This is generated using the value you enter in the Display Name column. Select New solution and on the New solution pane, enter the information as described in the following table: Field On the left navigation pane, select Solutions. This makes it easier to return to your custom solution to make future changes. Add solution components to table entityĬreate 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.To do this, follow this sequence of steps: This allows sellers to access the ZoomInfo data without moving away from records. You can add the ZoomInfo form to standard or custom Account, Contacts, and Leads table entities. Select the Sales Hub app and then select More options ( …) > Edit. A list of apps that are available in the environment is displayed. On the left navigation pane, select Apps. Sign in to the Power Apps portal and choose the organization in which you’ve installed the ZoomInfo app. You can also add site map entry to the ZoomInfo Knowledge Center. More information: Install ZoomInfo app.īy 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. The ZoomInfo app is installed on your Dynamics 365 Sales organization.More information: Assign a security role to a user. The system administrator role is assigned to you.More information: Predefined security roles for Salesīefore you start, be sure you've met the following prerequisites:

More information: Dynamics 365 Sales pricing License and role requirements Requirement typeĭynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Add ZoomInfo form to entities. 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 entry to site map. 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.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.Īs an administrator, you can customize the ZoomInfo app in the following ways:

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