Microsoft Copilot (Microsoft 365): Enrich Sales agent meeting prep with more data sources

🚨 The Signal: Copilot for Sales now integrates service ticket data into meeting prep. This expands the data Copilot can access and summarise, increasing potential exposure of sensitive customer information to sales agents.

The Impact

Sales agents and customers are affected, increasing the risk of sensitive customer data exposure through Copilot's expanded data access.

• Sales agents: Increased exposure to sensitive customer service ticket data.
• Customers: Risk of their service ticket details being surfaced inappropriately.
• Security teams: Need to review data access policies for Copilot for Sales.
• Compliance teams: Increased scope for data privacy and access control audits.

The Action

1. Review Copilot for Sales data access policies to ensure only necessary data sources are enabled.
2. Audit existing data classification and sensitivity labels applied to service ticket data.
3. Implement or refine data loss prevention (DLP) policies for Copilot interactions.
4. Educate sales agents on responsible use of Copilot and handling of sensitive customer information.
5. Monitor Copilot usage logs for unusual access patterns to service ticket data.

Domain: Agentic-AI · Impact: high · Workload: Other