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Data collection in Microsoft Sustainability Manager (preview)

Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

Note

This feature is included in Microsoft Sustainability Manager Premium.

The data collection feature in Microsoft Sustainability Manager helps organizations streamline and track their sustainability progress and ensure compliance reporting. It enables organizations to break down data silos by unifying ESG data from various sources.

Data owners are organizational users, such as facility managers, HR managers, and business admins, who have access to ESG data related to their local facilities or organizational units. They play a key role in submitting accurate and timely ESG data. The data collection feature enables data owners to submit ESG data directly into the Microsoft Sustainability Manager data model.

By using the data collection feature, you can:

  • Set up and manage the contact details of data owners.
  • Send data collection requests to gather ESG data for specific reporting periods.
  • Use data collection plans to send requests to multiple data owners at once and track their statuses.
  • Send email reminders to data owners to complete data requests.
  • Let data owners add comments and upload evidence documents when responding to data requests.
  • Take responses through a multilevel approval process to ensure data accuracy.

Roles and permissions for data collection

The following table outlines the roles and permissions required for various data collection actions:

Actions Admin Data manager Data owner Data approver
Add data owners Yes Yes No No
Create or update data collection requests Yes Yes No No
Create or update data collection plans Yes Yes No No
Create or update data responses Yes Limited Yes No
Approve data responses Yes No No Yes
Create or update approval policies Yes Yes No No

Prerequisites for using Data collection

Before using the data collection feature, ensure the following prerequisites are met:

Configure settings to allow sending emails

  1. Sign in to Microsoft Sustainability Manager as an admin and select Settings.

  2. Select Personalization settings.

    Screenshot showing the Personalization settings menu in Microsoft Sustainability Manager.

  3. In the dialog box, go to Email options. Select the checkbox Allow other Microsoft Dynamics 365 users to send email on your behalf.

    Screenshot showing the email permission checkbox for allowing other users to send emails.

  4. Select OK.

Test and enable mailbox to send email notifications

  1. Sign in to Microsoft Sustainability Manager as an Exchange Administrator or Office 365 Global Administrator.

  2. Select Settings > Advanced settings.

    Screenshot showing the Advanced settings menu in Microsoft Sustainability Manager.

  3. Select Email Configuration in the left navigation and select Mailboxes.

    Screenshot showing Mailboxes option in Advanced settings.

  4. Select Active Mailboxes from the dropdown.

    Screenshot showing Active Mailboxes option in Advanced settings.

  5. Search for the user for whom you want to enable the mailbox. Select the mailbox and select Approve Email. After approval, select the mailbox and select Test Configuration and Enable Mailboxes.

    Screenshot test configuration and enable mailbox in Advanced settings.

After the test runs successfully, the Incoming Email Status and Outgoing Email Status show as Success.

Next steps

To start using data collection in Microsoft Sustainability Manager, complete the following tasks:

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