ZoomInfo + Microsoft Dynamics 365

Microsoft Dynamics 365

Combine ZoomInfo's GTM Intelligence with your Microsoft Dynamics 365 CRM. Continually enrich your records and accelerate growth!

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About Microsoft Dynamics 365

Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. 

INTEGRATION Overview

Works with:GTM STUDIOCOPILOTZI SALESAPI ADD-ONZI TALENT

ZoomInfo Experience

Data Features
Import: GTM STUDIO COPILOT ZI SALES Bring your CRM context into our platform to power features including Advanced Search Filters, Copilot Signals, automation, and scoring. (Overview | Implementation Guide | Connect)
Export: GTM STUDIO COPILOT ZI SALES Bring ZoomInfo’s Intelligence back to CRM through seller or automation initiated pushes. (Implementation Guide | Connect)

Data Management: GTM STUDIO COPILOT ZI SALES Take exports to the next level with complex CRM enrichment and deduplication. (Overview | Connect)

Dynamics Experience

Data Features
ZoomInfo API: GTM STUDIO COPILOT API ADD-ON Mutual customers and partners can develop Apps to pull ZoomInfo’s GTM Intelligence via API to power vendors like Dynamics. Visit docs.zoominfo.com to learn more. 
iPaaS: GTM STUDIO COPILOT API ADD-ON ZoomInfo also has out-of-the-box integrations for the following integration-platform-as-a-service (iPaaS) vendors:
UI-Based Features
ZoomInfo Dynamics Native App: GTM STUDIO COPILOT ZI SALES Embed ZoomInfo’s UI into Dynamics to find the answers you need and update CRM from a single page (Implementation Guide | Connect)
Chrome Extension: GTM STUDIO COPILOT ZI SALES ZI TALENT ZoomInfo’s Google Chrome Extension overlays our GTM Intelligence all over the web. We automatically match the side pane content to your prospects and customers within Dynamics. (Overview | Connect)