Use this article to configure your Microsoft Teams app with Webex Calling options. The icon is added to the left navigation and as a Messaging extension. 关闭 Teams 呼叫选项后，组织中的每个人都使用相同的平台拨打和接听电话。

必要条件

  • Make sure you’re a Microsoft Teams administrator.

  • Make sure you have access to the Control Hub.

  • Verify that  users have assigned licenses in Control Hub and registered to Cisco Unified Communications Manager, or Webex Calling for making calls.

  • Users must have Webex App and Microsoft Teams installed.

  • For the Webex Calling for Microsoft Teams integration to work with the Unified CM call control backend (on-premises, Webex Calling Dedicated Instance or UCM Cloud), ensure you are on Unified CM 12.5 SU7 or 14 SU3, Cisco Unity Connection (CUC) 12.5 or 14.

  • For On-prem Unified CM customers, ensure Unified CM & CUC clusters are on-boarded to Webex Cloud-Connected UC (CCUC).

  • 需要将这些用户从本地 Active Directory 或从云 AD（如 Azure）同步到 Control Hub 通用标识 (CI)。

  • For on-premises, Webex Calling Dedicated Instance, and UCM Cloud customers, Configure Cisco Unified CM—The line number on Cisco Unified CM needs to be associated to the User ID for the Call History to be populated with the username. From Cisco Unified CM Administration, use the Device → Phone, select the phone and click on the Device Name (Line) and then click the required line from Association panel to get to User Associated with Line.

  • Make sure that the Unified CM Mail ID matches the Control Hub Primary email which is used to obtain the Universally Unique Identifier (UUID).

  • Virtual Desktop Infrastructure (VDI): When Webex Calling integration for Microsoft Teams is used in a VDI environment, both Webex Calling and Microsoft Teams must be running in the same virtual machine.

Microsoft Teams configuration

1

Sign in to Teams admin center to manage your apps and allow Webex Calling.

  1. 在控制 板 菜单中，转至 Teams 应用程序> 管理应用程序。

  2. In the search box, enter Webex Callingand select the app name, then click Allow > Allow.

    在管理应用程序页面上允许 使用应用程序 时，整个组织范围内都允许使用该应用程序。

2

Manage third-party apps in your Permission policies to allow Webex Calling.

  1. 在控制 板 菜单中，转至 Teams 应用程序> 权限策略。

  2. 选择缺省 策略 （或创建新策略）。

    除非您创建并分配自定义策略，否则贵组织的用户将自动获得全局策略。您可以创建新策略，为组织应用用户、安装应用程序和自定义应用程序的权限。在编辑或分配策略后，更改可能需要数小时才能生效。

  3. 选择第 三方应用程序 下拉列表，然后选择 允许特定应用程序并阻止所有其他应用程序。

  4. Click Allow apps and search for Webex Calling.

  5. Hover over Webex Calling and click Add > Allow > Save.

    您可选择如何为组织管理第三方应用程序。Specifically add Webex Calling if you restrict access to other third-party apps.

3

Install Webex Calling, then add the icon to the Webex App and unpin the built-in calling option.

  1. In the Dashboard menu, go to Teams apps and click Setup policies > + Add. Give the new policy a name.

  2. Under Installed apps, click +Add apps and search for Webex Calling.

  3. 将鼠标悬停在应用程序名称上，然后单击 > 添加。

  4. Under Pinned apps, click +Add apps and search for Webex Calling.

  5. 将鼠标悬停在应用程序名称上，然后单击 > 添加。

  6. 要取消固定内置呼叫选项，请从 应用 栏列表中 删除 呼叫。

    Make sure Webex Calling is added to the top of both the App bar column list, and to Messaging extensions column.

  7. 单击保存。

    呼叫 Webex 固定到应用程序菜单上，并作为所有用户的消息传递扩展。

4

Optional––disable the built-in calling option org-wide and make Webex Calling the only call option:

  1. 在控制 板 菜单中，转至 语音> 呼叫策略。

  2. 选择缺省 策略 （或创建新策略）。

    创建新策略以对组织的用户、应用程序安装和自定义应用程序应用您自己的权限。

  3. 将 私人呼叫关闭 ，然后单击 保存。

Accept presence sync permissions

Review and accept the presence sync permissions in Microsoft Teams to bidirectionally synchronize the user’s presence status between Microsoft Teams and Webex.

1

In the Dashboard menu, go to Teams apps > Manage apps > Webex Calling and Contact Center > Review Permissions and check if the following permissions are included.

  • Read Presence information of all users in your organization

  • Read and write Presence information for all users.

2

Click Accept to accept the permissions.

3

Perform one of the following ways to ensure that new permissions are showing up as granted:

  • Click the Microsoft Entra ID link under Org-wide permissions and then click Webex Calling.

    或

  • Sign in to the Azure portal and then go to Microsoft Entra ID > Enterprise applications > Webex Calling > Security > Permissions.

The following permissions should be observed in the admin consent:

  • Presence.ReadWrite.All

  • Presence.Read

  • Presence.Write

Once you've verified the permissions, enable the presence sync in the Control Hub. Refer Enable bidirectional presence sync section.

Permissions for Webex Calling and Microsoft Teams integration

The integration service uses Webex and Microsoft APIs to access data, such as call history, for displaying and updating statuses, such as marking voicemails as read, without storing any user data. All data transfers between the integration and the Webex/Microsoft backends occur over encrypted HTTPS channels. Thereby, the service ensures that user data are not stored in the cloud, strengthening the data privacy and security.

We request the minimum required permissions from Microsoft to call Microsoft API for enabling the integration functionality. The following table describes each permission that we request and why it's required.

权限原因
offline_accessAllows the integration service to generate a new access token without asking the user to re-authorize often
用户。读取Allows the integration service to read the user's basic information such as the email address
User.ReadWriteAllows the integration service to store speed dials in user profiles
用户。读取。全部Allows the integration service to search for users in the active directory to make calls
Contacts.ReadAllows the integration service to search for the user's outlook contact to make calls
Presence.Read.AllAllows the integration service to subscribe for presence status changes
ChannelMember.Read.AllAllows the integration message extension to read members of a channel so that the user can search for a specific channel member to call
Chat.ReadBasicAllows the integration message extension to read members of a group chat so that the user can search for a specific member to call
Presence.ReadWrite.AllAllow the integration service to subscribe for presence status change notifications

Control Hub configuration

You can configure and enable the following features in Control Hub to make them available for Microsoft Teams users.

Enable multi call window

Multi call window is a separate, floating window that helps users to manage multiple or shared lines in a single window. Users can make and receive calls, see the status of all lines, and have better access to features like hold, transfer, and barge, without changing to another window.

1

From the customer view in https://admin.webex.com., go to Services > Calling > Client Settings.

2

Go to In-call feature access section, and under Additional features, toggle on Display multi call window and choose one of the following options:

  • For multi line users only—Select this option to enable multi call window only for users having shared lines, virtual lines, and executive assistant lines.

  • For all users—Select this option to enable multi call window for all users.

3

Go to Microsoft Teams integration section, and turn on the Set Microsoft Teams as the default app for multi-call window toggle.

After you turn on this option, when the user clicks the voicemail and missed call icons from the multi call window, it cross-launches to the Microsoft Teams Webex Calling instead of Webex App.

This toggle is grayed out if you haven't enabled the Display multi call window as mentioned in the step 2.

You can configure this feature at user-group level by navigating to Services > Calling > Client Settings > Templates > Create template > In-call feature access and > Microsoft Teams integration.

You can configure this feature at user level by navigating to Management > User > Calling > User Calling Experience > In-call feature access and > Microsoft Teams integration.

Enable bidirectional presence sync

You can enable a bidirectional presence sync feature to synchronize the user’s presence status between Microsoft Teams and Webex bidirectionally. The presence status includes In a call, In a meeting, Presenting, and Do not disturb.

After enabling this feature, when a user makes or receives a Webex call, their Microsoft Teams status gets changed to In a call. When they enable Do not disturb in the Webex App or any Webex device, the status is automatically synchronized to Microsoft Teams. Similarly, the In a meeting and Presenting statuses synchronizes between applications.

When Do not disturb is enabled on user's Webex App or any Webex device, they won’t get any notification of incoming call and messages in Webex App, Webex device or Microsoft Teams.

You can also use public API to enable Webex Calling presence synchronization with the MS Teams client. See Update an organization's MS Teams setting for details.

The following table shows the bidirectional status sync representation between Webex and Microsoft Teams.

Webex 状态

Microsoft Teams status

On a call

In a call

In a meeting (This status syncs only from Webex to Teams)

In a call

正在演示

正在演示

请勿打扰

请勿打扰

Currently, you can configure this feature only at the organization level.
1

From the customer view in https://admin.webex.com., go to Services, and then click Calling > Client Settings.

2

Go to the Microsoft Teams integration section and turn on the Presence sync toggle.

You can turn on the Hide Webex Window toggle for the best experience, but it's optional.

3

Go to the Do Not Disturb (DND) Status Sync section and turn on the toggle.

Enable call history

Call History feature is enabled by default for Webex Calling, Dedicated Instance, and UCM Cloud customers.

BroadWorks 管理员必须启用统一呼叫历史记录以确保该功能正常运行。有关 Webex，请参阅 Cisco BroadWorks 配置指南 。

To enable voicemail, call history and bidirectional presence sync service for on-prem Unified CM customers, perform the following steps:

Voicemail service enabled for on-prem customers takes a maximum of 12 hours to activate.

1

From the customer view in https://admin.webex.com., go to Services > Connected UC. 在 UC Management 卡片上，单击清单。

将显示集群组的列表，其中包含说明、状态、集群和节点。

2

Perform the following actions:

  • To enable voicemail:

    Click Details next to the Cisco Unity Connection (CUC) cluster group on which you need to enable voicemail toggle.

    When voicemail is enabled for on-prem or Dedicated Instance organizations, a new template msteamsadmintemplate and a new admin user msteamsvoicemailadmin is created. Do not modify any fields or settings for the above template and admin.

  • To enable call history:

    Click Details next to the Unified CM (CUCM) cluster group on which you need to enable call history toggle.

  • To enable presence sync:

    Click Details next to the Unified CM (CUCM) cluster group on which you need to enable presence sync toggle.

将显示清单页面，其中列出了属于所选集群组的集群的列表。

3

单击特定产品节点所属的集群旁边的详细信息。

将显示节点名称以及版本、产品和状态。

4

单击活动历史记录旁的省略号 ⋮ 图标，然后选择服务管理。

出现“服务管理”页面，提供服务列表。

5

Use the toggle button to enable the Voicemail, Centralized Call History and Presence status sync.

For CUC node

For Unified CM node

6

点击提交。

7

If the Data Collection Confirmation pop-up is displayed, agree to it by enabling the check box and click Submit.