Zoom and Microsoft Integration

Get more done with Zoom AI Companion

Included with paid Zoom Workplace plans, AI Companion helps you get more done and do your best work across both Zoom and Microsoft.

Access AI Companion summaries of your Zoom Meetings from Teams or Outlook.
Bring AI Companion into your Teams meetings to capture insights and action items.*
Use Zoom AI Companion to compose and summarize emails when you connect your Exchange account to Zoom Mail.
Upload Microsoft 365 documents to AI Companion to get a quick summary when you’re pressed for time.

Learn more about AI Companion

Streamline day-to-day communications

Zoom’s integrations with Microsoft Outlook and Teams help you work better together across day-to-day activities like meetings, calls, and emails.

Easily schedule and join Zoom Meetings from within Teams or Outlook.
Access and manage your Outlook/Exchange email and calendar from Zoom Workplace.
Make Zoom Phone calls, manage shared lines, and respond to SMS message from Teams. Learn more
Access call recording, queue management, and multi-line handling within Teams

Zoom app for Microsoft Teams

Zoom for Outlook

Make document collaboration a breeze

Make it easy for your teams to collaborate on documents, presentations, spreadsheets, and whiteboards while maintaining a unified experience.

Work together on Microsoft 365 documents during Zoom Meetings without switching apps.
Quickly grant editor, commenter, or viewer access when you share a file link in Zoom.
Create, share, and manage OneDrive and SharePoint files from Zoom Team Chat.
Work together on Zoom Whiteboards with Teams users.

Microsoft 365 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.

Easily access Workvivo from the app panel in Teams.
Search and browse your Outlook, SharePoint, and OneDrive files from Workvivo.
Start a chat in Teams from any Workvivo profile.
Livestream events and training sessions directly to Workvivo from Teams.

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 Reservation

See how it works

Deliver frictionless customer experiences

Deliver frictionless 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 with a paid Workplace subscription. 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 to summarize the conversation, ask questions, extract follow-up actions, and more. After the meeting, you can easily access and review AI Companion summaries from the Zoom app in Teams. 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).*

*Requires Custom AI Companion paid add-on