- 30 May 2023
- 2 Minutes to read
Microsoft Outlook + Dialpad Meetings
- Updated on 30 May 2023
- 2 Minutes to read
Dialpad Meetings' Outlook Add-In lets you schedule, organize, and modify meetings within Outlook events.
Click here to download the Outlook Add-In, and keep the following in mind:
- The Add-In is supported in Outlook on the Web, Outlook 2013+ for Windows, and Outlook 2016 for Mac
- You'll need to already have or create a Dialpad Meetings account to use the Add-In
- If you signed up for Dialpad Meetings using SSO with Microsoft Office 365, you're able to sign in using Office 365 as normal
- If you signed up for Dialpad Meetings using SSO with Google or LinkedIn, you'll first create a password for Dialpad Meetings used for accessing the Add-In
Follow the instructions below based on the SSO option you're using.
Microsoft Office 365
Launch the Dialpad Meetings Add-In for Outlook and select Log In with Office 365.
You'll then successfully log in using SSO and Office 365.
Google & LinkedIn SSO
From the Dialpad Meetings dashboard, select Login > Forgot Password.
Enter the email address associated with your Google or LinkedIn account, then select Submit.
Dialpad Meetings will send a password reset link. Don't worry, though: this will not change the password for your Google or LinkedIn account. It just creates a new password for Dialpad Meetings since you don't have one initially when using SSO through Google or LinkedIn.
Use that newly-created password for the Dialpad Meetings Add-In alongside your email address for the Google or LinkedIn account.
Schedule a Meeting
The Dialpad Meetings Add-In will display in the mail and calendar view of Outlook.
To schedule a meeting:
- Click on New Email
- A new meeting window. Click on the Dialpad Meetings icon to add your meeting info to the email.
To add a Dialpad Meetings to your calendar invites:
- Click on the Dialpad Meetings Icon, which will add your meeting details to the invite.
- Select who you would like to send the invite to and Dialpad Meetings will automatically schedule the meeting for you and your participants.
When scheduling a meeting with the add-in, the scheduled meeting appears in Outlook and not in your Dialpad Meetings' Upcoming Meetings tab.
When it's time to start your scheduled meeting, you'll just simply join the call by clicking on either your meeting URL in the invite or by navigating to your meeting URL on your own.
Add an International Dial-In
To add an international dial-in number to your Dialpad Meetings' details, click International Access No. and select the international numbers you'd like to include in your meeting details.
Keep in mind that international dial-in only works with Dialpad Meetings Business accounts.
Modify a Meeting
To modify a meeting, click on the meeting and adjust your details from the browser.
To delete a Dialpad Meetings invite, just open up the event, and select Delete Meeting from the drop-down menu.
To change Dialpad Meetings accounts, go to Add Meeting>Login Settings, and disconnect/reconnect with your Dialpad Meetings login and password.