Dynamics 365 Customer Service - Planning group support in Forecast scenario

🚨 The Signal: Dynamics 365 Customer Service will support 'planning groups' in forecast scenarios, allowing multiple queues to be managed as a single unit. This simplifies forecasting but introduces new configuration points for administrators.

The Impact

Dynamics 365 administrators need to understand new grouping capabilities to prevent misconfigurations that could expose sensitive forecasting data.

• Dynamics 365 Administrators: New configuration options for planning groups could lead to misconfigurations if not properly understood.
• Security Teams: Need to ensure new grouping capabilities do not inadvertently broaden access to sensitive forecast data.

The Action

1. Review Dynamics 365 Customer Service documentation on 'planning groups' and forecast scenarios.
2. Assess existing Dynamics 365 security roles and permissions for any potential impact from new planning group functionality.
3. Ensure least privilege is applied to roles managing forecast scenarios and planning groups.

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