Easy Calling Configuration

General Settings

Enable Microsoft Planner

This feature allows you to connect your Easy Calling with your Microsoft Planner. This gives you the option of creating an entry in the Microsoft Planner at the touch of a button, which takes over all the information from the Easy Calling

Enable Personal Tasks

With Personal Tasks, users can create tasks in their personal task list (Microsoft Todo) directly from Easy Calling.

Enable Perosnal Contact Creation

With Personal Contact Creation, users can create contacts in their personal address book directly from Easy Calling.

Enabel Send Mail

With Send Mail, users can send emails directly from Easy Calling.

Enable Entra ID Lookup (Name Resolution)

With Entra ID Lookup, you can search for contacts in your organization's Entra ID. The phone numbers must be stored in E164 format (e.g. +41791234567).

Enable Shared Mailbox Search Lookup (Name Resolution)

Enabling the Shared Mailbox Search enables us to search for telephone numbers of incoming calls in a shared mailbox. The search is just supported in mailboxes that are handled by Easy Contact Sync. If there is an existing contact in your tenant with a matching telephone number, the bot will display the contact information in the call card.

Enable Easy Lookup (Name Resolution)

With Easy Lookup, you can search for contacts directly in your third party backends, without synchronising contacts to a Shared Mailbox.

Enable Search.ch Integration (Name Resolution)

Enabling the Search.ch Integration enables us to search for telephone numbers of incoming calls in Search.ch. If there is an existing contact in your tenant with a matching telephone number, the bot will display the contact information in the call card.

Voice App Configuration

The voice app configuration is the core component of Easy Calling. It enables the complete setup and management of the telephony infrastructure.

Create and configure a voice app

1. Click "Add Voice App"

1. Define a name for this voice app

This name will later be used to automatically create a resource account in the Microsoft Teams Admin Center.

1. Optional: You can add an individual description to this voice app

1. Choose between Teams routing and agent routing

Team Routing:

In Teams Routing, you can select an existing team in Microsoft Teams and all users within this team will receive the calls

Agent routing:

In Agent routing, select the individual users who are to receive the call

1. Selecting the Voice App Manager

The Voice App Manager has the additional right to determine which agents are active within this Voice App. The call will then ring for these agents (agent opt in/out). At the same time, the Voice App Manager can carry out individual configurations such as changing an announcement text

1. Select how and for what you would like to receive a notification for a call

1. Optional: Create individual tags to categorize your calls and select your Microsoft Planner

Teams Routing must be activated in order to activate the Microsoft Planner

1. Calling Configuration: Define how many callers can be in the queue at the same time and how long it should ring before the call will be forwarded.

1. Audio Configuration: Create a welcome message with the help of “Text to Speach” or upload an audio file

Record a waiting music or upload an audio file

All audio file formats are automatically formatted in .wav format

1. Timeout Configuration: Define what should happen to the call if no user answers the call

Disconnect Call: The call is terminated

Send to Voicemail: The call is forwarded to voicemail

Forward to external number: The call is forwarded to an external number

The resource account must have a phone number and a Voice Routing Policy for forwarding to an external phone number to work

This number and policy must be carried out using the following PowerShell commands

Copy

1. Connect-MicrosoftTeams
2. Set-CsPhoneNumberAssignment -Identity "<UPN of the Resource Account>" -PhoneNumber "<Phone number>" -PhoneNumberType DirectRouting
3. Grant-CsOnlineVoiceRoutingPolicy -Identity "<UPN of the Resource Account>" -PolicyName "<Policy name>"

Forward to User: The call is forwarded to a specific user

Forward to Another Call Queue: The call is forwarded to a specific call queue

Only call queues created by Easy Calling can be selected

1. Select the language and time zone

1. Optional: Expert Settings

The Expert settings are used for special situations where you can send various events via a webhook. These settings can affect the entire voice app if configured incorrectly

You have now successfully created a voice app in Easy Calling.