Dynamics 365 Business Central: Reporting and data analysis - Run multiple financial reports and get a single PDF output

🚨 The Signal: Dynamics 365 Business Central now allows bundling multiple financial reports into a single PDF. This streamlines financial reporting but increases the risk of sensitive data over-sharing if not properly governed.

The Impact

Finance and business users are affected, increasing the risk of sensitive financial data being inadvertently shared or exposed.

• Finance teams: Risk of over-sharing sensitive financial data in consolidated reports.
• Business users: Potential for receiving reports containing data beyond their need-to-know.
• Security teams: Increased surface area for data loss prevention (DLP) monitoring and policy enforcement.
• Compliance officers: New considerations for data retention and access controls for bundled reports.

The Action

1. Review and update existing Data Loss Prevention (DLP) policies in Microsoft Purview to include Dynamics 365 Business Central report content.
2. Implement or refine sensitivity labels for financial reports to ensure proper classification and protection before bundling.
3. Educate users on the risks of sharing consolidated financial reports and the importance of 'need-to-know' principles.
4. Audit existing Dynamics 365 Business Central user permissions to ensure least privilege for report generation and distribution.
5. Configure report pack distribution settings to restrict delivery channels (e.g., only secure report inboxes, not unencrypted email).

Impact: medium · Workload: Other