Applies to: Exchange Server 2013, Exchange Online

Topic Last Modified: 2013-02-21

When you create a Unified Messaging (UM) dial plan, you can configure the primary and secondary ways that callers can search for names to locate a user when they call an Outlook Voice Access number or a UM auto attendant that's associated with the dial plan. Callers can use touchtone inputs to locate a UM-enabled user.

Note:
None isn't an available option for the primary way callers can search for names. When None is selected for the secondary way they can search for names, only the primary way will be available to callers. If you configure both the primary and secondary ways that callers can search for names, they will be prompted for both ways.

For additional management tasks related to UM dial plans, see UM Dial Plan Procedures.

What do you need to know before you begin?

  • Estimated time to complete: Less than 1 minute.

  • You need to be assigned permissions before you can perform this procedure or procedures. To see what permissions you need, see the "UM dial plans" entry in the Unified Messaging Permissions topic.

  • Before you perform these procedures, confirm that a UM dial plan has been created. For detailed steps, see Create a UM Dial Plan.

  • For information about keyboard shortcuts that may apply to the procedures in this topic, see Keyboard Shortcuts in the Exchange Admin Center.

Tip:
Having problems? Ask for help in the Exchange forums. Visit the forums at: Exchange Server, Exchange Online, or Exchange Online Protection.

What do you want to do?

Use the EAC to change the primary dial by name method

  1. In the EAC, navigate to Unified Messaging > UM dial plans.

  2. In the list view, select the UM dial plan you want to change, and then click Edit Edit Icon.

  3. On the UM dial plan page, click Configure.

  4. In Settings, under Primary way to search for names, use the drop-down list to select the option you want:

    • Last first (default)

    • First last

    • SMTP address

  5. Click Save.

Use the Shell to change the primary dial by name method

This example sets the primary dial by name method to FirstLast. This enables callers who call the Outlook Voice Access number or a UM auto attendant associated with the dial plan to search for a UM-enabled user by their first and then last name.

Copy Code 
Set-UMDialPlan -Identity MyUMDialPlan -DialByNamePrimary FirstLast

This example sets the primary dial by name method to LastFirst. This enables callers who call the Outlook Voice Access number or a UM auto attendant associated with the dial plan to search for a UM-enabled user by their last and then first name.

Copy Code 
Set-UMDialPlan -Identity MyUMDialPlan -DialByNamePrimary LastFirst

This example sets the primary dial by name method to SMTP address. This enables callers who call the Outlook Voice Access number or a UM auto attendant associated with the dial plan to search for a UM-enabled user by their SMTP address.

Copy Code 
Set-UMDialPlan -Identity MyUMDialPlan -DialByNamePrimary SMTPAddress