Zoom Integration for Dynamics 365 Marketing Documentation
Getting Started
Complete the trial sign-up form: This will send you an email including steps to download the solution and set up the Zoom app required by the integration.
Creating the Zoom App: Using a Zoom Admin account, create the Server-to-Server OAuth app. The details for this are outlined in the welcome email.
Install the solution: Using a Dynamics 365 System Administrator or Customizer account, import the Zoom Integration solution received in the welcome email. Update the Environment Variables in the solution to link up with your Zoom App.
Start creating Events: You can now access the Zoom Webinar tab on the Event form to start syncing events with Zoom.
Walkthrough Demo
Check out our full-feature walkthrough showing the end-to-end integration process.
Zoom Webinar Settings
A Zoom meeting/webinar can be created from the Zoom Webinar tab on an Event. This is a one-time sync to Zoom, so ensure all the details are correct before saving.
Create Zoom Webinar: Toggle to show the Zoom fields and create a Meeting/Webinar for the Event.
Zoom Webinar Recording?
Cloud Recording – Select to generate a Cloud Recording for your Zoom meeting/webinar.
None
Zoom Webinar Registration Type
Force Registrations – This requires registrants to register for the Zoom meeting/webinar. The attendee will need to input their First name, last name, and email address upon entering the meeting. This allows the auto check-in feature described below
No Registrations – This removes the requirement for registrants to input their details before entering the meeting/webinar.
Zoom Webinar Type
Meeting – This will create a Zoom Meeting.
Webinar – This will create a Zoom Webinar (Note: This will require a premium license with Zoom).
Zoom Webinar Title: Title of the Zoom meeting/webinar. Defaults to the Event name.
Zoom Webinar Description: Description/Agenda of the Zoom meeting/webinar. Defaults to the Event description.
Zoom Webinar Host Email Address: This must be an email of a user in your Zoom tenant.
Zoom Webinar Start Date: When the Zoom meeting/webinar is scheduled to start.
Zoom Webinar Duration: The Zoom meeting/webinar duration in minutes.
Zoom Webinar URL (Read only): The URL of the Zoom Meeting/Webinar once saved.
Zoom Webinar ID (Read only): An internal unique ID for the Zoom Meeting/Webinar.
Post Webinar Actions
Zoom Webinar Check-In Registrants: If Zoom Webinar Registration Type is set to Force Registrations, this will allow users to check-in the Event Registrations automatically based on their attendance. See below for more details.
Get Zoom Webinar Recording: You can retrieve the meeting/webinar recording URL after the meeting/webinar has finished by selecting the field.
Zoom Webinar Recording URL: The URL to the Webinar Recording after selecting Get Zoom Webinar Recording.
Zoom Webinar Recording Passcode: The Passcode required to view the Webinar Recording. Automatically set when the Webinar Recording URL is generated.
Event Registrations
Event Registrations are automatically synced to Zoom. This includes event registrations created before the Event is synced to Zoom, and any event registrations created after the Event is synced to Zoom, and before the meeting/webinar has started. Event Registrations that are deleted from Dynamics 365 are automatically deleted from Zoom.
Event Registrations synced to Zoom include the following fields:
Zoom Registration ID (Read only): An internal unique ID for the Zoom registration.
Zoom Join URL (Read only): A unique URL for the attendee to join the meeting/webinar.
Event Check-Ins
Only available when Zoom Webinar Registration Type is set to Force Registrations.
Event check-ins can be created once the Zoom meeting/webinar has ended. Toggling the Zoom Webinar Check-In Registrants option on the Event will automatically sync the Zoom attendees with the Dynamics 365 Event. Zoom Attendees are matched to existing Event Registrations using the Email Address. If an existing Event Registration and/or Contact is not found, one will be created. Internal users that attend the Zoom meeting/webinar are not created.
Event Check-Ins created from Zoom include the following fields:
Check-in time: Join time of the users first participation.
Check-out time: Leave time of the users last participation.
Viewing duration in minutes: Sum of users participation duration.
Note: if an attendee leaves and rejoins multiple times, a single check-in will be created, but the Viewing Duration will reflect the actual time spent in the meeting.
Frequently Asked Questions
Who is the Zoom Integration for Dynamics 365 Marketing for?
The Zoom Integration for Dynamics 365 Marketing is perfect for anyone using Dynamics 365 Marketing and Zoom. It’s designed to work seamlessly on top of Dynamics 365 Marketing and connects your Events with Zoom Meetings and Webinars
Our Zoom Integration automates the time-consuming administration of setting up online webinars and tracking attendance, leaving you with more time to spend on the business.
I have a lot of customisations in Dynamics 365 - will that break anything?
The Zoom Integration for Dynamics 365 Marketing is designed to work without interfering with any existing customisations so it shouldn’t break anything. If you’re worried, send an email to sales@magnetismsolutions.com and our Dynamics CRM experts can support you through the process.
Can I try the Zoom Integration before I buy?
Yes! We offer a free 30-day trial, which we’ll help you set up. No credit card required and no obligations to continue if the Zoom Integration isn’t right for you.
Does this work with the out-of-the-box Dynamics 365 Marketing Events and Registrations?
Yes, our integration works on top of Dynamics 365 Marketing and uses all the existing functionality of Events, Registrations, and Check-ins to ensure you can continue using the core features of Dynamics 365 Marketing.
I'm still unsure - can I ask some questions before I try it?
Of course. We're always here to help. Download the trial and then email sales@magnetismsolutions.com and we'll have our product specialist talk you through our Zoom Integration.