Dynamics 365 Sales - Get lead research and next best actions in Sales Home

🚨 The Signal: Dynamics 365 Sales will integrate AI-driven lead research and 'next best actions' directly into the Sales Home. This enhances sales efficiency but introduces new AI-generated content that requires governance.

The Impact

Sales users will interact with AI-generated content, posing a low security risk related to the accuracy and provenance of AI-derived information.

• Sales users: May rely on AI-generated insights, risking decisions based on potentially inaccurate or biased data.
• Security teams: Need to understand the data sources and AI models used to ensure responsible AI practices.
• Compliance teams: Must assess the impact on data governance and regulatory compliance for AI-driven recommendations.

The Action

1. Review Microsoft's responsible AI documentation for Dynamics 365 Sales to understand data handling and model transparency.
2. Establish internal guidelines for sales teams on verifying AI-generated insights before critical actions.
3. Monitor Microsoft Purview for data lineage and classification of data used by AI features in Dynamics 365 Sales.

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