Who's this for? Tech admin and Global Azure admin
The company-wide connection is set up with application level access. The email address used to connect to Office 365 is the primary email address. Gong can only connect to one mailbox per team member.
Pre-requisites
Ensure your team members are:
provisioned in Gong (either manually or automatically)
set to Record web conferences and Import emails in their data capture settings.
Restrict Gong’s access to Azure Active Directory
When setting up application-level access, you need to configure your system to restrict Gong’s access to your Azure Active Directory.
Create a mail-enabled security group and add users who will have Gong data capture enabled.
Execute a series of PowerShell commands to create a group-restricted access policy. When configured correctly, Gong can only read from the calendars and mailboxes of the users who are a part of the mail-enabled security group.
Give Gong access to Office 365
In Company settings > Data capture > Office 365, in Provide access to, select whether to:
import calendar meetings and emails
import calendar meetings
Click Connect or if you aren’t a Global Azure Admin, click Send link to a Office 365 admin.
Approve the connection between Gong and your Azure AD Enterprise application.
Set the import settings:
Note:
Importing calendar meetings requires a paid Gong seat. Learn more.
Import all meetings, including meetings not set to be recorded: All meetings, including face-to-face meetings, meetings scheduled by the contact, or meetings without a link are imported. Private calls aren’t imported. When first connecting, the last 12 months of meetings where a participant matches a CRM contact are imported.
Note that there are additional setup requirements for importing meetings not set to be recorded.Import meetings set to be recorded: only meetings set to be recorded according to the company’s recording settings are imported.
Select whether to Import emails.
Select Allow team members to send emails via Gong if you have team members with an Engage seat who may want to send emails using the Gong emails composer.
Enable data capture
Set the data capture settings for your team. Emails and calls are only imported to Gong if team member’s individual data capture settings are set to allow this. For details, see Change settings for a team.
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.
Change the connection settings
To change the connection method (company wide or user-by user), or which data is imported (calendar meetings and emails or calendar meetings only), you must disconnect and then reconnect with the new settings.
When you disconnect, all existing data is retained in Gong.
