Zoom and Microsoft Integration

Streamline day-to-day communications

Zoom’s integration with Microsoft 365 and Teams helps you work better together across day-to-day activities like calls, meetings, and emails.

Easily schedule and join Zoom Meetings from within Teams or Outlook.
Make Zoom Phone calls, manage shared lines, and respond to SMS messages from Teams.
Access and manage your Microsoft Outlook email and calendar from Zoom Workplace.
Use Zoom AI Companion to compose and summarize emails when you connect your Outlook account to Zoom Mail.

Zoom app for Microsoft Teams

Reimagine productivity

Save time and work smarter by layering Zoom AI Companion into existing Microsoft workflows while maintaining a unified experience. Enjoy countless options for consolidating everyday processes, collaborating on documents, and getting more done.

Use Zoom AI Companion to generate meeting summaries and next steps, at no additional cost.*
Create, share, and manage Microsoft 365 assets from Zoom Team Chat.
Work together and share Zoom Whiteboards with Teams users.
Co-edit Microsoft 365 documents and files during Zoom Meetings.

OneDrive and Sharepoint app for Zoom

Increase employee engagement

Create a more connected, informed, and inclusive work culture. Workvivo helps build professional communities and meaningful relationships within the Zoom platform, from a Microsoft ecosystem, or both.

Search and browse your Outlook, SharePoint, and OneDrive from Workvivo.
Livestream events and training sessions directly to Workvivo from Microsoft Teams.
Share Workvivo content like company updates and announcements to Teams.
Start a chat in Teams from any Workvivo profile.

Learn more about Workvivo

Optimize flexible work

Help your employees stay just as productive in the office as they are at home, thanks to frictionless integration between Microsoft Teams and Zoom Spaces.

Single tap to join Teams meetings from Zoom Rooms.
Find and reserve a Zoom Room from Outlook, and schedule a Teams meeting.
Display digital signage in Zoom Rooms with instructions for joining Teams meetings.
Use Outlook to reserve a desk through Zoom Workspace Reservations

See how it works

Deliver frictionless customer experiences

Deliver smooth sales and service experiences with better outcomes, thanks to pre-built integrations between Dynamics 365 CRM and Zoom Contact Center, Phone, and Revenue Accelerator. Empower agents to work natively in Dynamics 365 with a unified view of customer history and embedded contact center capabilities.

Make and receive calls and SMS messages using Zoom’s built-in dialer and screen pops for Dynamics 365, or effortlessly switch to video.
Save time and reduce after-call work with a simple wrap-up window for logging details.
Create new activities in Dynamic 365 based on conversation analysis in Zoom Revenue Accelerator.
Easily search and share Dynamics 365 records from Zoom Team Chat, or attach chat messages as notes.

See how it works

“I could have easily said, ‘why pay for another platform?’ but once I saw Zoom, it clicked in my mind. Zoom is simple, they’re the pioneers of videoconferencing, and have the most integrations with Microsoft.”

John Georgatos Chief Information Officer, Mike Morse Law Firm

Read the full story

FAQs

Yes! Using the Zoom app for Teams, you can easily schedule and launch Zoom Meetings without leaving Microsoft Teams. You can also place Zoom Phone calls and send SMS messages from inside the Teams app and gain access to advanced capabilities like call recording, queue management, AI Companion summaries, and multi-line call handling capabilities. Reduce downtime with a 99.999% SLA and the ability to make and receive Zoom Phone calls even if Teams is down.

The integration between Zoom and Microsoft Teams allows for seamless collaboration in mixed environments while supporting the security features of both platforms, including Zoom’s end-to-end encryption option for meetings, in-meeting controls, admin restrictions, and a wide range of customizable security and privacy options designed to meet your organization’s requirements. Learn more here.

Zoom Workplace helps you bring all of your scheduling and calendar needs into one unified experience with the rest of your Zoom productivity tools. You can sync your Microsoft 365 (Exchange) or Google email and calendar to Zoom Workplace easily from the Settings menu, under Accounts. After connecting your existing Google or Microsoft 365 (Exchange) account, you can view and send emails through the Zoom client, as well as access your external calendar events and create new ones.

The Zoom Phone integration for Microsoft Dynamics 365 CRM increases efficiency and improves overall customer experience by streamlining key workflows with inbound screen pops, contact management, click-to-call, and automatic call logging. With the Zoom Phone app for Microsoft Dynamics 365, a screen pop appears whenever you make or receive a call enabling you to open a form, add or update contacts, create and assign leads, and capture other call information. From the Zoom Phone tab, you can access the dial pad, make external calls, view dialing history, search for contacts, and click-to-call. You can also configure and display call disposition, listen to voicemails, and associate recordings with their specific contact timeline.

Lighten your load by using AI Companion to compose and summarize emails for any linked Microsoft 365 (Exchange) account from the Zoom Workplace client, included at no additional cost.** Tired of hunting down documents every time you have a question? Easily connect Sharepoint and OneDrive files to AI Companion to power contextual responses based on your trusted knowledge sources. Need a quick summary of a Word Doc? Just upload it to AI Companion. When you join a Zoom Meeting from Teams, you can use AI Companion during the meeting to summarize the conversation, ask questions, extract follow-up actions, and more. Finally, you can use AI Companion to summarize your Zoom Phone calls inside the Teams app, plus voicemail task extraction and prioritization, team SMS thread summary (Power Pack add-on required), and live transcription (coming soon).*

*Not available natively within Microsoft Teams. This capability works within Zoom Meetings that are launched from the Zoom Meetings tab of Teams, or from calendar events. AI Companion is included with the paid services in Zoom user accounts. May not be available for all regions or industry verticals.

**AI Companion is included with the paid services in Zoom user accounts. May not be available for all regions or industry verticals.

Work happy across Zoom and Microsoft