Difference between revisions of "Zoom Add-in for Outlook"
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A Zoom add-in can be added to Outlook to make it easy to schedule Zoom meetings while via Outlook. | 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 | + | 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 === | === Web === | ||
Follow these steps to add the Zoom add-in via the Outlook web app. | Follow these steps to add the Zoom add-in via the Outlook web app. | ||
| − | # Go to office.com and login with your Evergreen account | + | # Go to '''office.com''' and login with your Evergreen account |
| − | # Find Outlook and switch to the | + | # Find '''Outlook''' and switch to the '''Calendar''' view |
# Click '''New Event''' | # Click '''New Event''' | ||
| − | # Click the '''Get Add-ins''' button in the the top right | + | # Click the '''Get Add-ins''' button in the the top right (the button looks like 3 squares and a plus sign) |
# In the new window select '''All''' on the left | # In the new window select '''All''' on the left | ||
# In the '''Search add-ins''' box on the top right enter '''Zoom''' and select '''Zoom for Outlook''' | # In the '''Search add-ins''' box on the top right enter '''Zoom''' and select '''Zoom for Outlook''' | ||
| Line 15: | Line 15: | ||
# A '''Zoom''' icon will appear in the top right of the schedule '''New Event''' window | # A '''Zoom''' icon will appear in the top right of the schedule '''New Event''' window | ||
| − | === | + | === Configuring the Zoom Add-in=== |
# In Outlook click '''New Event''' | # In Outlook click '''New Event''' | ||
# Click the '''Zoom''' icon in the top right and select settings | # Click the '''Zoom''' icon in the top right and select settings | ||
| Line 24: | Line 24: | ||
# Now you will be able to schedule a '''Zoom''' meeting within outlook | # Now you will be able to schedule a '''Zoom''' meeting within outlook | ||
| − | + | === Desktop Apps === | |
| − | Once the Zoom add- | + | 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 | + | You will need to have Office 2019 or Office 365 installed and up to date. Also you need to have the '''New Outlook''' enabled. |
# Open '''Microsoft Outlook''' | # Open '''Microsoft Outlook''' | ||
# In the top right '''New Outlook''' should be '''On''' | # In the top right '''New Outlook''' should be '''On''' | ||
| Line 37: | Line 37: | ||
# When ready click '''Update''' in the '''Zoom''' pane and '''Save''' for the '''Outlook''' meeting | # When ready click '''Update''' in the '''Zoom''' pane and '''Save''' for the '''Outlook''' meeting | ||
| − | + | ==== Windows ==== | |
# Open '''Outlook''' | # Open '''Outlook''' | ||
# Go to the '''Calendar''' view | # Go to the '''Calendar''' view | ||
| Line 48: | Line 48: | ||
[[Category:Microsoft 365]] | [[Category:Microsoft 365]] | ||
| + | [[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.
- Go to office.com and login with your Evergreen account
- Find Outlook and switch to the Calendar view
- Click New Event
- Click the Get Add-ins button in the the top right (the button looks like 3 squares and a plus sign)
- In the new window select All on the left
- In the Search add-ins box on the top right enter Zoom and select Zoom for Outlook
- In the new window click Add
- Close the window
- A Zoom icon will appear in the top right of the schedule New Event window
Configuring the Zoom Add-in
- In Outlook click New Event
- Click the Zoom icon in the top right and select settings
- At the bottom of the new window click Sign in with SSO
- Enter evergreen. in the domain box and click Continue
- A dialog will display Zoom wants to display a new window. Click Allow
- Another window will appear. Sign in with your evergreen account and password
- 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.
- Open Microsoft Outlook
- In the top right New Outlook should be On
- Go to the Calendar view
- Click New Event
- 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
- Configure meetings times and Zoom settings
- When ready click Update in the Zoom pane and Save for the Outlook meeting
Windows
- Open Outlook
- Go to the Calendar view
- Click New Meeting
- Buttons for Add a Zoom meeting Settings will be in the top right of the New Meeting window
- Click Settings to load the Zoom settings pane
- Configure meetings times and Zoom settings
- Click Add Zoom Meeting
- Click Send when done
