Set import settings

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User icon Tech admin

DiamondIcon Any Gong plan*

Target Icon Admin center > Settings > CRM > CRM settings

Set features you have activated in MS Dynamics, and define how fields are mapped to Gong.  

import settings

  1. In the MS Dynamics integration page, go to the Import settings tab.

  2. In Deal amount field, select the MS Dynamics field that contains the value of the deal. The value in this field is displayed in Gong as the deal amount. This field type must be currency. Note that the deal board configurations include selecting the CRM amount field, allowing different amount fields to be used for different deals. For more details, see Create and manage deal boards.

  3. In Deal stage select the field in Dynamics 365 you use to hold the stage the opportunity is in. 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).

  4. Click Update.