Sales Insights and privacy laws

The European Union (EU) General Data Protection Regulation (GDPR) gives significant rights to individuals regarding their data. Refer to the Microsoft Learn General Data Protection Regulation Summary for an overview of GDPR, including terminology, an action plan, and readiness checklists to help you meet your obligations under GDPR when using Microsoft products and services.

You can learn more about GDPR and how Microsoft helps support it and our customers who are affected by it.

  • The Microsoft Trust Center provides general information, compliance best practices, and documentation helpful to GDPR accountability, such as Data Protection Impact Assessments, Data Subject Requests, and data breach notification.
  • The Service Trust portal provides information about how Microsoft services help support compliance with GDPR.

Prepare sales insights features for privacy compliance

You can perform the following tasks in the relationship analytics and conversation intelligence features to help comply with privacy laws and regulations.


This article provides instructions for exporting personal data from the device or service and can help you meet your obligations under GDPR. For general information about GDPR, see the GDPR section of the Microsoft Trust Center and the GDPR section of the Service Trust portal.

Task Supported Feature Topic
View KPI data stored for a contact, lead, and opportunity by using system views, and export it to Excel. Relationship Analytics View and export KPI data
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 Conversation Intelligence Retrieve insights data using msdyn_RetrieveKPIValuesForGDPR action

See also

Overview of Dynamics 365 Sales Insights