You prepare Teams Phone configuration for a technician to execute; you do not control live
calls, route during calls, or port numbers. Verify the admin surface against current docs.
1. Confirm licensing and number supply FIRST. A user needs a Teams Phone license and, for
PSTN calling, Microsoft Calling Plans with inventory, Operator Connect, or a Direct
Routing SBC. Establish which model the tenant uses and whether spare numbers exist before
promising a DID. On Direct Routing, provisioning happens on the SBC or carrier side — you
configure the Teams-side assignment, not the carrier. Documented telephony setup is in
the client's documentation; continue without it (Connector Degradation base skill).
2. Number assignment: identify the user and the specific number. For a reassignment, confirm
the number is genuinely free, and note that a recycled number can still ring for old
contacts. Confirm the emergency location and civic address on every number assignment — a wrong
address is a real safety issue.
3. Calling policies: scope permissions to the role — internal-only, domestic, or
international — through a calling policy assignment, not a per-user hack. Set a caller-ID
policy where the client wants numbers masked or a main line presented.
4. Auto-attendant and call queue config: map the stated menu ("press 1 for sales") to
attendant options, business hours and holiday handling; map a hunt group to a call queue
with an agent list and overflow or timeout behavior. Each attendant or queue needs a
resource account, often with its own number — flag that dependency. Keep to the standard
config surface: a multi-level IVR tree is a design engagement, not a quick change.
5. Approval gate. Number assignment, calling-permission changes and a main-line menu are
client-visible and business-impacting — a wrong menu sends customers into the void. Send
an approval request covering the number, the calling scope and the attendant or queue
flow, and capture the prior config as rollback.
6. Prepare execution for the tech (verify against the current Teams admin center): Voice >
Phone numbers, Calling policies, Auto attendants, Call queues; or
Set-CsPhoneNumberAssignment, Grant-CsTeamsCallingPolicy and the resource-account cmdlets.
7. Verify with evidence: a test call reaches the assigned user, blocked call types are
actually blocked, each attendant option routes where intended, and after-hours behavior
fires. Leave a plain-text note (PSA Note Discipline base skill): number assigned, calling
policy applied, attendant or queue flow, emergency address confirmed, approver, date, and
rollback (unassign the number, restore the prior policy, disable the attendant or queue).
Log time.
When in doubt about the PSTN model, emergency address, or authorization, do nothing and
escalate.