Microsoft Business Voice, Part II: Office 365 Phone Setup Prep

Earlier this year Microsoft released a wizard part of Teams that help eliminate some of the guesswork when preparing a port order. That wizard (see that “Port” button) is still what I would call a version 1.0 but is much better than the old way (which consisted of sending an email to the Microsoft PTN Team).

TIP: Making sure all of your information is correct ahead of time is crucial. If you present incorrect information, your losing carrier can use that as an excuse to delay your porting. The best strategy is to pull out your old phone bill and contract, look up your account online and contact your current service provider. Here is the information you will need:

• Billing Telephone Number (BTN): This is typically the main phone number associated with your account
• Customer Company Name: Your company may have changed its name over time. Make sure the information provided matches the phone company records.
• Service Address: Is the address where the phone service is delivered, it is not necessarily the billing address. Best to look up your account online or contact your current phone service provider
• Personal Identification Number (PIN): If your losing carrier issued a PIN for your phone service, then Microsoft PTN will need it to authenticate your porting request 
• Account Number associated with your current phone service
• Current Service Provider Name: Most of the time, it is the name of the company you are getting your phone service from. However, in some cases, it is possible that your organization of the service provider might have purchased these phone numbers (DID) from somewhere else. If you are not sure, contact us and we will help you sort that out.
• Company Internet Domain Name: this is your vanity domain associated with your Office 365 tenant. Likely [MyCompanyName].com, on the *.onmicrosoft.com. This is so that they know where to port your number
• The explicit list of all the phone numbers you want to port
• The type of phone number: user, service or toll-free
• Indicate if that is a full or partial porting. Are you porting all your numbers of just a few of them?

Once you have all this information, there are fewer reasons your porting order should be rejected once it has been submitted by Microsoft PTN to the losing carrier.

Porting orders are tedious and clerical in nature, but no worries, by law the losing carrier has a maximum of 30 days to process a valid porting order.

Here are a few more tips:

• To help the Microsoft PTN team cope with the high volume of porting requests, combine your user and phone number porting request from the same losing carrier into 1 user number porting request and have the actual service numbers flagged as service number on the porting day.
• Keep paying your bill with the losing carrier
• Do not add or remove phone lines or services with the losing carrier while the porting is in progress. This will confuse the process.
• Do not cancel or schedule cancelation of your your service with your current carrier until all your porting order have been completed.
• While most porting order get processed within 45 days, there are exceptions, so give yourself some slack and plan that you might have to hold on to your former service provider for 90 days.

At this point, you might be thinking "Yikes! Porting sounds daunting" and yes, it certainly can be. If you'd like our help in avoiding the common pitfalls of porting, schedule a consult below:

Can I Use Teams with Voice While My Porting Order(s) is Being Processed?

Absolutely, yes! As soon as you have completed steps 1 to 12 above, every user has at least a temporary phone number, dial-in audio conferencing is enabled, and you have auto attendants and call queues to handle incoming calls placed to your main company number(s).

Here is another trick, while you might not want to publish your temporary numbers, you could program a call forward from each of your "permanent" numbers (user, service, or toll-free), to the respective temporary numbers. That way, all your incoming calls will be routed into Teams. With that, you can immediately depreciate the use of your old phone system and enable your people to work anywhere. Isn’t that sweet?!

Should I Setup My Phone System by Myself?

The short answer: it's up to you. Rarely have we had customers set up their phone system. If, however, you have your own IT staff who are familiar with phone systems, it will certainly be much easier. Please feel free to point them to this blog for help.

Most business operations depend heavily on being able to receive, process, and make calls. Obviously, missing important calls because of a phone system setup gone wrong is less than ideal. Thankfully, it is fairly easy to assign phone numbers to your end-users. However, make sure you have done all other steps you can upfront to minimize downtime.

We recognize that your phone system is a mission-critical customer-facing interface that enables your employees to perform their work. Downtime = disruption to your business. Having professional help can be a lifesaver. At the end of the day, you want to look good to your management and keep your boss happy. But, you also want to stay familiar with your systems. At BEMO, we will use our expertise to prevent downtime, and make the process as expedient as possible. We will also train you in administering your phone system, adding users, changing call routing, groups, call queues, etc. so you can be autonomous from there on out (though we are always here to help, of course).

Want to hear what our customers think? Click on David's image below:

How Much Will BEMO Charge Me to Set Up My Phone System (Including Porting?)

Like we said, each company is unique. Your cost will depend on how many users, auto attendants, call queues and porting orders you will need. We will take the time to review your system and plan ahead for a successful roll-out. So, a number? Our one-time fee for migration services for a phone system is as low as $1000. Contact us and we will get you a personalized plan and quote.

How Much Training Will My Users Need?

If your users are already using Microsoft Teams, they will be up and running in a matter of minutes, setting up their voicemail and placing calls right away! For Teams tricks check out our 9 Tips for Meeting with Microsoft Teams blog. If users are unfamiliar with teams, this introduction to Teams is great:

Learn how to make calls in the video below:

Do I Need to Buy Desktop Phones or Special Hardware for My End-Users?

Depending on the size of your organization and if you use receptionists to process your incoming calls, you may want to provide a desktop phone, or a console and a headset.

If most of your incoming calls are handled via your programmed auto attendants and call queues, then there isn’t much of a need for a fancy phone console at the front desk.

Your other end-users will need some sort of device to be able to receive, process and place calls. Luckily, with Teams, they can use any of the following alone or in a combination:

• The Teams desktop or web app on a Mac or PC with a headset connected to their machine
• An Android or iOS mobile device with the Microsoft Teams app installed
• A desktop phone certified for Teams, like a Yealink or Audiocodes
• A conference room with equipment set up for Teams

Users can also have Teams configured to forward calls to a landline or their mobile phone.

Desktop phones like a Yealink T55 and T56 (retail at $300 -$400) work well whenever you need to set up a phone for communal use in a lobby, cafeteria, factory floor, warehouse, etc.

(Yealink T55A and T56A Teams editions available at the BEMO Store)

When it comes to a conference room, it all depends. For a small gathering, a Jabra Bluetooth speakerphone will work great and can be transported in your computer bag. Those retail for less than $200.

For larger rooms, you may want to look at dedicated speakerphones with a detached microphone or you can opt for a full Meeting Room system. Dedicated meeting room equipment starts at around $1000 and you can get a Meeting Room experience starting at around $3,000.

(Yealink CP960-Teams available at the BEMO Online Store)

(Jabra Speak 510)

The Main Takeaways

• Business Voice is a cost-effective solution for telephony, enabling people to work from anywhere while still staying connected.
• Business Voice can be added to most Office 365 plans tailored for business, enterprise, education, and nonprofits organizations.
• Minimum training is needed, especially if you are already using Teams
• You will get your basic service set up in a matter of 1 or 2 hours along with phone numbers for all your users.
• You can start using your service right away while your phone number porting orders are processed.
• You can configure the auto-attendant, call queues, group mailbox on your own or use our migration service to expedite your rollout.
• You can purchase all your Microsoft 365 licenses with BEMO, without any contracts. Every option is month-to-month.

That's it! If you have questions or comments, please leave them below or click on the chat in the bottom right-hand corner of your screen to put Mocha the Office Pug to work 😉

Again, we are always here to help if you prefer we set up your calling for you. We can have you up and running within hours. Schedule a meeting below to go over your options.

Ready to start? Read Part III here: Business Voice & Microsoft Teams Calling, Part III: Setting Up Your Plan