MC1509121 High
Choose the data sources AI-powered Data Enrichment uses, including CRM notes
Summary AI-generated
Admins can now choose AI data enrichment sources, including CRM notes in Dynamics 365 Apps. Feature reaches general availability on October 23, 2026.
Written by Azure OpenAI (gpt-4.1) from the text of the post below. It can be incomplete or wrong; the original post is authoritative.
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Original post from Microsoft
We are announcing the ability to choose the data sources AI-powered Data Enrichment uses, including CRM notes in Dynamics 365 Apps. This feature will reach general availability on October 23, 2026.
How does this affect me?
This feature enables admins to choose which data sources agents use to enrich records. Outlook emails, Teams meetings, and the new CRM notes source each have their own control toggle, and agents keep running as long as at least one source is toggled on. Admins no longer need to connect every permission before they create an agent. With CRM notes, agents extract insights from manual notes added to supported records and use them to enrich those records. Tenant admin consent is not required to use CRM notes. Only notes added by users with a Dynamics 365 Sales Premium license are used, and Dataverse search is needed only for emails and Teams meetings, as notes are already linked to their records.
What action do I need to take?
This message is for awareness, and no action is required.
How does this affect me?
This feature enables admins to choose which data sources agents use to enrich records. Outlook emails, Teams meetings, and the new CRM notes source each have their own control toggle, and agents keep running as long as at least one source is toggled on. Admins no longer need to connect every permission before they create an agent. With CRM notes, agents extract insights from manual notes added to supported records and use them to enrich those records. Tenant admin consent is not required to use CRM notes. Only notes added by users with a Dynamics 365 Sales Premium license are used, and Dataverse search is needed only for emails and Teams meetings, as notes are already linked to their records.
What action do I need to take?
This message is for awareness, and no action is required.