How to Steps
Office 365 Add-In for Web And Desktop
Overview
The Zoom Scheduler Office 365 add-in is designed to manage scheduling within the Outlook web and desktop apps. The add-in allows you to easily add a Zoom meeting to any new or existing calendar event.
Note: To install Zoom Scheduler on the Outlook desktop app, you must have a Microsoft Exchange account added to Outlook. If you only have an IMAP account, use Zoom Scheduler on the Outlook web app.
This article covers:
· Installing for All Users (Office 365 admin)
· Outlook (Web)
· Installing for Your Own Use
· Scheduling a Meeting
· Viewing and Editing Meetings
· Outlook 2013 or 2016 (Desktop App)
· Installing for Your Own Use
· Scheduling a Meeting
· Viewing and Editing Meetings
Installing for All Users (Office 365 admin)
1. Log in to the Office 365 Admin Portal.
2. Navigate to Settings (gear icon) > Services & add-ins.
3. Click Deploy Add-in.
4. Review the information on Centralized Deployment and click Next.
5. Select I want to add an Add-In from the Office Store.
6. Click Next.
7. Search for Zoom Scheduler and click Add.
8. Review the add-in details and click Next.
9. Select how you want the add-in deployed at your organization.
· Optional, enabled: The Zoom Scheduler add-in will be added for all of your users, but they can remove it.
· Optional, disabled: All users will have the option to add Zoom Scheduler, but it will not be added to their Outlook by default.
· Mandatory, always enabled: The Zoom Scheduler add-in will be added for all of your users and they will not be able to disable it.
10. Click Next.
11. Select who has access to this add-in. You can search for groups to add them.
12. Click Save. The manifest file will process.
13. When done, click Close.
14.
Note: Users may need to restart their apps to see the new add-in. Depending on the number of users in your account, changes may also take a few minutes to propagate to all users.
Outlook (Web)
Installing for Your Own Use
You can install the Zoom Scheduler add-in for your own use if installing add-ins is permitted by your Office 365 admin.
1. Log in to your Outlook web app (OWA).
2. Click the Settings gear in the top-right corner > Manage Add-ins.
3. Search for Zoom Scheduler and click Add.
The Zoom Scheduler add-in will now be available in Outlook.
Scheduling a Meeting
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 Zoom icon in the top toolbar. You will see the sidebar open, prompting for your Zoom credentials.
4. Sign in to your Zoom account. If you are already signed in to the Zoom web portal, it will log you in automatically.
5. Select your desired video, audio and meeting settings. Click Add Zoom Meeting to add Zoom join options to the meeting.
Note: The meeting settings will automatically populate with your default settings found in your Zoom web portal in My Meeting Settings.
Viewing and Editing Meetings
1. Open your Outlook Web Calendar, click on a Zoom meeting, and click Edit.
2. Click the Zoom icon in the top toolbar. Sign in to your Zoom account if prompted.
3. Change your meeting options and click Update Meeting to apply the changes.
Tip: Click Load default settings to load your default settings found in your Zoom web portal in My Meeting Settings.
Outlook 2013 or 2016 (Desktop App)
Note: To install Zoom Scheduler on the Outlook desktop app, you must have a Microsoft Exchange account added to Outlook. Click the File tab to view accounts added:
If you only have an IMAP account, use Zoom Scheduler on the Outlook web app.
Installing for Your Own Use
1. Open Outlook and click File > Manage Add-ins. Outlook will open a browser and open your Manage-ins page.
2. Click the plus icon > Add from the Office Store.
3. Search for Zoom Scheduler and click GET IT NOW.
Scheduling a Meeting
1. Open the Outlook desktop app and switch to calendar view.
2. In the Home tab, click New Meeting.
3. Enter meeting details like the title, location, and guest list.
4. In the Meeting tab, click Add a Zoom Meeting.
5. Select your desired video, audio and meeting settings. Click Add Zoom Meeting to add Zoom join options to the meeting.
Viewing and Editing Meetings
1. Open the Outlook desktop app and switch to calendar view.
2. Double-click a Zoom meeting to display the meeting details.
3. Click Add a Zoom Meeting to display the Zoom meeting options.
4. Change your meeting options and click Update Meeting to apply the changes.
Tip: Click Load default settings to load your default settings found in your Zoom web portal under My Meeting Settings.