Zoom and Microsoft: Working Across Platforms

Authored by Jakob Ganschow

Overview

This document outlines the primary ways Zoom and Microsoft products can be used together. It is intended to help readers understand which integrations are available, what they enable in day-to-day use, and how Zoom and Microsoft services work together behind the scenes, so organizations can decide which integrations are relevant for their environment.

Each section that follows focuses on a specific integration and provides an overview of what it does, how it connects Zoom and Microsoft systems, the key features it supports, and practical scenarios where it is commonly used. Where applicable, links are included to related Technical Library content and Zoom’s support center for readers who want more detailed implementation or administrative guidance.

Understanding Integration Surfaces

Zoom and Microsoft integrations generally fall into two patterns:

1. Microsoft-surface integrations, where Zoom capabilities are surfaced inside Microsoft products such as Teams or Outlook.

2. Zoom-surface integrations, where Microsoft services are brought into Zoom as data sources, identity providers, or systems of record.

To help orient readers as they move through the sections that follow, each integration description is labeled with its primary surface—the platform where users typically begin their work. For example, the Zoom for Outlook add-in is labeled Primary surface: Microsoft Outlook, indicating that Zoom functionality is accessed from within Outlook, even though Zoom provides meeting execution and governance.

Communications

Zoom’s In-App Integration for Microsoft Teams

Primary Surface: Microsoft Teams

Zoom’s in-app integration for Microsoft Teams provides a unified access point for Zoom Meetings, Zoom Phone, and Zoom Whiteboard within the Teams client. The integration allows users to manage common Zoom processes—such as scheduling meetings, reviewing upcoming meetings, accessing phone history, and sharing Whiteboards—directly from Teams, while easily handing off to the Zoom Workplace app or a web browser when required to complete specific actions. This approach minimizes context switching for day-to-day tasks while preserving Zoom’s native application experience where technical limitations or feature requirements apply.

From an architectural perspective, Microsoft Entra ID provides the identity and authorization layer for the integration. When users interact with Zoom from within Microsoft Teams, Entra ID verifies the user’s identity and permits the Zoom app to access specific Microsoft 365 context—such as calendar data, chat participants, and contacts—on the user’s behalf. These permissions allow Zoom to surface relevant information and actions inside Teams without duplicating identity or directory services.

Microsoft Teams functions as the primary interface where users initiate Zoom-related workflows, while Zoom services are accessed through secure API calls. Zoom continues to operate as the system of record for meetings, telephony, Whiteboards, and all associated policies, security controls, and reporting. This separation allows Zoom activity to be launched and managed from Teams, while ownership, enforcement, and data handling remain within the Zoom platform.

Refer to the Technical Library, Zoom’s Support Center, and the Microsoft Marketplace Store for more information about Zoom’s in-app integration for Microsoft Teams.

Features

Zoom’s in-app integration for Microsoft Teams includes but is not limited to the following features:

Meetings View upcoming Zoom meetings Schedule Zoom meetings Start ad-hoc Zoom meetings Launch Zoom meetings from Teams Share Zoom meetings in Teams chats Display Zoom meetings on Teams and Outlook calendars Utilize AI Companion meeting summary for both Zoom and Teams Meetings Zoom Whiteboard Start, Create, and Share Zoom Whiteboards in Teams

Zoom Phone Make and receive Zoom Phone calls Access Zoom Phone call history Send and receive Zoom Phone SMS Access voicemail and voicemail transcripts Access recorded calls and call transcripts AI Companion Call Summaries, Tasks, and Voicemail Chat and Notifications Schedule meetings via Teams chatbot Receive Zoom chatbot notifications in Teams Use Continuous Meeting chat between Teams and Zoom Share presence status between platforms

Use Cases

Support Teams-First Meeting Workflows Without Replacing Zoom Organizations that standardize on Microsoft Teams as their primary collaboration interface can allow users to schedule and launch Zoom Meetings directly from Teams. Meetings are created and surfaced in familiar Teams contexts—such as chats, channels, and calendars—while Zoom continues to host the meeting and enforce meeting-level security, policies, and reporting. This reduces friction for Teams-first users without requiring changes to the underlying Zoom meeting experience.

Reduce Meeting Fragmentation Across Calendars and Chats By surfacing Zoom Meetings alongside Teams meetings in a single calendar view, users gain a consolidated picture of their schedule regardless of where meetings are hosted. This helps reduce missed or duplicate meetings and makes it easier to coordinate availability, especially in environments where Zoom and Teams are used side by side.

Enable In-Context Collaboration from Teams Conversations Users can schedule or share Zoom Meetings directly from Teams chats and channels, allowing meetings to be launched in response to ongoing conversations. This keeps meeting coordination close to the context where work is happening, while still using Zoom as the system of record for the meeting itself.

Zoom Phone for Microsoft Teams

Primary Surface: Microsoft Teams

Zoom Phone for Microsoft Teams allows organizations to use the Zoom Phone service and phone numbers directly within the Microsoft Teams app. From the user’s perspective, calling is handled natively in Teams—users place and receive calls, manage voicemail, and interact with familiar calling controls without leaving the Teams interface or installing additional plugins. On the backend, Zoom Phone provides the underlying telephony service, including PSTN connectivity, number management, and enterprise calling policies, helping ensure that calling behavior and governance remain consistent across the organization.

Architecturally, calls are routed through Zoom’s telephony infrastructure, which manages call control and connectivity to external and internal calling destinations. That call traffic is then surfaced to end users through the Microsoft Teams client, giving the appearance of a Teams-native calling experience while Zoom Phone operates as the system of record. This integration leverages Microsoft’s Direct Routing model—commonly delivered as Direct Routing as a Service (DRaaS)—with Zoom operating the session border controller and telephony control layer on the customer’s behalf.

Refer to Zoom’s support center for more information on Managing Zoom Phone for Microsoft Teams.

Features

Zoom Phone for Microsoft Teams includes but is not limited to the following features:

Core Calling and Routing Inbound and outbound PSTN calling (domestic and international) Call forwarding, simultaneous ring, call pickup, and call transfer Call park and retrieve Device switching and common area phone support Enterprise Telephony Management Auto attendants and call queues (Teams and Zoom) Shared line appearance and delegation Holiday schedules and time-based call handling Busy-on-busy behavior and call blocking

Voicemail, Recording, and Transcription Cloud-based voicemail with transcription Automatic and ad-hoc call recording Live call transcription AI-generated summaries and next steps Voicemail prioritization AI Companion-generated voicemail tasks Messaging and Caller Controls SMS and MMS support (via Zoom’s Teams integration) Caller ID presentation (limited support) Call spam mitigation and blocked caller lists

Use Cases

Maintain a Teams-First User Experience While Changing Telephony Providers Organizations that have standardized on Microsoft Teams for daily collaboration can adopt Zoom Phone as their PSTN provider without altering user workflows. Employees continue to make and receive calls entirely within the Teams client, while Zoom Phone handles call routing, PSTN connectivity, and telephony services in the background. This allows IT to modernize or replace telephony infrastructure without retraining users or disrupting established habits.

Support Business Continuity and Disaster Recovery Zoom Phone for Microsoft Teams can function as a secondary or failover telephony provider for organizations with strict uptime requirements. When pre-configured, administrators can quickly transition users to Zoom Phone routing if a primary telephony service is unavailable. This allows businesses to maintain calling operations in Teams during outages without reconfiguring endpoints or changing user behavior.

Support Mergers, Acquisitions, and Organizational Transitions Without Disrupting Collaboration Zoom Phone for Microsoft Teams allows organizations to accommodate mergers, acquisitions, and divestitures without forcing immediate changes to established collaboration workflows. Teams can remain the standardized client across the organization, while Zoom Phone is introduced selectively to support new business units, acquired teams, or transitioning entities with different telephony requirements. Calls for those users are routed through Zoom Phone’s infrastructure, while others continue operating on their existing telephony arrangements. This enables organizations to manage complex, transitional telephony states without fragmenting collaboration platforms or interrupting day-to-day operations.

Zoom Contact Center and Microsoft Teams Integration

Primary Surface: Microsoft Teams The Zoom Contact Center Microsoft Teams integration is designed to connect customer-facing contact center agents with internal Teams users when escalation is required. Agents continue to work entirely within the Zoom Contact Center interface for call handling, routing, and live customer interactions, while Microsoft Teams remains the environment where internal subject-matter experts operate. Rather than embedding contact center functionality into Teams, the integration allows agents to discover, assess availability, and engage Teams users directly from within Zoom Contact Center, enabling efficient escalations without disrupting workflows.

At its core, the integration connects two operational planes that typically operate in isolation: the contact center interaction plane, where customer engagements are managed in real time, and the enterprise collaboration plane, where internal expertise is organized and surfaced through Microsoft Teams. Through directory lookup and real-time presence synchronization, agents can search for Teams users, see their current availability, and choose the most appropriate escalation path—such as consult, warm transfer, direct transfer, or conference—without leaving the Zoom Contact Center interface.

From an architectural standpoint, Zoom Contact Center integrates with Microsoft Teams using a combination of Microsoft Graph APIs and the Teams PowerShell SDK. These components are used to automate Teams-side configuration, surface Microsoft directory information, and retrieve real-time presence updates for Teams users. Voice connectivity between Zoom Contact Center agents and Microsoft Teams users is enabled through a shared SIP trunk architecture, using a Direct Routing connection between the respective SIP trunks. Together, these elements allow Zoom Contact Center to present Teams users as reachable escalation targets within the agent interface, while maintaining separation between the contact center and collaboration platforms.

Refer to Zoom’s support center and the Technical Library for more information on Integrating Zoom Contact Center with Teams. Additionally, an example of this integration is available on our YouTube channel.

Features

Zoom Contact Center and Microsoft Teams includes but is not limited to the following features:

• Directory visibility for Microsoft Teams users within the Zoom Workplace app.

• Real-time Microsoft Teams presence display within Zoom Contact Center.

• Search and discovery of Teams users from the Zoom Contact Center interface.

• Outbound calling from Zoom Contact Center agents to Microsoft Teams users.

• Inbound calling from Microsoft Teams users to Zoom Contact Center call queues.

• Warm and cold transfers to Microsoft Teams users.

Uses Cases

Improve Operational Efficiency for Tiered Support Models For tiered support structures, frontline agents can escalate issues to second- or third-level experts in Teams without leaving Zoom Contact Center. Presence-aware discovery and direct calling streamline escalation paths and reduce the operational overhead of coordinating between separate systems.

Reduce Failed Transfers and Customer Hold Time By exposing Microsoft Teams presence inside Zoom Contact Center, agents can see whether a Teams user is available before attempting an escalation. This avoids blind transfers, repeated handoffs, and unnecessary customer hold time, helping improve first-contact resolution and overall customer experience.

Enable Real-Time Collaboration for Complex Customer Issues During live customer engagements involving technical, billing, or compliance-related issues, agents can quickly conference in Teams users to resolve issues collaboratively. This helps enable faster resolution of complex cases without forcing internal experts into the contact center application.

Microsoft Dynamics 365 Integration for Zoom Phone, Zoom Contact Center, and Zoom Revenue Accelerator

Primary surface: Microsoft Dynamics 365

The Microsoft Dynamics 365 integration connects Zoom communication and engagement workflows directly to CRM records, allowing customer interactions, calling activity, and conversation outcomes to be captured where customer and revenue data already lives. By embedding Zoom interactions within Dynamics, organizations can associate calls, engagements, and insights with the appropriate accounts, contacts, leads, and opportunities, reducing reliance on manual data entry and informal side-channel communication.

At a foundational level, Microsoft Dynamics 365 provides identity, customer context, and record structure, while Zoom supplies the interaction layer—covering telephony, customer engagements, and conversation intelligence. This model helps ensure that communication activity is treated as first-class CRM data, rather than remaining disconnected from the systems used to manage customers, pipeline, and service outcomes.

From an architectural standpoint, the integration uses authenticated APIs to associate Zoom-generated activity with Dynamics entities in near real-time. When users place or receive calls, handle customer engagements, or generate conversation insights through Zoom, the integration identifies the relevant Dynamics records and surfaces CRM context through embedded controls or screen pops. Interaction metadata, notes, dispositions, and insights are then written back to Dynamics. Dynamics remains the system of record for customer and revenue data, while Zoom remains responsible for call handling, engagement workflows, recordings, and conversation intelligence.

Zoom Phone and Microsoft Dynamics 365

For Zoom Phone, the integration focuses on embedding telephony workflows directly into Microsoft Dynamics 365 records. Users can place and receive calls from within account, contact, lead, or opportunity views using an embedded softphone experience. Click-to-call actions, inbound call screen pops, and automatic call logging associate phone interactions with the correct CRM records, allowing calls, notes, and dispositions to be captured consistently as part of customer history.

Refer to Zoom’s support center and the Microsoft Marketplace for more information on connecting Zoom Phone to Microsoft Dynamics 365.

Zoom Contact Center and Microsoft Dynamics 365

For Zoom Contact Center, the integration extends Microsoft Dynamics 365 into agent and customer engagement workflows. Customer-facing interactions handled in Zoom Contact Center can be associated with Microsoft Dynamics 365 records, allowing agents to see relevant customer context and helping ensure that engagement outcomes are reflected in the CRM. This supports scenarios where Microsoft Dynamics 365 acts as the source of truth for customer data while Zoom Contact Center manages routing, live interactions, and agent workflows.

Refer to the Microsoft Marketplace and Zoom’s Support Center for more information on connecting Zoom Contact Center to Microsoft Dynamics 365.

Zoom Revenue Accelerator and Microsoft Dynamics 365

For Zoom Revenue Accelerator, the integration centers on connecting conversation intelligence and coaching workflows to the revenue system of record. Call recordings, conversation metadata, and insights generated by ZRA can be associated with opportunities and pipeline records in Microsoft Dynamics 365. This allows sales leaders and teams to review conversations, analyze deal progression, and conduct coaching activities directly in the context of CRM data, rather than treating conversations as separate artifacts.

Refer to Zoom’s Support Center for more information on Configuring Zoom Revenue Accelerator with Microsoft Dynamics 365.

Features

Features available with Microsoft Dynamics 365 include but are not limited to:

• Embedded softphone within Microsoft Dynamics 365 records.

• Click-to-call from accounts, contacts, leads, and opportunities.

• Automatic call logging to Microsoft Dynamics 365 records.

• Call note and disposition capture within the CRM.

• Inbound call screen pops with associated CRM context.

• Association of calls with multiple CRM entities, including accounts, contacts, and opportunities.

• Access to call recordings from within Microsoft Dynamics 365, where enabled.

• Use of the Microsoft Dynamics 365 app in Zoom Team Chat to forward and retrieve records.

Zoom Contact Center features within Microsoft Dynamics 365:

• Association of customer engagements with Microsoft Dynamics 365 records.

• Visibility into customer context during contact center interactions.

• Capture of engagement outcomes within CRM entities.

Zoom Revenue Accelerator (ZRA) features within Microsoft Dynamics 365:

• Association of call recordings with opportunities and pipeline records.

• Conversation metadata and insights linked to CRM entities.

• Visibility into call activity as part of deal and pipeline history.

• Support for coaching and review workflows tied to CRM data.

• Alignment of conversation activity with sales stages and outcomes.

Use Cases

Embed Communication and Engagement Directly into CRM Workflows Sales, service, and support teams can place calls, handle customer engagements, and review conversations directly within Microsoft Dynamics 365 records, reducing context switching and helping ensure interaction data is captured automatically.

Improve CRM Data Consistency Across Customer Interactions By standardizing how calls, engagements, notes, and dispositions are logged, organizations can improve CRM data quality and reduce gaps caused by manual or inconsistent updates.

Connect Conversations to Revenue and Coaching Processes With ZRA, conversation data and insights are tied directly to opportunities and pipeline stages in Microsoft Dynamics 365, supporting deal review, coaching, and performance analysis without leaving the CRM.

Zoom Rooms and Teams Rooms Interoperability

Primary Surface: Zoom Rooms or Teams Rooms

Zoom Rooms and Microsoft Teams Rooms interoperability addresses a common challenge in enterprise meeting environments: room platforms are often standardized, while meeting platforms vary by audience. This interoperability allows Zoom Rooms to join Microsoft Teams meetings using a web-client–based join approach (and vice versa), enabling organizations to maintain Zoom Rooms as their standard conference room platform while still supporting Teams-hosted meetings from shared meeting spaces.

In this design, interoperability is implemented at the conference room level rather than the individual user level. A room running Zoom Rooms joins a Microsoft Teams meeting through a background web-client interface, allowing participants in the room to communicate with Teams users who join from their native Teams clients. Zoom users continue to join Zoom meetings through Zoom as usual, enabling cross-platform communication without requiring duplicate room systems or changes to personal client workflows.

From a technical perspective, interoperability between Zoom Rooms and Microsoft Teams is delivered as a room-based connection rather than a fully native meeting experience. Interoperability is established in the cloud, where Zoom and Microsoft Teams meetings are bridged through either a SIP-based interoperability platform or the Microsoft Teams web client, depending on configuration and meeting context.

Organizations can enable interoperability using one of two connection methods. When the Microsoft Teams web client is used, Zoom Rooms can join Microsoft Teams meetings hosted by users in supported Microsoft commercial and government tenants, subject to tenant policies and prerequisites. When SIP-based interoperability is used, meetings are joined through a Cloud Video Interop (CVI) service, which connects Zoom Rooms and Microsoft Teams at the SIP layer. This method requires the Teams meeting host to have an active Microsoft CVI subscription and supports scheduled meetings; ad-hoc calling support depends on the selected CVI provider.

Zoom Rooms can be configured to prioritize SIP-based interoperability when CVI information is available, with automatic fallback to the web client when it is not. Regardless of the connection method, Zoom Rooms participate in Teams meetings with core audio and video functionality and essential room controls, while certain advanced capabilities may differ from native Zoom Rooms or Microsoft Teams Rooms experiences. Successful deployments typically account for tenant join policies, CVI subscription availability, network allowlists, and clearly defined expectations for conference room interoperability scenarios.

Refer to Zoom’s support center for more information on enabling interoperability between Zoom and Microsoft Teams.

Use Cases

Standardize Conference Room Platforms While Supporting Multiple Meeting Services Organizations can standardize on Zoom Rooms as their primary conference room platform while continuing to support Microsoft Teams meetings. This allows shared meeting spaces to participate in Teams-hosted meetings without requiring changes to the room platform strategy, helping to maintain consistency across conference rooms even when meeting platforms vary by audience.

Enable Cross-Platform Meetings Without Additional Room Deployments Zoom Rooms interoperability allows shared conference rooms to join Microsoft Teams meetings without deploying dedicated Microsoft Teams Rooms. Rooms connect to Teams meetings through an interoperability layer, enabling collaboration between Zoom and Teams participants while avoiding the cost and operational overhead of maintaining parallel room systems.

Reduce Conference Room Platform Duplication Across Locations By supporting interoperability between Zoom Rooms and Microsoft Teams meetings, organizations can reduce the need to deploy and manage multiple room platforms across offices and campuses. This simplifies room standardization, lowers hardware and support complexity, and enables a consistent meeting room experience regardless of the meeting host’s platform.

Support Executive and Shared Meeting Spaces With Flexible Join Requirements Executive and high-visibility meeting rooms often need to reliably join meetings hosted on different platforms. Zoom Rooms interoperability enables these spaces to participate in both Zoom and Microsoft Teams meetings without manual workarounds or last-minute room changes, supporting predictable and reliable meeting experiences for leadership and shared spaces.

Workvivo’s Microsoft Teams Integration

Primary Surface: Microsoft Teams

Workvivo’s Microsoft Teams integration embeds Workvivo’s employee engagement experience directly into the Teams client, bringing company news, social posts, community activity, and recognition workflows into the daily collaboration surface that many employees use every day. Once added from the Microsoft Marketplace, the Workvivo app surface appears as a tab or app entry point within Teams, allowing users to browse and interact with Workvivo content without leaving the Teams environment. This integration helps reduce context switching for employees by placing engagement and internal communications alongside channels, chats, meetings, and other collaboration hubs that are already part of their Teams workflow.

From a technical perspective, Workvivo's Microsoft Teams integration operates as a client-side extension that connects to the Workvivo platform using authenticated APIs. When the app is installed and authorized, it surfaces Workvivo activity feeds, likes, comments, announcements, and shout-outs in a Teams-native pane, while respecting the same access controls and identity model used by Workvivo’s underlying platform. By leveraging Teams as the interface surface and Workvivo as the engagement backend, this integration allows organizations to deliver internal communications and social engagement where users already spend significant time collaborating.

Refer to the Workvivo Website for more information on the Workvivo integration and Microsoft Marketplace for information on configuring the integration.

Features

• Access the Workvivo activity feed directly within Microsoft Teams.

• View company news, announcements, and organizational updates inside the Teams app.

• Like, comment on, and engage with Workvivo posts without leaving Teams.

• Browse and search Workvivo social activity from the Teams sidebar or tab.

• Receive and interact with Workvivo notifications within the Teams environment.

• Surface engagement content inline with Teams collaboration workflows.

Use Cases

Centralize Employee Engagement Within Daily Collaboration Tools Users can stay up to date with internal news, recognition, and social activity directly in Teams, reducing or eliminating the need to switch between a separate engagement platform and their collaboration workspace.

Increase Visibility of Internal Communications By bringing Workvivo content into Teams, organizational announcements and community posts gain visibility where employees are already active, helping drive engagement and awareness.

Enable Social Interaction Without Leaving Teams Employees can like, comment, and interact with Workvivo content in context, making social engagement part of everyday communication rather than a separate task.

Support Hybrid Work and Distributed Teams Teams users across locations and schedules can remain connected to company culture and engagement activity without needing to open a separate app, enhancing cohesion in hybrid and remote environments.

Productivity and Email

Microsoft Email and Calendar within Zoom Workplace

Primary Surface: Zoom

Connecting Microsoft Exchange or Office 365 email and calendar to the Zoom Workplace Mail and Calendar clients allows users to work from the Zoom Workplace app for a more consolidated workspace throughout the day. When configured, Microsoft email and calendar data are available directly within the Zoom Workplace app, bringing email, scheduling, meetings, chat, and collaboration into the same environment. As users move between meetings, review upcoming commitments, respond to messages, and follow up on work, they remain within a single interface, reducing unnecessary context switching. This approach helps maintain continuity across daily workflows while preserving Microsoft Exchange or 365 as the underlying system of record for email and calendar services.

From a technical perspective, Zoom authenticates to Microsoft Outlook or 365 using Microsoft identity authorization and accesses mailbox and calendar data through Microsoft Exchange or 365 APIs. Microsoft Exchange or 365 remains the system of record for email and calendar data, while Zoom Workplace functions as a client surface that reads, displays, and acts on that data. This design allows meeting coordination, messaging, and follow-up activities in Zoom Workplace to remain closely aligned with users’ Microsoft calendars and inboxes, without duplicating or migrating data.

Refer to the Technical Library for the Zoom Mail and Calendar Client Explainer, and to Zoom’s Support Center for guidance on using the Mail and Calendar clients.

Use Cases

Manage Email and Calendars from a Single Workspace Users can read and manage Outlook email and calendar events directly within Zoom Workplace, reducing the need to switch between separate applications throughout the day.

Reduce Scheduling Friction Across Collaboration Tools By surfacing Outlook calendar data alongside Zoom meetings, chat, and phone features, users can schedule and coordinate meetings with full visibility into availability and existing commitments.

Keep Follow-Up and Collaboration Close to the Inbox Meeting-related messages, actions, and follow-up tasks can be handled near the email and calendar context where work is initiated, supporting more consistent and timely collaboration.

Use AI Companion to Read and Compose Outlook Email Users can benefit from AI Companion to analyze, summarize, and draft email messages that reside in Microsoft Exchange and 365 in the Zoom Workplace app. This allows users to process email, prepare responses, and compose messages without leaving Zoom Workplace.

Join Microsoft Teams Meetings from Zoom Calendar Microsoft Teams meetings that appear on a user’s Microsoft Exchange or 365 calendar are visible within the Zoom Calendar view. Users can join Teams meetings by clicking join links directly in Zoom Calendar, which cross-launches the Teams app—allowing them to manage and launch meetings from a single scheduling interface even when meetings are hosted on different platforms.

Zoom for Outlook Add-in

Primary Surface: Microsoft Outlook

The Zoom for Outlook add-in embeds Zoom meeting scheduling and management directly into Microsoft Outlook, allowing users to create, configure, and join Zoom meetings from within their Outlook calendar without switching applications. Once installed and authorized, the add-in appears in the Outlook ribbon or toolbar across Outlook on the web, desktop, and mobile clients, providing meeting controls alongside standard calendar functionality. This integration streamlines meeting workflows by automating the insertion of Zoom meeting details — such as meeting links, dial-in numbers, and access controls — into Outlook invites, while preserving Outlook as the system of record for scheduling.

At a technical level, the add-in relies on authenticated access to Zoom and Outlook calendar APIs. When a user schedules a meeting in Outlook and selects the Zoom option, the add-in requests Zoom meeting creation through the Zoom API and injects the resulting join information into the Outlook event. Users can customize meeting settings — such as audio/video defaults, waiting rooms, passcodes, and alternative hosts — within the Outlook interface before finalizing the invite.

Refer to the Technical Library for the Zoom for Outlook Add-In Explainer and the Microsoft Marketplace to install the integration.

Features

Features of the Zoom for Outlook add-in include but are not limited to:

• One-click scheduling of Zoom meetings from a new or existing Outlook calendar event.

• Automatic insertion of Zoom meeting links, meeting IDs, passcodes, and dial-in information into Outlook invites.

• Support for recurring Zoom meetings using Outlook’s recurring event controls.

• Configuration of advanced Zoom meeting options (e.g., waiting room, participant audio/video settings) during scheduling.

• Assignment of alternative hosts directly within Outlook.

• Access to Zoom meeting templates from the Zoom web portal for consistent scheduling preferences.

• Join and manage Zoom meetings from Outlook calendar entries.

• Single sign-on support for secure authentication to Zoom via Outlook credentials.

• Compatibility with Outlook on the web, desktop, and mobile applications.

• Embedded links within calendar entries to AI Companion Insights, including meeting summaries when available.

• Ability to attach a Zoom whiteboard to a calendar invite for pre-meeting or in-meeting collaboration.

Use Cases

Streamline Meeting Scheduling Within Existing Workflows Users can create Zoom meetings while composing Outlook calendar events, automatically inserting all meeting details into the invite without copying and pasting links or setup details.

Reduce Context Switching Between Tools By enabling Zoom scheduling and joining directly from Outlook, users spend less time switching between calendar and conferencing applications, reducing friction in daily workflows.

Maintain Consistency and Control Over Meeting Options Hosts can define meeting configurations — such as security settings and recurring patterns — at the time of scheduling within Outlook, so invites carry standardized Zoom settings.

Support Hybrid and Remote Collaboration Participants receive Zoom meeting details along with calendar invitations for clear scheduling and easy access regardless of device, location, or client.

Simplify Adoption for End Users and Admins Because the add-in integrates into familiar Outlook interfaces and can be deployed centrally via Microsoft Marketplace or admin configuration, organizations can streamline rollout and governance of Zoom meeting scheduling capabilities.

Zoom Scheduler with Outlook

Primary Surface: Microsoft Outlook

Zoom Scheduler with Outlook enables users to create bookable scheduling pages and appointment slots that integrate directly with their Microsoft Exchange or 365 calendar, reducing the back-and-forth of coordinating meeting times. Once Zoom Scheduler is connected to a Microsoft Exchange or 365 calendar, users can generate availability slots based on their free/busy status and share those slots with invitees, who can then select a preferred time that fits both parties’ schedules. This integration streamlines appointment scheduling across Zoom meetings and Microsoft calendars while keeping the calendar of record within Microsoft Exchange or 365.

Under the hood, Zoom Scheduler reads calendar availability from the connected Microsoft Exchange or 365 account using Microsoft APIs and maps it to Zoom’s scheduling surface. When a user publishes availability or a booking page, Zoom Scheduler helps ensure that available slots reflect real Outlook free/busy windows and that confirmed bookings are written back to the user’s Outlook calendar as events with Zoom meeting details. Users can manage multiple connected calendar accounts, define primary calendars, and customize how calendar events influence availability and conflict checks.

Refer to Zoom’s support center for more information on getting started with Zoom Scheduler and connecting Zoom Scheduler to your email service.

Features

• Calendar-connected scheduling that generates bookable availability based on free/busy status.

• Support for multiple schedule types, including one-to-one, one-to-many, any host available (round robin), and all hosts available.

• Creation of recurring or one-time availability blocks.

• Publicly shareable booking links for individuals or teams.

• Automatic conflict checking against existing calendar events before confirming bookings.

• Single-use and expiring booking links for controlled scheduling.

• Automatic creation, rescheduling, and cancellation of bookings within Zoom Scheduler.

• Options to embed booking links or share them via URLs or QR codes.

Use Cases

Simplify Appointment Coordination Users can share their availability externally (for example, with clients or partners) and allow invitees to choose meeting times that fit both calendars, eliminating repetitive exchange of proposed times.

Automate Outlook Calendar Updates Once a time is booked through Zoom Scheduler, the appointment is created on the user’s Microsoft Exchange or 365 calendar with Zoom meeting details automatically included, reducing administrative effort and manual updates.

Manage Multiple Calendar Contexts Users who maintain more than one calendar can connect multiple Microsoft Exchange or 365 accounts to Zoom Scheduler, define a primary calendar for bookings, and tailor conflict checking to account for different event types (e.g., busy, out-of-office).

Zoom Workspace Reservation with Microsoft Outlook

Primary Surface: Microsoft Outlook

Zoom Workspace Reservation allows organizations to book desks, office workspaces, and meeting spaces through Zoom’s reservation system, and integrates closely with Microsoft Outlook calendar services so that reservations align with users’ existing Microsoft 365 scheduling tools. When calendar resources (such as desks and shared meeting spaces) are integrated with an Outlook or Office 365 calendar service, Workspace Reservation uses that calendar as the authoritative source of availability and reservation state. This means that a workspace blocked off in Outlook will be reflected in the reservation system, and conversely, reservations made through Zoom can appear on users’ Outlook calendars, keeping workspace bookings and calendar events synchronized.

From a technical perspective, Workspace Reservation integrates with Microsoft calendar services using calendar API connections (historically via Exchange Web Services and increasingly via Microsoft Graph APIs) so that Zoom can read and respect existing calendar availability for resources associated with desks and rooms. Administrators configure shared calendar resources within Microsoft 365 and register them with Workspace Reservation, enabling Zoom to keep workspace schedules aligned with Outlook availability.

In addition to a direct calendar connection , the Zoom for Outlook add-in surfaces Workspace Reservation capabilities within the Outlook application itself: users creating or editing calendar events in Outlook can reserve desks and workspace resources directly from the Zoom add-in dropdown, enabling a unified scheduling experience without switching between tools.

Refer to Zoom’s support center for more information on scheduling spaces using the Zoom for Outlook add-in.

Features

• Calendar resource integration for desks and shared spaces using Microsoft 365 calendars.

• Respect for Outlook free/busy status when calculating workspace availability.

• Synchronization of workspace bookings with Outlook calendar events (create, edit, cancel where supported).

• Booking workspace desks and meeting spaces directly from the Zoom for Outlook add-in UI.

• Ability to select workspace resources in Outlook alongside room and meeting options when scheduling events.

• Support for shared resources that have Microsoft 365 calendar attachments.

• Centralized management of calendar integrations for workspace resources within the Zoom web portal.

• Fallback calendar integration configuration options via administrator portal.

Use Cases

Centralize Workspace and Calendar Scheduling Users can see and reserve workspace desks and rooms in a way that is consistent with their Outlook calendar, reducing the risk of double bookings and helping ensure availability reflects actual scheduled commitments.

Schedule Workspace Resources Without Leaving Outlook Employees can reserve workspace desks and shared areas when creating or editing Outlook calendar events by selecting those resources from the Zoom for Outlook add-in, keeping scheduling workflows within familiar Microsoft tools.

Align Office Resource Availability Across Systems When a desk or room is reserved in Outlook (or Zoom Workspace Reservation), other users and systems that depend on Microsoft 365 calendars can view that reservation time, supporting better visibility into office resource usage and planning.

Simplify Hybrid Work Logistics Teams operating in hybrid work environments can coordinate desk and space reservations alongside meeting schedules in Outlook, helping reduce friction between remote and in-office coordination and giving clear visibility into where and when workspace resources are being used.

Content Management

SharePoint and OneDrive in Zoom Workplace

Primary Surface: Zoom

The SharePoint and OneDrive integration in Zoom Workplace is primarily a user-level, personal integration that allows individual users to access and share their Microsoft 365 content directly within Zoom collaboration workflows. When connected, users can share files from their own OneDrive or from SharePoint locations they already have access to, directly in Zoom Team Chat or during meetings, without downloading and re-uploading files. Microsoft 365 remains the system of record for file storage and permissions, helping ensure existing access controls continue to apply.

This personal integration is centered on how individual users work with their files. When a user shares a document from OneDrive or SharePoint in Zoom, Zoom does not copy or store the file itself. Instead, Zoom references the document using Microsoft 365 APIs and presents it within the Zoom interface. File access is enforced by Microsoft 365 at the time of use, meaning permissions, version history, and governance continue to be managed entirely by Microsoft.

In addition to personal file sharing, Zoom also supports an optional, admin-configured model where specific Zoom Team Chat channels are backed by SharePoint storage. In these scenarios, files shared in supported channels are written directly to designated SharePoint locations instead of Zoom-managed cloud storage. This channel-backed configuration is distinct from the personal integration and is typically used in Microsoft-first environments to align shared content with Microsoft 365 retention, compliance, and access policies, while Zoom continues to serve as the collaboration interface where files are referenced and discussed.

From a technical perspective, the integration relies on user-level authorization to Microsoft 365 and uses Microsoft Graph APIs to discover, reference, and interact with files stored in OneDrive and SharePoint. Zoom acts as a client surface that requests access to files the user already has permission to use, rather than acting as a storage or policy enforcement layer. This helps ensure that file visibility and access within Zoom directly reflect the user’s Microsoft 365 entitlements.

Refer to Zoom’s support center for more information on Using the Microsoft OneDrive and SharePoint app.

Use Cases

Share Microsoft 365 Content Directly in Zoom Collaboration Teams can share and reference OneDrive and SharePoint documents in Zoom Team Chat while preserving Microsoft-managed permissions and access controls.

Reduce Content Duplication Across Collaboration Tools By keeping documents stored in Microsoft 365, organizations avoid repeated downloads and re-uploads across systems, helping maintain a single authoritative version of shared content.

Align File Storage With Microsoft 365 Governance Models Channel-backed storage allows files shared in Zoom Team Chat to inherit SharePoint retention, compliance, and discovery policies, supporting Microsoft-first governance strategies without disrupting Zoom-based collaboration.

Create and Collaborate on Microsoft 365 Documents Directly from Zoom Teams can create Microsoft 365 documents from within Zoom Team Chat or during Zoom Meetings and collaborate on them in real time without leaving the Zoom experience. Documents are stored in OneDrive or SharePoint and can be co-authored and co-edited by multiple participants while a meeting is in progress, allowing teams to capture notes, draft content, and refine documents collaboratively while Microsoft 365 continues to manage storage, permissions, and version history.

SharePoint and OneDrive with Custom AI Companion

Primary Surface: Zoom

SharePoint and OneDrive integration with Zoom Custom AI Companion enables Microsoft 365 content to be used as an account-level knowledge source for AI-assisted workflows within Zoom. When configured, documents stored in SharePoint and OneDrive can be referenced by Custom AI Companion, allowing users with the appropriate license to work with Microsoft 365 content directly as part of AI-driven interactions.

In this model, Microsoft 365 remains the system of record for documents, permissions, and governance, while Custom AI Companion provides an additional interaction layer on top of that content. Rather than focusing on file sharing or manual document access, the integration allows AI Companion to surface, analyze, and summarize approved Microsoft 365 documents in context—supporting tasks such as search, review, and follow-up across meetings, chat, and related workflows within Zoom.

Refer to the Technical Library and Zoom’s support center for more information on this integration.

Features

Features available with this Custom AI Companion integration include but are not limited to:

• Access SharePoint and OneDrive content as AI Companion data sources.

• Search Microsoft 365 documents using natural language queries within Zoom.

• Summarize documents stored in SharePoint and OneDrive using AI Companion.

• Reference Microsoft 365 content during meetings, chat, and follow-up workflows.

• Enforce Microsoft 365 permissions and access controls at query time.

• Configure content availability at the Zoom account level.

• Extend AI Companion behavior using Custom AI Companion configurations.

• Limit AI access to approved repositories and knowledge sources.

Use Cases

Surface Enterprise Knowledge During Collaboration Users can ask Zoom AI Companion questions that reference approved SharePoint and OneDrive documents while working in meetings, chat, or follow-up tasks, reducing the need to manually search across systems.

Accelerate Review and Understanding of Documents AI Companion can summarize long or complex documents stored in Microsoft 365, helping users quickly understand key points without leaving Zoom.

Support Organization-Specific AI Workflows With Custom AI Companion, organizations can tailor how AI interacts with Microsoft 365 content, aligning AI behavior with internal processes, terminology, and approved knowledge sources.

Maintain Governance While Expanding AI Capabilities By keeping Microsoft 365 as the system of record and enforcing permissions dynamically, organizations can enable AI-assisted workflows without relaxing existing security or compliance controls.

Security

Single Sign-On with Microsoft Entra ID

Primary Surface: Zoom

Single Sign-On (SSO) with Microsoft Entra ID allows users to authenticate to Zoom using their Microsoft-managed identity. In this model, Entra ID acts as the identity provider while Zoom functions as the service provider, enabling organizations to apply centralized authentication controls and consistent sign-in policies across Zoom and Microsoft 365. Users sign in with the same credentials they use for other Microsoft services, reducing the need for separate identity management within Zoom.

SSO is commonly paired with SCIM-based provisioning to automate user lifecycle management. With SCIM, user accounts can be created, updated, or deactivated in Zoom based on changes in Entra ID, without relying on user-initiated logins. This allows identity and access governance for Zoom to follow the same policies, timelines, and controls used for the rest of the Microsoft ecosystem, helping ensure access is granted and revoked predictably and at scale.

For more information on configuring Single Sign-On with Zoom, refer to the Single-Sign On Field Guide.

Use Cases

Centralize Identity and Access Management Across Platforms Organizations that use Microsoft Entra ID as their authoritative identity platform can extend the same authentication and access policies to Zoom. This creates a unified identity model across collaboration tools, simplifying security management and reducing the need for separate credential stores.

Automate User Provisioning and Deprovisioning By combining Entra ID SSO with SCIM provisioning, organizations can automate Zoom user lifecycle events as part of standard identity workflows. Users gain access when they are added to Entra ID and lose access promptly when they leave or change roles, reducing manual administrative effort and limiting the risk of orphaned accounts.

Improve Security Posture Without Adding User Friction SSO reduces password sprawl and minimizes the need for users to manage additional credentials, while still allowing organizations to enforce strong authentication policies such as conditional access and multi-factor authentication through Entra ID. This improves security and auditability without introducing additional login steps for end users.

Feature Management Organizations can use SAML response mappings or SCIM attribute configurations in Microsoft Entra ID to control which Zoom products and features users can access based on identity attributes such as role, department, or group membership. As users authenticate or are provisioned into Zoom, these mappings can automatically assign or remove access to specific Zoom services—such as Meetings, Phone, or Contact Center—without manual intervention. This allows feature access to follow identity policy changes in Entra ID, helping ensure users receive the appropriate Zoom capabilities as their roles change and that access is adjusted consistently and predictably across the organization.

Microsoft Purview Compliance Manager for Zoom

Primary Surface: Microsoft Compliance Manager

The Zoom connector for Microsoft Purview Compliance Manager allows organizations to include Zoom as an assessed service within Microsoft’s compliance and risk management framework. Rather than changing how Zoom is used day to day, this integration enables compliance teams to evaluate Zoom’s configuration and operational posture alongside Microsoft services and other third-party platforms from a single compliance dashboard.

In this model, Microsoft Purview Compliance Manager acts as the central assessment and reporting layer, while Zoom remains the collaboration platform being evaluated. By connecting Zoom to Compliance Manager, organizations can track how Zoom aligns with regulatory requirements, internal controls, and compliance standards without relying solely on manual evidence collection or separate audit processes.

From a technical perspective, the integration uses a server-to-server OAuth connection between Microsoft Purview and Zoom. Once configured, Compliance Manager can retrieve relevant Zoom configuration and signal data through Zoom APIs and map that information to compliance assessments. This allows Zoom to be treated as an in-scope service for ongoing compliance monitoring, risk scoring, and remediation tracking within Purview.

Refer to Microsoft’s website for more information on Compliance Manager for Zoom.

Features

Include Zoom as a supported service in Microsoft Purview Compliance Manager. Automated retrieval of Zoom configuration and compliance signals via server-to-server OAuth. Mapping of Zoom data to compliance controls and regulatory assessments. Centralized visibility of Zoom compliance posture alongside Microsoft and third-party services. Ongoing compliance score updates based on Zoom configuration and control status. Reduction of manual evidence gathering for Zoom-related audits and assessments.

Use Cases

Centralize Compliance Oversight Across Collaboration Platforms Compliance teams can assess Zoom using the same tools and workflows they already use for Microsoft 365 and other integrated services, reducing fragmentation in compliance reporting.

Support Audit and Regulatory Readiness By incorporating Zoom into Compliance Manager assessments, organizations can more easily demonstrate control coverage and compliance status during audits without assembling separate Zoom-specific reports.

Track and Manage Compliance Risk Over Time Compliance Manager can surface gaps or recommended actions related to Zoom configurations, helping organizations prioritize remediation and monitor progress as requirements or environments change.

Reduce Manual Compliance Effort Automated signal collection from Zoom minimizes the need for manual checks and spreadsheets, allowing compliance teams to focus on remediation and governance rather than data collection.

Microsoft Authenticator for Multi-Factor Authentication

Primary Surface: Microsoft Authenticator

Zoom supports multi-factor authentication using the Microsoft Authenticator app independently of Microsoft Entra ID and single sign-on (SSO). In this configuration, MFA is enforced directly at Zoom sign-in and requires users to complete an additional verification step—such as entering a time-based code generated by the Microsoft Authenticator app on their mobile device—every time they authenticate to Zoom.

This approach is commonly used by organizations that do not leverage SSO, but still want to strengthen account security beyond username and password authentication. MFA is configured at the Zoom account level and applies consistently across Zoom clients, helping ensure that all users are required to verify their identity using the Authenticator app whenever they sign in.

Note: Multi-factor authentication can be used with single sign-on if configured within your identity provider. However, the feature described within this section is intended for multi-factor authentication without single sign-on.

Refer to Zoom’s support center for more information on enabling multi-factor authentication.

Use Cases

Enforce MFA Without Implementing SSO Organizations that are not ready to deploy Entra ID–based SSO can still require strong, app-based multi-factor authentication for Zoom. This provides an immediate security improvement without changing existing identity or authentication architectures.

Standardize on Microsoft Authenticator Across Applications Teams that already use Microsoft Authenticator for other services can extend its use to Zoom, giving users a familiar verification method while avoiding additional MFA apps or tokens.

Improve Account Security for Distributed or External Users For environments with contractors, external collaborators, or distributed teams, enforcing MFA directly within Zoom helps ensure consistent protection regardless of where or how users authenticate.

Meet Baseline Security and Compliance Requirements Always-on MFA helps satisfy common security expectations for protecting user accounts, particularly in environments where centralized identity governance is not in place but stronger authentication controls are required.

Zoom for Intune

Primary Surface: Zoom Workplace app for iOS and Android

Zoom for Intune enables Zoom to operate within Microsoft Intune–managed mobile environments, allowing organizations to apply mobile application management (MAM) and mobile device management (MDM) controls to Zoom on iOS and Android devices. This integration allows Zoom to participate in the same mobile governance framework used for Microsoft 365 applications, helping ensure that corporate collaboration data remains protected on mobile endpoints.

In this model, users authenticate using Microsoft-managed identity flows, and Intune enforces application and device-level policies on Zoom. These policies can restrict actions such as copying or saving data outside managed applications, transferring content to unmanaged apps, or accessing Zoom from non-compliant devices. Rather than introducing new Zoom-specific controls, this approach allows Zoom to behave as a governed enterprise application within an Intune-managed endpoint strategy.

Refer to Zoom’s support center for more information on configuring Zoom for Intune on iOS and Android.

Features

A list of key features available with the Zoom for Intune app include but are not limited to:

• Prevent copy and paste from Zoom to unmanaged applications.

• Restrict data transfer between Zoom and unmanaged apps.

• Block saving Zoom content to unmanaged storage locations.

• Control file open-in and save-as destinations from Zoom.

• Apply Mobile Application Management (MAM) policies without device enrollment.

• Apply Mobile Device Management (MDM) policies on managed devices.

• Require Intune app protection policies for Zoom sign-in.

• Isolate Zoom application data within an Intune-managed container.

• Wipe Zoom application data without affecting personal data.

• Manage Zoom mobile policies centrally through Microsoft Intune.

Use Cases

Secure Zoom Usage on BYOD and Mobile Devices Organizations can allow Zoom to be used on personal or mixed-use devices while applying Intune app protection policies to safeguard corporate data. This enables mobile collaboration without requiring full device enrollment.

Enforce Device and App Compliance Before Access Intune policies can be used to require device compliance or specific security conditions before users are allowed to access Zoom, helping organizations enforce mobile security standards consistently.

Reduce Data Leakage Across Mobile Workflows By applying the same Intune controls used for Microsoft apps to Zoom, organizations can limit data sharing between managed and unmanaged applications, reducing the risk of accidental or unauthorized data exposure on mobile devices.