This innovative add-on extends the basic functionality of Creatio by integrating it with Microsoft Teams Phone. It offers a comprehensive solution for businesses looking to streamline their communication processes. The primary business task it solves is the need for a unified communication system that allows users to make and receive calls directly from Creatio, leveraging the advanced features of Microsoft Teams.

Use Cases:

1. Direct Calling Through Creatio: Users can initiate and receive calls using Microsoft Teams directly from the Creatio interface. This feature simplifies communication by keeping all activities centralized within Creatio.
2. Access to Call Logs and Dashboards: The add-on provides access to detailed call logs and dashboards within Creatio, offering insights into call history, duration, and other metrics essential for analyzing communication patterns.
3. Enhanced Productivity: By integrating calling functions into a familiar platform, users save time and reduce the complexity of handling multiple applications.
4. Improved Client Interaction: With immediate access to call functionalities, client interactions become more fluid and responsive.
5. Data-Driven Insights: The integration provides valuable data insights, aiding in the continuous improvement of communication strategies.

Key Features:

• Receiving Phone Calls: Ability to directly accept incoming calls from phone numbers or Teams account.
• Outbound Calling from Creatio (Click to Call): Initiate outbound calls from Creatio with a simple click-to-call feature.
• Call Hold/Resume: Easily place calls on hold and resume them as needed.
• Microphone Mute/Unmute: Control the muting and unmuting of the microphone during calls.

Standard Creatio telephony supported features:

• Caller Identification: Identify linked individuals or businesses based on their phone numbers.
• Call Logging: Automatically record information about each call in the standard call object for utilizing built-in functionalities.
• Direct Browser Calls: Make calls directly from the browser without the need for additional components installation.

This add-on is a vital tool for any business looking to enhance its communication capabilities and make the most out of Creatio and Microsoft Teams.

Notes:

This version of the connector does not support the following features:

1. Saving call recordings.
2. Call transferring.
3. Making outbound calls to Teams accounts or connecting to existing conferences.

To use the connector with telephony features in Microsoft Teams, the user must independently purchase a Teams Phone license along with a Microsoft Calling Plan if they need to make external phone calls. This plan is necessary for connecting the Teams Phone System to the Public Switched Telephone Network (PSTN), allowing for external calls with Microsoft acting as the PSTN carrier. Users need to buy this license themselves through the Microsoft 365 admin center​ (Microsoft Cloud)​​ (MS Learn)​. You also need to have Communication Service on the Azure portal. Microsoft may charge additional fees for calls made through this service.