Overview
The ZoomInfo app for Microsoft Dynamics 365 helps Demand-Generation specialists, Marketing and Sales Operations professionals and Sales Leaders reach leads faster with the most accurate contact information within their preferred Dynamics Sales workflows.
With the ZoomInfo app, users can:
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Search and import ZoomInfo’s contact and company data.
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Update data on existing leads, contacts and accounts.
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Administer field mapping settings and data object access.
This solution has been developed by the ZoomInfo team, not Mercury. It is a third-party solution that has been designed to work with Microsoft Dynamics 365 and uses the out-of-the-box tables that Mercury also uses, with Accounts (Clients) and Contacts. There is also the capability to use it with Leads for any users who may have purchased a Dynamics 365 for Sales licence.
NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.
Required Permissions
1. To install the ZoomInfo app in your Dynamics 365 environment, a Dynamics 365 administrator needs one of the following permissions:
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System Administrator
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System Customizer
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Global Administrator
2. For users to have access, you will need to assign the ZoomInfo App Access security role to users or Teams as applicable:
Installation and Configuration
1. Import the ZoomInfo managed solution within the environment(s) of your choice.
2. Once the installation is complete, the ZoomInfo App will be listed in the Apps portal.
3. Out-of-the-box experience: The app includes custom forms with the ZoomInfo iframe built into Account, Contact, and Lead forms.
4. Also included in the left navigation are links to the full ZoomInfo application and Knowledge Center.
5. To enable ZoomInfo in the Mercury sitemap (left hand navigation) a local customisation of the Mercury app is required for each environment:
a. Edit the Mercury App in Power Apps Maker:
b. Add a sub-area to an existing group of your choice (1, 2 and 3)
i. Content type: Select Web resource (4)
ii. URL: Input zoominfo (5)
iii. Title: Type ZoomInfo (6)
c. Click Add (7)
6. To show ZoomInfo forms in the Account (Client) and Contact tables, a local customisation of the Mercury app is required for each environment:
a. Edit the Mercury App in Power Apps Maker.
b. Access the Pages section of the maker and choose the Client forms (1 and 2).
c. Add the ZoomInfo form to the App (3 and 4).
7. To show ZoomInfo forms in the Contact tables, – repeat the above steps but this time on the Contact forms instead of the Client forms.
Using ZoomInfo in Mercury
To use ZoomInfo in Dynamics 365/Mercury, you will need to switch forms (1) to access the ZoomInfo form, or revert back to the Mercury form. This is the case in the Client and Contact forms:
Support
As highlighted in the overview, this is not a Mercury solution and therefore we do not provide support for it. Any application support should be with the provider of the primary application and the solution file for Dynamics 365. The guide attached below does detail additional information.