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

 

Audience – Tier 1, Tier 2, DEPOT, Cloud

 

Description:

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

 

Procedure:

 

Outlook (web)

Installing for your own use

You can install the Zoom for Outlook add-in for your own use if installing add-ins is permitted by your Office 365 admin.

  1. Go to Zoom for Outlook in the Microsoft App Store.
  2. Click Get It Now.Graphical user interface, application, Word

Description automatically generated
  3. Follow the Microsoft App Store prompts to complete the installation. 

Scheduling a meeting

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

  1. Open your Outlook web calendar and click New to create a new calendar event.
  2. Enter meeting details like the title, location, and guest list.
  3. Click the three dots in the top toolbar. You will see the Zoom sidebar open, prompting for your Zoom credentials.Graphical user interface, text, application, email

Description automatically generated
  4. Click Zoom
  5. Click Add a Zoom MeetingGraphical user interface, text, application

Description automatically generated
  6. Sign in to your Zoom account. If you are already signed in to the Zoom web portal, it will log you in automatically.
    Note: The meeting settings will automatically populate with your default settings in your Zoom web portal.

Viewing, editing, and removing meetings

  1. Open your Outlook Web Calendar.
  2. Click on a Zoom meeting, and click EditGraphical user interface, text, application, chat or text message

Description automatically generated 
  3. Click the three dots in the top toolbar. Sign in to your Zoom account if prompted.
  4. Click Zoom.
  5. Click Settings.
    Graphical user interface, application

Description automatically generated
  6. 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.
    Graphical user interface, application

Description automatically generated
  7. (Optional) Click Remove, if you want to delete the Zoom meeting from the event.



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.