Difference between revisions of "Zoom Add-in for Outlook"

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Intro
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A Zoom add-in can be added to Outlook to make it easy to schedule Zoom meetings while via Outlook.
  
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Web
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For macOS users the older style of plugin will stop working in May of 2021.  The Zoom Add-in will need to be used.  If you add the add-in via the Outlook web app it will be available in the macOS and Windows Desktop apps.
  
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=== Web ===
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Follow these steps to add the Zoom add-in via the Outlook web app.
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# Go to '''office.com''' and login with your Evergreen account
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# Find '''Outlook''' and switch to the '''Calendar''' view
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# Click '''New Event'''
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# Click the '''Get Add-ins''' button in the the top right (the button looks like 3 squares and a plus sign)
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# In the new window select '''All''' on the left
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# In the '''Search add-ins''' box on the top right enter '''Zoom''' and select '''Zoom for Outlook'''
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# In the new window click '''Add'''
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# Close the window
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# A '''Zoom''' icon will appear in the top right of the schedule '''New Event''' window
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=== Configuring the Zoom Add-in===
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# In Outlook click '''New Event'''
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# Click the '''Zoom''' icon in the top right and select settings
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# At the bottom of the new window click '''Sign in with SSO'''
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# Enter evergreen. in the domain box and click '''Continue'''
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# A dialog will display '''Zoom wants to display a new window'''.  Click '''Allow'''
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# Another window will appear.  Sign in with your evergreen account and password
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# Now you will be able to schedule a '''Zoom''' meeting within outlook
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=== Desktop Apps ===
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Once the Zoom add-in is added it should be available in the macOS and Windows desktop Apps.  You might need to restart the apps.  The first time you use the Zoom add-in in the desktop apps you may be prompted to sign in with SSO similar to the steps in the Configure the Zoom add-in section above.
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==== macoS ====
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You will need to have Office 2019 or Office 365 installed and up to date. Also you need to have the '''New Outlook''' enabled.
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# Open '''Microsoft Outlook'''
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# In the top right '''New Outlook''' should be '''On'''
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# Go to the '''Calendar''' view
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# Click '''New Event'''
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# In the '''New Even'''t window click the three horizontal dots in the tool bar and select '''Zoom > Settings''' to load the Zoom settings in the right pane
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# Configure meetings times and '''Zoom''' settings
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# When ready click '''Update''' in the '''Zoom''' pane and '''Save''' for the '''Outlook''' meeting
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==== Windows ====
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# Open '''Outlook'''
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# Go to the '''Calendar''' view
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# Click '''New Meeting'''
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# Buttons for '''Add a Zoom''' meeting '''Settings''' will be in the top right of the '''New Meeting''' window
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# Click '''Settings''' to load the '''Zoom''' settings pane
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# Configure meetings times and '''Zoom''' settings
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# Click '''Add Zoom Meeting'''
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# Click '''Send''' when done
  
 
[[Category:Microsoft 365]]
 
[[Category:Microsoft 365]]
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[[Category:Zoom]]

Latest revision as of 09:06, 25 October 2022

A Zoom add-in can be added to Outlook to make it easy to schedule Zoom meetings while via Outlook.

For macOS users the older style of plugin will stop working in May of 2021. The Zoom Add-in will need to be used. If you add the add-in via the Outlook web app it will be available in the macOS and Windows Desktop apps.

Web

Follow these steps to add the Zoom add-in via the Outlook web app.

  1. Go to office.com and login with your Evergreen account
  2. Find Outlook and switch to the Calendar view
  3. Click New Event
  4. Click the Get Add-ins button in the the top right (the button looks like 3 squares and a plus sign)
  5. In the new window select All on the left
  6. In the Search add-ins box on the top right enter Zoom and select Zoom for Outlook
  7. In the new window click Add
  8. Close the window
  9. A Zoom icon will appear in the top right of the schedule New Event window

Configuring the Zoom Add-in

  1. In Outlook click New Event
  2. Click the Zoom icon in the top right and select settings
  3. At the bottom of the new window click Sign in with SSO
  4. Enter evergreen. in the domain box and click Continue
  5. A dialog will display Zoom wants to display a new window. Click Allow
  6. Another window will appear. Sign in with your evergreen account and password
  7. Now you will be able to schedule a Zoom meeting within outlook

Desktop Apps

Once the Zoom add-in is added it should be available in the macOS and Windows desktop Apps. You might need to restart the apps. The first time you use the Zoom add-in in the desktop apps you may be prompted to sign in with SSO similar to the steps in the Configure the Zoom add-in section above.

macoS

You will need to have Office 2019 or Office 365 installed and up to date. Also you need to have the New Outlook enabled.

  1. Open Microsoft Outlook
  2. In the top right New Outlook should be On
  3. Go to the Calendar view
  4. Click New Event
  5. In the New Event window click the three horizontal dots in the tool bar and select Zoom > Settings to load the Zoom settings in the right pane
  6. Configure meetings times and Zoom settings
  7. When ready click Update in the Zoom pane and Save for the Outlook meeting

Windows

  1. Open Outlook
  2. Go to the Calendar view
  3. Click New Meeting
  4. Buttons for Add a Zoom meeting Settings will be in the top right of the New Meeting window
  5. Click Settings to load the Zoom settings pane
  6. Configure meetings times and Zoom settings
  7. Click Add Zoom Meeting
  8. Click Send when done
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