SMS App Enterprise Configuration
Table of Contents
Building the Application Template Customizing the Application Template for an Enterprise Adding SMS Phone Numbers for Enterprise Configuring SMS Users Individually Configuring SMS Users in Bulk
Once an SMS carrier is configured and assigned to the reseller, the enterprises underneath a reseller can be configured for SMS service. This page provides instructions on configuring and deploying the SMS Application for an enterprise.
Prerequisite:
Ensure Chat and Chat with groups are enabled in the Microsoft Teams Admin Center to allow users to seamlessly open and add the SMS app.
Building the Application Template
The reseller needs to create an app template for the Teams Application that houses the SMS interface. Note that the reseller defines this template. Further customization can be done for a specific reseller.
Do the following steps:
- From the Reseller dashboard, click App Templates.
The App Template Management screen displays. - From the App Template Management screen, click the SMS App tab.
- The following fields in the form allow the resellers to apply their own branding details for the app. Fill out the form with the following information:
- Version: This is the version number of the SMS app to be deployed in Teams.
- Dev Name: This displays the name of the app's publisher in the app store.
- Short Name: Used in the app store and as a header.
- Full Name: This field is used to enter the application's full name. The same information as the Short Name may be populated.
- Short Description: This is used in the app store to help users recognize that they have found the correct app when they do a search.
- Full Description: This will appear as the body of the content on the About tab in the app.
- Application Branding Icon: These icons are associated with the Application in Teams. The default is either the Microsoft Teams Connector swirl or a graphic chosen by the reseller. This can be changed to anything (for example, your logo, the Enterprise logo, a telephone graphic, and others) following Microsoft graphical sizing parameters (192 by 192 pixels and 32 by 32 pixels in transparent PNG format).
- Portal Single Sign-On Tab Name: Label this with something descriptive so the end users can easily identify it. The sample format is [Reseller's Brand Name] SMS Portal.
- Website URL: Enter the URL of the Reseller's website.
- Privacy URL: Enter the Reseller's Privacy URL link. By default, this will connect to the Microsoft Teams Connector Privacy URL. You may want to copy and customize the privacy policy and make it available on your own company domain.
- Terms of Use URL: The rules are the same as those for the Privacy URL above. You may see the Microsoft Teams Connector Terms of Use if you want to customize and host on your own company domain.
- Select Accent Color for Logo: This colour will be displayed in areas where the logo has transparent parts.
- Configurable Tabs: Drag the tabs to the box on the right in the order you want them to appear in the app. If you choose not to make the Single Sign-On tab visible, leave this tab out by not dragging it to the right. The chat and about tabs are mandatory per Microsoft's guidelines.
- Click Save SMS Application Template.
Result: The changes will appear similar to the following screenshot:
Customizing the Application Template for an Enterprise
To customize the application for the enterprise, do the following:
- From Enterprise, click App Management.
The same settings configured at the Reseller's app template are fed down to the Enterprise level.
Some Resellers prefer to customize the app with their own branding, and some prefer to customize it with the Enterprise's branding. Here, you can make individual changes, when desired, per enterprise.
Make the relevant customizations.
Click Save SMS Settings for Deployment.
Note: To deploy the app to the organization's Teams, the enterprise's Microsoft Global Admin must proceed to the dashboard and click the Sync SMS App button.
Alternatively, the sync app steps maybe done later after assigning SMS phone numbers to member Teams users. This is discussed in a later section below.
Adding SMS Phone Numbers for Enterprise
The SMS DID page is no longer available and replaced by the Phone Numbers page. See the following sections in Centralized DID Management:
Uploading Phone Numbers
Assigning a Phone Number
Configuring SMS Users Individually
To individually configure SMS users, do the following:
From the Enterprise > Users page, go to the Manage Users pane and click Manage SMS.
Mark the Enable SMS Service checkbox.
- Set the User Type drop-down list to Basic User.
Select the phone numbers to assign to the user and move them from Unassigned DIDs to Assigned DIDs.
Click Submit.
Note: When users were added by anyone other than the Microsoft Global Admin, the admin must log in and click the Sync SMS App button from the Dashboard page to finalize all changes.
This creates a team in MS Teams named with the phone number assigned to the SMS user.
Configuring SMS Users in Bulk
- From the Enterprise Dashboard, click Bulk Upload.
On the Bulk Upload Users screen, set the User Type drop-down to SMS, click Browse and locate the CSV file to upload.
TeamsUserID: The Microsoft Office 365 email address of the user.
User Type: BU - Basic User
Country Code
SMS DID
- Click Upload.
Users are extracted from the CSV file displayed on the screen. -
Click Validate.
This analyzes the file and ensures no obvious data entry failures, such as invalid email addresses, a DID already in use, or an attempt to configure a user who is not properly licensed. Hovering over the error will give guidance about what specific error is preventing configuration.
In the example shown below, the top user can successfully be added, while the second user's DID cannot be assigned to the enterprise.
When there are no detectable errors, the blue Validate button changes to say Submit:
When the file is successfully uploaded, a confirmation message displays.
When users were added by anyone other than the Microsoft Global Admin, have the admin log in and click the Sync SMS App button from the dashboard page to finalize all changes.
When the sync is complete, a confirmation message displays in the activity feed.
Users would be displayed on the Enterprise Admin Dashboard.
As the user starts sending and receiving SMS messages, channels would be created inside this team for each external phone number that is contacted.
These channel names may also be renamed by the user in Teams.
The end user can locate, pin the app, and send SMS messages. See SMS and MMS (Texting): End User Experience.