When you connect Gong to MS Dynamics, Gong can access any MS Dynamics data that the connecting user can access. To control this access, connect using a dedicated integration user whose permissions only include the data and actions you want to expose to Gong.
This section describes which object-level permissions must be assigned to the MS Dynamics integration user to import and export data to and from Gong.
Account
Read: Organization
Append: Organization
Append to: Organization
Activity
Create: Organization
Read: Organization
Write: Organization
Delete: Organization
Append: Organization
Append to: Organization
Assign: Organization
Share: Organization
Contact
Read: Organization
Write: Organization (required for Engage users)
Append: Organization
Append to: Organization
Lead
Read: Organization
Write: Organization (required for Engage users)
Append: Organization
Append to: Organization
Opportunity
Read: Organization
Append: Organization
Append to: Organization
Sharepoint Document
Read: Organization
System Job
Read: User
Write: User
Append to: User
Assign: User
User
Read: Organization
Campaign
Read: Organization
Solution
Read: Organization
Engage Flow
Create: Organization
Read: Organization
Write: Organization
Append: Organization
Append to: Organization
Assign: Organization
Share: Organization
This table lists the fields the integration user must have read access to:
CRM object | API field name |
|---|---|
Account | Website Name Last modified date |
Contact | First name Last name Job title Phone number fields Email addresses Account Last modified date |
Opportunity | Account ID Opportunity name Status Status reason Actual revenue or estimated revenue or a monetary field Actual close date Last modified date |
Lead | First name Last name Job title Company name Phone number fields |
Gong for MS Dynamics
The integration user must have access the following access:
For the Engage Flow table: Set all actions to Organization.
MS Dynamics users must have the following access:
For the Engage Flow table: Read access
Supported field types
The following field types are supported:
BIGINT
BOOLEAN
CUSTOMER
DATETIME
DECIMAL
DOUBLE
ENTITYNAME
INTEGER
LOOKUP
MEMO
MONEY
OWNER
PICKLIST: We display a maximum of 120 characters. Picklist options that are longer than 120 characters are trimmed.
REFERENCE
STATE: We display a maximum of 120 characters. Picklist options that are longer than 120 characters are trimmed.
STATUS: We display a maximum of 120 characters. Picklist options that are longer than 120 characters are trimmed.
STRING
UNIQUEIDENTIFIER