Preparations for Microsoft 365 Integration

Before starting the integration, you need to complete the following preparations in Microsoft 365 admin center to meet the prerequisites for integrating Yeastar Workplace with Microsoft 365.

• Add room resources in Microsoft 365

• Assign Microsoft 365 Business/Enterprise licenses to users

Add room resources in Microsoft 365

Add room resources in Microsoft 365 based on the number of physical meeting rooms in your workplace. Room resources represent the physical meeting rooms, users in your workplace can book meeting rooms through them.

1. Log in to Microsoft 365 admin center with an administrator account.
2. In the left panel, click Show all, then click Resources and select Rooms & equipment.
   

3. On the Rooms & equipment page, click Add resource and set the following parameters:
   

   • Resource type: Select Room as the type.

   • Name: Enter a name to help you identify this meeting room.

   • Email: Specify the email address of this meeting room calendar.

   • Capacity: Enter the number of people who can fit in the room at the same time.

   • Location: Enter the location of this meeting room.

4. Click Save.

The room resource is created successfully.

Assign Microsoft 365 Business/Enterprise licenses to users

To enjoy all the features provided by Microsoft 365 integration, users in your workplace must be assigned a Microsoft 365 Business/Enterprise license.

This section describes how to check users' current licenses and how to assign Microsoft 365 Business/Enterprise licenses to users who do not have them.

Step1. Check users' licenses

1. Log in to Microsoft 365 admin center with a Global Administrator account.
2. In the left panel, click Users and select Active users.
3. The licenses assigned to users are displayed under the Licenses column.
   

Step2. Assign Microsoft 365 Business/Enterprise licenses to users who don't have them

• Assign licenses to multiple users
• Assign a license to one user

Assign licenses to multiple users

1. Log in to Microsoft 365 admin center with a Global Administrator account.
2. In the left panel, click Users and select Active users.
3. On the Active users page, select the desired user and click Manage product licenses.
   
4. In the Manage product licenses pane, select Assign more.
5. In the Licenses section, select a Microsoft 365 Business/Enterprise license.
6. Click Save changes.
   

Assign a license to one user

1. Log in to Microsoft 365 admin center with a Global Administrator account.
2. In the left pane, click Users and select Active users.
3. Click the row of the user that you want to assign a license to.
4. In the right pane, select Licenses and Apps.
5. Expand the Licenses section, and select a Microsoft 365 Business/Enterprise license.
6. Click Save changes.

Author: Cody