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Install ZoomInfo app

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The ZoomInfo app for Dynamics 365 helps the sales teams accelerate business growth with accurate contact and account information in their preferred Dynamics 365 Sales workflows.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Prerequisites

Before you start, be sure you've a license to use the ZoomInfo app.

Install the app

As a Dynamics 365 administrator, you install the ZoomInfo app for administrators to configure export and mapping settings, and for sellers to search for and export ZoomInfo data to Dynamics 365 Sales workflows.

  1. Go to the Microsoft commercial marketplace and search for the ZoomInfo app.
  2. Open the ZoomInfo app page and select Contact me.
  3. Sign in with the email address of the account you want to use when acquiring apps on AppSource.
    ZoomInfo will send a solution package for installation.
  4. After you receive the solution package, download it to your local computer.
  5. Sign in to the Power Apps portal and choose the organization in which you want to install the ZoomInfo app.
  6. On the home page, select Solution from the left navigation pane.
  7. On the solutions page, select Import and browse to where you downloaded the solution package.
  8. Select the package and then select Install.

    Note

    Installation of the solution package may take up to 15 minutes to complete.

  9. Upon successful completion, the ZoomInfo app appears on the Dynamics 365 apps page.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Configure export preferences
Match fields between Dynamics 365 and ZoomInfo
Customize the ZoomInfo app
Use ZoomInfo app data
ZoomInfo Native App for Microsoft Dynamics 365 Implementation Guide