Installing the RingCentral for Teams embedded app using Microsoft Azure or OAuth

Admins can remotely install the RingCentral for Microsoft Teams embedded app using OAuth or Microsoft Azure in the Admin Portal.

Which method do you want to use?

Microsoft Azure OAuth

OAuth install steps are shown below.

Installing the embedded app using OAuth

To install the RingCentral embedded app, you must have all the following administrator roles to your organization’s RingCentral and Microsoft 365 accounts.

RingCentral	Microsoft 365
Super admin AND User admin	Global admin OR Privileged roles admin, User admin, Teams admin, and Application admin

Supported operating systems (OS) for the desktop and web version of RingCentral for Teams include:

• Windows 10, or later
• macOS 10.15 (Catalina), or later

The app won’t work on these operating systems due to framework upgrades:

• Windows 7, 8, and 8.1
• macOS 10.13 and 10.14

Make sure to turn on all required permissions from your Microsoft Teams admin center.

• Check that third-party apps can be added to the organization’s Teams app.
• Make sure the RingCentral app is allowed under Manage Apps in the Teams admin center.

Please refer to RingCentral's network requirements for the firewall and web proxy configurations required for Teams and RingCentral to operate correctly.

Connect your Microsoft 365 account to RingCentral

1. Sign in to the RingCentral Admin Portal.
2. Click More in the main navigation.
3. Click Account Settings → Microsoft Teams.
4. Click the Embedded App tab.
5. Click Connect via OAuth.
6. In the popup window, enter your Microsoft 365 admin credentials and click Sign in.
7. Check the box next to Consent on behalf of your organization (a), then click Accept (b).

Note

You must be a global admin, application admin, or user administrator to do this step.

8. Click Authorize RingCentral.

   

9. In the popup window, enter your credentials if prompted.

10. Click Accept.

    

You’ll see a confirmation message saying your Microsoft 365 account is connected and authorized. You can also connect multiple Microsoft 365 tenants to your account.

Connecting multiple RingCentral accounts to one Microsoft 365 account

If your company uses multiple RingCentral accounts with a single Microsoft 365 account and wants to install the RingCentral for Teams app for all users, connect each RingCentral account to Microsoft 365 individually using the previous steps.

Installing the embedded app

On the Embedded app tab, select who you want to install the app for:

• All users
• Multiple users
• A single user

If you’re going through Step 2 for the first time, you’ll only see the first two buttons as shown below. Once the embedded app is installed, a table will appear with the installation status and other details. You can always select more users if you don’t install the app for all users.

Before proceeding, ensure the username (user principal name) and email address for a user’s Microsoft and RingCentral account match. If both don’t match, the embedded app won’t display:

• Chat notifications for missed communications.
• Personal contacts from the Microsoft contact directory.

For accounts with more than 15,000 user profiles, the Admin Portal will redirect you to install the embedded app using the Teams admin center.

Install the embedded app for all users

1. Click Install for all users. You’ll see an Installing message appear. Depending on the network and number of users, it might take several minutes.
2. Once completed, you’ll see a confirmation message with a summary of the installation. Click OK to view the user table. The table includes the installation status, users with the app installed, and the ability to sort or filter the table. Additionally, you’ll receive an email containing the installation summary and more details.

Install the embedded app for selected users

To add the embedded app to Teams for a specific set of users:

1. Click Install for selected users.
2. Check the boxes next to the users for whom you want to install the embedded app.
3. Click Install. You’ll see an Installing message. Once the embedded app is installed for all users, a table will appear with the complete list.

Install the embedded app for a single user

You can install the embedded app for a single user from the table under Step 2. Click Install at the far right to add the embedded app to the user’s Teams app.

Important

Make sure the Microsoft Teams Admin Center isn’t blocking third-party apps, either directly or through group policies, as this can prevent installation.

To check your organization-wide settings in the Teams Admin Center:

1. Go to Teams apps, then click Manage apps.
2. Click the Actions dropdown.
3. Select Org-wide app settings.
4. Make sure the Let users install and use available apps by default toggle is on.

Manually refresh the user list

Whenever users are added or removed from your Microsoft organization, you can refresh the user table.

During the refresh, all buttons in Step 1 and Step 2 will be temporarily disabled. However, you can still view, sort, search, and filter the user table. Refreshing might take several minutes, depending on the number of users in your organization.

Uninstalling the embedded app

If you want to remove the embedded app from one or more users, click Uninstall to the far right of their name.

The Uninstall link only appears if the embedded app was already installed previously.

Pin the RingCentral embedded app

For quick access, you can pin the RingCentral embedded app within your users’ Teams app.

Download the desktop plugin and enable mobile mode

Downloading the plugin

RingCentral also offers a desktop plugin to make and receive phone calls, and manage active call controls. You can download the plugin under Step 2, then leverage your company’s end-point management solution to remotely install the plugin on your users’ computers. You can also download the plugin packages using the links below:

• For Windows (MSI Format) — use the download link in the RingCentral Admin Portal on the Embedded App tab.
• For MacOS (PKG Format) — use the download link in the RingCentral Admin Portal on the Embedded App tab.

Setting up mobile mode

Admins can set up a mobile mode for users in their organization to make and receive calls within the RingCentral for Teams mobile app. The mobile mode provides a focused call-only experience. Any message, video, or other RingCentral features are hidden in the app so the user can focus on phone tasks.

To apply the mobile mode:

1. Click the toggle to turn on Show custom view.

   Note

   You must be a user admin or super admin to perform this task.

2. Click Go to User List. If you don’t see the toggles immediately after navigation, please refresh the page and check again.

3. Click the toggle to turn on MS Teams mobile mode for selected users. You can set up the app for users in bulk by checking the boxes next to their names, then clicking MS Teams mobile mode → Enable.

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Related

• RingCentral for MS Teams overview
• Teams Embedded App — User Guide
• Presence Sync — Admin Guide
• General Questions — Microsoft Teams
• Log Collection