Configure Mercuri for Microsoft Teams

Mercuri integrates seamlessly with Microsoft Teams, Outlook, and Office 365, allowing businesses to manage SMS and WhatsApp communication within their Microsoft ecosystem.

Onboarding a Phone Number

To start using Mercuri for messaging in Microsoft Teams, you must onboard a phone number for either SMS or WhatsApp.

For SMS Onboarding:

  1. Navigate to Mercuri SMS Onboarding.

  2. Follow the steps to verify and activate your number.

  3. Once activated, your number will be ready for SMS messaging in Microsoft Teams.

SMS Integration

For WhatsApp Onboarding:

  1. Navigate to Mercuri WhatsApp Onboarding.

  2. Complete the WhatsApp Business API setup.

  3. Ensure you use Microsoft Teams in a browser for proper onboarding.

WhatsApp Integration

Inviting Users to Mercuri in Microsoft Teams

After setting up Mercuri, invite your team members to collaborate using SMS and WhatsApp messaging within Teams.

Managing Users in Mercuri

  1. Go to Settings > Teams in Mercuri.

  2. You will see a list of all your team members.

  3. Click on a user to assign permissions.

Assigning Permissions

  • Inbox Access – Allow users to send and receive messages.

  • Marketing Access – Grant permissions to create and manage SMS and WhatsApp campaigns.

  • Billing Access – Provide access to view and manage billing details.

  • Reporting & Analytics – Allow users to view engagement reports.

  • Integrations – Manage third-party tool connections.

Users Management

Using Mercuri in Outlook and Office 365

Mercuri extends beyond Microsoft Teams to integrate with Outlook and Office 365, enabling seamless communication within your business ecosystem.

Microsoft Outlook Integration

  • Send SMS & WhatsApp Messages from Outlook:

    • Open Outlook and access Mercuri Messaging Add-in.

    • Select a contact and send a message directly from your inbox.

  • Receive Customer Replies in Outlook:

    • Replies from SMS and WhatsApp appear in your inbox for easy management.

Office 365 Integration

  • Sync Contacts from Office 365: Automatically import and update contact lists.

  • Automate Messaging Workflows: Use Office 365 workflows to trigger SMS and WhatsApp notifications.

  • Schedule & Manage Meetings: Send meeting reminders via SMS and WhatsApp from your Office 365 calendar.

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