Manual - Microsoft Teams Configuration in Bubble Software

Manual - Microsoft Teams Configuration in Bubble Software

Notes

- Make sure that in Teams v2 client the browser setting is set to Standardbrowser instead of Microsoft Edge.

To connect to your Microsoft Teams client, go to the Bubble software. Navigate to Phone Connectors and activate the Teams connector by double clicking on it. Then click on “Authorize ” (must be done by all users individually) and you will be redirected to the Bubble webportal to authorize. 

176e52c9-e522-426d-a65c-235ec7d25733.png

First step is to login with your Bubble account, this is most likely the same account as your Teams account.
50e87521-8179-4af5-9ac7-4738cd1f2aa6.png

Second step is to authorize with your MS Teams account.
8ea71c09-c05c-4df5-b4b7-c1069ce7fedf.png

After successful authorization you will see the following message.

eebb672c-dc6a-47fc-848b-ac3c5a382b2f.png

Configuration in Teams admin center

Your Microsoft tenant administrator needs to setup the call policy in the Teams admin center.

Go to https://admin.teams.microsoft.com/.

Go to Voice -> Calling policies, then edit the relevant policies:

c0c4804e-24ee-4688-ae0e-8cd6fe2df0ed.png

Enable 'Open Apps in browser for incoming PSTN calls'.

Fill in the following link:

https://portal.eu.redcactus.cloud/teams-integration/screen-popup/{phone}

Click on 'Save'.

You may need to restart the Teams client.

Configuration in Teams application

An individual user can disable the screen popup manually by enabling/disabling it in the Teams client.

Teams Application -> Settings -> Calls -> Application Integration -> Turn on to enable.

cfe923bb-d843-488e-836c-0685161fc16d.png

Also, please note that "Application Integration" is now displayed under a different section. Shown Below:


    • Related Articles

    • Bubble CRM Integration User set up - Zoho CRM and Teams Phone

      Follow these steps to configure your CRM integration with Zoho CRM and Teams Phone System The following steps outline the end user set-up and configuration to get your CRM connected to our Bubble App NOTE - Your administrator needs to have set up ...

    • Set up CRM integration with Zoho CRM and Teams Phone System

      Follow these steps to configure your CRM integration with Zoho CRM (or Zoho Desk) and Teams Phone System The following steps outline the set-up and configuration to get your CRM/Desk connected to our Bubble App Step 1 - Download and install Bubble ...

    • Bubble CRM Integration User set up - CC4Teams and any CRM

      Follow these steps to configure your CRM integration with CC4Teams and any CRM The following steps outline the end user set-up and configuration to get your CRM connected to our Bubble App NOTE - Your administrator needs to have set up additional ...

    • CRM integration Set up for Teams Phone System

      Configuration in Bubble Software To connect to your Microsoft Teams client, go to the Bubble software. Navigate to Phone Connectors and activate the Teams connector by double clicking on it. (or by pressing the Activate button). Then click on ...

    • CRM Portal Access and software download

      To Access the CRM Integration Portal please visit this URL https://portal.redcactus.nl/ Click on the Microsoft blue button and log in with your Microsoft 365 Credentials Download and install the software for your PC/Mac environment Once installed ...