Set the fields to import

Choose which fields should be imported to Gong. Some fields are mandatory as some Gong features require these fields.

Select the fields to import:

1. In Gong, click Company Settings > CRM > Dynamics 365.

2. To change the fields imported to Gong, click Manage Dynamic Fields. Select the fields to import for each CRM object. The list of fields displayed are the fields defined in the CRM.

   1. Select the fields you want to import to Gong, or deselect fields that shouldn’t be imported. Fields marked with a lock icon are mandatory and can’t be deselected.

      Note:

      Deselecting fields deletes the field data in Gong and the field is no longer imported.

   2. Select Track changes If you want to retain the values of the data at the time the conversation occurred.

   3. Select Create variable if you want to use this field as a variable for example, when using the email composer. For more details, see Create and use email templates.

   4. Select View selected only if you only want to see the imported fields.

   5. Click Save to save your settings.

3. In the Dynamics 365 integration page, select the CRM field that holds the deal amount. This field is used in Gong to represent the deal value.

4. If necessary, change the field which holds the stage the opportunity is in. This is displayed as the deal stage in Gong.

5. Click Update to save your changes.