Setting up Zoom for Microsoft Operator Connect

Zoom for Microsoft Operator Connect allows your organization to use Zoom as a telephony provider for Microsoft Teams Phone. With this integration, admins can provision and manage phone numbers from Zoom's network directly within Microsoft Teams, enabling Teams users to make and receive PSTN calls through Zoom's infrastructure.

Requirements for setting up Zoom for Microsoft Operator Connect

Limitations for setting up Zoom for Microsoft Operator Connect

Table of Contents

How to add and authorize a Microsoft Teams tenant

Connecting your Microsoft Teams tenant to Zoom establishes the link that allows number provisioning between the two platforms.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Numbers, followed by Operator Connect Integration.
  4. Click Add connection.
    You will be redirected to the Microsoft page.
  5. In the OAuth window that appears, sign in with the Microsoft account that owns the Teams tenant.
  6. Enter the Tenant name.
  7. Click Save.
    The tenant will appear in the list with a pending status while Zoom creates the connection in Microsoft Teams and the transit provider. When the connection is established, the status changes to active.

Note: Activation completes within 5 to 30 minutes. If the status shows failed, click the More (ellipsis) icon then click Retry. If the connection still fails after retrying, contact Zoom Support.

How to manage a Microsoft Teams tenant

After adding and authorizing a Microsoft Teams tenant, you can provision numbers, update the tenant name, or remove the tenant entirely if it is no longer needed.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Numbers, followed by Operator Connect Integration.
  4. To the right of a tenant, click the More (ellipsis) icon to access the following options:

How to add a Zoom for Microsoft Operator Connect emergency address

You can manage emergency addresses for phone numbers assigned to Microsoft Teams via Zoom for Microsoft Operator Connect. Each number requires an emergency address, which emergency services use to identify the caller's location.

Note: How the emergency address is used depends on the caller's region. Outside the US and Canada, the provisioned address is passed directly to emergency authorities and will be used when a call to an emergency number takes place. In the US, Canada, it serves as a fallback location — used only if PIDF-LO location information is not sent with the call. When Microsoft Teams provides dynamic PIDF-LO data, that information takes precedence and is routed to the appropriate emergency center.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Numbers, followed by Phone Numbers.
  4. Click the Related Features dropdown then select Operator connect emergency address.
  5. Click Add Emergency Address.
  6. Enter the required information:
  7. Click Save.

How to get new Zoom for Microsoft Operator Connect phone numbers

If your organization needs additional phone numbers for Microsoft Teams users, you can acquire new numbers directly through the Zoom Admin Portal and provision them to a Teams tenant during the process.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Numbers, followed by Phone Numbers.
  4. At the top of the page, click Add Number, then click Get Number.
  5. Enter the required information:
  6. Click Search.
    Note: If no phone number is available, click Create Ticket to request phone numbers with Zoom Support.
  7. Select your preferred phone numbers then click Continue.
  8. In the Tenant dropdown, choose from one of the following:
  9. Click Done.
    Note: If a tenant was selected, the product displays the syncing to Operator Connect icon  and disappears when Teams accepts the number.

Notes:

How to allocate phone numbers to Zoom for Microsoft Operator Connect

Before provisioning phone numbers to a Microsoft Teams tenant, you must first allocate them to Zoom for Microsoft Operator Connect. This designates the numbers as available for use with Operator Connect and allows them to be assigned to a tenant.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration then click Numbers, followed by Phone Numbers.
  4. Select the desired phone number(s) from the available list.
  5. At the top of the page, click Product.
  6. On the pop-up window, select Operator Connect.
  7. Assign the following by selecting from each dropdown:
  8. Click Save.

Notes:

Bulk uploading phone numbers to Zoom for Microsoft Operator Connect

When provisioning a large volume of numbers, such as during an initial deployment or number port, you can use the bulk upload feature to configure multiple numbers at once via a CSV file instead of individually.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Numbers, followed by Phone Numbers.
  4. In the Import dropdown, click Update Operator Connect Number.
  5. Click CSV sample to view the requirements and click Download to save the template.
  6. Fill out the downloaded CSV file.
  7. Click Upload CSV to upload the CSV file.

How to assign or unassign a phone number to a user in Microsoft Teams

Once phone numbers are provisioned to Microsoft Teams through Zoom for Microsoft Operator Connect, you can assign them to individual users or unassign them as needed. 

  1. Sign in to the Microsoft Teams admin portal.
  2. In the side menu, click Voice, then click Phone numbers.
  3. Select the phone number then click Edit.
    A new window displays on the right side of the screen.
  4. To assign a user, search for the user by display name or username, then click Assign.
    Note: To create a Microsoft Teams new user, see Manage Teams licenses.
  5. (Optional) To unassign a user, click the X button next to the username.
  6. Click Apply.

Notes:

How to set up Zoom for Microsoft Operator Connect calling rules

Calling rules allow you to block specific inbound or outbound calls based on country, prefix, or number.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Numbers, followed by Phone Numbers.
  4. In the Related Features dropdown, select Operator Connect calling rules.
  5. Click Inbound or Outbound.
  6. Click Add.
  7. Select the Country.
  8. Select a Caller source or Blocked destination from one of the following:
  9. In Applies To, choose whether the rule applies to one of the following:
  10. Click Save.

How to delete Zoom for Microsoft Operator Connect calling rules

When a calling rule is no longer needed, you can delete it to remove the restriction and allow calls from the previously blocked numbers or prefixes.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Numbers, followed by Phone Numbers.
  4. In the Related Features dropdown, select Operator Connect calling rules.
  5. Click Inbound or Outbound.
  6. To the right of the rule, click the More (ellipsis) icon .
  7. Click Delete.
  8. When prompted for confirmation, click Delete.

How to add block rules to existing Zoom for Microsoft Operator Connect calling rules

Calling rules allow you to block unwanted inbound or outbound calls for your Zoom for Microsoft Operator Connect numbers. You can add block rules to restrict calls from specific numbers or prefixes, applying them to all or selected Zoom for Microsoft Operator Connect numbers.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Numbers, followed by Phone Numbers.
  4. In the Related Features dropdown, select Operator Connect calling rules.
  5. Click Inbound or Outbound.
  6. Click the block rules of a country or region.
  7. In the pop-up window, click Add.
  8. Select a Caller source or Blocked destination from one of the following:
  9. In Applies To, choose whether the rule applies to one of the following:
  10. Click Save.

How to delete block rules from existing Zoom for Microsoft Operator Connect calling rules

When your organization's calling restrictions change, you can delete existing block rules to re-enable inbound or outbound calls from numbers or prefixes that were previously blocked.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration, then click Numbers, followed Phone Numbers.
  4. In the Related Features dropdown, select Operator Connect calling rules.
  5. Click Inbound or Outbound.
  6. Click the block rules of a country or region.
  7. To the right of the rule, click the More (ellipsis) icon , then click Delete.
  8. Click Delete on the confirmation window.

How to view and configure Zoom for Microsoft Operator Connect billing and usage

You can view your Operator Connect billing plan and configure which countries or regions your users are allowed to call. This helps you manage telephony costs by restricting outbound calls to specific locations.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Billing.
  4. Under Current plans, locate Operator Connect.
  5. Under Operator Connect, click View/Edit Countries/Regions.
  6. (Optional) Deselect a country or region to block users from calling the specified location.
  7. Click Save.

How to view Zoom for Microsoft Operator Connect reports

You can monitor call activity and quality for Operator Connect. Follow these steps to view call logs, charge logs, and call quality reports:

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Reports, then click Usage reports.
  4. Click Operator Connect.
  5. Select a report type: