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Retrieve insights data using msdyn_RetrieveKPIValuesForGDPR action

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The European Union (EU) General Data Protection Regulation (GDPR) gives significant rights to individuals regarding their data. Refer to the Microsoft Learn General Data Protection Regulation Summary for an overview of GDPR, including terminology, an action plan, and readiness checklists to help you meet your obligations under GDPR when using Microsoft products and services.

You can learn more about GDPR and how Microsoft helps support it and our customers who are affected by it.

  • The Microsoft Trust Center provides general information, compliance best practices, and documentation helpful to GDPR accountability, such as Data Protection Impact Assessments, Data Subject Requests, and data breach notification.
  • The Service Trust portal provides information about how Microsoft services help support compliance with GDPR.

Use the msdyn_RetrieveKPIValuesForGDPR action to programmatically retrieve profiles, interactions, and KPIs stored in Azure service that is used to compute and store data for an contact, lead, opportunity, or systemuser. This action is useful for responding to data requests to fulfill your data privacy compliance obligations in Dynamics 365 Sales Insights.

Note

Action parameters

The msdyn_RetrieveKPIValuesForGDPR action expects the following input parameters:

Name Type Description
CRMRecord mscrm.crmbaseentity Entity type for which you want to retrieve the data. Required.

You can specify one of the following values:

  • Microsoft.Dynamics.CRM.contact
  • Microsoft.Dynamics.CRM.lead
  • Microsoft.Dynamics.CRM.opportunity
  • Microsoft.Dynamics.CRM.systemuser

Depending on the specified entity type, you must specify contactid, leadid, opportunityid, or systemuserid as the second key to identify the entity record you want to retrieve data for. See Example later in this topic.

Action return type

The msdyn_RetrieveKPIValuesForGDPR action returns the following value:

Name Type Description
msdyn_RetrieveKPIValuesForGDPRResponse ComplexType Contains the response from the msdyn_RetrieveKPIValuesForGDPR action. It contains the following property that contain the structured data of the type:
  • Name: Response
  • Type: Edm.String
  • Description: List of data as an escaped JSON array.

Example

Request

POST [Organization URI]/api/data/v9.0/msdyn_RetrieveKPIValuesForGDPR HTTP/1.1
Accept: application/json
Content-Type: application/json; charset=utf-8
OData-MaxVersion: 4.0
OData-Version: 4.0
  
{
  "CRMRecord": {
    "@odata.type": "Microsoft.Dynamics.CRM.contact",
    "contactid": "00aa00aa-bb11-cc22-dd33-44ee44ee44ee"
  }
}

Response

The response contains a JSON object with a Response property containing the list of data stored in Azure service that is used to compute and store data.

HTTP/1.1 200 OK  
Content-Type: application/json; odata.metadata=minimal  
OData-Version: 4.0

{
  "@odata.context": "[Organization URI]/api/data/v9.0/$metadata#Microsoft.Dynamics.CRM.msdyn_RetrieveKPIValuesForGDPRResponse",
   "Response": {\"EntityId\": \"00aa00aa-bb11-cc22-dd33-44ee44ee44ee\",\"Daily UI KPIs\": \"Some Values\",\"Lifetime UI KPIs\": \"Some Values\",\"Most Contacted KPIs\": \"Some Values\",\"Health KPIs\": \"Some Values\"}]"
}

Use Web API actions

Sales Insights and privacy