Dynamics 365 Sales: Seller experiences - Clone and share Sales Development agent configuration across teams

🚨 The Signal: Sales Development agents can now be cloned and shared across teams. This allows consistent deployment of AI agent configurations, including playbooks and guardrails, but excludes knowledge sources, requiring separate management.

The Impact

Security teams and AI governance specialists are affected by the need to manage agent configurations and ensure secure knowledge source handling, posing a risk of inconsistent security baselines.

• Security Teams: Risk of unapproved agent configurations spreading.
• AI Governance Specialists: Need to define policies for agent configuration sharing.
• Data Stewards: Risk of sensitive data exposure if knowledge sources are mismanaged.
• Compliance Officers: Need to ensure agent guardrails align with regulatory requirements.

The Action

1. Develop a policy for sharing and cloning AI agent configurations, including approval workflows.
2. Implement a process to review exported agent configurations for security and compliance before import.
3. Establish guidelines for managing knowledge sources separately, ensuring appropriate access controls.
4. Regularly audit deployed agent configurations to verify adherence to security baselines and guardrails.
5. Train administrators on secure agent configuration management and sharing practices.

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