Dynamics 365 Supply Chain Management: Procurement Agent - Customize the Procurement Agent supplier follow-up criteria

🚨 The Signal: Dynamics 365 Procurement Agent now allows custom criteria for supplier follow-up. This change enables more granular control over automated procurement workflows, potentially impacting data handling and process integrity within the supply chain.

The Impact

Procurement teams gain flexibility, but security teams must validate custom logic to prevent data integrity risks.

• Procurement teams: Enhanced automation, but risk of misconfigured data flows.
• Security teams: Need to review custom logic for data integrity and access control.
• Compliance officers: Must ensure custom criteria align with data governance policies.
• Audit teams: New areas to audit for adherence to business rules and security policies.

The Action

1. Review existing Dynamics 365 security roles and permissions for Procurement Agent.
2. Establish a change management process for custom Procurement Agent criteria.
3. Implement logging and auditing for changes to Procurement Agent follow-up rules.
4. Conduct regular audits of custom criteria to ensure data integrity and compliance.
5. Update relevant ISM and PSPF documentation to reflect new customization capabilities.

Domain: Other · Impact: medium · Workload: Other