Dynamics 365 Sales – Skills for Copilot Cowork

🚨 The Signal: Dynamics 365 Sales will integrate with Copilot Cowork via 'Skills,' enabling AI to access and process sales data. This introduces new AI capabilities for sales teams, leveraging sensitive business information.

The Impact

Sales teams will use AI with sensitive data, increasing data exposure risks if not properly governed.

• Sales users: Increased reliance on AI for sensitive data analysis, potential for data leakage.
• Security teams: New AI integration points require data governance and access control reviews.
• Compliance officers: Need to assess AI's handling of customer and sales data against regulatory requirements.

The Action

1. Review Microsoft's data handling policies for Copilot Cowork and Dynamics 365 Sales integration.
2. Assess existing data classification and access control policies for Dynamics 365 Sales data used by Copilot.
3. Develop or update AI governance policies to address data privacy, security, and ethical use for Copilot Cowork.
4. Monitor Microsoft announcements for granular control options over Copilot Cowork's access to Dynamics 365 data.

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