How to set a meeting in Outlook 365

Summary

This article guides you through the process of how to use the Zoom plugin and create Zoom and in-person meetings in Outlook Classic. 

Checking for Zoom Plugin

To check whether your computer has the zoom plugin installed, complete the following steps:

Step One: Open Outlook Classic

Step Two: Select File.

Step Three: Select Options near the bottom of the far left menu. 

Step Four: 

1. Select Add-ins in the far left menu. 
2. Search for Zoom Outlook Plugin in the Active Application Add-ins section or Inactive Application Add-ins section. 

How to Create Meetings with Zoom

Step One: Open Outlook Classic.

Step Two:

1. Select the down arrow to the right of New Email.
2. Select Meeting in the dropdown menu. 

Step Three: Enter the name, attendees, schedule, and description of the meeting in the following window.

Step Four: Select Schedule a Meeting. 

Step Four:

1. Enter information within the following menu for your Zoom meeting. 
2. Select Save.

Step Five: 

1. Check for URL of the meeting in the Location section. 
2. Check for the description of the meeting below your description that includes: 

•  Meeting URL
•  Meeting ID
•  Passcode

Step Six: If all the information of the meeting is correct, select Send. 

How to Create In-Person Meetings

Step One: Open Outlook Classic.

Step Two:

1. Select the down arrow to the right of New Email.
2. Select Meeting in the dropdown menu. 

Step Three: 

1. Enter the name, attendees, schedule, location, and description of the meeting in the following window.
2. Once completed, select Send.

Additional Resources

Here is a related article on Create a contact group from a list of contacts in Excel.

Sources

• Installing the Zoom for Outlook add-in

Submit a Service Request

• Submit a service request.

• If you need assistance with the above process, you can submit an online request and our Information Services staff will reach out to you. 

• You can also call the CWU Service Desk at 509-963-2001.