Sales Insights privacy notice

This article covers privacy notices for Sales Insights capabilities. Your privacy is important to us. For Microsoft Online Services, read the Microsoft Online Services privacy Statement.

Sales Insights standard features

For specific privacy information about Sales insights standard 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 Customer Engagement), 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 for Customer Engagement 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 for Customer Engagement data.

By enabling Email Engagement, a Embedded intelligence feature, when an email marked with the Follow setting is sent from Dynamics 365 for Customer Engagement, 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 for Customer Engagement 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 for Customer Engagement 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 for Customer Engagement, 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 for Customer Engagement as an Email Activity, to be shared with the appropriate users as configured by Dynamics 365 for Customer Engagement 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 premium features

For specific privacy information about Dynamics 365 Sales Insights premium features, refer to the paragraphs below.
By enabling Dynamics 365 Sales Insights capabilities, Dynamics 365 for Customer Engagement 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. The data that is sent include contacts, opportunities, leads, accounts, activities, and additional metadata information.
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 batch services
Dynamics 365 Sales Insights uses Azure batch service, a cloud-based batch 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 for Customer Engagement organization. In addition, an administrator can subsequently disable the feature by uninstalling this solution from the Dynamics 365 for Customer Engagement organization.

Conversation intelligence

For specific privacy information about conversation intelligence of Dynamics 365 Sales, refer to the paragraphs below.

Azure Services
Azure components and services that are involved with conversation intelligence 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.

Installation and removal of conversation intelligence
Dynamics 365 for Customer Engagement users and administrators who are allowed to register new applications in Azure Active Directory, can enable conversation intelligence 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.

Data protection

Data as it is in transit between user devices and the Microsoft datacenters are secured. Connections established between customers and Microsoft datacenters are encrypted, and all public endpoints are secured using industry-standard TLS. TLS effectively establishes a security-enhanced browser to server connection to help ensure data confidentiality and integrity between desktops and datacenters. API access from the customer endpoint to the server is also similarly protected. Currently, TLS 1.2 (or higher) is required for accessing the server endpoints.

All the data stored as part of sales insights are encrypted using Microsoft encryption keys.