How do I set up Teams Connector or Teams Connector Phone App for my organization?

Allow users to make and receive calls in Microsoft Teams using your GoTo Connect system.

Before you begin:

Restriction: This is a paid integration. Contact sales at sales@goto.com for more information.

To set up the Teams Connector, you will need the following:

Your organization's Office 365 Global Admin must complete the set up process.
You must have super admin permissions in the admin portal.
Teams Connector users must have secure calling disabled (disabled by default).
One or two spare Office 365 user licenses such as Business Essentials/Premium or E1/E3/E5, for a few hours during the initial setup. An additional user will be created automatically during set up and will be deleted once set up is completed (only for Teams Connector).
For Teams Connector Phone App: Microsoft Business or Enterprise license for users (No E1/E3/E5 or phone system is required).

Create a Teams Connector Account

Sign in to the integrations dashboard at https://my.jive.com/integrations.
If you have access to multiple systems, select General in the left sidebar and then choose the desired PBX from the drop-down menu. Additional PBXs will need to be added manually.

Note: Large tenants need to be enabled if multiple AD accounts are need it.
Select GoTo ConnectTeams Connector in the left sidebar.
From #1, enter the first name, last name, and email address of the user who will manage the Teams Connector account. This is usually a super admin who is also an Office 365 Global Admin.
Select Send Invite.
Select the link from the email or go to http://admin.team.goto.com to open the Teams Connector dashboard. Refresh the page if it first shows "You have no permissions".

Note: Additional admins can be added from Account > Invite Administrative User.

Enable Microsoft Teams Sync

From GoTo ConnectTeams Connector in the integrations dashboard, select Open dashboard from #3 Connect with MS Teams in the dashboard.
From the Teams Connector dashboard, select Services from the tool bar.
From Services, select Teams.
Enable the Enable Sync box and then select Enable Service.
From the new windows, sign in using your Office 365 Global Admin credentials and then enable the requested permissions.
Result: The initial sync can take up to 15 minutes to complete. Once completed, there will be a green checkmark next to Sync Now.
After completing the sync, go to the integrations dashboard and then select Verify connection from #4 Verify the connection with MS Teams.

Sync Users from Microsoft Teams and GoTo Connect

From GoTo ConnectTeams Connector in the integrations dashboard, choose how you'd like to sync your users from #5 Sync users from MS Teams and GoTo.
- Automatic sync process: Select if users have matching email addresses for Microsoft Teams and GoTo Connect.
- Manual sync process: Select if users do not have matching email addresses for Microsoft Teams and GoTo Connect. If using the Manual sync process, download the CSV template, fill in the users' information, and then upload the file.

Select Start to sync to automatically sync all Users awaiting connection.

Option	Description
Available licenses	Number of licenses available to new users.
Total licenses	Total number of licenses, both available and in use.
New matching emails to sync	Number of users whose Teams and GoTo Connect emails match (or matches based on manual sync settings).
Missing emails to remove	Number of users whose Teams and GoTo Connect emails do not match. Use the manual sync process to add these users.
Total users after the sync	Total number of Teams Connector users once sync is completed.

Unsuccessful syncs can be diagnosed in the GoTo Connect Teams Connector portal. Please contact customer support for assistance in resolving unsuccessful syncs.

Select Open dashboard from #6 Where should synced users receive their voicemails? to open the Teams Connector dashboard.
Select Sync Now and then authenticate using the Office 365 Global Admin permissions.
Result: When the registration indicator has turned green, you have successfully connected Microsoft Teams and GoTo Connect.

What to do next: Open Microsoft Teams to verify that the Microsoft Teams Calls app has been added to your account and that the correct phone number is assigned to you.

For MS Teams Connector Phone App

Before you begin:

Important: You must have the Connector set up before setting up the phone app.

Complete Another Sync

Select the Services tab.
Enable the Phone App.
Authorize the Phone App.
Authorize the Phone App bot.
Authorize the App bot.
Perform another sync/

Pin the MS Teams Connector Phone App

Learn how to pin the GoTo Phone App to your sidebar.

Open Teams and select the Apps icon from the left sidebar.
From the search bar, search for "GoTo Phone App".
Right-click the app and then select Pin.