Microsoft Dynamics 365 Sales
Connect Gong with Microsoft Dynamics 365
About
Microsoft Dynamics 365 Sales offers CRM software that works as a customizable, flexible solution.
Integrate Microsoft Dynamics 365 Sales with Gong to connect customer interactions with CRM data, and enjoy additional insights on prospects and sales flows.
Explore other Gong - Microsoft integrations here:
Explore other Gong - Microsoft integrations here:
Media
Features
Sync Microsoft Dynamics 365 Sales CRM data to Gong
- Automatically import Accounts and Contacts from Dynamics into Gong
- View CRM fields and context directly on Gong Call Pages
- Search calls and filter insights by CRM attributes like Opportunity Stage, Owner, or Region
- Unlock full context in Gong’s Account Pages, Activity Timelines, and Deal Boards
Auto-enrich Microsoft Dynamics 365 Sales with Gong activity data (New)
- Eliminate manual logging. Gong auto-syncs sales calls, emails, and meetings into Dynamics as native activities
- See AI-generated call summaries, key topics, and next steps directly in your Dynamics timeline
- Keep your CRM clean, current, and inspection ready, no rep input required
Benefits
Invaluable Insights and Forecasting
Enrich conversations with business context from Microsoft Dynamics 365 CRM to leverage Gong's robust pipeline management, forecasting, and conversational intelligence features.
Integration Diagrams
Data
Gong
Gong
Data
Microsoft Dynamics CRM Data
Microsoft Dynamics CRM Data
Requirements
Subscription Requirements
This integration is available to all Microsoft Dynamics 365 and Gong customers.
Authentication Requirements
To authenticate this integration for the first time, a user must be a Gong Tech Admin and have Global Admin permissions in Microsoft Dynamics 365
Connect
- In Gong, navigate to Company Settings > CRM and select Microsoft Dynamics 365 Sales.
- Click Connect
- Enter the URL for your Microsoft Dynamics 365 Sales instance.
- Log into Microsoft with your Global Admin user credentials and approve the integration.
- Select the Microsoft Dynamics 365 Sales field used for opportunity stages.
- The field you select will be used across Gong as the deal stage.
- If you do not manage opportunities in Microsoft Dynamics 365 Sales, use the default option (Process code)
- Click Save.
- Once the connection is set up, go to the Microsoft Dynamics 365 Sales Integration page and select the field which holds deal amount.
- The value in this field is displayed as the deal value in Gong.
Explore other Gong - Microsoft integrations here: