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Outlook VoIP Integration: S-Series VoIP PBX Click to Dial from Outlook

Outlook VoIP Integration: S-Series VoIP PBX Click to Dial from Outlook

Yeastar is always looking for ways to make users’ life easier and improve their business performance. Integrating S-Series VoIP PBX with Outlook through xtelsio TAPI or OutCall is just the seamless way for Yeastar users to initiate calls simply through a click of the mouse in Microsoft Outlook without entering customers’ phone numbers into your PBX extension, eliminating dialing errors and improving performance.

With VoIP Outlook integration, you can call contacts directly from Outlook by selecting the “Call” option. Once you click the “Call” in Outlook, your S-Series VoIP PBX extension registered on the xtelsio TAPI or OutCall will ring. Pick up the call and the call will be established between your extension and the destination number. Consolidate your communications into one platform and enjoy the easy speed dial.

How to Make a Call from Outlook?

Before making the call from Outlook, you should integrate Yeastar S-Series VoIP PBX and Microsoft Outlook first through xtelsio TAPI or OutCall application.

Integrate Outlook and Yeastar S-Series with xtelsio TAPI

1. Enable AMI on Yeastar S-Series PBX

Log in Yeastar PBX web user interface, navigate to “Settings > System > Security > Service”, enable AMI and specify AMI user name and password, add allowed IP address.

2. TAPI Driver Configuration

Download and install xtelsio TAPI, configure the TAPI line by entering the IP address of Yeastar S-Series VoIP PBX and the user name and password of Yeastar AMI you set before. Then check the state of the connection. If the state shows “Connected and Logged in”, the TAPI is successfully connected to Yeastar S-Series VoIP PBX.

3. onfigure Asterisk TAPI device.

Choose one of Yeastar IPPBX extensions, and fill in the extension details in the Asterisk TAPI Device section.

4. Start to call from Outlook

Start your Outlook, click on dialog button “Dialing Options”, select the configured TAPI line and then start to call the selected contact.

Integrate Outlook and Yeastar S-Series with OutCall

OutCall is an application designed for integration with Microsoft Outlook while placing and receiving phone calls. The application includes: Outlook contacts integration, incoming calls pop-up window notification.

1. Enable AMI on Yeastar S-Series PBX

Log in Yeastar PBX web user interface, navigate to “Settings > System > Security > Service”. Enable AMI and specify AMI user name and password, add allowed IP address.

2. Configure OutCall application

Configure the server settings of OutCall by entering the IP Address of Yeastar S-Series VoIP PBX and the user name and password of Yeastar AMI you set before.

3. Setting extension number

Enter an extension number of Yeastar S-Series IPPBX in the extension setting of OutCall.

4. Synchronize contacts from outlook

Click Sync Contacts > From Outlook, OutCall will synchronize contacts from outlook.

5. Making Calls on OutCALL from Outlook contact

Once you click Call to call the number, your extension will ring first. Pick up the call and the call will be established between your extension and the destination number.

Learn more details on How to Make Calls from Outlook and How to Integrate Yeastar S-Series VoIP PBX with OutCALL

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Yeastar S-Series VoIP PBX is CRM-friendly. Supporting integration with popular CRM solutions with access to Asterisk Management Interface (AMI), it allows you to boosts productivity while increasing customer satisfaction.

Check Yeastar supported CRM integration here and learn what features are available for your benefits.

Learn More About Yeastar CRM Integration Solution

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User Login

Instantaneously receive user login credentials via email once the extension has been deployed by the adminstrator.

Log in conveniently via any web browser for access to the user portal.

Integrations

Integrate various CRM software for better customer service and satisfaction.

Enable transcription of audio messages into text with integration of third-party transcription service.

Enable API for integration with various third-party integrations for advanced performance such as call center and hotel reception services.

System

Provision email SMTP and template settings for event notifications to be sent out.

Manage storage allocation and duration of various types of data being stored on the PBX.

Determine the types of event notifications to be sent out, and the parties receiving them.

IVR

Add various audio voice prompts to be played according to different call scenarios.

Add voice prompts on multiple levels for more effecient and precise inbound call routing.

Voicemail

Customize default voicemail settings for each user extension.

Add various voicemail messages for allocation to different call scenarios and users.

Provision specific rules to how voicemail messages are played over the PBX system for better caller experience.

Reports and CDR

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Use intuitive visual call reports, to check various call statistics over extensions, trunks, queues, ring groups, and more.

Call reports can be viewed and downloaded directly from the PBX, or scheduled to be sent via email to respective parties.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Limit the number of otbound calls users are allowed to make within a time period to protect against toll fraud.

Restrict certain country codes for outbound calls either company-wide or on certain extensions.

User Login

Determine extension ranges for different functions.

Define use of different voice prompts depending on call scenarios or intended function.

Provision basic and advanced SIP settings to be used on the PBX.

Recordings

Record all calls made on specified trunks, including inbound and outbound calls.

Recordings

Record all calls made on specified extensions, conferences, or call queues.

Paging and Intercom

Create different types of paging and intercom broadcast groups for selected extensions.

Set a time schedule to automatically start your broadcast.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Conference

Pre-set conference settings and dial-in passwords for security, and allow internal users to send conference invites to external parties.

Speed Dial

Create multiple speed dial numbers to respective external numbers frequently used for outgoing calls.

Speed dial is activated when the set prefix (default or customized) is dialed.

Ring Group

Create multiple ring groups and determine custom ring strategies and failover settings for each.

Call Queue

Create different call queues with specific ring strategies and failover settings.

Static agents permanently answer calls in queue, while dynamic agents can log in and out. Allocate different extensions to each group.

Determine what actions are to be allowed for Mangers or Agents to manage on the Queue Panel.

Call Control

Have calls received on specific SIP trunks routed to designated extensions or destinations within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Organize company contacts into dedicated phonebooks and determine accessibility rights to extension groups for each.

Bulk import a list of contacts instead of having to key details in individually.

Role and Client Permission

Pre-defined user roles within the PBX are conveniently available for allocation, or create your own set of permissions.

Restrict users from viewing specific extensions, departments, or extension groups with Extension Visibility.

Allow or resrict specific users from managing or viewing certain company contacts

Auto Provision

Pre-defined setting parameters specific to respective IP phone models are conveniently available for easy set-up.

IP Phones can be quickly provisioned to your Yeastar PBX with just the pre-defined template and device MAC address.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Different types of trunks can be created, Caller ID can be customized.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Configure default call and user settings for individual extensions.

Customize allocation of user extensions to specific ring groups.

Portal Login Page

Receive your administrator log-in credentials and set-up guide via email.

Log-in on any web-browser to get started with PBX set-up.

Installation Wizard will guide you through basic configurations.

User Login

Access all company contacts made available to you by the administrator.

Create your own personal contacts list for easy reference and dialing.

Bulk import contact details for convenient data entry.

User Login

Access and manage user settings for softphone application and voicemail.

Manage call routing and presence status for your individual extension.

Retrieve or download your personal call logs and recordings.

User Login

Receive your log-in credentials and set-up guide via email, sent by your admin.

Log-in on any web-browser to get started with PBX set-up.

Configure contacts and personal settings from the web portal.

Auto Provision

Add, remove, or modify IP phone settings from your web interface.

Upgrade IP phone firmware conveniently from your PBX.

Upload various default setting parameters specific to respective IP phone models for greater convenience during set-up.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Have detailed contact information for your vendors and clients conveniently stored .

Bulk add a list of contacts instead of having to key details in individually.

PBX Monitor

Monitor the status extensions, whether they aren idle, in use, or unavailable.

Know whether your SIP Trunk running properly, or experiencing problems.

Monitor the number of call conferences currently running on your PBX, and their individual durations.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Call Detailed Report

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Filter by date, time, or extension number to retrieve specific call logs or recordings

Playback call recordings directly from the PBX or download to store externally.

Event Center

Determine what events and logs are to be recorded and/or have notifications sent.

Specify particular notifications to be sent to respective authorized personnel.

User Permission

Set up vaious groups of users for allocation to certain sets of access rules.

Determine what features a certain group of extensions can or cannot access.

Determine if users can access, play-back, or download call logs and recordings from the pbx.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Determine specific the range of SIP ports for connection between your PBX and endpoints.

Restrict country codes for outbound calls either company-wide or on certain extensions.

Voice Prompt

Upload and designate customised audio recordings at multiple levels of a call journey.

Upload recorded music to fill the silence that would be heard by callers on hold.

Upload customised voice prompts to create a professional call experience.

General

Customize general call preferences either company-wide or for individual extensions.

Set-up feature dial codes for convenient user navigation to specific call features.

Determine how voicemails are retrieved, and also upload custom voicemail recordings.

Call Features

Add multiple automated responses to be played at different phases of a call journey.

Designate specific extensions to ring concurrently based on an external caller's dial pattern.

Customize messages and waiting times to keep external callers engaged when put on hold.

Call Control

Have calls received on specific SIP trunks routed to designated extensions within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Provision SIP trunk settings and dedicate them to particular extensions.

Bulk add DDIs on each SIP trunk, for allocation to an individual or groups of extensions.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Allocate and deploy specific extension numbers to respective users via email.

Set-up default ring and presence status settings for individual users.

Deal One View

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View cases created for a Deal in One View.

View cases created for a Deal in One View.

Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.

Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.