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Match fields between Dynamics 365 and ZoomInfo

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When you try to export data from the ZoomInfo app to your Dynamics 365 Sales organization, certain corresponding fields may not match and won't display updated values. To avoid these mismatches, you can map the corresponding fields between Dynamics 365 and ZoomInfo for accounts, contacts, and leads.

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:

  • The ZoomInfo app is installed on your Dynamics 365 Sales organization. More information: Install ZoomInfo app.
  • You have a license to use the ZoomInfo app.

Map the fields

  1. Open your Dynamics 365 Apps page and then open the ZoomInfo app.

  2. On the left navigation pane, select ZoomInfo > ZoomInfo.

    Note

    The app might prompt you to enter credentials. Select either Google, Office, or enter your ZoomInfo credentials if you have an account with ZoomInfo.

    ZoonInfo sign in page

  3. On the top-right corner of the page, select More > Admin Portal.

  4. On the Admin Portal page, select Dynamics Settings.

    Select dynamics settings from admin portal in ZoonInfo

  5. Select the Mapping tab and then choose the Accounts, Contacts, or Leads tab to map the fields.

    Note

    In this example, we're using Accounts.

    You can view the default or configured corresponding field between the ZoomInfo app and Dynamics 365.

    Select the mapping tab to choose fields

  6. Map the fields as required. Each column is described with its functionality in the following table:

    Column name Description
    ZoomInfo Field Displays a list of ZoomInfo fields that are available for you to map with Dynamics 365 fields.
    Dynamics Field Displays a list of Dynamics 365 fields that are available for you to map. The list also includes your custom fields.
    Example Displays an example of value for the selected ZoomInfo field.
    Update Option Select one of the following options for the field:
    • Complete if missing: Choose this option to only complete with ZoomInfo data if nothing exists in Dynamics 365. By default, this option is selected.
    • Overwrite field: Choose this option to overwrite existing data in Dynamics 365 with ZoomInfo data.

    Note

    • Select Add Rows to add more fields to the mapping table.
    • To set the mapped values to default, select Back to default preferences.

  7. Select Verify and Save.

    The ZoomInfo app validates the corresponding mapped values and saves the mappings. If there are any mismatches in the mapping, an error is displayed to resolve the issue.

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.

Install ZoomInfo app