Using the Microsoft 365 App

The Microsoft 365 app for Zoom is designed to streamline document collaboration during your meetings. By connecting your Microsoft account, you can access your files, create new Word, Excel, and PowerPoint documents, and share them with meeting participants—all from within Zoom. Once a file is shared, you can easily grant access to everyone in the meeting, enabling real-time co-editing within Zoom.

Additionally, any Microsoft Office file shared in Zoom chat will automatically display a rich file preview, making it easy for participants to quickly access and start working on the document. Whether you're working on a team project, brainstorming ideas, or presenting updates, the Microsoft 365 app helps ensure that your file sharing and collaboration needs are met seamlessly within the context of your Zoom meetings.

Requirements for using the Microsoft 365 app

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How to install from the Zoom App Marketplace

As this app is developed by Zoom, it may not require admin pre-approval, depending on Marketplace admin settings.

To install the app:

  1. Sign in to the Zoom App Marketplace.
  2. Search for Microsoft 365.
  3. Click Add
  4. Review the requested permissions and click Authorize. Once installed, the app is displayed under the Apps section of the Zoom desktop app.

How to connect the Microsoft 365 app to your Microsoft account

  1. Sign in to the Zoom desktop app.
  2. Click Apps in a meeting or in the main desktop app.
  3. Open the Microsoft 365 app.
  4. You will be redirected to your system browser and prompted to sign in to the Zoom App Marketplace. Make sure you sign in using the same account you used to sign in to the Zoom desktop app.
  5. You will be prompted to sign in to your Microsoft account.
  6. Review the requested permissions and click Authorize. Once connected you will be automatically redirected back to the Zoom desktop app.
  7. If you are not automatically redirected to the Zoom desktop app, you can manually return to the Microsoft 365 app and click Refresh.
  8. Your Microsoft account should now be connected and you should be able to access your Microsoft Office files stored in OneDrive or SharePoint.

How to use the Microsoft 365 app

  1. Sign in to the Zoom desktop app.
  2. Click Apps in a meeting.
  3. Open the Microsoft 365 app.
  4. Select an existing file that you want to open. Alternatively, you can select New to create a new Word, Excel, or PowerPoint file.
  5. Click Collaborate to bring the document into the meeting for co-editing. 
  6. You will be prompted to grant access to meeting invitees. Use the dropdown menu to grant editor, commentor, or viewer access. Click Grant access
  7. The file will open natively within Zoom. Meeting participants will be sent invitations to join the collaboration.
  8. After clicking Join, participants will be prompted to connect their Microsoft account to the Microsoft 365 app if they haven't done so in the past. 
  9. Once connected, participants will automatically be granted access to the document and the file will open natively within Zoom for real-time collaboration.

How to remove the Microsoft 365 app

  1. Sign in to the Zoom App Marketplace.
  2. In the top right of the page, click Manage.
  3. In the left navigation menu, click Added Apps.
  4. Next to the Microsoft 365 app, click Remove.

Data Security

This app has access to the following permissions on Microsoft 365:

This app uses the following Zoom scopes:

This app uses the following Zoom Apps SDK methods:

Communications between this app and Zoom/Microsoft 365 are encrypted:

This chat app stores Zoom User data in the data store: