Microsoft Teams Integration

Secure phone payments for Microsoft Teams

on Paytia SecureFlow

Take card payments on live Teams calls without card data reaching your agents, your recordings, or your Microsoft 365 environment. Paytia connects as a Direct Routing SIP path alongside Teams Phone — there's no rebuild of your call routing or agent experience — and you drop from SAQ D (329 controls) to SAQ A (22).

Agents stay in the Teams call throughout the payment
Card data never reaches agents, recordings or your Microsoft 365 environment
No change to your call routing, dial plan or the Teams client
DTMF tones masked in real time
Drop from SAQ D (329 controls) to SAQ A (22)
The same experience for office and home-based agents

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How it works with Microsoft Teams

Connect via Direct Routing

Paytia is configured as a Direct Routing SIP path alongside your Teams Phone deployment. No change to your call routing, your dial plan, or the agent's Teams client.

Agent takes the call

Your agent handles the Teams call exactly as they do today, right up to the payment step.

Start a secure capture

The agent triggers a Paytia capture session mid-call with a single action, and stays on the line throughout.

Customer keys the card

The customer enters their card on their own handset. DTMF masking replaces the tones in real time, so nothing reaches the agent or the recording.

Payment confirmed

The digits route straight to your gateway. The agent gets a real-time confirmation and carries on with the call.

Level 1

PCI DSS certified

SAQ A

From SAQ D (329 → 22)

SIP

Direct Routing path

Weeks

To go live

How Paytia works with Microsoft Teams

Paytia is configured as a Direct Routing SIP path alongside your Teams Phone deployment, so nothing about your call routing or the agent's Teams client changes. When a payment comes up, the agent starts a secure capture, the customer keys their card on their own handset, and the digits route straight to your gateway. Here's the flow.

1
Connect via Direct Routing
Paytia is configured as a Direct Routing SIP path alongside your Teams Phone deployment. No change to your call routing, your dial plan, or the agent's Teams client.
2
Agent takes the call
Your agent handles the Teams call exactly as they do today, right up to the payment step.
3
Start a secure capture
The agent triggers a Paytia capture session mid-call with a single action, and stays on the line throughout.
4
Customer keys the card
The customer enters their card on their own handset. DTMF masking replaces the tones in real time, so nothing reaches the agent or the recording.
5
Payment confirmed
The digits route straight to your gateway. The agent gets a real-time confirmation and carries on with the call.

Why teams choose Microsoft Teams with Paytia

Connects via Direct Routing

Paytia is configured as a Direct Routing SIP path alongside Teams Phone — no change to your call routing, your dial plan or the agent's Teams client.

Agent stays on the line

One action starts the capture. The agent stays in the Teams call throughout and picks the conversation straight back up once the payment authorises.

Recordings stay clean

DTMF tones are masked before they reach the recording layer, so there's no pause-and-resume and no post-call redaction. Your retention policy doesn't change.

Serious scope reduction

Capturing the card off your network drops most Teams contact centres from SAQ D (329 controls) to SAQ A (22). Agents, desktops and recordings fall out of scope.

Home workers included

Paytia connects at the Direct Routing layer, so a home worker on Teams Phone has exactly the same experience as someone sitting in the contact centre.

Straight to your gateway

The digits route directly to your payment gateway and the agent gets a real-time confirmation — the card number never exists anywhere on your side.

PCI DSS Level 1 Service ProviderCyber Essentials PlusGDPR & HIPAACard data never enters your Microsoft 365 environment

Microsoft Teams + Paytia — common questions

How does Paytia integrate with Microsoft Teams?+

Paytia connects to Teams Phone as a Direct Routing SIP path, sitting alongside your existing deployment. There's no change to your call routing, your dial plan, or the agent's Teams client. When it's time to take a payment, the agent starts a secure capture session and the customer keys their card on their own handset while the agent stays on the line.

Do agents have to leave Teams to take a payment?+

No. The agent stays in the Teams call the whole time. They trigger the capture with a single action, the customer enters their card, and the agent picks the conversation straight back up once the payment authorises.

Does this work with remote and home-based agents?+

Yes. Because Paytia connects at the Direct Routing layer, it works the same way regardless of where your agents are. A home worker on Teams Phone has exactly the same experience as someone sitting in the contact centre.

What happens to our call recordings?+

Card data never enters the recording. DTMF tones are masked before they reach the recording layer, so you don't need pause-and-resume or post-call redaction — your Teams recordings stay clean and your retention policy doesn't change.

How much PCI scope does this remove?+

Capturing the card off your network drops most Teams contact centres from SAQ D (329 controls) to SAQ A (22). Your agents, desktops, network segment, and recording stack fall out of the cardholder data environment.

How quickly can we go live on Teams?+

Most rollouts take a few weeks. The Direct Routing configuration and a setup session are Paytia's side; your side is a sandbox merchant on the gateway and agent UAT.

Use another tool too? See all our integrations.

Take secure payments on your Teams calls

Book a 15-minute demo. We'll show a masked card capture on a live call, walk through the Direct Routing setup against your Teams Phone deployment, and quote against your call volume.

PCI DSS Level 1

Cyber Essentials Plus

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Secure phone payments for Microsoft Teams

How Paytia works with Microsoft Teams