This feature includes:

1. Admin controls for storing email insights

As an admin, you control which users can have AI insights such as summary, objections, and next steps automatically stored for sales emails with at least one contact from the CRM (Dynamics 365 or Salesforce). You control this feature through a new email insight setting in the Access settings page in the settings tab of the Copilot for Sales personal app.

By default, this setting is turned off for all users in the organization. You can turn the setting on or off for all users. Or you can choose specific security groups that you allow or don't allow to store their email insights.

2. Admin controls for sharing email insights

As an admin, you can also control which users can share their stored email insights with other sales team members. You control this feature through a share email insight setting on the email insights feature configuration page in the Settings tab on the Copilot for Sales personal app.

Copilot for Sales uses AI to associate emails with CRM records. Only team members with access to the associated CRM record can view insights for those emails.

By default, this setting is turned off for all users in the organization. You can turn the setting on or off for all users. Or you can choose specific security groups that you allow or don't allow to share their email insights.

3. Admin controls for including emails based on sensitivity labels

Admins can choose which sensitivity labels (set up in Purview) should be included for email insights. You control this feature through a setting on the email insight feature configuration page in the Settings tab on the Copilot for Sales personal app.

Emails without a sensitivity label are always included in insights. For encrypted emails to be included, the sender needs to allow email insights.