Sales Insights privacy notice

Your privacy is important to us. For Microsoft Online Services, read the Microsoft Online Services privacy Statement.

Sales Insights free features

For specific privacy information about Sales insights free features, refer to the paragraphs below.

By enabling the Relationship Assistant feature, limited exchange data, which includes a sender's name and email address as well as excerpts of the email body, are retrieved (but are not stored in Dynamics 365), for the purpose of showing relevant insights of your email. Further, the Relationship Assistant feature can be configured to retrieve information with regards to news, financials, and flight information, by sending out requests to external components such as MSN Money and Bing (which are not considered Microsoft Dynamics 365 Core Services). An administrator can enable and disable the Relationship Assistant feature by navigating to Settings > Intelligence Configuration, clicking the Relationship Assistant tab, and then making the appropriate selection.

The external components involved with Relationship Assistant functionality are detailed in the following sections.

Bing

Relationship Assistant uses Bing to search for relevant news to display to a user by using the account names from that user’s Dynamics 365 data.

MSN Money

Relationship Assistant uses MSN Money to show relevant stock information to a user by using the account ticker symbol from that user’s Dynamics 365 data.

By enabling Email Engagement, a Embedded intelligence feature, when an email marked with the Follow setting is sent from Dynamics 365, information about interactions with the email by recipients will be collected and stored in Azure for the purposes of computing recipient activity KPIs and interactions on “followed” emails.

A system administrator enables Email Engagement by provisioning the feature from the Email Engagement tab within Embedded intelligence. Administrators can subsequently disable Email Engagement in the organization from the Intelligence Configuration node, under Settings.

When the feature has been disabled, emails sent from Dynamics 365 cannot be followed, either from the user interface or programmatically. Also, recipient interaction data will no longer be collected on sent emails that were marked with the Follow setting. Any data previously collected will remain in Azure and will be available again if the feature is re-enabled in the organization. Data is retained for 90 days after customers terminate their subscription with Microsoft. Dynamics 365 users can also disable the Embedded intelligence - Email Engagement functionality on a per Contact or per Lead basis by changing the Follow Email setting under Contact Preferences.

Azure components and services that are involved with Email Engagement functionality are detailed below.

Note: For more information about additional Azure service offerings, see the Microsoft Azure Trust Center.

Azure Storage Account

The Email Engagement feature uses Azure Storage Account to temporarily store email interaction blobs.

By enabling the Auto Capture feature, Exchange data is retrieved by Dynamics 365, but not stored, to show email activity to the signed-in user. Users can explicitly 'track' these emails to copy Exchange emails into Dynamics 365 as an Email Activity, to be shared with the appropriate users as configured by Dynamics 365 permissions.

An administrator enables and disables the Auto Capture feature by navigating to Settings > Intelligence Configuration, clicking the Auto Capture tab, and then making the appropriate selection. A user can also disable the Auto Capture feature on the Email tab within Personal Options, by changing Show email not tracked in Dynamics 365 in the Activities list to No.

Sales Insights advanced features

For specific privacy information about Dynamics 365 Sales Insights advanced features, refer to the paragraphs below.

By enabling Dynamics 365 Sales Insights capabilities, Dynamics 365 Customer Data will be sent to and used by (1) Azure Data Factory for the purpose of data movement and transformation for KPI computation, and (2) Azure Container Instance for the purpose of predictive model training and scoring. By installing this solution, you agree for this limited set of data to be sent to Azure Data Factory service and Azure Container Instance.

Azure components and services that are involved with Dynamics 365 Sales Insights are detailed in the following sections.

Note: For more information about additional Azure service offerings, see the Microsoft Azure Trust Center.

Azure Data Factory

Dynamics 365 Sales Insights uses Azure Data Factory, a cloud data integration service, to orchestrate and automate the movement and transformation of data (including Customer Data) between services.

Azure Container Instance

Dynamics 365 Sales Insights uses Azure Container instance, a cloud-based container service, to create predictive model training and scoring pipelines dynamically.

Installation and Removal of Dynamics 365 Sales Insights

An administrator can enable Dynamics 365 Sales Insights capabilities by installing it as a solution in the Dynamics 365 organization. In addition, an administrator can subsequently disable the feature by uninstalling this solution from the Dynamics 365 organization.

Sales Insights application

For specific privacy information about Dynamics 365 Sales Insights application, refer to the paragraphs below.

By enabling Dynamics 365 Sales Insights Preview capabilities, Dynamics 365 Customer Data, (1) Azure Data Factory for the purpose of data movement and transformation for KPI computation and (2) will be sent to Bing news to acquire relevant and up to date news on products, industries and customers.>

By installing this solution, you agree for this limited set of data to be sent to Azure Data Factory and the Bing service.

By setting up the Conversation Intelligence feature, Customer Data will be sent to and used by (1) Azure Event Grid for the purpose of identifying when new call recording files are available for media processing.

Azure Services

Azure components and services that are involved with Dynamics 365 Sales Insights Preview are detailed in the following sections.

Note: For more information about additional Azure service offerings, see the Microsoft Azure Trust Center.

Azure Data Factory

Dynamics 365 Sales Insights Preview uses Azure Data Factory, a cloud data integration service, to orchestrate and automate the movement and transformation of data (including Customer Data) between services.

Azure Event Grid

Dynamics 365 Sales Insights Preview (Conversation intelligence) uses Azure Event Grid, a cloud event handling service, to receive events when new call recording files are added to the customer’s blob storage for processing, and when Azure Media Service completes processing the media files.

The data passed in these events include Azure storage account name, blob container name and call recording filename.

Other services

Bing

Dynamics 365 Sales Insights Preview insight app uses Customer Data from the name, address, and industry fields of your account records and sends it to Bing (a consumer service) for the purpose of showing relevant news. Data sent to Bing will be devoid of any of your company’s information and only stored for diagnostics purposes.

Installation and removal of the Sales Insight preview app

Dynamics 365 users and administrators who are allowed to register new applications in Azure Active Directory, can enable the Sales Insight preview app by signing in to the app and consenting to the required permissions. Administrators can change these permissions, which can include removing access to the app, at https://myapps.microsoft.com

Handling GDPR for conversation intelligence

It is the enterprise customer’s responsibility to comply with the GDPR. If you choose to honor and execute a data subject rights (DSR) request for delete or edit, please email Microsoft and Microsoft will manually process the DSR to delete and edit.

See also

Introduction to administer Sales Insights