Navigating AI in Dynamics 365: How to Build a Secure and Compliant AI Policy
Session Overview: In today’s dynamic business landscape, executives and IT leaders must strategically integrate AI technologies like Copilot and its many Agents across their Microsoft Dynamics 365 Business Applications ecosystem. From Sales and Customer Engagement to Business Central, Finance & Supply Chain, and the Power Platform (Power Apps & Power Automate), AI is transforming business processes—but it also introduces security, compliance, and governance challenges.
During this session, led by Nathan Bensch, VP of Enterprise Technology at enVista, you’ll learn how to develop your own AI Policy document to ensure a strong foundation for security and legal considerations within your D365 environment. Topics include security implications for D365 data, legal/regulatory challenges when using AI with business applications, and developing effective AI usage policies to balance the benefits and risks of these advanced tools across your Microsoft Business Applications landscape.
Learning Objectives:
- Understand the strategic integration of Copilot and other AI technologies within the Microsoft Dynamics 365 Business Applications suite, to drive operational efficiency and innovation.
- Identify and mitigate key security and legal risks associated with AI deployment within the global market, specifically addressing data protection, regulatory compliance, and responsible AI usage.
- Develop a practical framework for creating a tailored AI Policy document for your organization, enabling you to balance the benefits of AI with necessary safeguards and establish clear guidelines for ethical and secure AI adoption within your D365 Business Applications.
Speakers: Nathan Bensch
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 101 – New To
Primary Product: All Products
Tracks: Artificial Intelligence (AI), Data
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
