Getting Started
Stay connected with your customers using voice and SMS in Microsoft Teams. Bring your existing phone number or activate a new one in seconds.
Clerk integrates natively into Microsoft Teams for a seamless phone experience. Once installed you are able to both make and receive audio calls and send and receive text messages all inside of Microsoft Teams.
The SMS and calling activations are somewhat different due to Microsoft Teams limitations. Use this guide to walk you through this process or schedule a call with Clerk support team to help with the onboarding.
Login to your Teams Account. And Click on the three dots from the left panel. Search for Clerk Chat or SMS, the Clerk SMS integration app will appear. Click on the App.
Microsoft App Source
A new Page will pop up. Just click on "Add" button.
Microsoft Teams SMS
Immediately the Clerk App will get integrated with your Teams Account on the left panel. Right-click on the Clerk Chat icon from the left panel to pin it.
Clerk SMS
Note: When you install Clerk you get a new phone number, this number can be changed at any time. To enable your existing phone number please refer to the section below.
If you already have a phone number assigned by Microsoft via the Microsoft Calling Plan you will need to move over your phone number to Clerk. The process is instantaneous as Clerk and Microsoft use the same Tier-1 carrier for calling and there is no downtime.
Moving over the phone number to Clerk would make Clerk your default carrier for both Voice and SMS.
Note: Teams Calling Plan phone numbers need to be ported over to Clerk to enable both calling and SMS. Your existing Microsoft Teams setup and user phone number assignment is unaffected and enabled via Direct Routing.
The process is simple:
Generate a PIN for your Microsoft Account:
Microsoft Teams Admin Portal
Add a 10 digit pin (this can be any combination of numbers) and please provide it to the Clerk Customer Support Team.
Manage Porting PIN
Note: Due to Microsoft limitations, to enable SMS on your existing Teams phone number, Clerk needs to become the carrier for both the SMS and Voice portion of your phone number.
This section assumes that you already have one or multiple phone numbers provided by Clerk or if you are activating an existing phone number and have supplied the PIN to the Clerk team. Refer to the section above.
To use Clerk for calling in Microsoft Teams you will need to have Teams Phone Standard License. Teams Phone Standard licenses give you all Teams Phone System capabilities like cloud voicemail, caller ID, call park, call forwarding, auto attendants, call queues, call transfer, and caller ID powered by Clerk.
Note: To enable calling via Clerk in Microsoft Teams every active user must have a Teams Phone Standard License add-on enabled or have one of the following license types:
- Microsoft and Office 365 Enterprise E5
- Microsoft 365 and Office 365 Education A5
- Microsoft 365 and Office 365 Government G5
- Microsoft 365 and Office 365 Nonprofit E5.
Microsoft Marketplace
Search for Microsoft Teams Phone Standard and click on Details
Microsoft Teams Phone Standard
Manage Licenses
Microsoft Organization Portal
Select Your Count:
Buy licenses
Assign Licenses
Assign Licenses
Assign Microsoft Teams Phone Standard Licenses to your users
Assign Licenses
Navigate to the Microsoft Admin Portal. Register Clerk Domain to your tenant. This FQDN address has to be assigned to you by Clerk Team and will look like 5ce37c0e-baf7-46c7-9a96-ae563336ba4c.sbc.clerk.chat
Add Clerk Domain
Add a domain
Add a TXT record
TXT Records
Send the following information to the Clerk support team:
- TXT name
- TXT value
- TTL
Click on Verify and click on Close
Finalize Activation of Domain
Activate Domain on a Microsoft Teams User
Microsoft requires you to activate the domain on a Microsoft Teams user first before it is visible in the Microsoft Teams admin portal. Navigate to Active users and select a user that has a Microsoft Standard Phone license enabled on it.
Activate the domain
Apply the Domai
Note: Once the step below is finalized you can revert back the change to your default domain for the user.
This step is needed to enable Clerk as your default phone carrier in Microsoft Teams. Navigate to the Microsoft Teams Admin center and click on Voice and Direct Routing.
Direct Routing
Add the following information:
- 1.SBC FQDN this will be supplied to you by Clerk (for example ae563336ba4c.sbc.clerk.chat)
- 2.Sip signaling port to 5061
- 3.Click on Enabled
Add SBC
Click on Voice Routes
Click Add, and then enter a name and description for the voice route. Set the priority and specify the dialed number pattern as per your service provider’s numbering plan.
Add Voice route
Dialed number pattern: ^(.*)$
Add SBCs
Add SBCs
Add PSTN usage
Click on Save
Note: In our setup we included ^(.*)$, which allows you to dial any destination. We recommend using a different pattern if you want to include restrictions.
Voice routing policies
Click on + Add
Add PSTN usage
PSTN usage records
Add Dial plans
Apply Policies
Manage users
Select all users that you are activating Voice + SMS on and click on Edit Settings.
Select Clerk for Dial Plan and Voice routing policy you have created in the previous step and click Apply.
Manage Users
Select the user you are looking to assign a phone number to and click on Edit.
Assign phone number
Add the phone number assigned by Clerk.
Sign-out from Microsoft Teams.
Sign out of Microsoft Teams
Sign-in to Microsoft Teams. Settings should now take into effect.
Sign-in
Navigate to the Calls tab. Your phone number should now be activated.
Microsoft Teams Calling
All of the above steps can be completed using command line power shell commands. You can use the PowerShell scripts below to activate Direct Routing in your Microsoft tenant.
clerk-activate-domain.ps1
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Note: If you are having difficulty with any of the above steps, feel free to reach out to the Clerk Support Team. Our team is standing by to assist you with the activation.
Last modified 3mo ago