Microsoft Dynamics 365
Connect Gong with Microsoft Dynamics 365
About
Microsoft Dynamics 365 offers CRM software that works as a customizable, flexible solution.
Integrate Microsoft Dynamics with Gong to connect customer interactions with CRM data, and enjoy additional insights on prospects and sales flows.
Features
Send Microsoft Dynamics 365 CRM Data to Gong
- Add CRM Accounts and Contacts to Gong
- View CRM information in Gong Call Pages and search for calls by CRM properties
- Leverage Account and Activity Pages and Deal Boards in Gong
Benefits
Invaluable Insights and Forecasting
Enrich conversations with business context from Microsoft Dynamics 365 CRM to leverage Gong's robust pipeline management, forecasting, and conversational intelligence features.
Requirements
Subscription Requirements
This integration is available to all Microsoft Dynamics 365 and Gong customers.
Authentication Requirements
To authenticate this integration for the first time, a user must be a Gong Tech Admin and have Global Admin permissions in Microsoft Dynamics 365
Connect
- In Gong, navigate to Company Settings > CRM and select Dynamics 365
- Click Connect
- Enter the URL for your Dynamics 365 instance.
- Log into Microsoft with your Global Admin user credentials and approve the integration.
- Select the Dynamics 365 field used for opportunity stages.
- The field you select will be used across Gong as the deal stage.
- If you do not manage opportunities in Dynamics 365, use the default option (Process code)
- Click Save.
- Once the connection is set up, go to the Dynamics 365 Integration page and select the Dynamics field which holds deal amount.
- The value in this field is displayed as the deal value in Gong.
