Dynamics 365 Sales – Plan your sales portfolio with Sales Research Agent

🚨 The Signal: Dynamics 365 Sales is gaining an AI-driven Sales Research Agent for portfolio planning. This agent uses CRM, lakehouse, and web data to provide automated, explainable sales recommendations, potentially exposing sensitive business data to new AI processing.

The Impact

Sales and security teams are affected by new AI processing of sensitive sales data, creating potential data exposure and compliance risks.

• Sales teams: Gain AI-driven insights but must understand data usage.
• Security teams: Must assess data flow and AI governance for sensitive sales data.
• Compliance officers: Need to review data privacy and explainability for AI recommendations.
• Data owners: Must ensure sensitive sales data is appropriately classified and protected.

The Action

1. Review Microsoft's data handling policies for Dynamics 365 Sales Research Agent.
2. Assess data classification and access controls for CRM and lakehouse data used by the agent.
3. Develop or update internal policies for AI agent usage, data privacy, and explainability.
4. Monitor audit logs for data access patterns by the Sales Research Agent upon GA.

Domain: Agentic-AI · Impact: medium · Workload: M365 Apps