Office 365

Schedule meetings and capture participant consent to be recorded with Gong for Office 365 Outlook.

About Office 365

Set up Office 365 integration so that your calendar meetings and emails are picked up and synced to Gong. There are many benefits to syncing your Office 365 email and calendar to Gong - it means you'll get the richest data possible in Deals boards, and enables the account timeline to provide the maximum benefit by giving you the most complete picture of a customer account possible.

With the Gong for Outlook add-in, seamlessly schedule, join, and manage your recorded meetings in Outlook calendar.

Notify users and capture their consent to be recorded by taking them through the Gong consent page, before joining your designated web conference meeting room.

  • Schedule: Easily schedule your Gong recorded meeting by selecting the Gong meeting link.
  • Join: Instantly join meetings with one-click, across desktop, mobile, and conference rooms.
  • Manage: Simplify administration of the Gong add-on with an easy installation and centralized deployment.

How to Integrate Office 365

If you are new to Gong, you'll need to integrate with Office 365 so that calendar meetings and emails are picked up. If your team members' calendars are already connected, just add email. This enables the account timeline to provide the maximum effect and integrate emails sent or received by team members into the total picture of a customer account.

Before you start, decide if you want to connect, user-by-user or company-wide.

It is simpler to connect company-wide. This doesn't mean that Gong will import emails from everyone in the company -- it just prepares the foundation. You still decide exactly who needs to see their emails as part of their accounts and turn the email import on for them.

If the customer is new and maybe running a pilot, or only has a few users, you may decide to connect user-by-user. This connects you (the company's admin) as the first user, and then you decide which team members to turn on (including yourself). They receive an email (with a link) asking that they connect under My Settings.

Note

The connection invite and the need for the individual team member to connect are not required when taking the company-wide route. This email is sent only once to every user.

What Office 365 permissions does the Gong app need?

Gong requires read-only access to the following elements:

Permissions required for company-wide set up

Permissions required for user-by-user set up

  • Offline access\ "offline_access"
  • User profile\ "profile"
  • Authentication\ "openid"
  • Email\ "email"

Connect Office 365 company-wide

  1. First off, let Gong access the calendar meetings and emails within Office 365. This is done by the company's admin officer.
    1. Go to Company Setting > Integrations > Office 365.\ If your organization has already granted permission to access the calendar, you'll see the following screen. You now need to add emails. Click Change connection settings.
    2. If you are not connected, or after clicking change connection, you are asked to decide how to connect. On the right, you'll see answers to a few common questions about the integration of Gong with Office 365.
    3. Click Set up company-wide connection to Gong.\ If you are not an Office 365 admin, click Send a Gong activation link to your Office 365 admin under the connect button. Admin will then carry on and grant the permissions for you.
    4. Based on your connection type, you are guided through the process. Once Microsoft has finished granting permissions to Gong, the screen closes, and a success message is displayed
    5. Now that you have connected Office 365 to Gong, you can decide if you want to import only calendar meetings or only emails. The default is to import both. This is highly recommended so that your salespeople benefit from seeing both their calls and emails as part of each account, all in one place.\ Selecting either of these switches does not revoke the permission to import, just that this permission currently isn't used.
  2. You now need to turn on each user. Go to Company Settings > General > Team Members. You'll see the following screen (this is an example where certain users have already been turned on).
    1. You should see gray email icons in the new Import Emails column. For each team or individual team member who needs to import emails, click the Action icon, for that team manager or team member, and select Turn on email import.
    2. The email icon becomes yellow. This indicates that Gong is checking the connection status Office 365. The email icon should turn green unless there is a connection problem.
  3. Note\ Team managers can check the status of their team's connections in My Settings. If they have permission, they can turn on email import from this screen.

Connect Office 365 user-by-user

  1. First off, let Gong access the calendar meetings and emails within Office 365. This is done by the company's admin officer.
    1. Go to Company Setting > Integrations > Office 365.\ If your organization has already granted permission to access the calendar, you'll see the following screen. You now need to add emails. Click Change connection preferences.
    2. If you are not connected, or after clicking change connection, you are asked to decide how to connect. On the right, you'll see answers to a few common questions about the integration of Gong with Office 365.
    3. Click Set up user-by-user connection.
    4. Based on your connection type, you are guided through the process. Once Microsoft has finished granting permissions to Gong, the screen closes, and a success message is displayed
    5. Now that you have connected Office 365 to Gong, you can decide if you want to import only calendar meetings or only emails. The default is to import both. This is highly recommended so that your salespeople benefit from seeing both their calls and emails as part of each account, all in one place.\ Selecting either of these switches does not revoke the permission to import, just that this permission currently isn't used.
  2. You now need to turn on each user. Go to Company Settings > General > Team Members. You'll see the following screen (this is an example where certain users have already been turned on).
    1. You should see gray email icons in the new Import Emails column. For each team or individual team member who needs to import emails, click the Action icon, for that team manager or team member, and select Turn on email import.
    2. The email icon becomes yellow. It will only turn green after the user connects.

Office 365 screenshots

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