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The Zoom Meetings Microsoft 365 Copilot connector enables your organization to index meeting-related artifacts, such as transcripts and metadata, so meeting owners can search for the information in Microsoft 365 Copilot and Microsoft Search clients.
Capabilities
- Index meeting-related data such as transcripts, meeting details, key points, and summary.
- Enable your users to ask questions related to their Zoom meetings in Copilot.
- What are the action items from a specific meeting?
- What are the outcomes of a specific meeting?
- Summary of several meetings with a specific participant or on a specific subject.
- Use semantic search in Copilot to enable users to find relevant content based on keywords, personal preferences, and social connections.
Limitations
- The Microsoft 365 Copilot connector app in the Zoom Marketplace isn't currently available in the European Union (EU).
- Zoom API rate limits can affect a full data refresh. For more information, see Zoom rate limits.
Prerequisites
- You must be an AI administrator for your organization's Microsoft 365 tenant.
- To connect to your Zoom meetings data, you must have a paid Zoom plan (Business or Enterprise) with cloud recording enabled.
- A Zoom account administrator must authenticate and provide consent to create the connection.
Deploy the connector
Set display name
A display name identifies each citation in Copilot to help users easily recognize the associated file or item. The display name also signifies trusted content and is used as a content source filter. You can accept the Zoom Meetings name or customize it to a name that users in your organization recognize.
Authentication
- Select OAuth 2.0.
- Select Authorize and authenticate to Zoom by signing in with a Zoom administrator account.
- Complete the OAuth consent flow to grant the connector access to the required Zoom APIs.
Roll out to limited audience
To roll out to a limited audience, choose the toggle next to Rollout to limited audience and specify the users and groups to roll the connector out to. For more information, see Staged rollout for Copilot connectors.
Agree to the terms
Check the box next to the Notice section.
Create the connection
Choose Create to deploy the connection. The Zoom Meetings connector starts indexing content right away.
The following values are set by default:
- Users
- Access permissions: Only the meeting owner in Zoom has access to the meeting’s data in Microsoft Graph.
- Map identities: Data source identities mapped using Microsoft Entra IDs.
- Content
- Manage properties: To check default properties and their schema, select Custom Setup > Content.
- Crawl
- Incremental crawl: Every 15 minutes.
- Full crawl: Every day.
To customize these values, choose Custom setup. For more information, see Customize settings.
Customize settings (optional)
You can customize the default values for the {connector name} connector settings. To customize settings, on the connector page in the admin center, select Custom setup.
Customize user settings
Access permissions
The Zoom Meetings connector supports access permissions only for the original owner of a meeting in Zoom.
Mapping identities
The default method for mapping your data source identities with Microsoft Entra ID is by checking whether the Email ID of Zoom users is the same as the user principal name (UPN) or email of the users in Microsoft Entra ID. If this configuration doesn't work for your organization, you can provide a custom mapping formula. For more information, see Map non-Entra IDs.
Customize content settings
Manage properties
You can add or remove properties from your Zoom data source, assign a schema to each property (define whether a property is searchable, queryable, retrievable, or refinable), change the semantic label, and add an alias to the property. The following table lists properties that are selected by default.
| Source property | Semantic label | Description | Schema |
|---|---|---|---|
| Agenda | Agenda of the meeting, if the meeting host included one when scheduling the meeting. | Search | |
| Duration | The recording duration. | Query, Search | |
| Host | Created by | Meeting host’s name. | Query, Retrieve, Search |
| MeetingUUID | The meeting's universally unique identifier. | Query | |
| Participants | Authors | List of participants. | Retrieve |
| PlayRecordingUrl | url | A direct web link for streaming and viewing a Zoom meeting recording within a browser. | Query, Retrieve |
| StartTime | Created date time | The start time of the recording. | Query, Refine, Retrieve |
| Topic | Title | The title provided by the meeting host to summarize the subject or purpose of the Zoom meeting. | Query, Retrieve |
| Transcript | Text-based record of the spoken content of the meeting. | Search | |
| WorkflowState | Retrieve |
Sync
The refresh interval determines how often your data syncs between the data source and the Zoom Meetings connector index. The following values are the default values:
- Incremental crawl: Every 15 minutes
- Full crawl: Every day
Adjust the default values to meet the needs of your organization. For more information, see Guidelines for sync settings.