Data handling in Copilot for Finance

Article • 02/29/2024

[This article is prerelease documentation and is subject to change.]

This article provides an overview of how data is handled in Microsoft Copilot for Finance.
Copilot for Finance is built on a service that's hosted on Azure and has direct integrations
to Dynamics 365 Finance and Microsoft Power Platform . Copilot for Finance has two
forms of data storage:
Financial data is stored directly in the connected Dynamics 365 Finance instance.
Non-financial data, such as notes, email summaries, and emails, is stored in Dataverse
via the connected customer relationship management (CRM) instance.

） Important

This is a preview feature. It is subject to the preview supplemental terms of

use .
Preview features aren't meant for production use and may have restricted
functionality. These features are available before an official release so that
customers can get early access and provide feedback.

Data retention
Because Copilot for Finance non-financial data is stored in Dataverse, data retention
policies differ from other Microsoft 365 applications and non–Dynamics 365 CRM
solutions. For example, when your Microsoft 365 subscription ends, your data is retained
for 90 days before it's automatically deleted (in accordance with Microsoft 365 data
retention policies). However, if you use Copilot for Finance, that data isn't automatically
deleted 90 days after your subscription ends.

Financial data that's stored in Dynamics 365 Finance respects the established data
retention policies that are governed by Dynamics 365 Finance. For more information, see
Data Archive and Long term data retention for Dynamics 365 F and O Apps and Expired
subscriptions and data deletion.
Copilot for Finance, Dataverse, and your CRM
instance
When Copilot for Finance is connected to Dynamics 365 Finance, Copilot for Finance non-
financial data is stored in the Dynamics 365 Finance Dataverse instance.

Delete Copilot for Finance data

If you must delete Copilot for Finance non-financial data (for example, data for a specific
user), you can choose to manually delete it. Any data that's updated in your Dynamics 365
Finance instance must be deleted through that instance. Administration of the
environments can be managed through Microsoft Dynamics Lifecycle Services resources.

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