Using Search and Call for Microsoft Teams

UCx Integrator client should be installed and running for Search and Call for Microsoft Teams to work.

Searching for Contacts

  • To access Search and Call for Microsoft Teams, click on the Pin labeled 'Integrator' on the App Bar.

integrator teams search

  • A user can search for a contact using a contact name, company name or telephone number. This is done by typing one of these either fully or partially in the search for contacts field and pressing search.

  • Results will be displayed from any connected CRM and internal directories.

integrator teams search

Display Contact

  • By clicking on the icon to the right of the displayed contact name, a user can pop the contact record from their CRM.

teams dispay contact

Making a call

  • To make a call, click on the phone number from the search results. This will initiate a call within UCx Integrator, using whichever device is selected as the preferred device. Subsequent call control will be carried out using UCx Integrator.

integrator search feature

Access UCx Integrator Settings

  • Clicking on the settings icon on the top right of the Teams display, will display the settings page from UCx Integrator.

integrator search feature

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