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Use your firm’s Microsoft work account with your Teams Phone number. Start in the correct Presolve organization, signed into your own Presolve account.
  • Track my Teams calls brings eligible calls from your assigned lines into this organization.
  • Your calling account lets you speak inside Presolve. Connect this too if you want browser calling.
  • Call in Teams opens the separate Teams app. Browser calling is optional for this path.

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Connect call tracking

1

Open Teams Phone settings

Go to Settings → Integrations → Microsoft Teams Phone, or open the settings page.
2

Connect your Microsoft work account

Under Track my Teams calls, select Connect my Teams account. Choose the work account with your Teams number and complete Microsoft’s sign-in prompts.
3

Confirm your account

Back in Presolve, check Connected as and your work email. Sign in again is an option on connected accounts; it does not mean you were disconnected.
Settings → Integrations → Microsoft Teams Phone, showing Connect my Teams account and the separate Connect Microsoft calling control.

Start with Track my Teams calls. Connect browser calling in the second card if you want to speak in Presolve.

If Microsoft requests approval or the account does not match, use IT/support: approval and sign-in. IT’s existing tenant approval can be reused; each employee still verifies their own work account.

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Add browser calling

1

Connect your calling account

On the same page, under Your calling account, select Connect Microsoft calling. Sign in with the same Microsoft work account and complete its prompts.
2

Check the connection

Confirm Connected as in this card too. You can now open a case and select Call in browser. Have a microphone and headset or speakers ready, and allow microphone access when asked.
3

Receive calls here, if you want

Select Turn on availability and check for Available for calls. Keep Presolve open in that tab to receive calls. Availability is separate from the saved account connection.
Sample work account connected for call tracking and browser calling, with Available for calls enabled.

Setup is complete when both cards show your work email. This example also has incoming-call availability enabled.

Screenshots use actual Presolve controls in a demonstration workspace with fictional data and simulated calls. Each capture shows a full 1920 × 1080 viewport; click an image to enlarge it. Controls depend on your firm’s enabled features and your access.

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Make your first call

Start from a case’s calling controls, a contact’s phone number in Library → Contacts, or the New call phone icon in the top navigation bar. Review the destination, case, caller name, and role before dialing. Known contacts can prefill details when there is a clear match; you can always correct the suggestions for that call.

Call in the browser

Call a contact or another number, answer incoming calls, and save notes.

Call in the Teams app

Open Teams from a case, contact, or dialer and complete your call note.

Review calls and recordings

Check caller roles, resolve case matches, and play recordings.

IT and support

Get help with approval, calling, sync, or recordings.
Managing shared numbers or employee mappings? Use firm setup.