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:
If you only have an IMAP account, use Zoom for Outlook on the Outlook web app.
Installing for your own use
- Open Outlook and click File then Manage Add-ins. Outlook will open a browser to manage your add-ins.
- Click the plus icon then Add from the Office Store.
- Search for Zoom for Outlook and click GET IT NOW.
Scheduling a meeting
Note: Your scheduler settings are synced from the Zoom web portal.
- Open the Outlook desktop app and switch to calendar view.
- In the Home tab, click New Meeting.
- Enter meeting details like the title, location, and guest list.
- In the Meeting tab, click Add a Zoom Meeting.
- Select your desired video, audio and meeting settings. Click Add Zoom Meeting to add Zoom join details to the meeting.
Viewing and editing meetings
- Open the Outlook desktop app and switch to calendar view.
- Double-click a Zoom meeting to display the meeting details.
- Click Add a Zoom Meeting to display the Zoom meeting options.
- 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.
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.