VoIP Outlook Integration: How to Make Calls from Outlook

VoIP Outlook integration allows you to dial from Outlook. By connecting Yeastar S-Series VoIP PBX and Microsoft Outlook, you can easily make calls from Outlook via the PBX's trunk. This article explains how to connect Outlook with Yeastar PBX and click to call Outlook contacts.

Preparation

Before you get started, you need:

  • Outlook
  • TAPI (in this article, we tested xtelsio TAPI)
  • Yeastar S-Series VoIP PBX

How to Make Calls from Outlook

1. Enable AMI on Yeastar S-Series PBX

Log in Yeastar PBX web user interface, navigate to "Settings > System > Security > Service", enable AMI and specify AMI user name and password, and add allowed IP address.  Here we set the AMI user name and password as below:

  • User Name: admin
  • Password: password

2. TAPI Driver Configuration

Download and install xtelsio TAPI.

Step 1.  Start xtelsio TAPI, click "Configure".

Step 2.  Choose a TAPI line and click "Settings".

Step 3. Configure the TAPI line. In the "Asterisk Server" dialog, enter the access parameters of Asterisk Manager Interface.

Note: The username and password must be the same with Yeastar AMI settings. 

                       Configure the TAPI line on xtelsio TAPI


Step 4. Click “Connect”, then click "OK" to check the state. IF the State shows "Connected and Logged in", the TAPI is successfully connected to Yeastar IPPBX.

Step 5. Configure Asterisk TAPI device. Take one of Yeastar IPPBX extensions, and fill in the extension details in the Asterisk TAPI Device section. Below we take extension 1002 to configure.

  • Channel: the channel for your phone: PJSIP/1002
  • Your phone number: this is used as "Caller ID" and optionally for call detection.
  • Your name: enter your name
  • Context: DLPN_DialPlan1002

 Configure Asterisk TAPI device

Step 6. Click "Ok" to save the changes.

3. Making a Call from Outlook 

Step 1. Restart your Outlook.

Step 2. Choose one of your Outlook contacts, view the details. On the CONTACT tab, click "More", and select "Call".

Step 3. Click on dialog button "Dialing Options...".

                        Make a call from Outlook
Step 4. Select the configured TAPI line in the pull-down list in the section "Connect using line".

Step 5. Click “OK”.

Step 6. Click "Start Call" to call the selected contact.

                

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1 Comments

  • 0
    Avatar

    Came up with a easier way to achieve Outlook Integration. Supports Cloud PBX, S20, S50, S100, S300, U Series.

    https://www.tricomvoip.co.nz/tricomvoip-click2dial 

    Call button on right click of contacts, Call button inside the contact card & the ability to highlight phone numbers in email and dial the highlighted text.




    Edited by James Sumner
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