Dynamics 365 Sales - Ability to add custom risk criteria in Sales Opportunity Agent

🚨 The Signal: Dynamics 365 Sales will allow custom risk criteria in the Sales Opportunity Agent. This enables tailored AI risk assessment, potentially improving threat detection specific to business operations.

The Impact

Security teams are affected by the ability to customize AI risk detection, reducing the risk of undetected business-specific threats.

  • Security Teams: Reduced risk of undetected business-specific threats due to custom AI risk criteria.
  • Compliance Officers: Improved alignment of AI-driven risk assessments with internal policies and regulatory requirements.
  • Dynamics 365 Admins: Enhanced capability to configure AI agents to reflect unique organizational risk profiles.

The Action

  1. Review Dynamics 365 Sales documentation for custom risk configuration upon GA.
  2. Identify specific business risks to incorporate into the Sales Opportunity Agent.
  3. Develop natural language instructions for custom risk criteria based on organizational security policies.

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