# Reference Materials to Validate Your Integration

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](#prerequisites-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](/admin-corner/third-party-integrations/zoom-and-microsoft-integration-and-deployment-field-guide/configuring-microsoft-platform-integrations-for-zoom-workplace.md)

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

#### [Endpoint Integrations](/admin-corner/third-party-integrations/zoom-and-microsoft-integration-and-deployment-field-guide/deploying-zoom-workplace-endpoint-integrations-into-microsoft-environments.md)

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

#### [Additional Integrations](/admin-corner/third-party-integrations/zoom-and-microsoft-integration-and-deployment-field-guide/extending-deployments-with-additional-integrations.md)

<table><thead><tr><th width="187.6666259765625">Task</th><th>Priority</th><th>Rationale</th><th>Dependencies</th></tr></thead><tbody><tr><td><strong>Connect Zoom Mail Client to M365</strong></td><td>Optional</td><td>Brings Outlook email into Zoom Workplace. Enables email-to-Chat forwarding.</td><td>Prerequisites completed</td></tr><tr><td><strong>Connect Zoom Calendar Client to M365</strong></td><td>Recommended</td><td>Brings Outlook calendar into Zoom Workplace. Useful for post-meeting assets and AI Companion context.</td><td>Prerequisites completed</td></tr><tr><td><strong>Enable OneDrive/SharePoint file sharing in Meetings and Chat</strong></td><td>Recommended</td><td>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.</td><td>Prerequisites completed</td></tr></tbody></table>

#### 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

<table data-header-hidden="false" data-header-sticky><thead><tr><th></th><th>Service</th><th>Auth Method</th><th>Zoom Calendaring Service Stores</th><th>Endpoint Receives at Sign-In</th><th>Endpoint Retrieves Calendar From</th></tr></thead><tbody><tr><td><strong>User Calendars</strong></td><td>Microsoft 365</td><td>OAuth</td><td>Access and refresh token for each user account.</td><td>Access token from Zoom Calendaring Service.</td><td>Microsoft 365</td></tr><tr><td><strong>Exchange Server</strong></td><td>Basic</td><td>Username and password for each user account.</td><td>Username and password from Zoom Calendaring Service.</td><td>Exchange Server</td><td></td></tr><tr><td><strong>Google Workspace</strong></td><td>OAuth</td><td>Access and refresh token for each user account.</td><td>Access token from Zoom Calendaring Service.</td><td>Google Workspace</td><td></td></tr><tr><td><p><strong>Zoom Rooms</strong></p><p><br></p></td><td>Microsoft 365</td><td>OAuth</td><td>Access and refresh token for the Zoom Rooms service account.</td><td>Access token for Zoom Rooms service account from Zoom Calendaring Service.</td><td>Microsoft 365</td></tr><tr><td><strong>Exchange Server</strong></td><td>Basic</td><td>Username and password for the Zoom Rooms service account.</td><td>Username and password for the Zoom Rooms service account from Zoom Calendaring Service.</td><td>Exchange Server</td><td></td></tr><tr><td><strong>Google Workspace</strong></td><td>OAuth</td><td>Access and refresh token for the Zoom Rooms service account.</td><td>Access token for Zoom Rooms service account from Zoom Calendaring Service.</td><td>Google Workspace</td><td></td></tr><tr><td><strong>Enhanced API Connector (EAC)</strong></td><td>Microsoft 365</td><td>OAuth</td><td>Access and refresh token for the EAC service account.</td><td>Calendaring data</td><td>Enhanced API Connector*</td></tr><tr><td><strong>Exchange Server</strong></td><td>Basic</td><td>Username and password for the EAC service account.</td><td>Calendaring data</td><td>Enhanced API Connector*</td><td></td></tr><tr><td><strong>Google Workspace</strong></td><td>OAuth</td><td>Access and refresh token for the EAC service account.</td><td>Calendaring data</td><td>Enhanced API Connector*</td><td></td></tr></tbody></table>

{% hint style="info" %}
\*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.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://library.zoom.com/admin-corner/third-party-integrations/zoom-and-microsoft-integration-and-deployment-field-guide/reference-materials-to-validate-your-integration.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.