In order to be able to associate activities with your Dynamics 365 objects, the integration user must have read access to the following Dynamics 365 fields:
CRM object | API field name |
|---|---|
Account | Website Name Last modified date |
Contact | First name Last name Job title Phone number fields Email addresses Account Last modified date |
Opportunity | Account ID Opportunity name Status Status reason Actual revenue or estimated revenue or a monetary field Actual close date Last modified date |
Lead | First name Last name Job title Company name Phone number fields |
Gong for MS Dynamics
The integration user must have access the following access:
For the Engage Flow table: Set all actions to Organization.
MS Dynamics users must have the following access:
For the Engage Flow table: Read access
Supported field types
The following field types are supported:
BIGINT
BOOLEAN
CUSTOMER
DATETIME
DECIMAL
DOUBLE
ENTITYNAME
INTEGER
LOOKUP
MEMO
MONEY
OWNER
PICKLIST
REFERENCE
STATE
STATUS
STRING
UNIQUEIDENTIFIER