Connect to Microsoft Teams

Connect-MicrosoftTeams

# Set the allowlist

$allowlist = @('46a7945f-eec2-4aad-bd52-abcc5522116e')

# Set ACS Federation Configuration

Set-CsTeamsAcsFederationConfiguration -EnableAcsUsers $True -AllowedAcsResources $allowlist

# Enable ACS Federation Access

Set-CsExternalAccessPolicy -Identity Global -EnableAcsFederationAccess $true

# Check the execution policy after making changes

Get-ExecutionPolicy

------------------------------------------------------------------------------------------------------------------------------------------------------------

It should look like this:

Press Enter. Wait a few minutes. Press Enter again if asking for permission.

After a few minutes, you will be asked to pick your MS Admin account.

Final Steps: enable enterprise voice for each user

To enable Enterprise Voice for users in Microsoft Teams, you can either apply the setting individually or in bulk using a CSV file. Here are the scripts you need:

**For individual users:**

Paste and execute this script for each user:

Powershell script, (Replace user@yourcompany.onmicrosoft.com with your details) :

Set-CsPhoneNumberAssignment -Identity user@yourcompany.onmicrosoft.com -EnterpriseVoiceEnabled $true

**For multiple users from a CSV file:**

First, ensure your CSV file is formatted correctly with a header named `UserPrincipalName` and save it to a known path. Then use this script:

Import-Csv -Path "C:\Users\Jeff\myfolder\vfdemaillist.csv" | Foreach {
Set-CsPhoneNumberAssignment -Identity $_.UserPrincipalName -EnterpriseVoiceEnabled $true
}

This will batch process the enabling of Enterprise Voice for each user listed in your CSV file. Make sure to replace the path and filename with your actual file's location.

Wait a few more minutes and you are done. You won't get a confirmation. If you don't see an error message you are good to go and can close Powershell.

Your integration with your MS Teams admin account is successful. *Please note you only need to do this once for the Microsoft administrator account. Other users in your Microsoft tenant or Virtual Front Desk team do not need to run this Powershell script.

Wait a few more minutes, log out, and log back into your MS Teams and Virtual Front Desk app. Refresh your Station. Enjoy! :-)

*You must redo these steps only if you use a new administrator account to provide permission again between Virtual Front Desk and MS Teams for this new account.