MWPRO IMPACT SCORE
OPERATIONAL IMPACT
34
0
25
50
75
100
MODERATE IMPACT • ASSESS BUSINESS IMPACT
Recommended Action:
Take a look and decide whether this affects your tenant, users or support teams.
Take a look and decide whether this affects your tenant, users or support teams.
What is MWPro Impact Score?
Watch our 60‑second explainer
Primary Audience
Tenant AdminsMicrosoft 365 AdminsPower Platform AdminsIT ManagersService Owners
Why this score?
AI Confidence
HIGH
Enough detail is available to trust this assessment.
Assessment Reasoning
The update introduces a new general availability feature that lets admins choose data sources for AI-powered Data Enrichment, including CRM notes. Admin involvement focuses on configuration and validation rather than mandatory change. User impact remains low since record enrichment behaviour changes subtly. Urgency is moderate as this adds flexibility without requiring immediate action.
40
Admin Impact
25
User Impact
30
Urgency
35
Effort
WHAT YOU NEED TO KNOW
AT A GLANCE
Admins can now choose which data sources AI-powered Data Enrichment uses, including CRM notes, giving more control over how records are enriched.
END USERS
No major end-user change expected.
IT ADMINS
Worth noting that admins can now toggle individual sources without needing full permissions or tenant consent.
ROLLOUT TIMELINE
Upcoming:
October 23, 2026
October 23, 2026
📢 Official Microsoft Message Center Announcement
Choose the data sources AI-powered Data Enrichment uses, including CRM notes
Message ID: MC1509121
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.
Source: Microsoft Message Center • Analysed by MWPro
