Last updated: September 7, 2026

Dataset LLC respects the privacy of customers, users, and organizations using DatasetApps solutions.

This Privacy Policy describes how information may be handled when using the following products:

• Business Analyst Toolkit (Starter)
• AI Appliance Repair CRM

The Business Analyst Toolkit (Starter) supports foundational business analysis activities using Microsoft Power Platform.

The Starter edition processes information entered by authorized users within the customer’s configured Microsoft Power Platform environment. Dataset LLC does not automatically receive or have access to that information merely because the solution is installed. Microsoft may process standard service and diagnostic information in accordance with applicable Microsoft terms and privacy documentation.

Information entered into the Starter edition is managed within the Microsoft environment in which the solution is installed and is subject to that organization’s security roles, permissions, administrative settings, and applicable Microsoft terms.

The Starter edition does not include advanced automation, AI, Copilot, or premium functionality.

The AI Appliance Repair CRM helps appliance repair organizations manage customers, service requests, properties, appliances, Work Orders, technician activities, scheduling, authorizations, parts information, service history, and AI-assisted recommendations.

Depending on how the customer configures and uses the solution, information entered into the AI Appliance Repair CRM may include:

• Customer and business contact information
• Customer names, email addresses, and telephone numbers
• Property and service-location information
• Appliance type, brand, model, and serial number
• Descriptions of appliance issues
• Service Requests and Work Orders
• Appointment and scheduling information
• Technician assignments and service notes
• Authorization information
• Parts recommendations and Parts Tracking details
• Supplier links, estimated prices, and availability information
• Uploaded documents, photographs, or supporting information
• Status values, dates, operational notes, and workflow history
• AI-generated summaries, assessments, and recommendations

Information entered into the AI Appliance Repair CRM may be used to:

• Manage customer and property records
• Receive and organize Service Requests
• Create, review, and manage Work Orders
• Schedule and coordinate appliance repair activity
• Assign technicians and record service information
• Manage Work Order authorizations
• Research and track potential replacement parts
• Record supplier verification, ordering, arrival, and repair information
• Generate operational summaries and AI-assisted recommendations
• Support reporting, analysis, troubleshooting, and customer communication
• Investigate application issues and provide requested support

When AI-assisted supplier research or web search is enabled, relevant appliance, part, model, symptom, diagnosis, or Work Order context may be submitted to configured Microsoft AI and search services to produce the requested result. Customers should avoid entering unnecessary personal, confidential, or sensitive information into fields used for external research.

The AI Appliance Repair CRM may use AI-assisted features to analyze information provided through customer, Service Request, Work Order, appliance, technician, authorization, and Parts Tracking records.

AI-assisted outputs may include:

• Work Order summaries
• Readiness assessments
• Priority recommendations
• Missing-information notices
• Technician guidance
• Customer intelligence
• Potential replacement-part recommendations
• Supplier, price, and availability research
• Recommended operational actions

AI-generated information is provided for informational and operational support. AI-generated recommendations might be incomplete, inaccurate, outdated, or unsuitable for a particular appliance, customer, Work Order, or business decision.

Authorized users should independently review and verify:

• Appliance compatibility
• Part and model numbers
• Supplier identity
• Supplier links
• Pricing
• Availability
• Repair recommendations
• Authorization amounts
• Safety-related information
• Any decision that could affect a customer, technician, purchase, or repair

The AI Appliance Repair CRM is intended to support business productivity and is not intended to replace professional judgment, management oversight, regulatory compliance activities, manufacturer instructions, technician diagnosis, or safety procedures. 

The application is designed to preserve human review of consequential business actions.

AI-recommended parts, suppliers, pricing, availability, compatibility, and other AI-generated information should be reviewed by an authorized user before:

• Ordering a part
• Approving an expense
• Authorizing repair work
• Dispatching a technician
• Communicating a final determination to a customer
• Taking any safety-sensitive or financially significant action

A displayed Supplier Verified or similar status represents a user-recorded business review and should not be interpreted as a guarantee by Dataset LLC, Microsoft, the supplier, or the application.

Dataset LLC does not automatically receive or have access to information stored in a customer’s Microsoft Power Platform environment merely because the solution is installed. Access by Dataset LLC depends on permissions deliberately granted by the customer or information deliberately provided to Dataset LLC for implementation, maintenance, or support.

Application data is stored in Microsoft Dataverse or other Microsoft Power Platform data sources configured by the customer. Access is managed through the customer’s Microsoft environment, security roles, permissions, sharing configuration, and organizational policies. 

Customers are responsible for:

• Configuring authorized users and security roles
• Reviewing application permissions
• Managing environments and geographic deployment choices
• Configuring connectors, integrations, and data-loss-prevention policies
• Determining appropriate data-retention practices
• Managing backups, exports, deletion, and access requests
• Ensuring that use of the application complies with applicable organizational policies and legal requirements

Customers may configure the application to use Microsoft or third-party connectors, data sources, email services, websites, forms, document repositories, supplier pages, or other integrations.

Information processed through those services may be subject to:

• The customer’s configuration
• The service provider’s privacy terms
• The customer’s Microsoft licensing and tenant settings
• Connector permissions
• Data-loss-prevention policies
• Geographic and regulatory requirements

Dataset LLC does not control the privacy practices, availability, accuracy, or security of independently operated third-party websites or services.

Dataset LLC does not sell personal data entered into DatasetApps products.

Depending on the customer’s configuration and use of the products, information may be accessible to or processed by:

• Users authorized by the customer
• Microsoft services required to operate Microsoft Power Platform
• Customer-configured connectors or integrations
• Service providers used by the customer
• Support personnel when the customer deliberately provides information for troubleshooting
• Government or regulatory authorities when disclosure is legally required

Customers should review their own application configuration to understand which connected services can access or process application data.

When a customer contacts Dataset LLC for support, the customer may provide:

• Contact information
• Product name
• Work Order or record number
• Screenshots
• Error messages
• Application configuration details
• Steps that led to the issue
• Other information needed to investigate the request

Support information is used to respond to the request, diagnose application behavior, and improve product support.

Customers should not include passwords, payment-card information, access tokens, confidential authentication information, or unnecessary sensitive personal information in support requests.

Data retention and deletion depend primarily on:

• The customer’s Microsoft environment
• The customer’s Dataverse and Power Platform configuration
• Organizational retention requirements
• Connected services
• Backups and exports
• Applicable legal and contractual obligations

Customers should use their Microsoft administrative controls and organizational processes to manage access, correction, retention, export, and deletion of application data.

Support information provided directly to Dataset LLC may be retained as reasonably necessary to address the request, maintain support records, protect the service, and satisfy applicable business or legal requirements.

Dataset LLC uses commercially reasonable measures appropriate to the services provided. No method of electronic processing, storage, or transmission can be guaranteed to be completely secure.

Customers are responsible for securing their Microsoft environments, user accounts, devices, permissions, connections, and administrative credentials.

This Privacy Policy may be updated as DatasetApps products, Microsoft services, application capabilities, legal requirements, or business practices change.

The Last updated date at the beginning of this policy identifies the most recent revision.

Requests to access, correct, export, restrict, or delete information stored in a customer-controlled Microsoft environment should ordinarily be directed to the organization that operates that environment.

For privacy questions or requests concerning information provided directly to Dataset LLC, contact support@dataset.team. Dataset LLC may need to verify the requester’s identity and authority before responding.

Dataset LLC will respond to applicable privacy requests in accordance with relevant legal and contractual obligations.

For privacy questions or requests related to a DatasetApps product, contact:

Email: support@dataset.team

Dataset LLC may request information necessary to locate the relevant support or privacy record. Please do not submit passwords, access tokens, payment-card information, confidential authentication information, or unnecessary sensitive personal information.

When contacting support, identify the relevant product:

• Business Analyst Toolkit (Starter)
• AI Appliance Repair CRM

Dataset LLC
Waynesboro, Virginia, USA