Tech admin
Integrating Gong with Dynamics 365 enables importing contacts, leads, opportunities, and accounts to Gong. Gong then associates the data with activities such as calls and emails and displays the relevant business data with the activity.
Gong activities can also be exported to Dynamics 365, so that reps can see all relevant sales data and activities in one place.
The user you use to set up the integration must have read/write permissions for Dynamics 365 and must be a Global Admin in Dynamics 365.
To connect Gong to Dynamics 365:
In Gong, click Company Settings > CRM > CRM Settings.
In the Connection tab of the MS Dynamics page, click Connect. The user you connect with must have read permissions to the Account, Opportunity, and Contact objects in Dynamics. In addition, if the user you connect with is not a global admin in Dynamics 365, click Ask your admin to send an email to your company's Dynamics 365 global admin with a request to enable the integration.
Enter the URL for your Dynamics 365 instance. If you are not sure of the URL, click to get a list of Dynamics 365 URLs associated with your company.
Log into Microsoft, with your global admin user credentials and approve the integration. If your global admin has already enabled the connection, you can log in with any user.
Once the connection is set up, select the field in Dynamics 365 you use to hold the stage the opportunity is in. Click Import settings tab. In the Deal stage drop down, select the relevant field. This field is used across Gong as the deal stage. If you do not manage opportunities in Dynamics 365, use the default option (Process code) and click Update.