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Securely access customer data with Customer Lockbox (Preview)

  • Article

[This article is prerelease documentation and is subject to change.]

Dynamics 365 Customer Insights - Data uses the Power Platform Customer Lockbox capability. Customer Lockbox provides an interface to review and approve (or reject) data access requests. These requests occur when data access to customer data is needed to resolve a support case. To use this feature, Customer Insights - Data must have an existing connection to a Microsoft Dataverse environment in your tenant.

Important

  • This is a preview feature.
  • Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

For more information about Customer Lockbox, see the summary of Power Platform Customer Lockbox. The article also describes the workflow and the required setup to enable Customer Lockbox.

Important

Global administrators for Power Platform or Power Platform administrators can approve Customer Lockbox requests issued for Customer Insights - Data.