Microsoft 365 Integration V20 (2024)

This guide applies to installations on V20. If you are running on V18, follow this guide.

Introduction

3CX integrates with Microsoft 365 to provide the following functionality:

Sync user accounts from Microsoft 365.
Allow users to use their Microsoft Account (SSO) to log in to the 3CX Web Client.
Sync Users' personal contacts with the 3CX personal phonebook (one way).
Sync Shared mailbox contacts with the 3CX Company directory (one way).
3CX Profile status is changed based on the Microsoft Calendar, i.e. if you are in a meeting your status will be set to busy.
3CX and Teams presence sync where 3CX presence updates are sent to Microsoft Teams or vice versa, from Teams to 3CX.
Requires Microsoft 365 Accounts with Exchange subscription plan:

To synchronize the users from Microsoft 365 to 3CX:

In the 3CX Admin Console, go to “Users” and click on“MS365”.
Now enable user syncing from 365 to 3CX. The synchronization is one-way (MS365 to 3CX) and happens once per day, during the night. If you have not deleted the user in MS 365 it will reappear in 3CX the next day.
You can set a starting extension number range to be assigned to Microsoft users. Otherwise it will use the first available extension.
You don’t have to sync all users. You can exclude certain users or specify only a particular set of users to sync. Click the “Add”button to configure.

After you have setup user synchronization, select what to synchronize:

Enable SSO to allow users to login to the web client using their Microsoft credentials.
Select “Sync office phone to 3CX Outbound Caller ID” to make the 365 caller ID the “Outbound Caller ID” in 3CX.
Sync Microsoft 365 user photo to 3CX as an avatarby checking “Sync user photo”
“Sync personal contacts” to the 3CX personal phonebook.This is a one-way synchronization: Contacts need to be managed and updated from Microsoft 365.

In the Sync Calendars and Teams Presence, new options are added

“Disabled” - Does nothing
“Update presence from 3CX Apps to Teams Clients” which forces presence updates from 3CX to Microsoft Teams.
“Update presence from Teams to 3CX Apps” will push presence updates from Microsoft Teams to 3CX. Press the “Authorize” button to configure 3CX in this mode.

This is a table showing the presence mapping between MS Teams and 3CX:

Note:

The sync will work for up to 650 users
Users must be synchronized (Users must be added as described in Step 2 above) for Teams presence to work.
Requires a Microsoft 365 Business Basic, Standard or Premium with exchange features.
If the "Deauthorize" button is pressed, the sync method will fallback to using legacy Calendar Sync via subscriptions which updates 3CX users’ status to Do not Disturb or away based on the "Show As" status in their Microsoft 365 calendar entries. So if you are in a scheduled meeting, your phone will not ring. At the end of the Microsoft 365 calendar entry, 3CX switches the profile back to the previous status. The mapping of “Show As” to 3CX Profiles is as follows:

“Busy” or “Working Elsewhere” → “Do Not Disturb”

To configure go to “System”> “Phonebook”and click on “MS365”.
Synchronize Shared Mailbox Contacts“which will sync Microsoft 365 shared mailbox(es) contacts to the 3CX Company phonebook. All contacts in “Well Known Folders” (Default) folders are synced.