Sales Insights Data retention setting in D365

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Posted on by Trial QA

Hi,

Where can I modify the data retention timeline Setting for the Sales Insights data such as email clicked , email opened etc. I want to keep this data for more than 365 days in my leads. Is there any way that I can update the data retention limit.

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Trial QA 30 on at

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Sales Insights Data retention setting in D365

Hi,

Where can I modify the data retention timeline Setting for the Sales Insights data such as email clicked , email opened etc. I want to keep this data for more than 365 days in my leads. Is there any way that I can update the data retention limit.

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RudyZhang Microsoft Employee on at

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RE: Sales Insights Data retention setting in D365

Hi Trial QA,

Your question about changing the retention time of Sales Insights data is not fully supported.

According to the official Microsoft documentation, conversation intelligence can change the data retention time, but other features, such as email management, do not have the option to change the data retention time. The link to the official documentation is as follows

Data retention and deletion policy in conversation intelligence | Microsoft Learn

If you think this is an essential feature, submit your idea using the following link

https://experience.dynamics.com/ideas/

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,

Rudy Zhang

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