ZoomInfo has made its verified B2B intelligence available in Microsoft 365 Copilot via ZoomInfo's headless GTM context layer that powers GTM.AI. That connection surfaces 400M contacts, 100M companies, 120M direct dials, and billions of buying signals inside Microsoft Dynamics 365, Excel, and Word, accessible through a natural language prompt in the tools sales teams already use. No separate app. No exports. No manual data entry.
What Is the ZoomInfo MCP for Microsoft 365 Copilot?
The ZoomInfo MCP (Model Context Protocol) is a server that connects ZoomInfo's verified B2B intelligence to Microsoft 365 Copilot via ZoomInfo's headless GTM context layer, GTM.AI. It deploys through Microsoft Copilot Studio and surfaces as a connected tool across the Microsoft 365 ecosystem.
GTM.AI is ZoomInfo's headless GTM context layer. ZoomInfo exposes its verified data graph and agentic orchestration through API and MCP so any agent, workflow, or tool can reach it without ZoomInfo being the interface. Microsoft Copilot is one consumer. So are Salesforce Agentforce, HubSpot Breeze, Gong's profile iFrames, LeanData's Salesforce-native app, and customer-built agents on Claude and ChatGPT. Same headless context layer, same GTM Context Graph, same governance. Different surface.
The GTM Context Graph is an identity-resolved graph of 400M contacts, 100M companies, and billions of signals, continuously updated and continuously queryable. When a Copilot user asks a question that requires verified B2B data, the ZoomInfo MCP is what the agent reaches to answer it.
How Does the ZoomInfo MCP Work in Microsoft Tools?
In Dynamics 365
Open an account record and ask Copilot to enrich it with ZoomInfo data. The ZoomInfo MCP pulls contacts, firmographics, funding history, technographics, and live intent signals directly into the record. No copy-paste. No switching windows. No manual entry.
A rep working a deal doesn't leave the account record to research it. The enrichment happens in the same window where the conversation is being logged.
In Excel
Type a prompt in natural language. For example, "give me 20 VP-level contacts at healthcare companies in the Southeast with over 500 employees." The ZoomInfo MCP returns a structured table directly in the spreadsheet. Verified names, titles, emails, and direct dials, formatted and ready.
Previously, building that list meant exporting from a separate tool, reformatting, re-importing, and reconciling. Now it's a single prompt.
In Word
Open a document and ask Copilot to build an account plan for a target company. The ZoomInfo MCP pulls company research, key contacts, recent news, and org structure. Copilot assembles it into a structured draft. An account plan in the time it used to take to open a browser tab.
Via Copilot Chat
Outside of any specific app, reps can query ZoomInfo data directly through Copilot Chat. The ZoomInfo MCP responds to natural language questions about contacts, companies, and buying signals the same way across every surface where Copilot is available.
What ZoomInfo Adds to Microsoft 365 Copilot
Microsoft 365 Copilot can summarize your Dynamics pipeline, draft a follow-up email, and surface what happened on your last call. Integrating ZoomInfo MCP brings additional data that provides deeper insights for sales conversations.
With ZoomInfo MCP + Microsoft Copilot:
Enrich Dynamics 365 records inline. No tab switching, no manual entry.
Build verified prospect lists in Excel from a plain-text prompt.
Generate Word account plans using live ZoomInfo company and contact data.
400M contacts, 120M direct dials, 200M+ verified emails, updated continuously.
Live intent signals showing which accounts are actively in-market.
What Does This Mean for GTM Teams?
CRM adoption has always been a problem. Reps don't update records because updating records takes time they don't have. The data degrades, leadership loses visibility, and the forecast gets fuzzy.
When ZoomInfo is integrated with Dynamics 365, it's easy to enrich a record with a one-sentence prompt. Researching an account before a call is a thirty-second interaction in the same window where the call is being logged.
For revenue operations teams, this produces three concrete outcomes:
Cleaner CRM data with less admin overhead. Enrichment happens at the point of work, not as a separate quarterly task.
Faster rep ramp. New reps can research accounts in Dynamics 365 without needing separate ZoomInfo logins or training.
Higher adoption. ZoomInfo is surfaced where reps already are, not as a separate destination they have to remember to visit.
ZoomInfo customers have reported 11.5 hours saved per week and 54% productivity gains on account research and outreach. The same intelligence is now available inside the Microsoft environment for teams who live there.
How Does GTM.AI Govern Data Across Connected Surfaces?
ZoomInfo's MCP via GTM.AI removes friction at the point of work. It applies consistent governance, access control, permissioning, data lineage, and AI policy across every surface that consumes it.
The same controls that protect data inside ZoomInfo's own product also protect it inside Microsoft 365 Copilot, Salesforce Agentforce, HubSpot Breeze, Gong, LeanData, and every customer-built agent running on Claude or ChatGPT. This matters in enterprise procurement. Buyers don't want to audit a separate security posture for each connected agent. GTM.AI's governance layer means they don't have to.
Why GTM.AI Is a Context Layer, Not Just a Data Source
The Microsoft 365 Copilot integration is one of a growing set of surfaces where ZoomInfo's GTM.AI connects. The same GTM Context Graph powers:
Salesforce Agentforce: the Prospecting Agent Action with ZoomInfo as native data layer.
HubSpot Breeze: Prospecting Agent powered by ZoomInfo.
Gong: ZoomInfo company and contact profile iFrames in the Gong UI.
LeanData: pulls from the ZoomInfo API into a Salesforce-native app.
Customer-built agents: on Claude, ChatGPT, Glean, Google Workspace, and other LLM environments via MCP and ADK.
The common thread is the GTM Context Graph and the MCP/API layer that exposes it. ZoomInfo-powered AI can tell you who to call next, what their direct dial is, whether the account is showing intent right now, and who else is in the buying committee. That's the difference between a connected agent and a useful one.
Frequently Asked Questions
What is the ZoomInfo MCP?
The ZoomInfo MCP is a server that connects ZoomInfo's verified B2B intelligence to AI agents, including Microsoft 365 Copilot, Claude, ChatGPT, and others, via ZoomInfo's headless GTM context layer, GTM.AI. Any connected agent can query contacts, companies, and buying signals in natural language.
How do I deploy the ZoomInfo MCP for Microsoft 365 Copilot?
The ZoomInfo MCP deploys through Microsoft Copilot Studio. Existing ZoomInfo customers should contact their account team for provisioning details. New customers can request access at zoominfo.com/solutions/zoominfo-mcp.
Does the ZoomInfo MCP work in all Microsoft 365 apps?
The ZoomInfo MCP is available across Microsoft Dynamics 365, Excel, Word, and Copilot Chat. Any Microsoft surface where Copilot is available and connected to Microsoft Copilot Studio can use ZoomInfo as a connected agent.
What data does ZoomInfo surface through the MCP?
The ZoomInfo MCP provides access to ZoomInfo's full GTM Context Graph: 400M contacts, 100M companies, 120M direct dials, 200M+ verified business emails, technographics, firmographics, funding data, org charts, and live intent signals showing which accounts are actively researching relevant topics.
Is the data governed the same way as inside the ZoomInfo product?
Yes. ZoomInfo's MCP via GTM.AI applies consistent governance, access control, permissioning, data lineage, and AI policy across every surface that consumes it, including Microsoft 365 Copilot, Salesforce Agentforce, HubSpot Breeze, and customer-built agents.
How is this different from other CRM enrichment tools?
Most enrichment tools require a separate workflow: export, enrich, reimport. The ZoomInfo MCP enriches in context, inside the app the rep is already using, triggered by a natural language prompt. The enrichment happens at the point of work, not as a separate step.
