Dynamics 365 Sales - Carry out suggested actions faster and more effectively

🚨 The Signal: Dynamics 365 Sales will offer AI-driven suggested actions directly in workflows, reducing context switching. This introduces new AI capabilities that could process sensitive sales data, requiring careful governance.

The Impact

Sales users gain efficiency, but the new AI features introduce potential data exposure risks if not properly governed.

• Sales users: Increased efficiency in task completion.
• Security team: New AI features require data handling and privacy review.
• Compliance team: Need to assess AI processing of sensitive sales data against regulatory requirements.
• Administrators: Review default AI settings and data access within Dynamics 365.

The Action

1. Review Microsoft's documentation on data handling and privacy for Dynamics 365 AI features.
2. Assess existing data classification and retention policies for applicability to AI-processed sales data.
3. Monitor Dynamics 365 audit logs for AI-driven actions and data access.
4. Evaluate the potential for prompt injection or data leakage through AI-generated suggestions.

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