Using Zoom Meetings for Dynamics

Zoom Meetings for Dynamics is a Zoom Marketplace app that connects Zoom with Microsoft Dynamics 365 Customer Relationship Management (CRM), allowing customer-facing agents to manage meetings without switching between applications. With this integration, agents can start instant meetings, schedule Zoom meetings, and automatically sync post-meeting data — including an AI-generated summary — directly to Dynamics 365 activity records. This helps reduce manual data entry, improve compliance logging, and streamline customer call workflows.

Requirements for using Zoom Meetings for Dynamics

• A Zoom account with a meeting license
• Access to the Zoom App Marketplace
• A Microsoft Dynamics 365 account with access to Sales Hub

How to install Zoom Meetings for Dynamics on the Zoom Marketplace

1. Sign in to the Zoom App Marketplace.
2. In the search box, enter Zoom Meetings for Dynamics and select the app from the results.
3. Click Add for myself.
4. In the organization URL field, enter your Dynamics 365 organization URL, then click Submit.
5. Complete the OAuth authorization steps to connect your Zoom account to your Dynamics 365 organization.
   Your Zoom account will be linked to your Dynamics 365 environment and the app's meeting actions will appear on your contact and account records.

How to install Zoom for Dynamics 365 on the Microsoft Marketplace

1. Sign in to the Home Dynamics portal as an administrator.
2. At the top of the page, click Apps and add-ons, then click View more apps.
3. At the top of the page, search for Zoom.
4. Under Zoom for Dynamics 365, click Get it now.
   Note: To get Dynamics 365, follow this Microsoft article.
5. Enter your information.
6. Agree to the terms and click Continue.
7. Select an environment and click Install.

How to start an instant meeting from Dynamics 365

1. Sign in to your Dynamics 365 environment and open Sales Hub.
2. Navigate to a contact or account record.
3. Click Start Instant Meeting.
   The Zoom desktop client will launch and an instant meeting will start. The meeting is automatically associated with the open Dynamics 365 record.

How to schedule a Zoom meeting from Dynamics 365

1. Sign in to your Dynamics 365 environment and open Sales Hub.
2. Navigate to a contact or account record.
3. Click Schedule a Zoom Meeting.
   The Zoom scheduling interface will open, pre-populated with the contact's details.
4. Review or update the meeting details, then confirm the meeting.
   The meeting will appear in your Zoom calendar and in the Dynamics 365 activity feed for that record.

How to view post-meeting data in Dynamics 365

• Meeting title
• Start time
• Duration
• Participant list
• AI-generated meeting summary
• Transcript file (linked)

1. Sign in to your Dynamics 365 environment and open Sales Hub.
2. Navigate to the contact or account record associated with the completed meeting.
3. Open the activity record for the meeting.
   The meeting details and AI-generated summary will be visible inline within the record.