Dynamics 365 Sales – Copy opportunities for repeat deals

🚨 The Signal: Dynamics 365 Sales now allows duplicating opportunities, copying sensitive customer and deal data. This feature increases data replication, raising concerns about data sprawl and access control.

The Impact

Sales users can duplicate sensitive data, increasing data sprawl and requiring security teams to review access controls.

• Sales users: Can easily duplicate sensitive customer and deal information.
• Data owners: Increased risk of data sprawl and maintaining data accuracy.
• Security teams: Need to verify access controls on duplicated opportunities.
• Compliance teams: Must ensure data handling policies account for replication.

The Action

1. Review existing Dynamics 365 Sales security roles and privileges.
2. Assess data classification and retention policies for duplicated opportunities.
3. Communicate data handling best practices to sales teams.
4. Monitor audit logs for unusual data duplication activities.

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