Installation Guide (for Admins)
Getting Easy Calling up and running is easier than you think. This guide walks you through the complete installation process, step by step.
Before You Begin
Who Should Do This Installation?
This guide is for IT Administrators or Teams Administrators who are responsible for setting up applications in your Microsoft 365 tenant.
What You'll Need
Global Administrator access to your Microsoft 365 tenant
Teams Administrator rights (to configure call queues)
15-20 minutes of uninterrupted time
The Easy Calling app package (download below)
What You'll Accomplish
By the end of this guide, you'll have:
Easy Calling installed in your Teams environment
Permissions configured correctly
Your first call queue set up and ready to use
Your team ready to start handling calls
Important: You'll need to grant administrative consent for Easy Calling to access call information and integrate with Teams. This is a one-time setup.
Step 1: Download the Easy Calling App Package
Download the latest version of Easy Calling to your computer. You'll upload this to Teams in the next step.
Pro Tip: Save this file somewhere easy to find, like your Desktop or Downloads folder.
Step 2: Upload Easy Calling to Teams Admin Center
Now we'll add Easy Calling to your organization's Teams apps.
1. Open the Teams Admin Center
Go to admin.teams.microsoft.com and sign in with your Global Administrator account.
2. Navigate to "Manage Apps"
In the left sidebar, click Teams apps → Manage apps
3. Upload the Easy Calling Package
Click the "Upload" button (or "Upload new app")
Click "Upload" again in the dialog that appears
Select the EasyCalling-1.1.7.zip file you downloaded earlier
Click "Open"
4. Verify the Upload
Search for "Easy Calling" in the Manage Apps list to confirm it's been added successfully.
Great job! Easy Calling is now available in your Teams environment. Next, we'll configure the permissions.
Step 3: Run the Easy Calling Setup Wizard
After purchasing your Easy Calling license, you'll receive an email with an installation link. This wizard automates most of the permission setup.
Why Do We Need Permissions?
Easy Calling needs specific permissions to:
Read call information from Microsoft Teams (to show you who's calling)
Control calls (answer, transfer, send to voicemail)
Send notifications to your team about incoming calls
Create resource accounts for call queues
These permissions are granted once and apply to your entire organization.
Starting the Wizard
1. Open the Installation Link
Click the installation link in your purchase confirmation email. You'll see the Easy Calling setup wizard.
2. Sign In with Your Admin Account
When prompted, sign in with your Global Administrator account.
3. Click "Get Started"
The system will now check whether the required endpoints are accessible and are not blocked by a firewall, for example. If everything is accessible, you can click "Next."
If you skipped Step 2, you can choose here to have the manifest installed automatically or to install it manually. Once the installation is complete, you can click "Next"
Automatically:
Manual:
Step 4: Grant Permissions (This is Important!)
The wizard will guide you through granting several permissions. Don't worry–we'll explain what each one does.
Permission 1: User Settings (My Easy Platform)
What it does: Allows Easy Platform to read your users' profiles so it can show agent names and availability.
What to do:
Click the "Grant Consent" button
A Microsoft permission dialog will appear
Sign in with your Global Administrator account
Review the permissions (they're all read-only)
Click "Accept"
If validation succeeds, click "Next" If validation fails, try granting consent again
Permission 2: Easy Platform (Application Access)
What it does: Allows the Easy Platform backend to create and manage call queues on your behalf.
What to do:
Click the "Grant Consent" button
Sign in with your Global Administrator account (if prompted)
Review the permissions
Click "Accept"
If validation succeeds, click "Next" If validation fails, try granting consent again
Permission 3: Easy Calling Configuration (Call Management)
What it does: Allows Easy Calling to send and receive call information in real-time.
What to do:
Click the "Grant Consent" button
Sign in with your Global Administrator account (if prompted)
Review the permissions (these include call management capabilities)
Click "Accept"
If validation succeeds, click "Next" If validation fails, try granting consent again
Permission 4: Teams Policy (Call Transfers)
What it does: Allows Easy Calling to transfer calls and remove participants (required for transferring callers to different agents or queues).
What to do:
Click the "Activate Teams Policy" button
This will automatically configure the necessary Teams policy
If validation succeeds, click "Next" If validation fails, try granting consent again
What's a Teams Policy? It's a set of rules that controls what apps can do in your Teams environment. This policy specifically allows Easy Calling to transfer calls between users.
Step 5: Configure Initial Settings (Optional)
Now you can enable some global features. Don't worry–you can change these later.
Available Features
Feature options:
Enable Microsoft Planner – Create tasks from calls in shared Planner boards
Enable Personal Tasks – Create tasks in Microsoft To-Do
Enable Personal Contact Creation – Save callers as personal contacts
Enable Send Mail – Send follow-up emails directly from Easy Calling
Enable Entra ID Lookup – Automatically identify callers from your directory
Enable Search.ch Integration (Switzerland only) – Look up unknown Swiss phone numbers
Our recommendation: Enable all features initially. You can always turn off features later if your team doesn't use them.
Click "Next" to continue
Step 6: Set Access Permissions
Control who can access the Easy Platform configuration portal.
Options:
Option 1: All Users (Default) Any user in your organization can log in to the Easy Platform portal with their Microsoft account.
Option 2: Specific Users/Groups Restrict access to only designated administrators or team leads.
Our recommendation: Start with "All Users" so anyone can explore the portal. Once you've set up your call queues, restrict access to administrators and voice app managers only.
Click "Next" to continue
Step 7: Installation Complete!
You've successfully installed Easy Calling. The final screen shows important links and resources.
Save these links:
Easy Platform Configuration Portal – Where you'll create call queues
Easy Calling Documentation – This guide and others
Support Contact – If you need help
Congratulations! You've successfully installed Easy Calling. Now it's time to create your first call queue.
What's Next?
Immediate Next Steps (Do These Now)
Configure Best Practices – Call Life Cycle Queue – Set up a call queue so calls can be routed to your team
Configure Teams Call Flow – Connect your phone numbers to Easy Calling
Add Your Team – Assign agents to your call queue
After Best Practices – Call Life Cycle Queue is Working
Train Your Team – Share the Quick Start Guide with your agents
Set Up Voicemail – Configure voicemail greetings and routing
Customize Caller ID – Connect external databases for better caller identification
Troubleshooting Installation Issues
"Grant Consent" Button Doesn't Work
Possible causes:
You're not signed in as a Global Administrator
Your organization has additional security policies that block consent
Solution:
Confirm you're using a Global Administrator account
Contact your security team to temporarily allow admin consent
Try again in a private/incognito browser window
"Validate Consent" Fails
Possible causes:
The consent wasn't fully processed yet (Microsoft sometimes takes a minute)
There was a network interruption
Solution:
Wait 60 seconds and click "Validate Consent" again
If it still fails, go back and grant consent again
Check the Azure Active Directory admin center to confirm the app permissions are listed
Can't Upload the App Package
Possible causes:
You don't have permissions to upload custom apps
Custom app uploads are disabled in your tenant
Solution:
Verify you have Teams Administrator or Global Administrator rights
In Teams Admin Center, go to Teams apps → Manage apps → Org-wide app settings
Ensure "Upload custom apps" is turned ON
Try uploading again
Installation Wizard Link Doesn't Work
Possible causes:
The link expired
You're opening it in an unsupported browser
Solution:
Contact TwinCap First support to request a new installation link
Try opening the link in Microsoft Edge or Google Chrome
Clear your browser cache and try again
Performance Issues or Delayed Notifications in Virtual Environments (AVD, Citrix, Thin Clients)
Possible causes:
The Easy Calling app relies on real-time signaling for call control and logic, making it highly sensitive to infrastructure latencies
Virtual environments and terminal servers often experience unpredictable performance peaks, high CPU usage, or network latencies from the cloud provider
These platform characteristics can throttle or block the app's real-time data transmission, resulting in delayed call cards or lagging UI actions
Solution:
Best Practice: For a guaranteed synchronous and lag-free experience, we highly recommend deploying and running the Easy Calling app directly on local physical devices (Fat Clients).
For Virtual Deployments: If running inside a virtual environment is mandatory, ensure that the virtualization platform is allocated sufficient, unthrottled resources so that the app's real-time signaling is never blocked.
Need Help?
If you encounter any issues during installation:
Email: [email protected]
Phone (Switzerland): +41 44 666 50 50
Phone (Germany): +49 7431 893 99 60
Before contacting support, have this information ready:
Which step you're stuck on
Any error messages you're seeing
Screenshots (if applicable)
Your organization's domain name
Installation Checklist
Use this checklist to track your progress:
Ready to create your first call queue? Head to the Configuration Guide to get started!
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