> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your Microsoft Teams account

> Connect your firm's work account, then choose browser calling or the Teams app.

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.

## Connect call tracking

<Steps>
  <Step title="Open Teams Phone settings">
    Go to **Settings → Integrations → Microsoft Teams Phone**, or [open the settings page](https://www.presolve.com/dashboard/settings?tab=integrations\&integration=teams-phone).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Frame caption="Start with Track my Teams calls. Connect browser calling in the second card if you want to speak in Presolve.">
  <img src="https://mintcdn.com/grand-charter/lCTmx0ORwkuaXYbV/images/help/teams-phone/connect-work-account.jpg?fit=max&auto=format&n=lCTmx0ORwkuaXYbV&q=85&s=c0c7c7934d60f14c79a26b4bb5fca699" alt="Settings → Integrations → Microsoft Teams Phone, showing Connect my Teams account and the separate Connect Microsoft calling control." width="1920" height="1080" data-path="images/help/teams-phone/connect-work-account.jpg" />
</Frame>

If Microsoft requests approval or the account does not match, use [IT/support: approval and sign-in](/docs/help/integrations/teams-phone-troubleshooting#approval-and-sign-in). IT's existing tenant approval can be reused; each employee still verifies their own work account.

## Add browser calling

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Frame caption="Setup is complete when both cards show your work email. This example also has incoming-call availability enabled.">
  <img src="https://mintcdn.com/grand-charter/lCTmx0ORwkuaXYbV/images/help/teams-phone/connected-accounts.jpg?fit=max&auto=format&n=lCTmx0ORwkuaXYbV&q=85&s=8d8a3dafe8436ff420b4fd1fdf7f69eb" alt="Sample work account connected for call tracking and browser calling, with Available for calls enabled." width="1920" height="1080" data-path="images/help/teams-phone/connected-accounts.jpg" />
</Frame>

<Note>
  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.
</Note>

## 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.

<CardGroup cols={2}>
  <Card title="Call in the browser" icon="phone" href="/docs/help/records/teams-browser-calling">Call a contact or another number, answer incoming calls, and save notes.</Card>
  <Card title="Call in the Teams app" icon="arrow-up-right-from-square" href="/docs/help/records/teams-app-calling">Open Teams from a case, contact, or dialer and complete your call note.</Card>
  <Card title="Review calls and recordings" icon="list" href="/docs/help/records/teams-call-records">Check caller roles, resolve case matches, and play recordings.</Card>
  <Card title="IT and support" icon="life-ring" href="/docs/help/integrations/teams-phone-troubleshooting">Get help with approval, calling, sync, or recordings.</Card>
</CardGroup>

Managing shared numbers or employee mappings? Use [firm setup](/docs/help/integrations/teams-phone-admin).