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Control if AI-generated insights are stored in Dataverse

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically - Jul 31, 2025

Business value

Admins can control how the system handles AI-generated meeting insights in Copilot for Sales. With this feature, admins can turn on or turn off storing meeting insights in Dataverse. Use this setting to manage data costs and control how information flows in your organization.

Feature details

As an admin, you control which users can store their meeting insights (AI notes, sentiment, follow-up tasks, and more) in Dataverse. You set this control through a new access setting on the admin settings screen in the Copilot for Sales personal app.

Previously, the system stored meeting insights in Microsoft Graph. This feature gives your organization more control over insights data. By default, all users in the organization enable the setting. You can turn storage on or off for all users. Or, you can choose which security groups can save their insights data.

Admin control over meeting insight storage

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Configure access settings for features in Copilot for Sales (docs)