This section explains how to change settings such as the imported fields or the selected opportunity stage field for your Dynamics 365 integration.
To manage your Dynamics 365 settings:
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In Gong, hover over your username and select Company Settings. In the CRM box, click Dynamics to open the Dynamics 365 settings page.
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To change the fields imported to Gong, click Manage Dynamics Fields. The CRM field management page displays a list of fields imported to Gong for each object imported from the CRM. The list of fields displayed is the list from your CRM.
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Select the fields you want to be imported to Gong, or deselect fields you no longer want to see. Fields that are mandatory cannot be deselected and are marked with a lock icon.
Note
Deselecting fields deletes the field data in Gong and the field is no longer imported.
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Select Track changes If you want to retain the values of the data at the time the conversation occurred.
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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.
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Select View selected only if you only want to see the imported fields.
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In the Dynamics Integration page, select the CRM field that holds the deal amount. This field is used in Gong to represent the deal value.
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If necessary, change the field which holds the stage the opportunity is in. This is displayed as the deal stage in Gong.
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Click Update to save your changes.