Using Zoom for Microsoft Teams

This integration enables Microsoft Teams users to initiate and take advantage of Zoom Meetings, and Zoom Phone features within Teams. The integration appears in Microsoft Teams as:

• A Zoom tab
• A Zoom Chat
• A Zoom Phone tab
• A Zoom Meetings bot

Note: Zoom for Microsoft Teams is not supported for Microsoft Teams in Microsoft 365 Government GCC High and DoD.

This article covers:

• How to add the Microsoft Teams integration from the Zoom Marketplace
• How to configure Microsoft Teams on the Zoom App Marketplace
  • Allow app to read Outlook contacts list
  • Enable or disable Zoom Phone for Microsoft Teams
  • Enable Microsoft Teams Presence for Contacts and Speed Dial in the Zoom app
  • Enable or disable Zoom Whiteboard for Microsoft Teams
  • Grant missing and newly added scopes for Microsoft Teams app
• How to configure the integration on Microsoft Teams
• How to configure Zoom Phone authorizations
  • Zoom web portal
  • Microsoft Teams
  • Use administrator options
• How to use the Microsoft Teams integration
  • Use the Zoom tab
  • Use Zoom Chat
  • Use the Zoom Phone tab
  • Access user settings
  • Use the Zoom Meetings bot
  • Use Zoom Whiteboard
• How to remove Zoom for Microsoft Teams
• Security and privacy

Prerequisites for Microsoft Teams

• A Microsoft Teams account
• Zoom account with a Zoom Phone plan (Zoom Phone integration)
• Setting call control from 3rd party apps(Zoom Phone integration)
• Zoom email account, SSO, or Google login
• Pre-approval of the Microsoft Teams integration in the Zoom App Marketplace
• Admins must have configured phone numbers in either the Azure Active Directory or Zoom Phone system

How to add the Microsoft Teams integration from the Zoom Marketplace

1. Sign in to the Zoom App Marketplace with your Zoom account.
2. In the top right of your screen, enter Microsoft Teams in the search box to find the app.
3. In your search results, find the Microsoft Teams app and click it.
4. Next to the Microsoft Teams app, click Add.
5. Confirm the permissions the app requires, then click Authorize.
   You will be redirected to your Microsoft Teams account.
6. In your Microsoft Teams account, click Add and select Add to a team.
7. Enter the name of the channel or team to use for the Zoom Meetings integration.
8. Click Set up a bot.
   The integration will direct you to the channel.
9. Follow the steps to complete the integration for your Microsoft Teams account.

How to configure Microsoft Teams on the Zoom App Marketplace

The following steps apply to all of the integration features:

Allow app to read Outlook contacts list

For Microsoft Teams members to use the app to access their Outlook contacts list, Microsoft Teams administrators must configure the permissions on their behalf.

1. Sign in to the Zoom App Marketplace as your Zoom account administrator.
2. Click Manage.
3. Select the Microsoft Teams app and choose Configure.
   The Zoom Marketplace will display the permissions page.
   Note: If Zoom does not display the permissions page, you need to remove and re-add the Microsoft Teams app.
4. Find Allows the app to read Microsoft Outlook user contacts and click Authorize.
5. Log in to your Microsoft Teams account.
6. Select Consent on behalf of your organization accept these permissions.

Enable or disable Zoom Phone for Microsoft Teams

1. Sign in to the Zoom App Marketplace as your Zoom account administrator.
2. Click Manage.
3. Select the Microsoft Teams app and choose Configure.
   The Zoom Marketplace will display the permissions page.
   Note: If Zoom does not display the permissions page, you need to remove and add the Microsoft Teams app.
4. Click Enable.
5. Log in to your Microsoft Teams account.
6. Select Consent on behalf of your organization.
7. Click the toggle next to Phone to turn the setting on or off.
8. Click Enable or Disable to confirm the changes.

Note: Disabling Zoom Phone for Microsoft Teams does not remove the Zoom Phone option from the user interface.

Enable Microsoft Teams Presence for Contacts and Speed Dial in the Zoom app

1. Sign in to the Zoom App Marketplace as a Zoom account administrator.
2. Click Manage.
3. Select the Microsoft Teams app and choose Configure.
   The Zoom Marketplace will display the permissions page.
   Note: If Zoom does not display the permissions page, you need to remove and add the Microsoft Teams app.
4. Find Allows the app to read user presence and click Authorize.
5. Sign in to your Microsoft Teams account.
6. Select Consent on behalf of your organization and accept these permissions.
7. On the Zoom confirmation page, click Confirm.

Enable or disable Zoom Whiteboard for Microsoft Teams

Whiteboard is enabled by default but can be toggled on or off to enable or disable the feature.

1. Sign in to the Zoom App Marketplace as your Zoom account administrator.
2. Click Manage.
3. Select the Microsoft Teams app and choose Configure.
   The Zoom Marketplace will display the permissions page.
   Note: If Zoom does not display the permissions page, you need to remove and add the Microsoft Teams app.
4. Enable Zoom Whiteboard.
5. Log in to your Microsoft Teams account.
6. Select Consent on behalf of your organization.
7. Click the toggle next to Whiteboard to turn the setting on or off.
8. On the Zoom confirmation page, click Confirm.

Grant missing and newly added scopes for Microsoft Teams app

To grant any missed scopes for the Microsoft Teams app in Zoom, follow these steps from the app's configuration page:

1. Sign in to the Zoom App Marketplace as the account administrator.
2. Select the Microsoft Teams app and choose Configure.
   The Zoom Marketplace will display the permissions page.
   Note: If Zoom does not display the permissions page, remove and re-add the Microsoft Teams app.
3. Look for any missing scopes. Click Grant for the specific scope that you want to authorize.
   You will be directed to the Microsoft authorization page.
   • Click Contact to authorize Microsoft Contact.Read scope.
   • Click Presence to authorize Microsoft Presence.Read.All scope.
   • Click Place to authorize Place.Read.All scope.
     Notes:
   • Enable Meeting to authorize User.ReadBasic.All,Calendars.ReadWrite.Shared,Place.Read.All scopes (All scopes used for meeting).
   • Enable Phone to auth User.Read.All,Presence.Read.All,Contact.Read scopes (All scopes used for phone).
   • If you missed some Microsoft scopes, you’ll see Missed scope tips and a Grant scope button. Click it to authorize Microsoft scopes. Click Grant scope or Enable Meeting or Phone switch, and you will be directed to the Microsoft authorization page.
4. Log in to your Microsoft Teams account.
5. Select Consent on behalf of your organization and accept these permissions.
   Note: If this option isn’t selected, complete the configuration in the Microsoft Teams admin center (see Configure permissions in the Microsoft Teams admin center).
6. Click Confirm on the Zoom confirmation page.

How to configure the integration on Microsoft Teams

The following steps are applicable to all of the integration features:

1. Sign in to Microsoft Teams as an administrator.
2. Access Teams Apps then Manage apps.
3. Search for Zoom.
4. Set the Zoom app to Allowed.
5. Access Permission policies.
6. Set Third-party apps to Allow all apps.

How to configure Zoom Phone authorizations

Zoom web portal

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Zoom Phone tab.
4. Click the Automatically Call From 3rd Party Apps toggle to enable or disable it.

Microsoft Teams

1. Navigate to the Zoom Phone tab.
2. Sign in and grant access to Zoom and Teams account.
3. Select the Consent on behalf of your organization check box.
   Note: If this is not checked, the configuration must be completed from the Microsoft Teams admin center.

Configure permissions in the Microsoft Teams admin center

This is necessary if Consent on behalf of your organization was not enabled when managing permissions in the previous section.

1. Sign in to the Microsoft Teams admin center as your Microsoft account administrator.
2. Click Teams apps, then Manage apps.
3. Search for Zoom.
4. Click Zoom
5. Select the Permissions tab.
6. Click Review permissions.

Use administrator options

Disable the Teams Video icon

You can disable the native Teams video icon by following the instructions in this article.

Add the integration for all users

To add the integration for all users on your account, you can use the MS Graph API.

Add and pin Zoom to the Teams toolbar

You can pin the Zoom app to the left toolbar so that the Zoom app is visible to all users when they sign in.

1. Access Setup policies then Add apps.
2. Search for Zoom in the search textbox.
3. Select it to pin.

You have the ability to specify this globally or for specific users/groups in your organization. This utilizes the app setup policy within Teams. For more information, see this article.

How to use the Microsoft Teams integration

Use the Zoom tab

You can use the Zoom tab to schedule or start a Zoom meeting with anyone else in your organization who also has the Zoom app added. For information about starting and scheduling Zoom meetings, see Scheduling meetings.

On the left of the Teams page, click the Zoom icon and select one of the following tabs:

• Chat: Access a command to start/join a meeting or log out from Zoom.
• Meetings: Start or schedule Zoom meetings.
• Phone: Initiate calls with participants in 1:1 or group chat.
• About: View details of the Zoom integration with Microsoft Teams.

Use Zoom Chat

Zoom Chat allows you access to all features of the integration:

• Start: Start an instant meeting.
• Join: Join a meeting with a meeting ID.
• Help: Show all bot commands.
• Logout: Log out from Zoom on all your Teams' channels.

Use the Zoom Phone tab

You can initiate a phone call with Teams contacts directly in MS Teams without needing to manually enter phone numbers in the Zoom app.

Sign in to the Zoom Phone tab

1. Access the Zoom Phone tab.
2. Sign in and grant access to Zoom and Microsoft Teams accounts.
3. Select the Consent on behalf of your organization checkbox.
   Note: If this is not selected, the configuration cannot be completed from the Microsoft Teams admin center.

Call a phone number

1. On the top of the page, click the Phone tab.
   The Zoom Phone dial pad will display.
2. On the dial pad, enter a contact’s name to search for a contact or enter a phone number directly.
3. Click the call button to initiate a call.
4. While on the call, from the call control menu, do the following:
   • Click the Mute icon , to mute the call.
   • Click the Hold icon , to put the call on hold.
   • Click the Record icon , to record the call.
   • Click the Minimize icon , to minimize the call.
   • Click the End icon , to end the call.
   • Click the Transfer icon . To transfer the call to a new user, do the following actions:
     • Search contact
     • Select contact phone number
     • Select transfer type:
       • Warm Transfer: Speak with the user receiving the call before completing the transfer to ensure a smooth handoff.
       • Direct Transfer: Transfer the call directly to the intended user without any prior communication.
       • Transfer to Voicemail: Transfer the call directly to the intended user’s voicemail without ringing their phone.
       • Complete or Cancel Transfer
         • Warm Transfer: During warm transfer, once the intended user accepts the transferred call, click Complete Transfer.

Access your contacts

Note: To access Microsoft Teams contacts and presence, your admin must approve Teams contact scope and presence scope.

1. In the Phone tab, in the top-right corner, click the Contact icon .
2. Click the Contacts tab.
   This tab contains both Teams contacts and Zoom contacts.
3. Under Teams Contact, in the left sidebar, click the Contact tab.
   The contacts in the contact folder will be listed.
4. Hover your cursor over a contact:
   
   • Click the phone icon to make a call.
   • Click the message icon to send an SMS message to the contacts.
   • Click the add button to add the contact to the speed dial.
   • Click the delete button to remove the contact from the speed dial.
   • Click the blind transfer icon to directly transfer the call to the contact.
   • Click the warm transfer icon to warm transfer the call to the contact.
   • Click the transfer to voicemail icon to transfer the call to the contact’s voicemail.
5. In the search bar in the top-right corner, enter a contact’s name or phone number to search for a contact.
   Note: The type of contacts supported are the following:
   • Microsoft Teams: Organization users, Outlook contacts
   • Zoom: Company contacts, external contacts

Use speed dial

1. In the Phone tab, in the top-right corner, click the Contact icon .
2. Click the Speed Dial tab.
   The Speed Dial page will display your favorite contacts.
3. Click Add Speed Dial, select the name or phone number of your Zoom or Teams contact, then click Add to save it into your Speed Dial contact list.
4. From an added speed dial contact:
   • Click Call to make a call.
   • Click SMS to send an SMS message.
   • Click Remove to remove the contact from your speed dial contact list.
   • Click the blind transfer icon to directly transfer the call to the contact.
   • Click the warm transfer icon to warm transfer the call to the contact.
   • Click the transfer to voicemail icon to transfer the call to the contact’s voicemail.

Access your voicemails

1. From the Phone tab, click the Voicemail tab.
2. Hover over a voicemail and click the play voicemail icon to play your voicemail.
3. (Optional) Click the phone icon  to return the call of the caller.
4. (Optional) Click the more icon , then select Copy Number to copy the phone number or Delete to delete the voicemail.

Use SMS

When sending SMS, if you have multiple direct numbers, you must select one direct number for sending your SMS. You have the capability to send SMS to up to 10 recipients simultaneously and can also send a message to an existing SMS thread.

1. From the Phone tab, click the SMS tab.
2. Click the new SMS icon .
3. In the To: box, enter the phone number or name of the contact or lead.
4. In the Text... box, enter your message.
5. Click the send icon , to send your message or do one of the following:
   Your message will be sent.
   • (Optional) Click Retry, to send the message again if it fails to be sent.
   • (Optional) Click Delete, to delete the message.
6. (Optional) Click the file icon  to share a file in your message.
7. (Optional) Select Send Individual SMS, to send individual SMS to selected recipients.

Access your call history

1. From the Phone tab, click the History tab.
2. To the right of All History, click the drop-down arrow , then select the following:
   The call will be filtered ad will display your selection.
   • All: To view the entire call history.
   • Missed: To view missed calls only.
   • Recording: To view recorded calls only.
   • Line: To view each line's calls.
3. Hover over a call history entry for the following options:
   • Click the phone icon to call the selected number.
   • Click the play icon to play the associated recording if the call was recorded. Click the pause icon to pause it.
   • Click the more icon , then select Copy Number to copy the phone number or Delete to delete the call entry.

Access Lines

1. From the Phone tab, click the Lines tab.
   (Optional) Shared Line Group and Shared Line Appearance will be displayed under SHARED.
   
   1. Shared Line Group (SLG): If someone makes a call to SLG, the user in SLG can see the caller and call time in Lines.
   2. Shared Line Appearance (SLA): If someone makes a call to the boss in SLA, the delegate can see the caller and call time in Lines.
      1. Hover your cursor over the SLA user, and you will see the phone icon  and can make a call to the SLA user.

Access user settings

Allow calls initialed from Teams to route through your Zoom client

1. On the upper right corner, click the settings icon , then click Settings.
2. Click the Phone tab.
3. Enable the Allow calls initiated from Teams to route through any of your selected Zoom client, to allow your calls to go through the selected Zoom client.

Manage Audio setting

1. On the upper right corner, click the settings icon , then click Settings.
2. Click the Audio tab.
3. Click the Manage audio settings from Zoom client link.
   Your Zoom client will launch and open the Audio tab of the settings dialog.

Enable Zoom Assistant

Make sure your admin has enabled Zoom Assistant for your account.

1. On the upper right corner, click the settings icon , then click Settings.
2. Click the Zoom Assistant tab.
3. Click the Enable Zoom Assistant for Zoom Phone from Zoom Client link.
   Your Zoom client will launch and open the Zoom Assistant section of the settings dialog.

Change outbound caller ID

1. On the upper right corner, click the settings icon , then click Settings.
2. Click the Phone tab.
3. In the Outbound Caller ID section, click the drop-down arrow  to select a caller ID.

Manage voicemail settings

1. On the upper right corner, click the settings icon , then click Settings.
2. Click the Phone tab.
3. Click the Manage voicemail settings link.
   It will navigate to Zoom web portal voicemail creation screen.

Manage business hours and closed hours

1. On the upper right corner, click the settings icon , then click Settings.
2. Click the Phone tab.
3. Click the Manage business hours and closed hours link.
   It will navigate to the Zoom web portal Business Hours section.

Enable or disable receiving shared calls

1. On the upper right corner, click the settings icon , then click Receive Shared Calls to open the setting modal.
2. Click the toggle to enable or disable receiving calls from call queues.

Set up call forwarding

1. On the upper right corner, click the settings icon , then click Forward Calls to open the setting modal.
2. Click Name or Number and select a forwarding contact or type a direct number, then choose a forwarding duration.
3. Click Save to forward calls to the specified contact or phone number.
4. Click Voicemail / Videomail to set a greeting message as a call forwarding.

Sign out of the Zoom Phone integration 

1. From the Phone tab, click the profile icon.
2. Click Sign Out.
3. In the dialog box, click Yes.

Use the Zoom Meetings bot

Log out of the Zoom Meetings integration

1. Access a channel with the Zoom Meetings bot.
2. Type @Zoom logout.
   You will be logged out from your Zoom account.

List all commands

1. Type @Zoom.
2. Select the Zoom Meetings Bot.
3. Type help to see all commands at any time.

Start an instant meeting

1. To start an instant meeting, type @Zoom. 
2. Select Zoom Meetings and type start.
3. Select Click Here to Join.
   Zoom opens a link in your browser and the Zoom application.

Start an instant meeting with a specific topic

1. Type @Zoom.
2. Select Zoom Meetings.
3. Type start followed by the desired topic name.
4. Select Click Here to Join.
   Zoom opens a link in your browser and the Zoom application.

Join a Meeting

1. Type @Zoom.
2. Select the Zoom Meetings bot and type join followed by the Meeting ID.
3. Select Click Here to Join.
   Zoom opens a link in your browser and the Zoom application.

Meeting summary and recording link

When the meeting ends, the BOT posts a meeting summary and a recording link (if the meeting is recorded in the cloud).

Use Zoom Whiteboard

To share a Zoom Whiteboard in Teams:

1. Open a chat or channel.
2. Below the message box, click the ellipsis icon and search for Zoom app.
   You can also find the Zoom icon in the Recent section.
3. Click the Zoom icon . 
4. In the Zoom dialog box, click Invite.
5. Click Share a Whiteboard.
   Note: You can also paste a Zoom Whiteboard link into into the chat or channel. The link will unfurl to display the whiteboard title and a preview of it. 

Viewing whiteboard notifications in Teams:

• If a whiteboard is shared with users outside of Teams chats or channels, the users will receive a notification in Teams. To view the notification, the users can click the Zoom channel.
• If a user requests access to a whiteboard that has been shared with others, a notification for the whiteboard owner will be created in Teams. The whiteboard owner can click the Zoom channel, and then grant access to the whiteboard from the notification options.  

Note: To use this feature, Zoom Whiteboards must be enabled on your account.

How to remove Zoom for Microsoft Teams

1. Sign in to the Zoom App Marketplace as the account administrator.
2. In the top right of the page, click Manage.
3. In the navigation menu, click Added Apps.
4. Next to the Microsoft Teams app, click Remove.
5. Confirm the dialogue and click Remove.

Security and privacy

This app accesses and uses the following information from Zoom:

• Upcoming meeting: Start time, topic, meeting ID, participant, host list.
• Meeting details for each meeting: meeting ID, topic, start time, duration, meeting password, join link, meeting invitation with join instructions.
• Meeting settings: video, audio, password, Enable join before host, Mute participants upon entry, Personal Meeting ID, Enable waiting room, Only authenticated users can join, Recording option, Enable additional data center regions for this meeting.
• Start a meeting: join link, meeting ID, topic, password.
• Schedule meeting message: meeting ID, topic, start time, duration, meeting password, join link.
• User detail: first name, last name, user type, PMI.
• Meeting summary: topic, meeting ID, start time, meeting length.
• Recording detail: topic, password, recording link.

For additional help, please submit a request to Zoom support.