Install Gong for Dynamics

Tech admin, MS Dynamics admin

Any Gong plan*

The Gong for Microsoft Dynamics 365 app sets up:

• The Flow object: an object that allows Gong to export Engage Flow data and Engage to-do activity data into your CRM.

Install the app

1. Go to the Gong.io listing in the Microsoft Marketplace.

2. Click Get it now.

3. If you haven’t signed into to Microsoft Marketplace, sign in with MS admin credentials.

4. Confirm your details and click Get it now.
   

5. If needed, select the environment you want to install the app in.

6. Agree to the legal terms and privacy statement, and click Install.

   The installation begins. The indicator turns green when installation is complete.

Configure the solution

Complete these steps to enable Engage Flow tables in Dynamics.

1. In Power Apps, go to Solutions and select Managed.
   

2. Click Gong for MS Dynamics to display the list of objects for the app.

3. Click Publish all customizations and wait until the status indicator turns green.
   

4. Click Tables, click All to display all tables, and select the Engage Flow table.
   

5. Click Update forms and views.
   

6. In the Columns, Forms, and Views tabs, select Select all, and click Update.

7. In Gong, go to the MS Dynamics settings page and select which data you want to export to MS Dynamics.

Test the configuration

1. In the Dynamics 365 Sales Hub, open any Contact or Lead record.

2. Under Related, check that Engage Flows is listed.

For details on permissions required for the Gong for MS Dynamics app, see Fields Gong requires access to.

Uninstall the solution

Deleting the solution permanently removes the Engage Flow object and all associated records.

1. In Power Apps, go to Solutions > Managed.

2. Select Gong for MS Dynamics.

3. Click Delete.