February 25

RingCentral and Microsoft 365/Teams Integration

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With just a few clicks, you can set up your communications suite to work seamlessly with your Microsoft Office productivity suite, including Microsoft Teams. On top of easier outbound calling and quicker access to your contacts, messages, and call history, the app allows you to automate meetings and audio conferences by instantly creating events on your calendar.

What can I do with the RingCentral and Microsoft 365/Teams integration?

There are a lot of things you can do with this integration. Here are a few nifty features:

Make calls or send texts through the click-to-dial capability. Once logged in, you can use the click-to-dial function while in Microsoft 365/Teams. When you hover over a phone number—on an email signature, for instance—you’ll see two blue icons that will allow you to make a call or text like this:

  • Use the dialpad from your email. Use it to make calls straight from your email inbox without having to launch the softphone on the RingCentral app separately. You can also just type in a name and it’ll start pulling up information from your contacts.
  • Send business SMS. You can compose text messages and see the ones you’ve sent and received, similar to the way texts are usually displayed on your cell phone.
  • Access your contacts instantly. You can view information in your RingCentral contacts just by typing in their name. It also allows you to view all your past conversations as well as call history, SMS, voicemail, and fax exchanged with each contact.

Automated presence sync between RingCentral and Microsoft 365/Teams.

Bi-directional presence sync helps users avoid needless disruptions. Statuses are automatically synced between RingCentral and Microsoft 365/Teams, ensuring the true availability of users is accurately reflected. So when users take a call in RingCentral (even on a hard phone!), their status in Teams will be updated to “Busy.”
 
Conversely, when a user joins a video meeting or places a VOIP call in Teams, the user status automatically updates to “Busy” in RingCentral.

Unified contact searching from RingCentral and Microsoft directories.

Contacts from both Microsoft and RingCentral directories are now searchable in RingCentral for Microsoft 365/Teams. This ensures callers can always find the right contact without app switching.

Connect on the go with the RingCentral for Microsoft 365/Teams mobile apps.

The full power of RingCentral’s industry-leading telephony experience will also be available in the Microsoft 365/ Teams mobile apps, keeping you connected on the go.

RingCentral RingSense AI Assistant for Microsoft 365/ Teams

Available with the RingCentral RingSense license, RingSense for Microsoft Teams generates AI-powered conversation intelligence for phone calls placed or received in RingCentral RingSense for Microsoft Teams.

With RingSense for Microsoft Teams, organizations can:

  • Record and summarize customer conversations: RingSense transcribes and generates AI-powered summaries of phone calls placed or received through RingCentral for Microsoft Teams and stores them for easy retrieval afterwards.
  • Keeps CRMs up to date: CRMs like Salesforce are automatically updated with conversation summaries, making it simple to keep opportunities up to date.
  • AI-powered coaching tips: Delivers automated coaching tips so the team can give consistent, successful pitches.
  • Delivers insights on what customers care about: Provides insights into what topics, competitors and products customers are interested in.

And the best part? No Microsoft Teams calling license is needed. 

It’s all seamlessly integrated into Microsoft 365/Teams, enabling you to get all this without switching apps.

Get a business cloud phone with unmatched reliability.

In today’s economic climate, organizations that generate revenue or deliver services through the phone simply can’t afford downtime. RingCentral has delivered 19 straight quarters of less than 79 seconds of downtime, making it the choice for those who want uptime instead of service credits.

Users can access RingCentral anytime through a browser or the RingCentral app, ensuring they stay connected – even if Microsoft Teams is down.

Datamart is here to help you make the right choice for your business. Contact us today or give us a call at 781-235-5520.

Source: RingCentral

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