Zoom Outlook Add-In (Outlook App) – How to install.

 

Audience – Tier 1, Tier 2

 

Description:

          This guide explains how to install the Zoom Outlook Add-in for Outlook.

 

Procedure:

 

Outlook 2013 or 2016 (desktop app)

Note: To install Zoom for Outlook on the Outlook desktop app, you must have a Microsoft Exchange account added to Outlook. Click the File tab to view accounts added:

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If you only have an IMAP account, use Zoom for Outlook on the Outlook web app.

Installing for your own use

  1. Open Outlook and click File then Manage Add-ins. Outlook will open a browser to manage your add-ins.
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  2. Click the plus icon then Add from the Office Store.
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  3. Search for Zoom for Outlook and click GET IT NOW.
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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 Meeting.
  3. Enter meeting details like the title, location, and guest list.
  4. In the Meeting tab, click Add a Zoom Meeting.
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  5. Select your desired video, audio and meeting settings. Click Add Zoom Meeting to add Zoom join details to the meeting.
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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 Add a Zoom Meeting to display the Zoom meeting options.
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  4. Change your meeting options and click Update to apply the changes.
    Tip: Click Load default settings to load your default settings found in your Zoom web portal.
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Escalation:

 

For any issues encountered while utilizing the Zoom add-in for Outlook, please research the issue online. 

 

You may escalate to T2 or SME as necessary.