Develop a Rollout Communication Plan for End Users
This 1-day service helps prepare end-user communications for a Microsoft 365, Intune, or Dynamics 365 deployment.
IT Partner helps deploy, configure, and set up the Cloud Phone System and Enterprise Voice in Microsoft 365 so Teams users can place and receive PSTN calls and access PBX features.
This service sets up Microsoft 365 calling for your business by enabling call control and PBX capabilities in the Microsoft 365 cloud with Microsoft Teams clients. The Cloud Phone System can replace an existing PBX system with features delivered from Microsoft 365 and integrated into the organization’s cloud environment. With Phone System, users can use Skype for Business Online and Microsoft Teams for basic call control tasks such as placing and receiving calls, transferring calls, and muting and unmuting calls. Users can click a name in their address book and Skype for Business or Microsoft Teams places a call to that person. To place and receive calls, users can use a mobile device, a headset with a laptop or PC, or one of many IP phones that work with Skype for Business and Microsoft Teams. Administrators can manage calling from the same admin console used for messaging, collaboration, and related services. Skype for Business clients are still supported by Microsoft but are outside the scope of this service.
Project kickoff and readiness review — confirm scope, target users, locations, calling requirements, licensing, client points of contact, vendor dependencies, and the planned implementation schedule.
Tenant and licensing assessment — review the Microsoft 365 tenant, Teams Phone/Cloud PBX and PSTN licensing availability, admin access, existing Teams configuration, and any constraints that could affect calling setup.
Numbering and call-flow design — collect the client’s telephone number and extension plan, define user number assignments, emergency locations, Auto Attendant and Call Queue requirements, voicemail expectations, and any delegation or team-call needs.
PSTN and number-porting preparation — assist with gathering current carrier information, preparing porting inputs, identifying temporary or net-new numbers if required, and coordinating carrier-dependent timing with the client.
Core Teams Phone configuration — assign Phone System licenses, configure calling policies, assign numbers to users, configure emergency locations, and set up required PSTN calling settings in Microsoft 365.
Cloud PBX services configuration — configure Cloud Voicemail, voicemail policies, Auto Attendant, Call Queue, Audio Conferencing-related settings, Communication Credits, and external federation settings included in the service scope.
Validation and pilot testing — test representative inbound and outbound PSTN calling, call transfer, forwarding, hold/retrieve, voicemail, simultaneous ringing, delegation or team-call scenarios where applicable, and emergency location assignment visibility.
Cutover support and remediation — support the agreed transition window, validate number availability after porting or assignment, address configuration issues within scope, and confirm high-risk or VIP users are working as expected within the agreed user set.
Handoff and closure — review the completed configuration with the client, summarize any open dependencies or out-of-scope follow-up items, and confirm the Microsoft 365 calling service is ready for production use within the implemented scope.
IT Partner deploys and configures Microsoft 365 Phone System and Enterprise Voice so Microsoft Teams users can place and receive PSTN calls and use cloud PBX features. The service includes license assignment, number assignment, emergency location setup, Cloud PBX and voicemail configuration, Auto Attendant, Call Queue, Audio Conferencing, Communication Credits, federation with external organizations, and assistance with porting existing numbers.
The expected outcome is a working modern calling service based on Microsoft 365 that enables Teams users to make and receive PSTN calls and use PBX features. Success criteria include call hold and retrieve, call transfer, call forwarding, Camp On, distinctive ringing, simultaneous ringing, voicemail, support for USB peripherals such as a USB phone, delegation, team call, and a basic call policy.
Exact scheduling can depend on client readiness, required access, number porting dependencies, and coordination with any outside vendors, so specific dates should be confirmed with IT Partner.
The service manager listed for this offering is Mike Mackey.
You must have a Microsoft 365 tenant with Cloud PBX and PSTN licenses before the service can be completed. IT Partner assigns the correct Phone System service licenses during the engagement, but the required Microsoft licensing must be available in the tenant.
This service can help replace an existing PBX with Microsoft 365 Phone System capabilities delivered through the cloud and used with Microsoft Teams clients. It focuses on Microsoft 365 cloud calling and does not include integration with or deployment of on-premises Enterprise Voice elements.
Yes, IT Partner assists with porting old numbers as part of the service. Because number porting can involve carriers and outside vendor schedules, the client must provide a dedicated point of contact to coordinate resources and schedules.
IT Partner assigns telephone numbers to Microsoft 365 users and sets emergency locations, including assigning numbers and emergency locations to users. The client must provide instructions on the structure of telephone numbers and extensions so the configuration matches the business requirements.
Yes, IT Partner configures Cloud PBX voice and voicemail services, including Auto Attendant, Call Queue, Audio Conferencing, and related components listed in the service scope. The client must provide required voice messages, music, and voice recordings for Auto Attendant.
Yes, voicemail is included because IT Partner sets up Cloud Voicemail and configures voicemail policies for the organization. Voicemail is also listed as one of the service’s success criteria for the Microsoft 365 calling deployment.
IT Partner handles Phone System license assignment, number porting assistance, user number assignment, emergency location configuration, Cloud PBX and voicemail setup, voicemail policies, external federation, Communication Credits, and Cloud Voicemail setup. These responsibilities are limited to the cloud Microsoft 365 calling scope described in the service.
The client must provide telephone number and extension structure, required voice messages or music, Auto Attendant recordings, a dedicated point of contact, and access to required systems and services. The client is also responsible for configuring networking equipment such as load balancers, routers, firewalls, and switches, and helping identify high-risk users such as executives and VIP users.
No, customer team training is not included in this service. If users need formal training on Teams calling, calling workflows, or device usage, that should be discussed as a separate need with IT Partner.
No, setup and configuration of desktop phones is explicitly not included and would be handled as a separate project. The service includes Phone System capabilities and support for USB peripherals such as a USB phone within the stated success criteria, but desktop phone deployment and configuration are outside this scope.
No, desktop and mobile software settings are not included in this initial setup service. The engagement focuses on Microsoft 365 Phone System, PSTN calling, PBX features, voicemail, number assignment, emergency locations, and related cloud voice configuration.
No, a Skype for Business to Teams upgrade is not included and is listed as a separate project. Skype for Business clients are still supported by Microsoft, but they are outside the scope of this service.
No, integration with or deployment of on-premises Enterprise Voice components is not included. This service is focused on Microsoft 365 cloud Phone System and PSTN calling for Teams users.
The service description does not specify a guaranteed downtime window or cutover impact. Because voice services can involve number porting, emergency calling configuration, networking, and user assignment, downtime and business impact should be reviewed with IT Partner during planning.
After completion, the organization should have Microsoft 365 calling configured so Teams users can use PSTN calling and cloud PBX features within the delivered scope. Ongoing items such as user training, desktop phone setup, mobile or desktop software settings, Skype for Business to Teams upgrade work, or on-premises Enterprise Voice integration are not included unless separately arranged.
Yes, the Microsoft 365 Phone System supports calling from Microsoft Teams using devices such as mobile devices, a headset with a laptop or PC, or compatible IP phones. However, setup and configuration of desktop phones is outside this specific service and would require a separate project.