Microsoft Dynamics 365
Connect customer interactions with CRM data, and enjoy additional insights on your sales flow.
About Microsoft Dynamics 365
With Dynamics 365, you get CRM software that works as a customizable, flexible solution designed to suit your business requirements.
Integrate Microsoft Dynamics with your Gong account to connect customer interactions with CRM data, and enjoy additional insights on your prospects and sales flow.
About the Integration
Gong now offers native integration with Dynamics CRM, enabling customers to enrich conversations with business context and leverage our robust pipeline management and forecasting capabilities!
- View CRM information in the call page
- Search for calls by their CRM data in the Calls page
- Use the Account and Deals pages (including deal boards)
- See CRM data in customer calls in the Activity page
- Rich conversation insights with business context
- Correlate talk tracks to success with win/loss analysis
- Reality based Pipeline management, contact enrichment and forecasting processes
- Ability to import prospect emails for advanced analysis
How to connect
In Gong, hover on your username, select Company Settings. In the CRM block select Dynamics 365.
In the Dynamics 365 Integration page, click Connect. The user you connect with must have read permissions to the Account, Opportunity, and Contact objects in Dynamics. In addition, if the user you connect with is not a global admin in Dynamics 365, click 'Ask your admin' to send an email to your company's Dynamics 365 global admin with a request to enable the integration.
Enter the URL for your Dynamics 365 instance. If you are not sure of the URL, click to get a list of Dynamics 365 URLs associated with your company.
Log into Microsoft, with your global admin user credentials and approve the integration. If your global admin has already enabled the connection, you can log in with any user.
Select the field in Dynamics 365 you use to hold the stage the opportunity is in. 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) and click Save and connect to complete the connection.
Once the connection is set up, go to the Dynamics 365 Integration page and select the Dynamics field which holds the deal amount. The value in this field is displayed as the deal value in Gong.