Zoom for Microsoft Teams

Overview

Zoom’s Microsoft Teams integration allows you to start an instant meeting or join a scheduled meeting from within the Microsoft Teams persistent Zoom Meetings tab or using @mentions from any Teams channel. Through the Microsoft Teams Zoom Meetings tab, you will be able to start, schedule, join meetings, or share your screen. Your Microsoft Zoom Meetings tab also serves as your personal notification hub for all of your Zoom Meetings and those you have been invited to. Meetings created in Teams will automatically appear on your Zoom account.

This article covers installing, configuring and using the Zoom integration for Microsoft Teams. If you have already configured this integration, jump to the Using the Microsoft Teams Integration section below for details on available functionality.

  • Installation and Configuration
  • Using the Zoom Tab
  • Using the Zoom Messaging Extension
  • Using the Zoom Meetings Bot

Prerequisite

  • A Zoom account
  • A Microsoft Teams Account
    Note: Zoom for Microsoft Teams is not supported for Microsoft Teams in Microsoft 365 Government GCC
  • Zoom email account (work email), SSO, or Google login
  • Pre-approval of the Microsoft Teams integration in the Zoom Marketplace
    Note: If the app is not pre-approved, please contact your Zoom admin.

Installation and Configuration

Installing and configuring from the Zoom Marketplace

  1. Login to your Zoom account and navigate to the Zoom Marketplace.
  2. Search for Microsoft Teams and click the app.
  3. If the app is not pre-approved, please contact your Zoom admin to approve this app for your account.
  4. Click Install, confirm the permissions the app requires and choose Authorize.
  5. You will be redirected to your Microsoft Teams account.

Configuring on Microsoft Teams

  1. Once you have installed from the Zoom Marketplace, you can add the Zoom Meetings Bot for yourself and to an existing team. Click the down arrow next to Add and choose Add to a team.
    InstallTeams
  2. Search and select the channel or team you would like to use with the Zoom Meeting integration.
    ChooseChannel
  3. Click Set up a bot and this will install both the Zoom Tab and the Zoom Bot for Microsoft teams.
  4. This will take you to the channel you selected.
  5. Follow the Bot’s instructions and once complete, the integration will be configured for your Microsoft Teams account.

Admin Options

Disabling the Teams Video Icon

You have the ability to disable the native Teams video icon by following the intstructions in this article.

Installing the Integration for all users

To install the integration for all users on your account, you can use the MS Graph API. For more information, see this article.

Add and Pin Zoom to the Teams Toolbar

As an admin, you can also add new apps for your users and pin them to the left toolbar. This utilizes the app setup policy within Teams. You have the ability to specify this globally or for specific users/groups in your organization. For more information, see this article.

Note: If you are unable to configure the Microsoft Teams Bot, your admin may need to allow access to external apps. For more information, refer to this article.

Using the Microsoft Teams Integration

Note: When you log in for the first time after installing the Zoom Meetings integration, you will need to login to both your Office 365 and Zoom accounts. This login process will be done for the first login experience, after that, ZOom will use the existing access token to login. When you navigate to the app within teams, you will be prompted to Sign In:
1. Click the Zoom Meetings icon on the left toolbar. (If the icon is not present, click the “” and choose Zoom Meetings or navigate to the 1:1 Zoom Meetings chat)
2. Click My Meetings.
3. Click Sign in and log in with your credentials.
Note: You may need to sign in to both your Microsoft and Zoom account during this process.

SignInToZoom
4. Click Sign in to start using the integration.

Using the Zoom Tab

Using the Zoom Meetings icon on your left hand navigation allows you to schedule or start a meeting with anyone else in your organization that also has the Zoom app installed. Note: If others have not installed the Zoom Meetings integration, you will not be able to start or schedule meetings with them until they have installed the app.

Start a Meeting

  1. Click the Zoom Meetings icon on the left toolbar. (If the icon is not present, click the “” and choose Zoom Meetings or navigate to the 1:1 Zoom Meetings chat)
  2. Click My Meetings.
  3. Click Start a Meeting.
    Navigation
  4. Select/search for you desired participants.
    SelectParticipants
  5. Once selected, click Start.
  6. Your Zoom Meeting will be started from your web browser, open the Zoom Desktop Client for Meetings, and launch your meeting.
  7. Your participants will then receive a notification that you have started a meeting and will give the option to join.
    NotifyAttendees

Schedule a Meeting

  1. Click the Zoom Meetings icon on the left toolbar. (If the icon is not present, click the “” and choose Zoom Meetings)
  2. Click My Meetings.
  3. Click Schedule a Meeting.
    Navigation
  4. Enter your meeting details:
    MeetingDetails
    • Topic: Your meeting topic.
    • Participants: Anyone you would like to invite to the meeting.
    • Rooms (optional): Desired rooms for the meeting.
    • Time Zone: Your scheduled time zone.
    • Start and End Time
    • Require meeting password: If desired, require a password to join the meeting.
    • Advanced Options: Additional settings for your meeting. Note: The potential availability for those that you invite to your meeting will be shown below the start and end time. You can use this to easily schedule a time when all your participants are available.
  5. Click Save.
  6. Once you have scheduled your meeting, your the following will occur:
    • You and your participants will see the meeting in the upcoming meetings page of the Zoom Tab.
    • The meeting will be added to your Exchange calendar. (This meeting will show in your Calendar tab in Teams and in Outlook)
    • This meeting will show in your upcoming meetings list on Zoom.

Sharing Your Screen

You have the ability to launch a screen sharing session directly from Teams.

  1. Click the Zoom Meetings icon on the left toolbar. (If the icon is not present, click the “” and choose Zoom Meetings)
  2. Click My Meetings.
  3. Click Share Screen.
    Navigation
  4. Enter your Meeting ID.
  5. Click Share.
  6. The Zoom Meeting will be started from your web browser, open the Zoom Desktop Client for Meetings and you will choose your screen share.
  7. Click Share screen.

Upcoming Meetings

Any meetings that you have scheduled or been invited to will show in My Meetings page in the Zoom Tab. Here, you can join meetings or copy the meeting invitation. To copy or delete the meeting, follow these steps:

  1. Click the Zoom Meetings icon on the left toolbar. (If the icon is not present, click the “” and choose Zoom Meetings)
  2. Click My Meetings.
    MeetingList
  3. You can join, copy, or delete a meeting:
    • Join: Click join or start.
    • Copy: Click the and click Copy.
    • Delete: Click the and click Delete.
      JoinOrStart

Using the Zoom Messaging Extension

The messaging extension is the Zoom button in the textbox toolbar for any 1:1 chat, group chat, and channel chat. This button allows you to start or schedule a Zoom Meeting with participants in the chat.

Start a Zoom Meeting

Once the messaging extension has been enabled for your account, you will see the icon in the chat toolbar.

  1. Click the icon and click Start a meeting.
  2. Enter a Topic for the meeting.
  3. Click Start.
  4. The meeting topic, ID, and join button will appear in your text box.
  5. Press enter or click the send button.
  6. The Zoom Meeting will be sent to the chat. Users can click the Join Now button to join the meeting. This will launch the Zoom Desktop Client.

Schedule a Zoom Meeting

Once the messaging extension has been enabled for your account, you will see the icon in the chat toolbar.

  1. Click the icon to and click Schedule a meeting.
  2. Fill out the meeting details:
    • Topic
    • Start and End Time
    • Time Zone
    • Rooms
    • Meeting password
  3. Click Save.
  4. The Zoom Meeting will be sent to the chat. Users can click the Join Now button to join the meeting. This will launch the Zoom Desktop Client.

Using the Zoom Meetings Bot

Logout of the Zoom Meetings Integration

  1. Navigate to a channel with the Zoom Meetings Bot.
  2. Type @Zoom logout and you will be logged out from your Zoom Account.

Listing all Commands

  1. Type @Zoom, select the Zoom Meetings Bot and type help to see all commands at any time.

Start an Instant Meeting

  1. Type @Zoom, select the Zoom Meetings , and type start to start an instant meeting.
  2. Click Click Here to Join.
  3. Zoom will open a link in your default browser and open the Zoom application.

Start an Instant Meeting with a Specific Topic

  1. Type @Zoom, select the Zoom Meetings, and type start followed by the desired topic name to start an instant meeting with a specific topic name.
  2. Click Click Here to Join.
  3. Zoom will open a link in your default browser and open the Zoom application.

Join a Meeting

  1. Type @Zoom, select the Zoom Meetings bot, and type join followed by the Meeting ID of the meeting you want to join.
  2. Click Click Here to Join.
  3. Zoom will open a link in your default browser and open the Zoom application.

Meeting Sumary and Recording Link

When the meeting ends, the BOT will post a meeting summary and a recording link (if the meeting is recorded in the cloud).

Uninstalling the Zoom for Microsoft Teams

  1. Login to your Zoom account and navigate to the Zoom Marketplace.
  2. Search for Microsoft Teams and click the app or navigate to your installed apps via Manage > Installed Apps.
  3. Click Uninstall next to Microsoft Teams.
  4. Confirm the dialogue and click Uninstall.

For additional help or technical support, please submit a ticket.