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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Unable to transfer calls to teams - Omnichannel for customer service voice channel

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Posted on by 45

We have Omnichannel for customer service and have voice channel . Our agents are not able to transfer calls to a teams member. I have call transfer turned on for both external phone number and teams.

And yes our teams members have teams phone number available. So I am not sure what we are doing wrong. 

The process we are following: 

Putting customer on hold-> consult-> three tabs show up in the bottom of conversation control Transfer to queue, Teams, number pad-> Typing teams member name-> nothing shows up 

I have the same question (0)
  • Suggested answer
    Shawnsauve Profile Picture
    1,093 on at

    It sounds like you have the necessary settings configured to enable call transfer to teams members. However, there could be a few reasons why the transfer is not working as expected.

    Here are a few things to check:

    1. Make sure the teams members have the correct permissions: The teams members you are trying to transfer the call to need to have the necessary permissions to receive calls from Omnichannel. Check that the teams members have been added to the appropriate call routing rules in Omnichannel, and that their user accounts have been set up correctly.

    2. Check that the teams member's status is available: If a teams member is not available (for example, if they are marked as "busy" or "away"), they may not be able to receive the transferred call. Make sure the teams member you are trying to transfer the call to is marked as available.

    3. Try searching for the teams member's phone number instead: Instead of searching for the teams member's name, try searching for their phone number in the Teams tab of the transfer window. This can help ensure that the correct teams member is selected for the transfer.

    4. Check for any error messages: If the transfer is not successful, check for any error messages or notifications that may be displayed in Omnichannel. These can provide clues about why the transfer is not working.

    If none of these steps help resolve the issue, you may need to reach out to Microsoft support for further assistance.

  • newbieMSCRM Profile Picture
    45 on at

    1. "Make sure to have necessary and correct permissions"- what are these permissions, how is it different than the ones they already have?

    "Check that the teams members have been added to the appropriate call routing rules in Omnichannel"- No where in the documentation says teams members need to be in any call routing in fact as long as they have an azure ad and teams phone number you can even add guest SMEs for consultation.

    2. "Check that the teams member's status is available: If a teams member is not available" - its not showing any of the team members even if they are available in teams and I type in their name.

    3. "Try searching for the teams member's phone number instead:" - did this and made sure their teams status is available and did not work.

    4. " Check for any error messages: " - Did this , it is not showing any error messages in browser window but it shows an error in the console saying "Getting teams user agent for transfer request failed. Failed to fetch id token"

    If any of the Microsoft employees can help that would be great!

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