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Salesforce Voice and Microsoft Teams Phone Integration and Services

You don’t have to abandon your Microsoft Teams phone and meetings to connect with Salesforce Voice and modernize your contact center and customer service without disruption.

Explore Real-Time Transcription Services

Why choose AMC for your Salesforce Voice & Teams Consulting & Integration?

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Salesforce Appexchnage partner since 2003
Microsoft partner since 1999
30 Years0 Years
of industry leadership
30 Seconds0 Seconds
saved on average per call
100% Uptime0% Uptime
25+
Apps
0+
Apps

Get More from Your Integration Between Microsoft Teams + Salesforce Voice

By consuming Microsoft captions (not raw media), DaVinci delivers real-time transcription, call summaries, sentiment analysis, and Einstein Conversation Insights directly in Salesforce. With DaVinci, you can unify customer conversations across voice calls and meetings, reduce manual effort for agents, and create a scalable foundation for AI-powered customer experience. 

Teams Phone Integration

Capture captions from Teams Phone calls, feed them into Salesforce Voice, and surface Einstein insights directly in the Salesforce Agent Desktop.

Teams Meetings Integration

Transcribe Microsoft Teams Meetings in real time using captions. Automatically update Salesforce records (Cases, Opportunities, Activities) with transcripts, summaries, and action items.

Einstein AI Enablement

Power Conversation Insights, sentiment tracking, and next-best-action across both contact center and collaboration scenarios.

Dedicated DaVinci Toolkit Extensibility

Build on this foundation to orchestrate additional AI-driven use cases, connect multiple CRMs/CCaaS platforms, and scale across channels.

Unified Customer Engagement

Connect both contact center interactions and sales/service meetings to Salesforce for a 360° view.

Scalable & Secure

Uses Microsoft Graph API and captioning services—no media bots or RTP handling required. Enterprise-ready with governance controls and compliance alignment.

The Agent Experience with The DaVinci Toolkit for Salesforce Voice & Microsoft Teams

If you’re investing in transcribing every customer call, even those that don’t provide valuable insights, you’re not alone. A national RV retailer faced the same issue until they collaborated with AMC Technology. By integrating Salesforce Voice with Azure and developing a solution that only transcribes the important calls, they were able to reduce data exposure and establish a scalable, AI-ready foundation for their team. The result?

They projected savings of over $600,000 in just the first year, all achieved without custom coding or disrupting daily operations. If you’re seeking a smarter approach to handling transcription and preparing for AI, this kind of transformation is entirely possible.

Read The Customer Story

Salesforce Voice & Microsoft Teams Consulting & Services

With AMC’s integration of Salesforce Voice and Teams Phone and Meetings, organizations can maintain their existing telephony infrastructure while gaining the benefits of a modern CRM experience. Our professional services team helps navigate these complex hybrid environments and solve challenges unique to your contact center.

AMC’s DaVinci Proof of Technology helps you validate real-time use cases across Microsoft Teams Phone, Teams Meetings, and Salesforce Voice, without risk. Using DaVinci Gateways and Azure-powered transcription, this service proves seamless call handling, transcription, and AI workflows in your environment.

What’s Included:

  • Integration Testing: Ensure reliable communication across platforms
  • Use Case Validation: Test live transcription and agent workflows
  • Architecture Overview: See how all components connect end to end
  • Security Review: Understand data flow and identify risks early

Plan Your Salesforce Voice + Teams Integration with Confidence

Our Blueprinting service is designed to help you align your customer engagement goals with a practical, scalable roadmap for integrating Salesforce Voice with Microsoft Teams. Whether you’re navigating hybrid telephony, transcription needs, or AI readiness, we assess feasibility, identify risks, and deliver expert-backed recommendations tailored to your use cases.

  • Strategic alignment across Microsoft Teams, Salesforce, and DaVinci
  • Phased implementation roadmap tailored to your environment
  • Feasibility insights for real-time transcription, call flows, and data handling

Teams and Salesforce FAQs

No. DaVinci consumes Microsoft’s captions stream for both Teams Phone and Teams Meetings. 

Yes. DaVinci Toolkit supports advanced deployments where raw media can be transcribed using third-party STT engines.

No. It supports both Teams Phone and Teams Meetings transcription. 

No. This is an ongoing DaVinci Toolkit capability that can be deployed and scaled across your enterprise. If you’re interested in testing the complete solution or developing a strategy, we recommend exploring our Professional Services as your next step!

One More Question?

Let us know, if you need some help and didn’t find an answer to your question.

Talk To A Specialist

Resources

Salesforce Voice and Microsoft Teams Demo Video
contact center Video resources

See The Toolkit in action. Imagine if every Teams call or meeting automatically updated Salesforce with full transcripts, summaries, sentiment insights, and action items.

Ask the Expert Blog: On-Prem Real-Time Transcription
AMC Technology CX Blog

In this Ask the Expert blog, AMC’s Development Manager answers common questions about enabling real-time transcription with Salesforce Voice in on-premise environments

Integration Datasheet: Salesforce Voice + Microsoft Teams
AMC Technology CX Datasheets

Explore how DaVinci connects Salesforce and Microsoft Teams (phone and meetings) to enable real-time transcription, AI-driven insights, and seamless agent workflows, all within a secure, scalable architecture.

What’s holding you back?

Let us uncover use cases and tackle your unique call center challenges

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