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Customize the ZoomInfo app

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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.

As an administrator, you can customize the ZoomInfo app in the following ways:

  • Add ZoomInfo entry to the site map: You can add the ZoomInfo entry to your Dynamics 365 Sales app on the left navigation site map and provide easy access to ZoomInfo, including the Admin Portal and ZoomInfo Knowledge Center. More information: Add ZoomInfo entry to site map.
  • Add ZoomInfo form to table entities: You can add the ZoomInfo form to standard or custom Account, Contacts, and Leads table entities to provide sellers with inline access to ZoomInfo data. More information: Add ZoomInfo form to entities.

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 met the following prerequisites:

Add ZoomInfo entry to site map

By adding ZoomInfo entry to the left navigation site map of your Dynamics 365 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.

To add the entry to the site map:

  1. Sign in to the Power Apps portal and choose the organization in which you’ve installed the ZoomInfo app.

  2. On the left navigation pane, select Apps. A list of apps that are available in the environment is displayed.

  3. Select the Sales Hub app and then select More options (…) > Edit.

    Select edit from more options on sales hub app

  4. On the App Designer page, under Site Map, select the pencil icon.

    Select the pencil icon to open the site map designer

  5. Choose an existing area or add a new area to the site map and then, from the Components tab, drag and drop Group.

    Drag and drop the group component to an area

  6. On the Properties tab, under the General section, add the following group information:

    Field Description
    Title Specifies the name of the group. Enter ZoomInfo as the title.
    ID Specifies the unique identification number for the group. Use the default value.

    Enter title for the group component

  7. Select the added ZoomInfo group and then, on the right pane under the Components tab, drag and drop the Subarea.

    Drag and drop the subarea component to the group

  8. Select the added subarea and then, on the right pane under the Properties tab, enter the following information to add ZoomInfo site map entry:

    Field Description
    Type Web Resource
    URL ZoomInfo
    Title ZoomInfo

    Enter properties for the subarea component

  9. Repeat steps 7 and 8 to add site map entry to the ZoomInfo Knowledge Center. Enter the following information to the subarea:

    Field Description
    Type URL
    URL https://university.zoominfo.com/pages/knowledge-center-zoominfo-for-sales-home
    Title Knowledge Center

  10. Save and publish the changes.

  11. (Optional) To verify the successful addition of the ZoomInfo site map, open the Dynamics 365 Sales Hub app. The ZoomInfo Group you added should be shown in the left navigation pane.

    ZoomInfo site map is added to the left navigation pane

Add ZoomInfo form to table entities

You can add the ZoomInfo form to standard or custom Account, Contacts, and Leads table entities. This allows sellers to access the ZoomInfo data without moving away from records.

To do this, follow this sequence of steps:

  1. Create a solution
  2. Add solution components to table entity
  3. Add form to table entity
  4. Customize form components

Create a solution

Create a solution to locate and work with the components you’ve customized and then apply them to the Power Platform environment that hosts your Dynamics 365 apps. This makes it easier to return to your custom solution to make future changes.

To create a solution:

  1. Sign in to the Power Apps portal and choose the organization in which you’ve installed the ZoomInfo app.

  2. On the left navigation pane, select Solutions.

  3. Select New solution and on the New solution pane, enter the information as described in the following table:

    Field Description
    Display Name The name shown in the list of solutions. You can change this later.
    Name 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.
    Publisher 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.
    Version 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.

    Enter new solution information

  4. Select Create.

    The new solution is created and listed in the solutions.

Add solution components to table entity

You can now add components that aren’t available in the solution. In this example, we're adding a table component to Account, Contacts, and Leads entities.

  1. Open the solution you've created and select Add existing > Table.

    Select the table option

  2. On the Add existing tables pane, add the tables Account, Contacts, and Leads.

    Add tables Account, Contacts, and Leads

  3. Select Next.

    The three tables you selected are displayed.

Add form to table entity

Now that you've added the Account, Contacts, and Leads table entities to the solution component, add the form component for each table entity.

  1. Under the Account section, select Select components.

    Select components in the account section

  2. On the Account pane, select the Forms tab and then select Account.

    Select account from the forms tab

  3. Select Add.

    Under the Account section, you will see the message 1 form selected, indicating that you've added the account form to the Account table.

    Confirmation for successful addition of account form

  4. Repeat steps 1 through 3 for the Contact and Lead table entities to add the corresponding contact and lead form to each.

  5. Select Add.

    Account, contacts, and leads tables added to ZoomInfo iframe

Customize form components

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.

  1. From the form page of the Account form, select Switch to classic.

    Open account form in classic mode

  2. Select the Insert tab and then select One column.

    Select one column from insert tab

    A new column is added as a Tab.

    Selected one column added to form

  3. Select the Tab and then select Change Properties. The Tab Properties dialog opens.

    Tab properties dialog

  4. Enter the values for Name and Label as ZoomInfo, and then select OK. The tab is then renamed as ZoomInfo.

  5. Go to the INSERT tab in the ZoomInfo tab. Select the Section area and then select Web Resource. The Add Web Resource dialog opens.

    Add Web Resource dialog

  6. Under the General tab, enter the following information:

    • In the Web resource section, search and add the zi_InlineIframe.html file that is built into the ZoomInfo for Dynamics 365 app.
    • In the Field Name and Properties section, enter the Name and Label as ZoomInfo.
    • In the Web Resource Properties section, check to select the Pass record object-type code and unique identifier as parameters option. This option helps ZoomInfo with the object type passed to perform data matches.

    Enter values in general tab

  7. Under the Formatting tab, in the Row Layout section, change the Number of Rows value to 16 to accommodate the ZoomInfo data.

    Enter values in format tab

  8. Select OK.

  9. Save and publish the form.

    The ZoomInfo tab is added to the Accounts form. To verify, go to Dynamics 365 Sales Hub app and open the standard account page for a company. The ZoomInfo tab should be added to the account.

    ZoomInfo home page for an account record

  10. Repeat steps 1 through 9 for the Contact and Leads forms.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • 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.

See also

Install ZoomInfo app