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As an admin, you can configure AI-powered Data Enrichment to work on specific opportunity records and set preferences for how updates are applied.
Prerequisites
Ensure that you meet the following prerequisites:
- You marked the prerequisites common to all Sales agents as Done. For more information, see Prerequisites for all Sales agents.
- You have the appropriate Dynamics 365 Sales license. Check out the Dynamics 365 licensing guide to know more about licensing requirements.
- You have admin privileges in Dynamics 365 Sales.
- If you have custom fields that you want the agent to enrich, ensure that these fields have a meaningful name and description to help the agent understand their purpose and provide accurate suggestions.
Set up and configure AI-powered Data Enrichment
From the Sales Hub app, navigate to App Settings.
Under General Settings, select Dynamics 365 AI Hub and then select Create and manage agents.
In the AI Agents page, select Create.
If the Create button is disabled, select the Prerequisites button next to it to ensure that all the common prerequisites are met.Select Data Enrichment from the list of available AI agents. A dialog opens with a quick tour of the Data Enrichment feature and the option to create the agent.
Select Next to get a quick tour of the feature or select Skip to get started with the agent configuration.
In the Set up required prerequisites dialog, configure the following prerequisites:
Note
Sales Opportunity Agent and Data Enrichment use the same Microsoft 365 Services and Dataverse Search configuration. If you have already configured these prerequisites for Sales Opportunity Agent, they will be marked as done for Data Enrichment too.
Dataverse Search: Data Enrichment uses Dataverse Search to find and enrich records in Dynamics 365 Sales. If you didn't set up Dataverse Search, select Set up to open the Features page in Power Platform admin center. Learn more about configuring Dataverse search for your environment. After setting up Dataverse Search, return to the agent configuration page and select Refresh to update the status of this prerequisite.
Microsoft 365 Services: To allow the agent to read seller emails and fetch relevant data for enrichment, select Mark as done and then Apply changes. Sellers are prompted to provide consent the first time they access the Opportunity page. This method reads emails in place without storing them in CRM. The agent uses emails from Microsoft 365 to generate suggestions for opportunity records.
To configure and use Microsoft 365 Services, you need:
- At least one of the following roles: Global administrator, Dynamics 365 administrator, or similar.
- At least one of the following licenses: Microsoft 365/Office 365, Power Automate Premium, or Dynamics 365 Sales Enterprise Edition.
Select Create agent. The Start your Data Enrichment with recommended defaults dialog opens with recommended default settings:
The default settings include:Setting Value User access All premium users in your organization Target records Active Opportunities created in the last 30 days Action Enrich BANT-related fields in the opportunity record Schedule Runs everyday Behavior Suggests field updates based on email conversations (seller approval required) Data sources Outlook Do ONE of the following:
- Review the recommended settings and select Start agent if the default settings work for your business needs. The agent doesn't analyze any opportunity records or emails until sellers provide consent to read their emails. The consent is specific to each seller.
- Select Edit in settings to customize the configuration. The agent doesn't start until you finish configuring the settings. Learn more about configuring the settings in the Configure AI-powered Data Enrichment settings article.
Grant permissions to sellers
For Salesperson security role, grant the following permission:
| Entity | Access level - Permissions | Purpose |
|---|---|---|
| Connection | Business unit-level - Delete | Required to allow the agent to create and delete connections to Microsoft 365 on behalf of the seller |
For a custom security role, grant the following permissions:
| Entities | Access level - Permissions | Purpose |
|---|---|---|
| Connector | User-level - Read | Required to provide consent to use Microsoft 365 emails for opportunity enrichment |
| Process (Workflow) | User-level - Read, Write, and Create | Required to create the necessary flow and Dataverse connection on the seller's behalf |
| Connection | Business unit-level - Delete | Required to allow the agent to create and delete connections to Microsoft 365 on behalf of the seller |
Migrate agents across environments
When you have configured the Data Enrichment Agent in one environment, you can export the agent as a solution and import it into another environment. This is especially useful when you have set up the agent in a sandbox or test environment and want to deploy it in production after testing and validation. Learn more in Import an agent into a target environment.