Before you start the Microsoft Teams integration setup, make sure that your customer is prepared:
1.1 Confirm that your customer has purchased Microsoft Office licenses including a phone system option in a quantity that matches the number of Teams users they are planning to have plus one for setting up Direct Routing. The Microsoft Calling Plan is not required, as your customer will use your calling plan instead.
1.2 Collect the following data from your customer:
1.2.1 The email of the Microsoft Global Administrator who has full access to the customer’s Microsoft Office 365 account – you will use this email to register your customer as Enterprise on the TeamMate Connector portal (Reseller).
1.2.2 The list of the Microsoft email addresses of all planned Teams users (optional) – to prepare the bulk upload file for adding multiple Teams users simultaneously.
Here’s the checklist that you can send to your customers to ensure that all the points are covered.
