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RingCentral for
Microsoft Teams
User Guide
v2.0 and later
RingCentral for Microsoft Teams User Guide
CONTENTS
Introduction 2
About RingCentral for Microsoft Teams 2
Features 2
Benefits 2
Requirements 3
About this guide 3
Before getting started 4
Preparation 4
Reference resource 4
Installation 5
Sign-in and authorization 7
RingCentral Phone app 11
Calls and Meetings with Message Extension 13
Direct chat 13
Group chat 15
Video meetings and Conference calls with Bot 16
Troubleshooting 18
UnAuthorize or uninstall the RingCentral App 19
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RingCentral for Microsoft Teams User Guide
Introduction
About RingCentral for Microsoft Teams
The RingCentral app brings robust, enterprise-grade, audio and video
communication capabilities to the Microsoft Teams app.
Currently, there are two RingCentral integrations with Microsoft
Teams:
1. RingCentral for O365 Chrome Extension
2. RingCentral for Microsoft Teams
These integrations allow you to use the RingCentral audio calling,
video meetings and conferencing features right from your Teams app.
The RingCentral for O365 Chrome Extension allows you to make
audio calls, video meetings and conference calls using RingCentral
within Microsoft Teams
The RingCentral for Microsoft Teams app opens two interfaces within
Microsoft Teams:
1. The bot interface - With a single command, the RingCentral
bot posts video meeting and audio conference to a Teams
chat, thus enabling the users to engage in video or audio
meetings.
2. The message extension interface - Clicking the RingCentral
icon below the message bar, allows users to make audio calls
or engage in video meetings and conference calls with a group.
In order to use these apps, the user needs to have an active
RingCentral account.
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RingCentral for Microsoft Teams User Guide
Features
● Make audio calls, conference calls and video meetings within
Microsoft Teams direct and group chat.
● Make RingCentral the default app for your audio and video
communications within Microsoft Teams using the O365
chrome extension.
● Send SMS messages, view call history and more within Teams
using the O365 chrome extension.
Benefits
● Enables quick and easy collaboration with project
stakeholders within leaving Microsoft Teams
● Improves the workflow and saves time as the system
generates all necessary conferencing details for your team.
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
Permissions
● Microsoft admin permission required to install RingCentral
for Teams.
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RingCentral for Microsoft Teams User Guide
About this guide
This guide is designed for end users of RingCentral for Microsoft
Teams v2.0 and later versions. It shows how to use this application and
describes known issues, limitations, and basic troubleshooting
questions and answers. See the RingCentral for Microsoft Teams Admin
Guide for information on how to set up the application on user
desktops and how to configure the Teams instance to use this
application.
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RingCentral for Microsoft Teams User Guide
Before getting started
Preparation
For an optimal user experience, ensure that:
1. The browser you are using is updated to the latest version.
2. RingCentral for Microsoft Teams is successfully installed and
configured . 1
3. Login to Microsoft Teams. This integration will only work
when the user is logged in to Microsoft Teams.
4. Login to RingCentral for Microsoft Teams through Microsoft
Teams.
5. Your browser must have its pop-up blocker disabled for the
Microsoft Teams site.
6. RingCentral Desktop is installed.
7. Login to RingCentral Desktop app with the same account as
your RingCentral for Microsoft account.
8. Currently, Teams preview is unavailable using the Safari
browser.
1 Install and configure as described in the admin guide.
Reference resource
● RingCentral for Microsoft Teams Community
● RingCentral for Microsoft Teams in RingCentral App Gallery
● RingCentral Phone Desktop in RingCentral App Gallery
● Helpdesk
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RingCentral for Microsoft Teams User Guide
Installation
1. Go to the Apps section within Microsoft Teams and find the RingCentral app.
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RingCentral for Microsoft Teams User Guide
2. Click the RingCentral app to install it in a specific direct or group conversation.
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RingCentral for Microsoft Teams User Guide
Sign-in and authorization
1. Open the RingCentral app by clicking the RingCentral app under the message bar in the direct or group chat window.
2. Click Sign in. If the admin has granted consent, the user will not be asked to sign in again.
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RingCentral for Microsoft Teams User Guide
3. Authorize RingCentral to use your Microsoft account by clicking Authorize.
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RingCentral for Microsoft Teams User Guide
4. Choose a Microsoft account to authorize and click Next in the resulting pop-up.
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RingCentral for Microsoft Teams User Guide
If the authorization is not successful,
● Ensure you are authorizing the same Microsoft account as the Teams login account.
● Confirm that the account has a defined email address.
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RingCentral for Microsoft Teams User Guide
RingCentral Phone app
To use the RingCentral app on your mobile device,
1. Click the Download button to download the RingCentral app.
2. Follow the prompts to install the app.
3. Click Done to complete.
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RingCentral for Microsoft Teams User Guide
4. Sign in to RingCentral Phone with your RingCentral account.
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RingCentral for Microsoft Teams User Guide
Calls and meetings with message extension
In direct 1:1 chat
1. Ensure the selected contact has been defined in Teams.
2. Click the RingCentral icon below the message bar which opens the message extension window.
3. This window allows you to call or meet with the selected contact using RingCentral.
4. Click Call or click on the phone number to initiate a call to that number using the RingCentral Phone Desktop app
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RingCentral for Microsoft Teams User Guide
5. Click Meet to start a video meeting with the selected contact using the RingCentral Meetings app
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RingCentral for Microsoft Teams User Guide
In Group chat
1. Click the RingCental icon below the message bar to open the RingCentral message extension window.
2. Select the video meeting or conference call option to start a meeting.
3. Post the meeting or conference details to the team. This allows users in the group to join the group meeting.
4. Click Join in the meeting card to join the meeting using the RingCentral Meetings Desktop app.
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RingCentral for Microsoft Teams User Guide
Video meetings and Conference calls with Bot
1. Open a group chat and enter the command @ringcentral meet or @ringcentral call to start a video meeting or a
conference call.
2. A message with the meeting details will be posted to the group by the RingCentral bot.
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RingCentral for Microsoft Teams User Guide
3. Participants can join the meeting by clicking the Join button or dialing in to the conference meeting.
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RingCentral for Microsoft Teams User Guide
Troubleshooting
● If Microsoft Teams does not have a phone number for the contact, the app uses the phone number defined in RingCentral.
● If the contact email address and name are identical in both Microsoft Teams and RingCentral, the RingCentral information displays in the
RingCentral section.
● If the contact has either the identical email address or contact name in common, the detailed RingCentral contact information displays in the
section Similar contacts in RingCentral.
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RingCentral for Microsoft Teams User Guide
UnAuthorize or uninstall the RingCentral app
Right click on the RingCentral icon under the message bar, then click Settings.
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RingCentral for Microsoft Teams User Guide
Click UnAuthorize to deactivate authorization.
Right click on the RingCentral message extension and click Uninstall to remove the RingCentral app from that chat.
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RingCentral for Microsoft Teams User Guide
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