Integrating Zoom with Outlook enables people to schedule and join video calls directly from their Outlook calendar. By connecting Zoom to Outlook, they can easily search for contacts, set up Zoom meetings, and join video conferences on the go. It’s also possible to record, share, and manage audio recordings of their conversations directly within Outlook.
Often, users have trouble with the integration process. While it isn’t a complicated process, they must have a Microsoft Exchange account linked to their Outlook. A Microsoft Exchange account is a work or school email account. It’s an enterprise-level email hosted either as a service or on the organization’s servers.
Organizations use the Microsoft Exchange servers to organize and store their emails, contacts, calendars, tasks, and more — all of which are accessible from any device. Without the Exchange account, it’s impossible to Log into the Office 365 Admin Portal, which is necessary to configure the Outlook and Zoom integration.
To help you get started, here’s a step-by-step guide to adding Zoom to Outlook. Let’s get started!
- The Zoom Outlook add-in makes it easy to schedule and join Zoom meetings directly from your Outlook calendar— all without having to open another program.
- To install the add-in on your desktop, you need a Microsoft Exchange account to access the Office 365 admin portal.
- The Zoom for Outlook add-in is also available on mobile devices.
4 Steps to Add the Zoom for Outlook Add-in to Microsoft Outlook (for All Users)
The Office 365 admin portal is a web-based management console for administering Office 365 services such as Exchange, SharePoint, and Skype for Business, among other services. It’s where you can manage user accounts, set up Outlook and Zoom integration, and view usage analytics.
This portal allows administrators to manage users, configure services, and view usage analytics across Office 365. Given the amount and level of control administrators have over Office 365 services, ensuring that only authorized personnel are given the access rights needed to manage the portal is crucial.
That brings us to the following steps of how to add Zoom to Outlook.
Step 1: Log into the Office 365 Admin Portal
Log into the Office 365 Admin Portal using the account assigned to your organization. Type your email address or phone number and enter the password associated with your Microsoft Exchange account.
Step 2: Go to Settings
Once logged in, go to Settings on the left side of your screen. Click on the drop-down, then select Integrated apps. Within that page, you’ll see an option labeled Get apps. Click on that to proceed.
Step 3: Search “Zoom for Outlook.”
A search bar will appear. Enter the words “Zoom for Outlook” to initiate a search for the app. Once the app appears, click Get it now to install it.
Step 4: Feed in Your Details and Select the Type of Deployability Within Your Organization
The next step is to feed in the details associated with your organization. Click Continue, then review the details and proceed to the next step by clicking next.
Once done, select the type of add-in deployability within your organization. It’s essentially how you want the app to be deployed within your organization.
Here are the three options available:
- Optional enabled: The add-in is enabled, but users can choose to remove it.
- Optional disabled: Zoom for Outlook isn’t to Outlook by default; users have the option to add it.
- Mandatory, always enabled: The add-in is enabled and cannot be removed by users.
Select an option that best fits the needs of your organization. Once you are done, click Next and choose individuals or groups with access to the add-in (Zoom for Outlook). Save to confirm your settings and also allow the manifest file to process. Once it finishes, tap Close to complete the installation process.
At this point, Zoom for Outlook is successfully installed. However, some users may need to restart the Outlook app to apply the changes made. How fast the changes apply may also depend on the number of users in the organization. More users mean more time for the changes to apply.
How to Install Zoom for Outlook Add-In to Microsoft Outlook (Web)
Using the Outlook web app is an effective way to access your Outlook account from any device. And integrating services like Zoom is just as easy. Here’s how to install the add-in in a few simple steps:
Step 1: Got to the Microsoft App Marketplace
Launch the Microsoft App Marketplace, then search for “Zoom for Outlook.”
Step 2: Select the App
Once you find Zoom for Outlook, select it, then click Get it now to install it.
Step 3: Input Your Details
Provide your contact details, including your name, job title, the name of the company you work with, country or region, and your phone number. Once you are done, click Get it now to proceed.
Step 4: Add Zoom for Outlook
You’ll be taken to a page where you can add the Zoom for Outlook Add-In. Select Add to complete the process. A popup will appear telling you that Zoom for Outlook has been added. You can proceed with the steps to customize the app further.
How to Install the Zoom for Outlook Add-in to Microsoft Outlook Mobile App
Most people use phones for almost everything nowadays, and that includes working with emails as well. Fortunately, you can use Zoom for Outlook add-in even on your mobile phone. The process is quite different from the web version but easy to complete.
Here’s how to do it.
Step 1: Launch the Microsoft Outlook App
The first step is to launch the Microsoft Outlook app on your phone. A new window will appear, asking you to sign in with your account credentials. Enter the details and select Sign In.
Step 2: Tap the Mail Box Icon
You’ll see a mailbox icon at the top left corner of the screen. Next to it, there’s the word Inbox. Tap on the icon to open your outlook profile.
Step 3: Go to Settings
Once in the profile, scroll to the bottom and select Settings. You’ll see it at the bottom left end of the screen.
Step 4: Select Add-Ins
Scroll down the list of settings until you see the Connected Apps and Add-ins section. Select it, then tap the Add-Ins option to proceed.
Step 5: Find Zoom for Outlook
You’ll see a list of add-ins available. Scroll through to locate Zoom for Outlook. Tap it, tap the + sign next to it to add it, and the installation process will complete.
Why Install the Zoom for Outlook Add-In
Below are some reasons why installing the Zoom for Outlook add-in is a great idea:
- Streamline your workflow: The add-in makes it easier to schedule meetings in Outlook, allowing you to save time and stay productive.
- Access from anywhere: With the cloud version of the app, you can access your meetings and contacts from any device, saving you time and effort.
- Enhance collaboration: Zoom for Outlook Add-In makes it easier to collaborate with teammates and other users from across the globe.
- Make meetings more efficient: The add-in allows you to manage meeting information like agendas, participants, etc., effortlessly, making meetings better and more efficient.
Overall, having the Zoom for Outlook add-in installed on your device can save you time and effort when it comes to managing meetings and contacts. So, if you are looking for an easier way to manage your Outlook account, installing the add-in is highly recommended.
With the detailed steps in this article, you should have no trouble installing and using Zoom for Outlook Add-in. We’ve also outlined some benefits you can take advantage of by installing the add-in. So, make sure to give it a try and get more out of your Outlook account today.