Microsoft Teams Integration

Secure phone payments with Microsoft Teams + Paytia

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).

  • Works with your existing setup — no rebuild, no new hardware
  • Agents stay on the live call throughout the payment
  • Card data never touches your agents, recordings, or network
  • Drops PCI scope from SAQ D (329 controls) to SAQ A (22)
  • PCI DSS Level 1 certified, audited every year
  • Live in a few weeks, billed per payment — not per seat

Level 1

PCI DSS certified

SAQ A

From SAQ D (329 → 22)

SIP

Trunk integration

Weeks

To go live

How Paytia works with Microsoft Teams

Paytia sits on the SIP trunk alongside Microsoft Teams Phone via Direct Routing. The platform you run doesn't change — Paytia just takes the part of the call you'd rather not have on the recording. Here's the flow on a live call.

  1. 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. 2

    Agent takes the call

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

  3. 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. 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. 5

    Payment confirmed

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

Why Microsoft Teams teams pick Paytia

PCI DSS Level 1

We hold the highest assurance tier, audited annually by a QSA — that's what lets us take the card data off your stack.

No card data exposure

Customers key their card on their own handset. DTMF masking strips the tones before they reach an agent or a recording.

No rip-and-replace

Paytia sits alongside the platform you already run. No new contact center, no per-seat hardware, no agent retraining.

Clean call recordings

Card data never enters the recording, so you can drop pause-and-resume and post-call redaction entirely.

Works with your gateway

The digits route straight from the customer to your acquirer through Paytia — they never sit on your network or ours.

Scales with calls

Per-payment pricing tracks the work you actually do, so the bill doesn't punish you for headcount or idle seats.

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 center.

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 centers 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.

Run another phone system too? See all our telephony integrations, or the PCI-compliant call center guide.

Take secure payments on Microsoft Teams

Book a 15-minute demo. We'll show DTMF masking on a live call, walk through what SAQ A looks like for your setup, and quote against your call volume.

PCI DSS Level 1
TCPA & HIPAA Aligned

Trusted by US law firms, insurers, healthcare organizations and regulated businesses that can't afford to get compliance wrong. Learn more about Paytia