Mastering the Update Process for Zoom Outlook Plugin: A Step-by-Step Guide

Key takeaways :

• Follow specific steps to update the Zoom plugin for Outlook, including installing the plugin and configuring personal audio conferencing.
• When updating the Zoom plugin for Outlook, ensure you are on the Home tab in the Outlook desktop client and select Get Add-ins to install the Zoom for Outlook add-in.
• After installing the Zoom for Outlook add-in, confirm its installation by checking for a blue circle with a white checkmark next to the word Added in the Outlook client.
• To add the Zoom for Outlook add-in to Outlook, go to File > Manage Add-ins, click the ‘+’ icon, and choose ‘Add from the Office Store’ in the Outlook desktop client.
• Utilize Zoom directly within Microsoft Outlook by adding the Zoom for Outlook add-in and accessing it through the Calendar view in Outlook.
• Enable and configure personal audio conferencing in the web portal to use personal audio conferencing in Zoom for Outlook.

How to Update Zoom Outlook Plugin

When updating the Zoom plugin for Outlook, follow these steps:

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Installing the Zoom Plugin

1. Open the Outlook desktop client, ensure you’re on the Home tab, and select Get Add-ins.
2. A window will appear displaying available add-ins and connectors. Search for Zoom and choose Zoom for Outlook.
3. Once on the Zoom for Outlook add-in page, click on the Add button.
4. After a few moments, the Zoom add-in will be installed. Confirm by checking for a blue circle with a white checkmark next to the word Added. Close the window.
5. Back in Outlook, navigate to the Calendar and create a new meeting or event. In the Event tab, locate the Add a Zoom Meeting and Settings buttons.

If you use Zoom for work or school, you can immediately start adding Zoom meetings. The system will log you in through your organization’s single sign-on (SSO) policies. If not, refer to the SSO Not Working? section below for assistance.

To add the Zoom for Outlook add-in to Outlook, launch the Outlook desktop client, go to File > Manage Add-ins, click the ‘+’ icon, and choose ‘Add from the Office Store’. In the Office Store, search for ‘Zoom for Outlook’ (from Zoom Video Communications, Inc) and select ‘Get it now’ to install the Zoom for Outlook add-in. With this, you can utilize Zoom directly within Microsoft Outlook. Open Outlook, switch to Calendar view, go to Home > New Meeting, input meeting details, then in the Meeting tab, select ‘Add a Zoom Meeting’.

Configuring Personal Audio Conferencing

1. Enable and configure personal audio conferencing in the web portal.
2. Click the arrow at the bottom of Schedule a Meeting.
3. If you have multiple PAC accounts, choose the one you wish to schedule with. This will pre-fill a calendar event with your PAC details. Adjust the date, time, and add attendees as required.
4. Click Send.

Making an existing event a Zoom meeting:

1. Open an existing calendar event in Outlook.
2. Choose either Schedule A Meeting or Personal Audio Conference to schedule your preferred meeting type.
3. Set your desired meeting scheduling options. Refer to the Scheduling a Meeting section for more information.
4. Click Continue.
5. The invitation will automatically populate with the meeting details.
6. Click Save & Close.