Connect Dynamics 365 to Gong
- 1 minute read
- Contributors
Connect Dynamics 365 to Gong
- 1 minute read
- Contributors
Article summary
To integrate Gong with Microsoft Dynamics 365, the user setting up the integration needs read permissions for Dynamics 365 and must be a Global Admin. The process involves connecting Gong to Dynamics 365, selecting the necessary permissions for Account, Opportunity, and Contact objects, entering the Dynamics 365 instance URL, and approving the integration through Microsoft login. The user can choose the field in Dynamics 365 to represent the opportunity stage and deal amount in Gong. If not managing opportunities in Dynamics 365, the default option can be selected. Once set up, the deal stage and deal value fields in Dynamics 365 are linked to Gong for seamless integration.
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This article explains the steps needed to set up the integration with Microsoft Dynamics 365.
The user you use to set up the integration must have read 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 > Dynamics 365.
In the Dynamics 365 Integration 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.
Select the field in Dynamics 365 you use to hold the stage the opportunity is in. The field you select will be used across Gong as the deal stage. If you do not manage opportunities in Dynamics 365, use the default option (Process code) and click Save and connect to complete the connection.
Once the connection is set up, go to the Dynamics 365 Integration page and select the Dynamics field which holds the deal amount. The value in this field is displayed as the deal value in Gong.
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