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Learn how Gong and Microsoft Copilot are redefining revenue team success with AI agents
Explore Gong’s integrations with Microsoft 365 Copilot, including steps on how to get connected, feature details, and demo videos.
Frequently asked questions
Which Microsoft licenses are required to use Gong’s integrations?
Microsoft customers with Microsoft 365 E3 or Microsoft 365 E5 plans are eligible to leverage the Gong Copilot integration. All Microsoft Dynamics, Teams, and Outlook customers are eligible to access each integration with Gong respectively.
What sales workflows can custom agents automate?
Custom agents built with Microsoft Copilot Studio and powered by Gong data can automate tasks like surfacing deal risks, sending daily top deal summaries, alerting sellers to stalled pipeline, and proactively flagging next steps, all without reps needing to dig through CRM or Gong manually.
Are there more planned integrations between Gong and Microsoft?
Gong and Microsoft are partnering to bring continued functionality to our joint integrations. Stay tuned for future enhancements and additions.
Will these capabilities be integrated with other Microsoft solutions like Power BI or SharePoint in the future?
There are no current plans to integrate Gong directly with Power BI or SharePoint. The focus remains on delivering value inside the Microsoft 365 solutions most relevant to sales and RevOps teams.
Will deploying these integrations impact existing Gong workflows or automations already in place?
No. The Copilot integration is additive and does not interfere with existing Gong workflows. Users may notice enhancements to existing Outlook, Teams, and Dynamics integrations, but all prior automations will remain intact.
Does Gong provide professional services or customer success support specifically for setting up Microsoft integrations?
Yes. Gong’s Professional Services team can assist with configuration and best practices for deploying Microsoft integrations, including Dynamics, Teams, and Copilot Studio. Contact your Gong account team for support.
Does Gong store any Microsoft user data?
Gong’s integrations are designed to surface Gong-derived data inside Microsoft apps. Microsoft user data is not stored by Gong outside of its platform. Only Gong conversation data is referenced and securely processed.