Microsoft 365

Ringotel’s Microsoft 365 integration provides the following features:

✅ Identifies contacts on incoming/outgoing calls.

✅ Quickly call Microsoft 365 contacts from the Ringotel mobile or desktop app.

✅ Provides a link to a contact profile in Microsoft 365.

✅ Creates contacts in Microsoft 365 from the Ringotel mobile or desktop app.

✅ Imports Microsoft 365 contacts into the Contact lists of the Ringotel users.

Set up the integration in Ringotel

Navigate to your organization → Integrations tab. Click Set up Integration button on the Microsoft 365 panel.

Check the permissions you would like to enable for this integration for the users. With the Allow users to create/edit records in Microsoft 365 and Allow users to delete records in Microsoft 365 option, users can create and/or delete contacts in Microsoft 365 via the Ringotel app interface.

Click Save Changes. You will then be redirected for authentication.

Open

After the successful authentication, you will be redirected back to your Ringotel Shell portal to finalize the integration.

In the Ringotel Shell portal, map Microsoft 365 and Ringotel users. Users with the same email address in both systems will be mapped automatically.

Open

Click Save changes. Now the integration should be configured for the mapped users.

Import Microsoft 365 contacts into Ringotel (optional)

The integration provides automatic contact identification on incoming/outgoing calls. Additionally, you can import existing Microsoft 365 contacts into the contact lists of the Ringotel users.

Navigate to your Organisation -> Contacts, then click Import button.

Switch to the Microsoft 365 tab, which should appear if the integration is successfully configured.

Click the Next button to pull the list of contacts.

Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts, it may take some time to finish. You may close the window as the process finishes in the background.

These contacts are imported from your Microsoft 365 shared contacts list: