Dynamics 365 Sales: Seller experiences - Copy opportunities for repeat deals

🚨 The Signal: Dynamics 365 Sales now allows users to duplicate existing opportunities, copying sensitive customer and deal data. This feature is enabled by default, increasing the risk of data exposure if not properly managed.

The Impact

Dynamics 365 Sales users are affected, increasing the risk of sensitive data duplication and potential unauthorised access.

• Sales users: Increased risk of inadvertently duplicating sensitive customer data.
• Security teams: New data flow to monitor for compliance and access control.
• Data owners: Potential for increased data sprawl of sensitive business information.

The Action

1. Review Dynamics 365 Sales security roles and privileges for 'Copy Opportunity' feature access.
2. Implement or update data loss prevention (DLP) policies to monitor copied opportunity data.
3. Educate sales teams on responsible data handling when using the 'Copy Opportunity' feature.
4. Audit existing Dynamics 365 Sales configurations for data classification and sensitivity labels.

Domain: Other · Impact: medium · Workload: Other