Dynamics 365 Project Operations - Use what-if analysis on estimates

🚨 The Signal: Dynamics 365 Project Operations gains 'what-if' analysis for estimates. This allows modeling financial scenarios on project quotes, potentially exposing sensitive financial data if not properly secured.

The Impact

Project managers and finance teams are affected, with a potential security risk if sensitive financial modeling data is not adequately protected.

• Project Managers: Risk of sensitive financial data exposure if access controls are weak.
• Finance Teams: Increased data handling requires robust data loss prevention policies.
• Security Teams: Need to review data classification and access policies for new data types.
• Compliance Officers: Must ensure financial modeling adheres to data residency and privacy regulations.

The Action

1. Review and update data classification policies for Dynamics 365 Project Operations to include 'what-if' analysis data.
2. Verify access control lists (ACLs) for Project Operations quotes and estimates to ensure least privilege.
3. Implement or strengthen Microsoft Purview Data Loss Prevention (DLP) policies for Dynamics 365.
4. Educate users on handling sensitive financial data within the new 'what-if' analysis feature.

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