Zoom for Outlook Add-In

To install the Outlook add-in: 

  1. Open Outlook and sign in to your account.
  2. Switch to Mail view, click the ellipsis button , and then select Get Add-ins. Outlook will open a browser to manage your add-ins.
  3. Search for Zoom for Outlook, or switch to the Admin-managed tab to view add-ins made available by your account admins. 
  4. Click on Zoom for Outlook and then click Add. 

 

Scheduling a meeting

Note: Your scheduler settings are synced from the Zoom web portal.

  1. Open the Outlook desktop app and switch to calendar view.
  2. In the Home tab, click New Event.
  3. Enter meeting details like the title, location, and guest list.
  4. Click the three dots  in the top toolbar and select Zoom. You will see the Zoom sidebar open, prompting for your Zoom credentials.
    Note: You can also customize the toolbar so that the Zoom option is always visible. Click the three dots , select Customize Toolbar, and then use the window to drag Zoom onto the toolbar.  
  5. Click Zoom and then Add a Zoom Meeting.
  6. Select your desired video, audio and meeting settings. Click Add Zoom Meeting to add Zoom join details to the meeting.

Viewing and editing meetings

  1. Open the Outlook desktop app and switch to calendar view.
  2. Double-click a Zoom meeting to display the meeting details. 
  3. Click Edit Event. 
  4. Click the three dots  in the top toolbar and select Zoom. You will see the Zoom sidebar open.
    Note: You can also customize the toolbar so that the Zoom option is always visible. Click the three dots , select Customize Toolbar, and then use the window to drag Zoom onto the toolbar.  
  5. Click Zoom and then Settings.
  6. Change your meeting options and click Update to apply the changes.
  7. Click Save to save the changes to the calendar event. 
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Details

Article ID: 2925
Created
Wed 8/11/21 3:39 PM
Modified
Thu 1/20/22 3:39 PM