Customer prerequisites for deploying Call Manager

Customer prerequisites for deploying Call Manager

Before deploying Call Manager to a customer, it is helpful to verify the following are in-place:

Licenses

Each user that will be using phone services in the customer tenant should have a Microsoft Phone System license assigned.  This can be a stand-alone 'Phone System' license or part of a license bundle such as Office 365 E5

The customer tenant needs an available pool of Resource Licenses. These are free licenses available in the Microsoft 365 admin center. It's best to have around 20 of these free as call manager can consume multiple resource licenses to construct complex call flows. Here's a link to find out how and where to obtain these licenses: https://learn.microsoft.com/en-us/microsoftteams/teams-add-on-licensing/virtual-user

Phone Numbers

Using Operator Connect, Direct Routing or Calling Plans, provision the number ranges for the customer into the Teams tenant.

Administrator Access

The invitation for the customer to grant permissions to Call Manager needs to be accepted by a user with sufficient Microsoft 365 administrative rights. Many customers use a Global Administrator for convenience, while others may have policies to use a user with only the minimum required permission.

Using time-limited elevation via Privileged Identity Management (PIM) is appropriate for this one-time consent step. After setup is complete, the Call Manager app operates with a lower level of privilege.

Minimum required roles for the consenting user:
  1. Teams Administrator
  2. Privileged Role Administrator

SSO Access for Call Manager

Ability to grant access to Call Manager app for SSO. This article explains how to resolve any problems accepting the initial invitation grant request where customer AD has restricted third-party app SSO: https://support.haptap.com/portal/en/kb/articles/microsoft-sso-login-approval-requests-and-how-to-fix-them

Call Flow Plans

Have a plan for mapping how incoming numbers are to be distributed around the customer, document group membership, group ringing patterns, open hours, user DDI mapping etc.

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