Reference Materials to Validate Your Integration

Use the deployment checklist and supporting references to validate a Zoom and Microsoft rollout.

An appendix of reference materials for quick lookups and process validation.

Deployment Cheat Sheet

Validate your Zoom/Microsoft integration before, during, and after deployment.

Items are organized in the recommended deployment sequence: platform-level first, then endpoints, then value-adds. Each item is marked as required, recommended, or optional with a brief rationale and any dependencies.

Getting Started

Task	Notes
Gather required M365 admin accounts and credentials	Needed for all integrations that follow
Decide on API method: Application Permissions vs. Full Delegate Access	Zoom recommends Application Permissions. This decision affects multiple downstream integrations.
Validate Entra ID permissions and scopes	Confirm the correct permissions are granted in your M365 tenant
Review data handling and security posture	Understand what Zoom stores, how tokens are protected, and how to revoke access if needed

Platform Integrations

Task

Priority

Rationale

Dependencies

Connect M365 calendars for users	Required	Calendar sync is the #1 support issue. This is the foundation for everything else.	Prerequisites completed
Enable Bi-Directional Calendar Sync	Required	Keeps Zoom and Outlook calendars in sync automatically. Bi-Directional Sync 2.0 eliminates the need for Outlook trigger events.	Calendar integration active
Request Bi-Directional Sync 2.0 enablement (if not already active)	Recommended	Significant reliability and cache improvements over 1.0. Currently gated — check with account team.	Calendar integration active
Configure bi-directional presence sync	Optional	Shows Zoom status in Teams and vice versa. Most valuable when org runs both platforms side by side. Review admin auth side effects before enabling.	Zoom's in-app integration for Microsoft Teams installed
Force all meetings to be Zoom meetings	Recommended	Depends on org's meeting platform strategy. Only relevant if the customer wants to standardize on Zoom Workplace for all meetings.	Calendar integration active

Endpoint Integrations

Task

Priority

Rationale

Dependencies

Deploy the Zoom for Outlook Add-In	Required	Primary way users schedule Zoom meetings from Outlook. Deploy as mandatory or optional-enabled.	Prerequisites completed
Choose deployment method: Gallery vs. custom manifest	Required	Gallery = auto-updates, simpler. Custom manifest = SSO pre-config, Zoom Phone, Workspace Reservation — but requires manual updates.	—
Configure SSO or auto-login for the add-in	Recommended	Streamlines the sign-in experience for users	SSO infrastructure in place
Enable "Insert Zoom meeting invitation at top of meeting details"	Recommended	Forces Zoom join info above user-added content in Outlook invites. Account Management → Account Settings → Meetings → In Meeting (Advanced).	Outlook Add-In deployed
Customize meeting email template	Optional	Brand the meeting invite experience.	Outlook Add-In deployed
Enable additional manifest features (Zoom Phone, Workspace Reservation, Send auto-sync)	Optional	Requires custom manifest deployment.	Custom manifest chosen
Install the Zoom for Microsoft Teams app	Optional	Only if org uses Teams as primary collaboration interface. Unnecessary if using Slack for chat.	Prerequisites completed
Pin the Zoom for Microsoft Teams app in the Teams left rail	Recommended	Improves discoverability. Configured in Microsoft Teams admin center → Setup policies.	Zoom's in-app integration for Microsoft Teams installed
Connect Zoom Rooms to M365 calendars	Recommended	Enables room displays to show upcoming meetings. Required if using Zoom Rooms in a Microsoft environment.	Prerequisites completed, rooms provisioned
Enable Zoom Rooms / Teams Rooms interoperability	Recommended	Allows Zoom Rooms to join Teams meetings and vice versa. Eliminates need for duplicate room systems.	Room calendars connected, CVI subscription if using SIP-based interop

Additional Integrations

Task	Priority	Rationale	Dependencies
Connect Zoom Mail Client to M365	Optional	Brings Outlook email into Zoom Workplace. Enables email-to-Chat forwarding.	Prerequisites completed
Connect Zoom Calendar Client to M365	Recommended	Brings Outlook calendar into Zoom Workplace. Useful for post-meeting assets and AI Companion context.	Prerequisites completed
Enable OneDrive/SharePoint file sharing in Meetings and Chat	Recommended	Lets users share M365 documents in Present or Collaboration mode during meetings, and in standard chat. No channel-backed storage — meeting and chat shares only.	Prerequisites completed

Post-Deployment Validation Checklist

Task	Notes
Verify calendar sync is working for a test user	Schedule a meeting in Zoom Workplace, confirm it appears in Outlook (and vice versa if Bi-Directional Sync is active)
Verify Outlook Add-In is accessible	Open a new Outlook calendar event and confirm the Zoom add-in icon appears
Verify Zoom's in-app integration for Microsoft Teams is visible (if deployed)	Confirm it appears in the Teams left rail for a test user
Verify presence sync (if enabled)	Start a Zoom meeting and confirm the user's Teams status updates
Verify room calendar display (if configured)	Confirm a Zoom Room displays upcoming M365 calendar events
Verify file sharing in a test meeting (if enabled)	Share a OneDrive document in a Zoom meeting and confirm attendees can access it
Verify AI Companion email features (if enabled)	Open the Zoom Mail client and confirm AI Companion can summarize or draft email

Service and Authentication Method Reference Matrix

Service

Auth Method

Zoom Calendaring Service Stores

Endpoint Receives at Sign-In

Endpoint Retrieves Calendar From

User Calendars	Microsoft 365	OAuth	Access and refresh token for each user account.	Access token from Zoom Calendaring Service.	Microsoft 365
Exchange Server	Basic	Username and password for each user account.	Username and password from Zoom Calendaring Service.	Exchange Server
Google Workspace	OAuth	Access and refresh token for each user account.	Access token from Zoom Calendaring Service.	Google Workspace
Zoom Rooms	Microsoft 365	OAuth	Access and refresh token for the Zoom Rooms service account.	Access token for Zoom Rooms service account from Zoom Calendaring Service.	Microsoft 365
Exchange Server	Basic	Username and password for the Zoom Rooms service account.	Username and password for the Zoom Rooms service account from Zoom Calendaring Service.	Exchange Server
Google Workspace	OAuth	Access and refresh token for the Zoom Rooms service account.	Access token for Zoom Rooms service account from Zoom Calendaring Service.	Google Workspace
Enhanced API Connector (EAC)	Microsoft 365	OAuth	Access and refresh token for the EAC service account.	Calendaring data	Enhanced API Connector*
Exchange Server	Basic	Username and password for the EAC service account.	Calendaring data	Enhanced API Connector*
Google Workspace	OAuth	Access and refresh token for the EAC service account.	Calendaring data	Enhanced API Connector*

*EAC endpoints retrieve their calendaring data from the EAC, which in turn retrieves its calendaring data from the Zoom Calendaring Service. In other words, the EAC service and its associated endpoints do not connect to Microsoft 365, Exchange, or Google Workspace.