All information

For Administrators

Setup & system requirements

Guide

In the setup guide you will find all the information about the installation and configuration of Contacts.

SERVICE

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+49 89 84 07 98 140

System requirements

Microsoft Teams client with Contacts by XPhone app installed (Microsoft Store)

Operating systems

  • Microsoft Windows Server 2025*
  • Microsoft Windows Server 2022
  • Microsoft Windows Server 2019

* Due to a faulty MAPI DLL from Microsoft, no MAPI connection is possible (no connection to Outlook contacts).


Requirements

  • Current service packs are required.
  • The Contacts Server must not be installed on a terminal server.
  • The Contacts Server must not be installed on a domain controller.


Hardware

  • Up to 1,000 users and 1 personal Outlook folder and 1 ODBC data source:
    • 6 GB RAM
    • 8 GB Festplattenspeicher
    • 2 CPU cores

  • Additional performance requirements for data sources and contacts: 2 GB RAM for each additional data source

  • 1 GB hard drive space and 250 MB RAM for SQL Standard/Enterprise per:
    • 30,000 contacts in a simple ODBC contact database without relations
    • 100,000 CRM contacts (ODBC with few relations)
    • 45,000 Outlook private contacts
    • 25,000 Outlook public contactso 
    • 50,000 Active Directory contacts

  • 1 CPU core for each additional 1,000 Contacts by XPhone users (as of 1,000 users)

Note: these are general recommendations. The actual requirements depend on many factors. Some other parameters (e.g. hard drive performance, network performance, calling patterns etc.) are difficult to quantify, so the recommendations may need to be adjusted for use in practice.

  • ODBC/SQL
  • CSV/TXT
  • Microsoft 365 
    • All Users
    • Mail Contacts
    • Private Contacts
    • Shared Mailbox Contacts
  • Microsoft Outlook (via Exchange on-premises)
    • Public contacts 1
    • Private contacts 1
  • HCL Notes 2
  • Active Directory / LDAP
  • Microsoft Dynamics
  • Salesforce
  • Other data sources & sector solutions on request

1 Requires Outlook client installed on the server side with appropriate user rights.
2 Requires Domino server and Notes client installed on the server side with appropriate user rights.

  • High-performance caller search/caller ID via powerful phone number index 1
  • Caller name display in Microsoft Teams notification window, conversation view and Microsoft Teams caller list 2

1 For caller ID, a session border controller is required that allows administrative access. Anynode and AudioCodes are approved.
2 Depends on the functionality implemented in Microsoft Teams to extract the name from the information provided in the "SIP Contact" element.

  • The authorization check runs via the user and group administration of Microsoft 365 or an Active Directory.
  • Configurable access rights for each data source

December 2025

  • AppLink: AppLink is a local Windows client that detects the user's phone status and performs local actions (e.g., when a call is answered, the appropriate Salesforce contact is automatically opened) via defined events (e.g., ringing, connected, hang-up).
  • Insights: The Insights feature allows any information about a contact stored in one of the connected applications, such as the ERP or CRM system, to be displayed directly in Microsoft Teams.
    • The front end can be freely designed (e.g., via HTML, Java Script, etc.).
    • Interactive elements (links/buttons) can be used to initiate additional actions (e.g., "Display ticket," "Open contract").
    • Insights can be configured centrally via the Contacts admin tool.


June 2025

  • The contact search in the personal Outlook address book did not work as expected. This issue has been resolved.
  • LDAP queries caused issues due to a misconfigured SQL query. The setup has been corrected.
  • An update issue was fixed where the CbyX service failed to start due to missing permissions.


November 2024

  • New handling of technical licensing
    • Licensing takes place completely online. Licence codes are no longer required.
    • Licence overview via the licence portal application
    • 30-day trial period without requesting trial licences
  • Number resolution/caller display in Microsoft Teams via cloud REST interface (via direct routing for anynode and AudioCodes)
    • LDAP access no longer necessary
    • As a result, neither a certificate nor special port releases are required
    • No special data source configuration is required (plug & play)
  • New data source: ‘Microsoft 365 Mail Contacts’ (connects the address directory of the same name from Microsoft 365)


May 2024

  • General release
  • Authorisation check for data sources based on groups in Microsoft 365
  • Connection Microsoft 365 contacts in shared mailboxes
    • Via Graph API
    • Complete data replication due to "throttling"
    • "Delta query" for quick synchronisation of individual changes (every minute)
  • Simplified configuration of the directory server