Set Gong data to export

  • Updated on Apr 24, 2025
  • 2 minute(s) read
  • Deborah Landau

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Centralize your sales data in MS Dynamics 365 so that you don’t have to move between apps to get a clear picture of what’s going on in each deal. You can export the following Gong activities:

  • Meeting invites: exported as a task

  • Conference calls: exported as a task

  • Telephony system calls: exported as a phone call

  • Emails: exported as an email

Emails with the following tags are not exported to MS Dynamics:

  • MEETING_ACCEPTED

  • MEETING_DECLINED

  • MEETING_TENTATIVE

  • MEETING_INVITATION

  • MEETING_INVITATION_CANCEL

  • MEETING_NEEDS_ACTION

  • SCHEDULING

To export activities:

Company settings > CRM > CRM settings

Choose whether to export conference call data, or data on calls recorded on a telephony system or both. The data exported includes details such as when the call took place, how long it lasted and what the call resolution was. The call transcript is not exported.

In MS Dynamics 365, an email is sent to task assignees when a new task is created based on your notification settings. Change the notification settings in MS Dynamics 365 to stop emails from being sent.

  1. In the MS Dynamics integration page, click the Export tab.
    Settings for meeting invites and calls in MS Dynamics application interface.

  2. Select the activities you want to export:

    1. Meeting invites. exports details of meetings that have not yet taken place. At least one external participant must be a contact or lead in the CRM in order to create a task for a meeting. Tasks aren’t created if no contact, lead, or account is found.

      Tasks are created with a status of Open. Once the meeting has taken place, the meeting details, such as a link to the recording, are added to the task and the status is automatically changed to Completed.

    2. Conference calls. if you export meeting invites the call details such as the call recording and Gong AI content are added to the task with the relevant meeting invite. If not, the call is exported as a task.

    3. Telephony system calls. Choose whether to export:

      • Calls made via Gong dialer. Only export calls made via Engage with the Gong dialer. Exports the following calls:

        • All recorded calls

        • Call attempts: details of calls that were made but not answered

        • Short calls: calls that are under 5 minutes

        • Non recorded calls: details of calls that were made, answered, and not recorded

      • All calls. Export calls made with any dialer. Exports all recorded calls that last longer that the time set in your recording settings page

        Note:

        Selecting All calls will create duplicate appointments if you export calls made with other dialers via a different app.

    4. Emails. Select the workspaces you want to export emails from.
      Gong captured emails section showing workspace and team member options for email engagement.

    5. Choose whether to export to All emails or Engage emails only.

    6. Click Edit to select which team members you want to export emails for. By default no team members are selected and no emails are exported to Dynamics 365.

      1. In the Add/remove team members dialog, search for the employee name, team or job title you want to export emails to Dynamics 365 for.

      2. Click team members or teams to add to the list. Click the X to remove them from the list.

      3. Click OK to close the dialog. The number of team members is updated.

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