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.

• 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.

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.

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.

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.