Creating Meetings in Outlook for both Zoom and Teams
Overview
This process will explain the recommended methods for setting up both a Microsoft Teams meeting and Zoom meetings within our O365 Outlook client.
Process
Microsoft Teams Meeting
To create a Microsoft Teams Meeting (note that this may be enabled by default on your account):
- Open Microsoft Outlook
- Create a new meeting invitation
- Check if a Teams meeting has been automatically added:
- If you see the Microsoft Teams meeting details in your Outlook invitation (below) you can add in your participants and send the meeting invitation.
- If you do not see the Microsoft Teams details, click on the Add Teams meeting button located in the top ribbon of your Outlook invitation
Zoom Meeting
Please note, it is not recommended to have both a Teams meeting, and a Zoom meeting enabled on a single meeting invite. This will cause complications with attendees joining your remote/hybrid meeting.
To create a Zoom meeting:
- Open Microsoft Outlook
- Create a new meeting invitation
- Ensure that a Microsoft Teams meeting is not enabled
- Click on the Zoom add-in for Outlook to add a Zoom meeting (found in the meeting invite ribbon)
- You may receive a prompt to sign into your Zoom account, please enter your Zoom username and password to proceed.
- If you have any error messages, ensure that you’re logged into your Zoom account within the Zoom Application on your computer.