Dynamics 365 Finance: Collaborative comments for planning cubes and dimensions

🚨 The Signal: Dynamics 365 Finance now allows collaborative comments on planning data. This introduces new vectors for information leakage and requires careful data governance to prevent sensitive financial data exposure.

The Impact

Financial teams are affected by new collaboration tools, increasing the risk of sensitive data exposure if not properly governed.

• Financial teams: Risk of sensitive planning data exposure via comments.
• Compliance officers: New data sources complicate eDiscovery and compliance audits.
• Security teams: Increased surface area for data leakage and unauthorized access.
• IT administrators: New data types require updated backup and retention policies.

The Action

1. Review Dynamics 365 Finance security roles and permissions for comment features.
2. Update data loss prevention (DLP) policies to include Dynamics 365 comment content.
3. Communicate acceptable use policies for collaborative comments to finance users.
4. Assess existing data retention and eDiscovery policies for comment data inclusion.

Domain: Other · Impact: medium · Workload: Other