Access Requirements
To complete this integration successfully, you will need a Global Administrator account in Microsoft 365.
Permission Change (August 8th, 2024)
If you set this up prior to August 8th, 2024, then you need to redo the Reprovision Account step to ensure new permissions are properly added. Once that is done, your team members should be able to use the Microsoft SSO option on the MTP login page.
Activating the Setup and Validating the Domain
- Log into the bvoip phone system.
- Go to the Integrations menu and select Microsoft 365 from the dropdown.
- Click on the Provision account button.
- The page will refresh and ask you to sign into Microsoft with your Admin account, click Sign in
- At the Microsoft prompt screen, sign in with your Microsoft Admin account and accept the permissions.
- Once it shows Account successfully provisioned you can close this popup
- Click on the Continue button.
Integration Next Steps
Once this has been completed, you can proceed with utilizing the different components of the integration, but some may need additional setup.
The documents below will cover next steps for each of the integration components.
- For SSO, see Setup Microsoft 365 Single Sign-On (SSO) for Phone Systems
- For Teams see Setup and Verify the Teams Domain
- For sending email see Setup Custom SMTP for Microsoft 365
- For synchronizing user properties see Contacts and User Data Sync from Microsoft 365
- For synchronizing contacts see Sync User Microsoft 365 Contacts
- For synchronizing company contacts see Sync Company Microsoft 365 Contacts
- For copying recordings to SharePoint see Archive Recordings to SharePoint