Dynamics 365 Sales: Choose the data sources AI-powered Data Enrichment uses, including CRM notes

🚨 The Signal: Dynamics 365 Sales AI-powered Data Enrichment now allows granular control over data sources, including CRM notes. This expands the scope of data used by AI agents, potentially increasing data exposure and the attack surface if not managed carefully.

The Impact

Security teams and admins are affected by increased data exposure risk from AI agents processing CRM notes.

• Security Teams: Risk of sensitive CRM data being processed by AI agents without explicit consent.
• Admins: Need to review and configure new data source toggles to prevent unintended data exposure.
• Compliance Officers: Must update data governance policies to reflect new AI data processing capabilities.
• Users: CRM notes may be used for AI enrichment, impacting privacy expectations.

The Action

1. Review Data Enrichment settings in Dynamics 365 Sales for AI-powered agents.
2. Navigate to 'Agent behavior' section within Data Enrichment settings.
3. Toggle off 'CRM notes' for existing organizations if not explicitly required.
4. For new organizations, explicitly review and toggle off 'CRM notes' if not needed.
5. Update internal data handling and AI governance policies to reflect new data source options.

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