Microsoft Teams Phone Migration

Overview

A Midwest-based nonprofit organization with multiple offices and distributed staff engaged Oakwood to modernize its voice and collaboration environment through a migration to Microsoft Teams Phone. The organization was looking to simplify communications management, improve operational flexibility, and create a more scalable voice platform aligned with its broader Microsoft 365 strategy.

With users operating across multiple locations and departments, leadership recognized the need for a modern communications solution capable of supporting hybrid work, improving call management, and reducing operational complexity associated with traditional telephony systems.

Business Challenge

The organization was operating within a legacy voice environment that limited flexibility and created administrative complexity around user provisioning, call routing, and communications management. Supporting distributed users, departmental call flows, after-hours routing, and emergency calling requirements required a more modern and centralized approach.

At the same time, the organization needed to ensure network readiness, maintain call quality, support number porting activities, and minimize disruption during the migration process. Leadership sought a partner capable of guiding both the technical deployment and the operational transition to Microsoft Teams Phone while aligning with Microsoft best practices for collaboration and voice services.

Solution

Oakwood worked closely with organizational stakeholders to assess the existing voice environment, document call routing requirements, and develop a phased Microsoft Teams Phone migration strategy aligned to operational and user requirements.

The engagement included discovery and planning activities related to:

• – Microsoft Teams Phone licensing readiness
• – call routing and auto attendant requirements
• – call queue design
• – number porting coordination
• – emergency calling and e911 configuration
• – network readiness validation
• – bandwidth and call quality assessments
• – firewall and QoS configuration reviews

Oakwood designed and deployed a Microsoft Teams Phone architecture aligned with Microsoft best practices while modernizing how voice services were managed across the organization. The engagement included configuration of Microsoft Teams Phone policies, Auto Attendants, Call Queues, resource accounts, scheduling logic, and user enablement activities to support a smooth transition for end users.

Oakwood also assisted with user communications, training preparation, and cutover coordination to help minimize operational disruption during the migration process.

Outcome

By migrating to Microsoft Teams Phone, the organization modernized its communications platform while improving operational flexibility, scalability, and centralized voice management across distributed users and locations.

The migration simplified administration of voice services, improved call routing capabilities, and created a more unified collaboration experience within Microsoft 365. The organization also gained a more scalable and cloud-aligned communications strategy capable of supporting evolving workforce needs while reducing dependence on legacy telephony infrastructure.

About Oakwood

Oakwood Systems Group is a Microsoft Solutions Partner specializing in Azure Cloud & Infrastructure, Security, Data & AI, Application Innovation, Modern Work, and Managed Services. Oakwood helps organizations modernize operations, improve scalability, strengthen governance, and build secure technology foundations across the Microsoft ecosystem.