Dynamics 365 Customer Insights - Journeys - Explore and optimize journeys with Marketing Research Agent

🚨 The Signal: A new AI agent in Dynamics 365 Customer Insights - Journeys will analyze marketing data using natural language, identify performance issues, and recommend actions. This introduces an autonomous AI entity interacting with sensitive business data.

The Impact

Marketing and security teams are affected by the introduction of an AI agent that processes sensitive customer and performance data, posing risks if not properly governed.

• Marketing teams: Gain automated insights, but must understand AI's data access and recommendations.
• Security teams: Must assess data access, privacy, and ethical use of the AI agent.
• Privacy officers: Need to ensure compliance with data handling regulations for AI-processed data.

The Action

1. Review Microsoft's guidance on governing AI agents in Dynamics 365 Customer Insights - Journeys upon public preview.
2. Assess the data access permissions granted to the Marketing Research Agent within Dynamics 365.
3. Develop internal policies for responsible AI use, including human oversight of AI-generated recommendations.
4. Evaluate the agent's data processing activities against Australian privacy regulations (e.g., Privacy Act 1988).

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