Getting Started

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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 the 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.
Microsoft Teams SMS
Installation
Installation can be done either from our website or directly in the Microsoft AppSource.
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 and....
Microsoft App Source
A new Page will pop-up. Just click on "Add" button.
Microsoft Teams SMS
Immediately the Clerk App will get Integrated on your Teams Account on the left panel. Right click on the Clerk Chat icon from the left panel and pin it there.
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 refer to the section below.
Enable Existing Phone Number
If you are 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:
Navigate to the Microsoft Teams Admin Portal and under Actions click on Manage Porting Pin
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 SMS and Voice portion of your phone number.
Microsoft Teams Calling
This section assumes that you already have one or multiple phone numbers provided by Clerk or if you are activating your existing phone numbers you have supplied the PIN to the Clerk team. Refer to the section above.
Microsoft License
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.
For a full breakdown of the difference between licenses please refer to Microsoft Documentation.
To purchase the license navigate to your Organization Portal and click on Marketplace.
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
Enable Clerk Phone Carrier
DNS
Navigte 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 clerk support team:
TXT name
TXT value
TTL
Click on Verify and click on Close
Finalize Activation of Domain
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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 Microsoft Teams admin portal.  Navigate to Active users and select a user that has 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.
Direct Routing
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.
Assign Phone Numbers
Navigate to the Microsoft Teams admin center and click on Manage users.
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.
Add Voice Routing Policy
Navigate to the Voice routing policies page in your Microsoft Teams admin center.
Voice routing policies
Click on + Add
Add PSTN usage
PSTN usage records
Add Dial plans
Navigate to Dial plans in your Microsoft Teams admin center.
Apply Policies
Navigate to the Manage users page in your Microsoft Teams admin center.
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.
Restart Microsoft Teams
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
PowerShell
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
2KB
Binary
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.
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Send & Receive SMS
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Microsoft Teams SMS
Installation
Enable Existing Phone Number
Microsoft Teams Calling
Microsoft License
Enable Clerk Phone Carrier
Direct Routing
Restart Microsoft Teams
PowerShell