Step 1: Set Default Application Template Settings

At the Reseller level, select "App Templates" from the sidebar. 

This form will set your default settings for any applications deployed to your enterprise. It must be configured first so these settings will feed down to each enterprise. More minor customizations can be done at the enterprise level. 

Instructions

On the Teams Application Management screen below, you will select and input the following:

Version: Update anytime you make a change to the app.

Dev Name: This will show the name of the publisher who created the app in the app store. It can be controlled per Reseller.

Short Name: Used in the app store and as a header.

Full Name: Please populate with the same info as #3 above - Short Name.

Short Description: This is used in the app store to help users recognize that they have found the correct app when they search.

Full Description: This will appear as the body of the content on the "About" tab in the app.

Team Name: The name of the Microsoft Team for this organization. Each user of the connector within the organization will be a member of this Team. Note: This cannot be deleted once it is created.

• If you use Microsoft licenses intended for governmental use, you must create the team manually in Teams and then input the team's name in this field.

Terms of Use URL: Enter the Reseller's terms of use URL. By default, this will connect to the Microsoft Teams Phone Connector terms of use. If you would like to copy that data into your site and link to it on your domain, the direct link to the Microsoft Teams Phone Connector terms is https://www.kb.iplogin.ca/en_US/microsoft-teams-phone-connector-terms-of-service.

Website URL: Enter the URL of the Reseller's website.

Privacy URL: The rules are the same as the terms of use. The direct link to the Microsoft Teams Phone Connector privacy URL is https://www.kb.iplogin.ca/en_US/microsoft-teams-phone-connector-privacy-policy.

Application Branding Icons: These icons will be associated with the Application in Teams. The default will be either the swirl or a graphic chosen by the reseller. Still, you can change this to anything you want (your logo, the Enterprise logo, a telephone graphic, etc.) following Microsoft graphical sizing parameters (192 by 192 pixels and 32 by 32 pixels in transparent .png format). 

Portal Single Sign-On Tab Name: If you plan to use the SSO Portal, you must first set up the PBX SSO settings from the Manage PBX Page. See the screenshot below. As soon as you're done, enter the name of the Tab you want to see. Note: Leave the field blank if SSO is not needed.

PBX Softkeys Management Tab Name: If the enterprise uses feature codes, they can be presented in the Teams Application. Choose a name for the tab on which they will appear. See more about configuring feature codes here. 

Select Accent Color for Logo: If your logo has any transparent parts, this is the color that will be shown in those areas. Use the Accent Color to select your desired color, then press CHOOSE.

Configurable Tabs: The order in which the tabs in the application appear can be changed with this menu. Deselect and select the options in the Order you wish to see in the Teams Client. Tabs in red are mandatory per Microsoft; tabs in black are optional, so only add the ones the enterprise will use. The best practice is to put the most-used tab first for a better UI experience. If you intend to use presence monitoring, please enable the "PBX Softkeys" tab, where that feature is activated.

Manage Event Notifications

Show Card on Inbound/Outbound Call? This checkbox allows you to control the In-Call and Post-Call notification cards that appear when a call connects through the PBX and ends in the Team Application.

Show Card for New Voicemail? This checkbox allows you to control whether or not the user receives cards when they get a new voicemail. Some enterprises use other systems for voicemail (ie, emails with MP3 recordings attached) and find this notification redundant, so leave it unchecked if the customer does not need the Microsoft Teams Phone Connector to notify them about voicemails. 

Show Utility card on Inbound/Outbound Call : Select this if you want the user to have an option to call back from Teams, schedule a Meeting in Teams, or add a Contact in Teams, as seen in the graphic below.

Click "Save PBX Application Template." 

Step 2: Customize the Application Template For The Enterprise.

Navigate to the dashboard of the intended enterprise. Select "Applications Management" from the sidebar.

The same settings configured at the Reseller level will be fed down to the enterprise level. Make any necessary customizations. Some resellers like to customize the app with their branding, while others prefer to customize it with the enterprise's branding. This is where you can make individual changes, if desired, per enterprise. Make any adjustments necessary, then click "Save Application Template."

Step 3: Deploy to the Enterprise

When the global administrator logs back in, they will have a prompt in the "Enterprise Admin Action Items" on the dashboard prompting them to deploy the app. Click "Sync PBX App."

Then the Sync PBX Teams Application windows will pop up, click Provision Application.

The app will take a few minutes to build and show under the Custom Teams Application. 

Check the notification section; you should get three notifications when it's done.

Step 4: Deploy to the End Users

Once the App is built, the user must locate the App in Teams by following the steps below:

1. Select More added Apps in Microsoft Teams.
   
2. Search for the Name of the App and click the three dots
   
3. Select Pin to keep the app on your Teams Account
   
4. A completed app pinned on the Teams application will look like this.
   

If the application fails to load correctly, clear the cache and try again. 

Troubleshooting the App

If the Enterprise wants to redeploy the app or if there's an issue deploying the app:

1. The Reseller must change the Team Name or the Application name (short name).
2. The app will be slated for 'Sync' again.
3. The Enterprise Admin will then perform another sync for the app to be deployed afresh.
4. If the new changes fail to deploy, clean up the app on the Teams side and try again.

UnitedCloud can only set up the Template for a Reseller. The reseller must set up the configuration for the enterprise.