Provide consent to collect data from Microsoft 365

Dynamics 365 Sales uses Microsoft 365 data to generate the following insights based on users' email interactions and meetings:

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise, and Microsoft 365 More information: Dynamics 365 Sales pricing
Security roles	Microsoft 365 administrator

Before you provide consent, review the following information:

Both relationship analytics and who knows whom require the same consent. You only need to consent once.
The consent applies to all the Dynamics 365 applications that require permission to access Microsoft 365 data.
When consent is provided, Dynamics 365 analyzes Exchange emails pertaining to the last one year to provide relationship insights and who knows whom suggestions. The analysis is done in 12 batches, with each batch containing emails from one month. Dynamics 365 can handle up to 8 million emails per batch in this process. The live data is then processed after every 24 hours.
When you withdraw consent, the system can take up to 24 hours to remove data from all apps and up to 30 days to remove backed-up data from Microsoft 365 storage accounts.

In Microsoft 365 admin center, select Settings > Org settings > Dynamics 365 Applications.
Select Identifiable insights for other users.

Note

The consent applies to all the Dynamics 365 applications that require the Identifiable insights for other users permission. Dynamics 365 Sales uses this consent for both relationship analytics and who knows whom.
(Optional) In the textbox that appears, enter the security group IDs of users who want to opt out of sharing their communication and collaboration data. For example, opt out users or groups such as C-suite, M&A, finance, and so on.

Note

Individual users can opt out too. For more information, see Turn off data sharing with Dynamics 365 applications.
Save the changes.