Dynamics 365 Sales: Choose the data sources AI-powered Data Enrichment uses, including CRM notes

AI-powered Data Enrichment now lets admins choose which data sources the agent uses to enrich records. Outlook emails, Teams meetings, and the new CRM notes source each have their own control toggle, and the agent keeps running as long as at least one source is toggled on. Admins no longer need to connect every permission before they create the agent. With CRM notes, the agent extracts insights from manual notes added to supported records and uses them to enrich those records, with no tenant admin consent needed 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, since notes are already linked to their records.

These control toggles are available automatically. Admins can turn each source on or off in the Agent behavior section of the Data Enrichment settings. Outlook emails and Teams meetings stay off until their permissions are connected, and connecting a permission never turns a source on by itself. For organizations already using the agent, CRM notes is off by default and a banner lets admins know it's available. For new organizations, CRM notes is on by default.