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Teams Easy Lookup EN2022-05-26T14:33:34+02:00

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Recognize callers in Teams

Teams Easy Lookup – See who’s calling you on Teams!

Are you looking for a solution to recognize caller IDs in Teams? Did you previously use a CTI solution which offered this integration and are now looking for a solution which can offer the same experience in Teams Phone?

This is possible with Teams Easy Lookup! With our solution you will get a modern, cloud-based CTI (Computer Telephony Integration) for Teams.

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Key Features Teams Easy Lookup

Start using Easy Lookup now and profit from its advantages. In this short video, you will see a demonstration of the basic functionality of Teams Easy Lookup on different Teams clients.

Caller ID recognition

With Teams Easy Lookup it’s possible to automatically recognize Caller IDs for PSTN calls in Teams.

The caller’s phone number will be checked against the directory or source of your choice and updated accordingly.

It’s even possible to combine results from multiple sources or check additional sources (e.g. public directory) if there’s no match in your own database.

Link your directory of choice

It’s possible to connect to public directories like Search.ch or ETV (Directories).

Of course, you can also connect your own source.

For example, this could be your ERP or CRM system. Our solution is a cloud-flavored CTI solution for Teams. There’s no need to install any software locally.

Include additional data

You can query your source for every incoming call and add additional, valuable information before we send the call to Teams.

Besides company names or names of callers, it’s also possible to include other information.

In example, this could be a customer number or whatever information you can retrieve from your CRM/ERP.

Business case for Teams Easy Lookup

The standard at many companies – time for a simple solution

  • Companies face the challenge that contact information of customers, suppliers, and partners are often not available in one central contact store. This is especially true for Teams Phone Solutions and mobile devices.
  • Employees manage their personal contacts individually in Outlook or on their mobile device but don’t want to store any company related data on their personal device.
  • Caller IDs may don’t get recognized on inbound calls and employees often must ask the caller for their contact details
  • The quality of contact information is not provided, if employees manage this information individually
  • When employees leave the company, valuable information is lost in many cases
  • There is no caller recognition on mobile devices because not all contacts are stores in a personal mailbox. Often, not even phone numbers of colleagues are stored or recognized.
  • If you prefer to automatically synchronize contacts to each employees Outlook, check our Microsoft 365 Contact Sync Solution

Teams Easy Lookup – an easy and affordable solution

With Teams Easy Lookup, we offer a practical solution for reliable and customizable Caller ID recognition. There is no need to install any software on any client. Only customers who also use TwinCap First as their telephony provider for Direct Routing can take advantage of this solution. Please see the diagram below which explains the schematic lookup during an inbound call.

Teams Easy Lookup

Teams Easy Lookup FAQ

How does Teams Easy Lookup work?2022-02-07T10:58:14+01:00

When you get an incoming call on Teams Direct Routing, this call is sent to our Session Border Controller. From there, we will send the caller ID (phone number) to our intermediate system which will then query the configured sources (Search.ch, ERP, CRM) for matches. We will then insert the name (and company, if available) as the display name before the call is delivered to your Teams Client. This way, you’ll be able to see who’s calling you or who has tried to call you.

Which providers are supported for Teams Easy Lookup2022-02-07T10:54:43+01:00

Teams Easy Lookup only works if you’re a Teams Direct Routing customer of TwinCap First. It’s not possible to connect a 3rd party provider.

Are there any other requirements to use Easy Lookup?2022-02-07T10:53:07+01:00

If you’re already a Teams Direct Routing Customer of us and already have a Search.ch API key, nothing else is needed. If you want to connect your own ERP or CRM system, it needs to fulfill the requirements stated below.

Will I notice a delay on incoming calls?2022-02-07T10:51:08+01:00

No. A lookup only takes milliseconds to complete.

Do I need to install any software to use Easy Lookup?2022-02-07T10:49:11+01:00

No. Teams Easy Lookup is a cloud service and works without installing any software. You don’t need to install anything on your PC or Smart Phone.

Which devices are compatible with Teams Easy Lookup?2022-02-07T10:48:00+01:00

Teams Easy Lookup is compatible with all Microsoft Teams clients. It doesn’t matter if you’re using your Desktop, Mobile, Desk Phone or the Web Client, you’ll always see the caller’s name.

Does Easy Lookup also work for calls to my main number?2022-02-07T10:46:15+01:00

Yes. The recognition of caller names will happen on a per number basis and not per user. If you’re using a call queue to distribute incoming calls on your main number to multiple users, all users will see who’s calling.

Which sources are compatible with Teams Easy Lookup?2022-02-07T10:44:07+01:00

The default version uses Search.ch as directory. It’s possible to connect other sources such as your own CRM or ERP system or other public directories which you have access to.

Is there a limit for API requests at Search.ch?2022-02-07T10:42:31+01:00

With the free API key of Search.ch, your company can make up to 1000 requests per month. This means that you’ll be able to identity up to 1000 caller names per month.

I need more than 1000 API requests per month. What solutions are there?2022-02-07T10:41:10+01:00

If you need more than 1000 API calls per month, an additional contract with the company Directories Data AG is required. This will result in higher setup fees and monthly recurring charges. Contact us for more information.

What are the requirements to connect my own ERP or CRM?2022-02-07T10:39:03+01:00

Your system needs to provide an API and must be reachable over the public internet, or at least from specific IP addresses/ranges. REST APIs are preferred but other solutions are also possible.

Is it possible to combine data from multiple systems?2022-02-07T10:36:45+01:00

Yes. For example, we can query your own database first and only query a public directory like Search.ch if no match is found in your system.

Which information can be queried from systems?2022-02-07T10:35:40+01:00

By default, we will send you the names, company names and location (if available) of callers in Search.ch. If your own system provides an API, we can also query additional information like customer numbers, check if the caller is already a customer etc. Basically any information which is retrievable by an API can be included in the caller name.

What happens if there are multiple results for one number?2022-02-07T10:30:36+01:00

In rare cases, it’s possible that multiple entries per number are found. This can occur if, for example, a company has multiple office locations but published only one phone number. In this case, we will always send you the first result.

What happens if no information is found in a connected directory?2022-02-07T10:23:11+01:00

In this case, we will send the caller number followed by the suffix [No Results] to your Teams client. You’ll immediately know that a lookup has been made but that the number is not part of any connected directory.

Is there a limit of how many characters can be included in a customized caller name?2022-02-07T10:20:03+01:00

You can send up to 90 characters. We do not recommend sending too many characters as manual line breaks are not possible and names this long will be barely readable on mobile devices with rolling texts.

What would happen if I saved a number to as a contact?2022-02-07T10:18:04+01:00

If a number is saved as a contact in Exchange Online (Outlook) or stored as a contact on your mobile device, Teams will always prefer your local information over Easy Lookup. We can’t query if the number is saved as one of your contacts, therefore an Easy Lookup request will still be made. Note that this will also count towards your monthly contingent of API requests at Search.ch.

Can I see caller names of missed calls?2022-02-07T10:14:42+01:00

Yes, the caller name will also be visible in your call history.

Why do I see a different caller name as the one which is registered on Search.ch?2022-02-07T10:13:50+01:00

If the caller is also using Teams Phone, your Teams Client will recognize that the caller is also a Teams user. In this case, a lookup in Azure AD will happen and override the information Easy Lookup already inserted.

How long does it take to setup Easy Lookup?2022-02-07T10:05:52+01:00

We need about 1 hour to setup Easy Lookup. This implies that you already have an API key for Search.ch and the standard version without any customization (e.g. your own CRM/ERP) is implemented.

Teams Easy Lookup

Easy Lookup recognition

Teams Easy Lookup

Priority of Microsoft 365 / Azure AD Informationen

Teams Easy Lookup

Priority of local contacts

Teams Easy Lookup Pricing

Depending on your source of choice, we will create an individual quote for you.

Each phone number which will receive caller IDs enriched by Easy Lookup will be charged per month in either CHF or EUR.

The minimum number of users/numbers is 10 numbers or CHF/EUR 20, respectively.

Price

CHF 2/per served number

Please contact us

We are at your disposal for further information. There are two ways to get in touch with us. Book a Microsoft Teams appointment directly or leave us your details via the form.

Arrange a free initial consultation

Book a Teams Meeting with our consultant directly online. You will then receive an invitation by e-mail and can start the Teams Meeting with the attached link or dial in with a dial-in number.

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