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3CX + Microsoft 365
Your phone system, part of your Microsoft 365 tenant
Most of our customers run on Microsoft 365, so the phone system should behave like part of it. Users sign in with their Microsoft account, new starters get an extension when they get a mailbox, Outlook contacts show as caller ID, and a calendar meeting sets the phone to do-not-disturb. If the team lives in Teams, direct routing makes Teams the handset.
- Sign in to 3CX with Entra ID
- Users and extensions provisioned from Microsoft 365
- Outlook and shared contacts as caller ID
- Calendar meetings set phone status automatically
What it does
3CX and Microsoft 365 & Teams, call by call
Entra ID single sign-on
One password, one MFA. Disable a user in Microsoft 365 and their phone access goes with it.
Provisioning
New users in Microsoft 365 appear in 3CX with an extension and app; leavers are removed. Onboarding is one job, not two.
Contacts everywhere
Personal Outlook contacts and shared mailboxes are synced so the desk phone and mobile app know who is calling.
Calendar status
A meeting in Outlook sets 3CX to do-not-disturb or away for its duration and clears it after. Nobody rings a phone in a boardroom.
Teams direct routing
Make and take calls in the Teams client, on your 3CX numbers, over our network. See the Teams direct routing page for the detail.
Managed as one tenant
If we look after your Microsoft 365, the phone integration is set up, permissioned and documented by the same team.
What we need from you
A Global Administrator to consent to the 3CX application in Entra once, with the permissions listed in our runbook. If we already manage your tenant, that is us. From there, provisioning rules decide who gets an extension — everyone, a group, or a licence type.
Teams calling without the Microsoft calling plan
Teams Phone with direct routing lets people use Teams as their phone while calls run on 3CX and our Australian network. It suits offices that live in Teams all day and want the same number on the desk phone, the mobile app and Teams.
How it is set up
Four steps, usually inside a day
You keep the keys. We do the mapping, the rollout and the looking-after.
Consent
Your admin approves the 3CX app in Entra with the documented permissions.
Provisioning rules
Which users and groups become 3CX users, and how extensions are assigned.
Contacts and calendar
Enabled per user or for everyone.
Teams (optional)
Direct routing configured if Teams should be a handset.
Common questions about the Microsoft 365 & Teams integration
Do we need Teams Phone licences?
Only if you want to make and take calls inside the Teams client. Sign-on, provisioning, contacts and calendar status need no extra Microsoft licence.
Can some staff use Teams and others desk phones?
Yes. Direct routing is per user. Reception can keep a desk phone while consultants use Teams, on the same system and numbers.
Still have questions? Talk to a local specialist — no call centre, no scripts. Contact us
Industries
Where Microsoft 365 & Teams and 3CX usually turn up
Legal & Professional Services
Law, accounting and advisory firms where confidentiality, billable time and reliable communication are non-negotiable.
See how we helpNot-for-profit & Community
Charities, associations and community organisations that need enterprise reliability on a member-funded budget.
See how we helpHealthcare & Allied Health
Medical, dental and allied health practices that cannot afford a phone that rings out or a record that is not there.
See how we helpHubSpot
Caller ID from HubSpot contacts, calls logged as HubSpot call activities, click-to-dial — without paying for HubSpot calling minutes.
3CX + HubSpotSalesforce
Leads, contacts and accounts looked up as calls ring, calls logged as Salesforce tasks, click-to-dial from Lightning.
3CX + SalesforceZoho CRM
Contacts and leads matched from Zoho CRM, calls logged to the Calls module, click-to-dial — including Zoho One and Bigin.
3CX + Zoho CRMGet a quote
Ready to connect Microsoft 365 & Teams to 3CX?
Tell us which edition you run and what should happen when the phone rings. We will confirm whether it is a template, middleware or custom work, and quote it.
Prefer to talk?
1300 718 857Monday to Friday, 8:30am – 5:30pm ACST. 24/7 support for managed customers. Existing customer with a fault? Go to support.
- Written, itemised quote within one business day
- No obligation — we will say if you should stay put
- Titanium 3CX Partner, one of six in Australia