Dynamics 365 Sales: Opportunity acceleration - Enable custom source onboarding in Recommended Action

🚨 The Signal: Admins can now integrate custom external data sources into Dynamics 365 Sales' Recommended Actions. This centralises seller actions, but requires careful governance of external data inputs to prevent security risks.

The Impact

Dynamics 365 Sales admins are affected, with a risk of data integrity issues and potential exposure to malicious input if custom sources are not properly vetted.

• Dynamics 365 Admins: Must vet custom sources for data integrity and security.
• Security Teams: Need to ensure external integrations meet security standards.
• Compliance Officers: Must verify data handling aligns with regulatory requirements.

The Action

1. Review and approve all custom external insight sources before registration.
2. Implement a data validation process for all ingested custom source data.
3. Establish clear policies for enabling/disabling custom sources in Recommended Actions.
4. Regularly audit custom source configurations and data flows for anomalies.

Domain: Other · Impact: medium · Workload: Other