Install ZoomInfo app for Dynamics Sales | Microsoft Docs
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Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. After you install the ZoomInfo app, it\’s available as a standalone app, so every time sellers must come back to the app selection area and choose ZoomInfo to view the required information.
By adding ZoomInfo entry to the left navigation site map of your Dynamics Sales app, you allow sales teams to perform searches and administrators to access the Admin Portal in order to configure export preferences, custom mapping, and other settings. You can also add site map entry to the ZoomInfo Knowledge Center. On the left navigation pane, select Apps. A list of apps that are available in the environment is displayed. Choose an existing area or add a new area to the site map and then, from the Components tab, drag and drop Group.
On the Properties tab, under the General section, add the following group information:. Select the added ZoomInfo group and then, on the right pane under the Components tab, drag and drop the Subarea. Select the added subarea and then, on the right pane under the Properties tab, enter the following information to add ZoomInfo site map entry:. Repeat steps 7 and 8 to add site map entry to the ZoomInfo Knowledge Center. Enter the following information to the subarea:.
The ZoomInfo Group you added should be shown in the left navigation pane. This allows sellers to access the ZoomInfo data without moving away from records. This makes it easier to return to your custom solution to make future changes.
Select New solution and on the New solution pane, enter the information as described in the following table:. In this example, we\’re adding a table component to Account, Contacts, and Leads entities. On the Add existing tables pane, add the tables Account , Contacts , and Leads.
Now that you\’ve added the Account, Contacts, and Leads table entities to the solution component, add the form component for each table entity. On the Account pane, select the Forms tab and then select Account. Under the Account section, you will see the message 1 form selected , indicating that you\’ve added the account form to the Account table.
Repeat steps 1 through 3 for the Contact and Lead table entities to add the corresponding contact and lead form to each.
Now that you\’ve added the forms to the table entities, you can customize how the ZoomInfo inline pages will display within the standard form component used with your Account, Leads, and Contacts pages. Perform the customization in classic mode.
From the form page of the Account form, select Switch to classic. Select the Tab and then select Change Properties. The Tab Properties dialog opens. The tab is then renamed as ZoomInfo. Select the Section area and then select Web Resource. The Add Web Resource dialog opens. The ZoomInfo tab is added to the Accounts form. To verify, go to Dynamics Sales Hub app and open the standard account page for a company.
The ZoomInfo tab should be added to the account. Repeat steps 1 through 9 for the Contact and Leads forms. You don\’t have the necessary license or role to perform the steps. Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps.
The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Table of contents Exit focus mode. Table of contents. Submit and view feedback for This product This page. View all page feedback. In this article. System Administrator More information: Predefined security roles for Sales. The unique name of the solution. This is generated using the value you enter in the Display Name column.
You can edit this before you save the solution, but you can\’t change it once it\’s been saved. You can select the default publisher or create a new publisher.
We recommend creating a publisher for your organization to use consistently across the Power Platform environments where you\’ll use the solution. Enter a number for the version of your solution. This is only important if you export your solution, as the version number will be included in the file name.
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Download Microsoft Edge, the web browser that gives you high performance, customizable features to keep you productive, and unparalleled control over your data and privacy. Getting started with Outlook plugin and add-in. Outlook plugin and add-in comparison. Installing the Zoom for Outlook add-in. Scheduling meetings with the Outlook add-in. Auto-login for the Outlook add-in. View all articles. ZoomInfo is a company that claims to be the most comprehensive source of information about companies and their employees currently available in today’s market.. Their website promises that they have been the B2B – or Business to Business – data “front-runner” for more than a decade, since their company was founded in the year