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For Zoom, use the Menu (three horizontal dots) button > Zoom > Add a Zoom Meeting (you may need to authenticate to zoom, be sure to select Sign in with SSO. Install the Zoom Client and Outlook Plugin software: • ITS-Tagged PC: Install Zoom via Software Center. o For more on how to download software from Software.
 
 

Scheduling Zoom/Teams Meetings from Outlook – Information Technology – Account Information

 

A Zoom meeting is a video conference that professionals can host to communicate with coworkers in different places. This can be a very valuable program to use, especially for companies that employ remote employees. If you think your job might benefit from using video conferencing, it can be helpful to learn about how to set up a Zoom meeting in different programs, such as Microsoft Outlook. In this article, we explore some steps for how to download the program and set up a Zoom meeting in Outlook and consider the benefits of knowing how to do this.

Related: 16 Zoom Tips for a Productive Meeting. There are many benefits to setting up a Zoom meeting in Microsoft Outlook. For example, using this method can allow you to set up Zoom meetings and send out invitations quickly, as they immediately show up in your Outlook Calendar and the calendars of anyone who accepts the invitation. Using Outlook to set up Zoom meetings can also help recipients keep track of their invites, which can be helpful for important time-sensitive meetings, like interviews or performance reviews.

Before setting up a Zoom meeting in Outlook, make sure you have Zoom downloaded to your personal device. Here are some steps you can follow to install Zoom on your computer:. The first step in installing Zoom on your personal device is to visit the company’s Download Center.

This is a page that offers options for downloading and installing Zoom on different operating systems. It can be especially important to ensure that you choose the correct option during this step, as you can typically only use the program if you install the version that’s optimized for your operating system. For example, if your personal computer is from Microsoft, choose the option to add Zoom to Microsoft Outlook.

Once you find the option that suits your operating system, click the “Download” button to start the download and installation process. This button appears as a blue rectangle with the word “Download” written inside of it. Before you click “Download,” make sure you’re focusing on the Zoom product you want to use, as there are a few different programs on the Download Center page. For example, to download the basic Zoom program that allows you to host video conferences from your computer, click on the “Download” button for “Zoom Client for Meetings.

If you want to install an add-in to your sidebar, click on the “Add Zoom” button that appears similar to the “Download” button for other options. This then allows you to schedule and launch Zoom meetings quickly with fewer steps than the complete program.

There are also download options for the following products:. Zoom Client Plugin for Sharing on mobile devices. When you click on the “Download” button, a window might appear that asks you whether you want to permit downloads from the Zoom website. The exact phrasing of this warning might vary depending on the browser you use, and some operating systems may forego the pop-up window altogether.

If this window appears, click “Allow” to grant download permissions to Zoom and launch the download. After the Zoom download completes, a. This might be located in the “Downloads” folder or on your desktop, depending on what automatic save settings you have for downloads. Find the. As soon as you click on the. Navigate through each window and choose the settings and permissions you want Zoom to have. Then, click “Install” to close the window and install the program on your personal computer.

After this is complete, a Zoom icon should appear on your desktop. This looks like a blue square with a white video camera icon inside of it. Here are some steps for how to set up a Zoom meeting using Outlook:. To set up a Zoom meeting through Microsoft Outlook, first make sure that you download and install the Microsoft Outlook Add-in to your personal device.

This provides you with the option to schedule and launch Zoom meetings directly from your Outlook sidebar. Once the add-in downloads to your computer, complete any pop-up windows that offer instructions for installation to install the add-in to your sidebar.

After you ensure that your computer has the Zoom Microsoft Outlook Add-in installed, open your Outlook web calendar.

You can often access your Outlook web calendar through an internet browser, but it can also appear on your Outlook email interface as a blue square with a calendar icon inside.

To make sure you open the correct window, you can hover your mouse over the calendar icon to make a pop-up of your personal calendar appear. Then, click on the icon to open your Outlook web calendar.

Once your calendar is open, create a new event for your Zoom meeting. You can do this by finding the option on the toolbar that says “New Event” and clicking on it. Then, add any important details about the meeting, such as the guest list, the title or focus of the meeting and the location. Since you’re hosting a Zoom meeting, you can list the location for this meeting as “Zoom” or “Remote. When all the information you want to include is typed in your meeting window, choose the option for adding a Zoom meeting.

To do this, click on the three dots that appear in the Outlook Calendar toolbar and click “Zoom. This attaches a link to the Outlook Calendar invite that recipients can follow to launch the Zoom window at the meeting time, even if they don’t have Zoom downloaded to their devices.

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How do you schedule a zoom meeting from outlook. How to Schedule Zoom Meetings With Outlook Desktop

 

You can schedule a Zoom meeting directly from Outlook, either the desktop client or the web app. Here are the steps. Beyond cooking up a Zoom meeting from the Zoom app or website, you can sometimes more easily and conveniently set it up directly from Microsoft Outlook. Scheduling a meeting from Outlook can save time as the meeting invitation is automatically generated in an email.

You can set up a meeting with either the Outlook client version or the web app. To create a meeting using the client version of Outlook, you must be running Exchange on the backend. You first need to install the Zoom add-in for Outlook. To do this for your own account, open Outlook and click the icon or menu for Add-ins. In the Search Add-Ins field, type zoom. From the search results, click the Add button for Zoom for Outlook. Click Continue to install the Zoom add-in.

The add-in will now appear when you attempt to schedule a meeting Figure A. Select Settings and then go to Add-Ins. At the pane to Deploy a new add-in, click Next. Then click the button to Choose from the Store Figure C. In the Search field, type zoom. In the first section for Assign users, determine whether you want to install the add-in for everyone, just for specific users or groups, or just for yourself. In the second section, decide on the deployment method. When done, click the Deploy button Figure E.

You can then close the Office Admin portal. Note that it could take up to 12 hours for the add-in to be deployed to your users depending on the size of your organization. But it should appear more quickly than that. First, browse to the Zoom for Outlook download page at the Microsoft app store. Click the button to Get it now Figure F. Sign in with the account you use for Outlook on the web.

Continue from there, and the Outlook web app will open. When done, close the Zoom windows in Outlook. To set up a Zoom meeting in the Outlook desktop client, click the icon for New Items and select Meetings.

At the Meeting invitation, click the toolbar icon for Add a Zoom Meeting. Sign in with your Zoom account. Notice that the email is automatically populated with the link, ID, password, and other details for your meeting. Fill out the remaining details and then send the invitation Figure H.

To set up your meeting in the Outlook web app, click the Calendar icon at the bottom of the left pane. Click the button for New Event. At the invitation window, click the link for More options. Then at the full invitation window, click the Zoom icon at the top and select Add a Zoom Meeting.

Add the necessary details and send the invitation Figure I. Be your company’s Microsoft insider by reading these Windows and Office tips, tricks, and cheat sheets. TechRepublic Premium content helps you solve your toughest IT issues and jump-start your career or next project.

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For more info, visit our Terms of Use page. Figure B At the pane to Deploy a new add-in, click Next. Figure C In the Search field, type zoom. Figure E You can then close the Office Admin portal. Figure F Sign in with the account you use for Outlook on the web. Figure H To set up your meeting in the Outlook web app, click the Calendar icon at the bottom of the left pane.

Figure I. Microsoft Weekly Newsletter Be your company’s Microsoft insider by reading these Windows and Office tips, tricks, and cheat sheets. Delivered Mondays and Wednesdays. Sign up today. Your email has been sent. By Lance Whitney. Lance Whitney is a freelance technology writer and trainer and a former IT professional. He’s the author of two tech books–one on Windows and another on LinkedIn.

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