Dynamics 365 Sales Insights and GDPR

The General Data Protection Regulation (GDPR) is a European Union (EU) directive that is fundamentally about protecting and enabling the privacy rights of individuals. The GDPR establishes strict privacy requirements governing how you manage and protect personal data while respecting individual choice—no matter where data is sent, processed, or stored.

The Auto Capture and Relationship Analytics features help organizations work in compliance with the GDPR when using the system, but some customization and development work is required.

Here are some resources where you can learn more about how to bring your Dynamics 365 systems into compliance with the GDPR:

  • Microsoft Dynamics 365 and GDPR. This webpage includes links to resources, white papers, blogs, and other information related to various Dynamics 365 applications and the GDPR.
  • Microsoft Trust Center. This webpage includes links to information about how new features in Microsoft help you secure personal data and meet strict GDPR privacy requirements.

Prepare Auto Capture and Relationship Analytics features for GDPR compliance

You can perform the following tasks in the Auto Capture and Relationship Analytics features to ensure that you are in compliance with GDPR.

Task Supported Feature Topic
Specify whether relationship analytics will be performed on the data for a contact, lead or system user by setting the GDPR Optout field. If the GDPR Optout field is set to true/yes, relationship analytics won't be performed on the data. Relationship Analytics and Auto Capture Opt out of relationship analytics (GDPR)
View KPI data stored for an contact, lead and opportunity by using system views, and export it to Excel. Relationship Analytics View and export KPI data (GDPR)
Retrieve data for an contact, lead, opportunity, and system user from Azure service that is used to compute and store data by using a custom action. Relationship Analytics and Introduction to Sales Insights application Retrieve insights data using msdyn_RetrieveKPIValuesForGDPR action (GDPR)

See also

Overview of Dynamics 365 Sales Insights