RingCentral for Microsoft Teams Admin Guide

Introduction

About RingCentral for Microsoft Teams

The RingCentral app integrates robust, enterprise-grade audio and video communication capabilities into the Microsoft Teams application. Currently, two RingCentral integrations are available for Microsoft Teams: the RingCentral for O365 Chrome Extension and the RingCentral for Microsoft Teams app. These integrations enable users to leverage RingCentral's audio calling, video meetings, and conferencing features directly within their Teams environment.

The RingCentral for O365 Chrome Extension facilitates making audio calls, video meetings, and conference calls using RingCentral within Microsoft Teams. The RingCentral for Microsoft Teams app provides two distinct interfaces within Microsoft Teams:

1. The bot interface: With a single command, the RingCentral bot posts video meeting and audio conference details into a Teams chat, allowing users to engage in video or audio meetings.
2. The message extension interface: Clicking the RingCentral icon below the message bar enables users to initiate audio calls or join video meetings and conference calls with a group.

To utilize these applications, users must have an active RingCentral account.

Features

• Make audio calls, conference calls, and video meetings within Microsoft Teams direct and group chats.
• Configure RingCentral as the default application for audio and video communications within Microsoft Teams using the O365 Chrome extension.
• Send SMS messages, view call history, and access other features within Teams using the O365 Chrome extension.

Requirements

Software

• RingCentral for Teams app
• RingCentral Phone app
• RingCentral Meetings app
• Browser: Google Chrome, version 69 or later recommended
• RingCentral Office Standard or above

About this guide

This guide is intended for administrators of RingCentral for Microsoft Teams versions 2.0 and later.

Before getting started

Preparation

For an optimal user experience, ensure the following:

1. The browser being used is updated to the latest version.
2. RingCentral for Microsoft Teams is installed.
3. Users are logged into Microsoft Teams through their browser, as the app functions only when the user is logged in.
4. Users are logged into RingCentral for Microsoft Teams through Microsoft Teams.
5. The browser's pop-up blocker is disabled for the Microsoft Teams site.
6. RingCentral Desktop is installed.
7. Users log into the RingCentral Desktop app using the same account as their RingCentral for Microsoft account.
8. Currently, Teams preview is unavailable when using the Safari browser.

Reference resource

• RingCentral for Microsoft Teams User Guide
• RingCentral for Microsoft Teams Community
• RingCentral for Microsoft Teams in RingCentral App Gallery
• RingCentral Phone Desktop in RingCentral App Gallery
• Helpdesk

Administrator consent

Why is admin consent required?

Admin consent is necessary to enable phone calls within Teams using the RingCentral app. This requires access to phone numbers of users within the organization, which is granted by the system administrator. Administrators can provide consent to any user within their organization.

Applying the app

Download and install the RingCentral app from the Microsoft Teams app store.

1. Navigate to the 'Apps' section within Microsoft Teams and locate the RingCentral app.

The following steps describe the sign-in and setup process:

• Go to the RingCentral app in a chosen Chat or Team and click 'Sign in'.
• A setup screen appears, prompting the user to sign in to use the application.

Visual Description: The page shows screenshots of the Microsoft Teams app store interface where users can find and add applications like RingCentral. It also shows the RingCentral app within a Teams chat, presenting a 'Sign in' prompt for setup.

Administrator Consent Process

Administrators can grant consent for the RingCentral app to access organizational data, ensuring users do not need to consent individually.

1. Select the account to be designated as the administrator.
2. A new window will display the permissions requested by the application. Click 'Consent on behalf of your organization', then click 'Accept'.
3. The permissions requested typically include 'Sign in and read user profile' and 'Read all users' full profiles'. Accepting these permissions allows the app to use user data as specified in its terms of service and privacy statement.

Visual Description: The page includes screenshots illustrating the process: selecting an administrator account, the 'Permissions requested' dialog, and the 'Consent on behalf of your organization' action within Microsoft's authorization flow.

Using the Azure AD portal

The Azure portal can be used for troubleshooting if the access grant was unsuccessful. Navigate to the Azure AD portal.

Visual Description: The screenshot shows the Azure Active Directory admin center, specifically the 'Enterprise applications' section, listing various applications including RingCentral. It highlights the path to navigate within the portal.

To find the RingCentral app in the applications list:

Visual Description: A detailed screenshot of the Azure Active Directory admin center's 'Enterprise applications - All applications' list is shown, displaying numerous applications with their respective IDs and URLs. 'RingCentral' is clearly visible in this list.

Review and grant admin consent by clicking 'Grant admin consent for RingCentral'.

Visual Description: This screenshot focuses on the 'RingCentral - Permissions' page within Azure AD. It lists the specific permissions the app requires (e.g., 'Sign users in', 'View users basic profile', 'Read all users' full profiles') and shows the 'Grant admin consent for RingCentral' button.

Unauthorize or Uninstall the RingCentral App

To unauthorize or uninstall the RingCentral app:

1. Right-click the RingCentral message extension icon in the compose box and select 'Settings'.
2. Click 'Unauthorize' to deactivate the authorization.
3. Alternatively, right-click the RingCentral message extension and select 'Uninstall' to remove the app from that specific chat. A confirmation dialog will appear asking, 'Want to uninstall "RingCentral"?' with options to 'Cancel' or 'Uninstall'.

Visual Description: The page shows screenshots of the RingCentral chat interface within Microsoft Teams, demonstrating how to access settings and uninstall the app. It also includes a Microsoft wizard screen showing an 'UnAuthorize' button.