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Complete your records with direct-dial phone numbers, cell phone numbers, and verified email addresses — so you can contact the right people directly.    

 

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Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. The ZoomInfo app for Dynamics helps sales teams accelerate business growth with accurate contact and account information in their preferred Dynamics Sales workflows. As a seller or sales manager, you can do the following tasks using ZoomInfo data in Dynamics Sales:.

Open your Dynamics Apps page and choose one of the following options to open the ZoomInfo data:. The metadata includes the date and time when the account was first updated, last updated with ZoomInfo data, and the unique ZoomInfo ID.

Select the ZoomInfo tab to see the data of the account that's available in the ZoomInfo app. You don't have the necessary license or role to perform the steps. Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app. Skip to main content. This browser is no longer supported.

Download Microsoft Edge More info. Table of contents Exit focus mode. Table of contents. Note In this example, we're using the Accounts record type to explain the steps. Submit and view feedback for This product This page. View all page feedback.

In this article. Any primary sales role, such as salesperson or sales manager More information: Primary sales roles.

 

- ZoomInfo Engage Chrome Extension - Chrome Web Store

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