Microsoft 365 Integrations

Cloud Voice works alongside Microsoft 365 so your phone system shares identities, calling, and contact data with the Microsoft tools your team already uses. Enable any combination of the integrations below, depending on which Microsoft services your organization runs.

Each integration is independent: you can turn on one, two, or all three, and enabling one does not require the others.

Note

Setting up any of these integrations means connecting Cloud Voice to your organization’s Microsoft 365 tenant (your company’s Microsoft account and directory). You will need an account with administrator rights in Microsoft 365 to approve, or “consent to”, the connection. Have those credentials ready before you start.

Microsoft Entra ID (Azure Active Directory)

Microsoft Entra ID, formerly called Azure Active Directory (Azure AD), is Microsoft’s cloud identity and directory service: the central list of your organization’s user accounts and the system that verifies who is signing in.

Link the phone system to your Entra ID directory to keep user accounts in sync and simplify how people sign in:

• Import Entra ID users to create extensions in bulk, then keep those accounts aligned as your directory changes.
• Let users sign in to the Cloud Voice App and the management portal with their existing Microsoft credentials through single sign-on (SSO). SSO means one Microsoft login grants access, so there is no separate Cloud Voice password to create or reset.

Tip

Bulk-importing users from Entra ID is much faster than adding extensions one at a time, and it keeps names and email addresses consistent with your directory.

Caution

Once single sign-on is enabled, a user’s access to Cloud Voice depends on their Microsoft account. If that Microsoft account is disabled, locked, or its password is changed, the same change affects the user’s ability to sign in to Cloud Voice.

For setup steps, see the Microsoft Entra ID (Azure Active Directory) integration guide.

Microsoft Teams

Bring full phone-system calling into the Teams client so users can place and answer external calls (calls to and from the public phone network) without leaving the app:

• Users stay in the familiar Teams interface while gaining Cloud Voice calling features.
• Extend business telephony to your Teams users without deploying a separate softphone (a phone app that runs on a computer).

Note

This integration routes calls through Cloud Voice while the user dials and answers from inside Teams, so it works from the same window your team already uses for chat and meetings.

For setup steps, see the Microsoft Teams integration guide.

Microsoft Outlook

Tie the phone system to Outlook so contacts and calls stay connected to the inbox your team lives in:

• Synchronize Outlook contacts with the phone system.
• Click to call any Outlook contact, and see caller details on screen as calls arrive.

Tip

Contact synchronization means an incoming call can be matched to an Outlook contact and show the caller’s name instead of just a number, which makes calls easier to identify.

For setup steps, see the Microsoft Outlook integration guide.