Setting up your Microsoft 365 business (Including MS Teams for work) and Azure environment
Step-by-step guide for setting up your Microsoft 365 business (Including MS Teams for work) account and Azure environment
If you wish to use Microsoft Teams with Virtual Front Desk but do not have a Microsoft 365 Business license or an Azure account, this article is for you. Please note each MS Teams user will need an MS Teams phone standard license for Virtual Front Desk to send notifications into their MS Teams app.
Purchase a Microsoft 365 Business Subscription:
Start by acquiring a Microsoft 365 business package suitable for your organization's needs. Choose a plan that includes MS Teams enterprise with a MS Teams phone standard license for each user or buy separately.
https://www.microsoft.com/en-us/microsoft-365/business
Use the same email address used for the Microsoft 365 purchase to set up an Azure account. This helps in synchronizing services across both platforms.
Create an Azure Account
Start by Creating a Free Azure Account: If you don’t already have a subscription, you can sign up for a free account on Azure.
Create a free Azure account here:
https://azure.microsoft.com/en-us/free/
Access the Azure Portal: Once your account is set up, log in to the Azure portal using your credentials.
Add Users to Azure Active Directory
Navigate to Azure Active Directory: In the Azure portal, search for and select 'Azure Active Directory'.
Add Users:
Click on 'Users', then 'All users'.
Select 'New user' to start the user creation process.
Enter the user details such as user name, full name, and password. You’ll also have the option to assign roles and define user settings during this process.
Review and Create: Once all information is provided, review the details and click 'Create' to finalize the user's account setup.
These steps allow you to effectively manage user access within your Azure environment, ensuring that the necessary individuals have the appropriate access to your resources.
For detailed steps on adding a user and sending an invitation in Azure, you can refer to Microsoft’s official documentation in their Quickstart guide to add a guest user.
Access Microsoft Admin Center:
Visit admin.microsoft.com to manage your organization’s settings and configurations.
Assign Licenses: From the admin center, assign the Microsoft 365 business licenses to your users to enable access to necessary services like MS Teams.
Log Into Microsoft Teams:
Users should now log into Microsoft Teams using their work or school accounts to start collaborating effectively.
Sign in to Virtual Front Desk with Microsoft SSO:
As an administrator, sign in to your Virtual Front Desk (VFD) using the Microsoft Single Sign-On (SSO) to set up the MS Teams integration.
Invite Users in Azure Active Directory:
Use the search box under the Team tab to invite users created in your Azure Active Directory.
Execute the PowerShell Script:
Run the necessary PowerShell script found in the help center of your VFD dashboard. (Blue button at the bottom right.) Run power shell as an administrator.
Your setup is complete and you should now be able to send notifications of calls directly into your users’ MS Teams. Users do not need to use the VFD web app’s dashboard.