Configure the Microsoft Teams integration

After you install a Microsoft Teams license, a Genesys Cloud administrator must add, configure, and grant access to the Microsoft Teams Genesys Cloud integration.

Prerequisites
  • If you have not yet purchased a Microsoft Teams license, contact your Genesys Cloud sales representative for assistance.
  • Integrations > Integration > All permission (included in the Master Admin role)
  • Genesys Cloud configured with BYOC capabilities.

Before you add and configure the MS Teams integration in Genesys Cloud, you must configure the following:

  • A SIP trunk to Teams Direct Routing via SBC. For more information, see the Microsoft Plan Direct Routing article. Configurations for SIP and SBC architecture can be complex and customized to your requirements.
  • Microsoft Azure tenant with administrator permissions to install apps into the Azure tenant. As a Microsoft Azure administrator, add the PureCloud by Genesys application template from the Azure Active Directory Marketplace to your Azure tenant and configure SCIM as described here
    The following field mappings are required to ensure call transfers between Genesys Cloud and Microsoft Teams work as expected: 
Azure Active Directory field SCIM field Genesys Cloud field
telephoneNumber phoneNumbers[type eq "microsoftteams"].value UserProfile.contactInfo.[0].phone_other.[0].value.number
objectId urn:ietf:params:scim:schemas:extension:genesys:purecloud:2.0:User:externalIds[authority eq "microsoftteams"].value
Note: Microsoft Teams-specific SCIM attributes must be manually added for all new installs of the SCIM app.

When you have added the mappings, they display as follows:

Note: You are required to own and manage the SBC and Azure instances separate from Genesys Cloud.

Warning: Be cautious when assigning phone numbers, DIDs, and extensions within Azure. Incorrectly assigned numbers can be changed, but it is difficult to remove the assigned number completely due to Azure’s SCIM implementation.

Add the integration

  1. Click Admin.
  2. Under Integrations, click Integrations.
  3. Click Add Integration. 
  4. In the Search box, type Microsoft Teams.
  5. Locate the card titled Microsoft Teams integration.
  6. Click Install. Details about the integration appear.

      Assign role 

      To use the MS Teams integration app and view badges, users must have the Microsoft Teams User and Employee roles, or any role with the Integration > microsoftTeams > View and Integration > unifiedCommunications > View permissions. For more information on assigning a role, see Assign roles, divisions, licenses, and add-ons.

      Users with the Integration > unifiedCommunications > View permission see badging for integration users who have been populated via SCIM.

      Users with the Integration > microsoftTeams > View permission can use the call transfer workflow to see presence for integration users who have been populated via SCIM.

      Note: If you have a user(s) that does not use the integration and you want to hide the badging feature, remove the Integration > unifiedCommunications > View permission from the user’s roles.

      Enable Genesys Cloud Integration for Azure app

      To make requests to Teams and Azure on behalf of your Genesys Cloud tenant, you must install a new app within Azure. Follow the instructions below to install the app by authenticating through Genesys Cloud. By authenticating as an Azure Administrator with Azure in the Genesys Cloud Teams external app for the first time, the new Genesys Cloud Integration for Azure app is installed into your Azure tenant for all users. Depending on how your Azure permissions are configured, users may not must authorize or request permissions for Genesys Cloud from Azure beyond this step:

      1. In Genesys Cloud, click the Apps icon.apps_icon
      2. From the apps group, select Microsoft Teams.
      3. Sign in using your Azure credentials.
      4. Click Sign in to Microsoft.
        Note: If you signed in to Genesys Cloud using Azure Active Directory SSO, the pop-up displays and disappears quickly, since your user has a valid Azure session in Genesys Cloud through single sign-on.
      5. Ensure the Genesys Cloud Integration for Azure app with application ID 728ece5a-0f26-4c43-9705-cea9debe3fb5 installed in your tenant by completing these steps:
        1. Open https://portal.azure.com/ and log in.
        2. Navigate to Azure > Active Directory > Enterprise Applications > All Applications.
        3. Search the list for the app.
      6. (Optional) Depending on the Azure tenant settings for installing applications, users may be prompted to accept the necessary permissions or request administrator approval for permissions from Azure when logging into the Teams External App integration in Genesys Cloud for the first time. To prevent users from being prompted for consent, an Azure administrator can grant consent on behalf of the Azure tenant by completing these steps:
        1. Click Grant admin consent for your default directory.
        2. Click Accept. A confirmation modal appears in Azure.
        Note: If an Azure administrator provides global tenant consent for these permissions when logging into the MS Teams app in Genesys Cloud, users are not prompted to provide these permissions individually.