Enabling Copilot and AI agents in your D365 environment can be transformative, but only if you can trust it. Before your risk team asks hard questions, this session helps you answer them. We deliver a responsible AI governance roadmap built on five question categories every organization must address: intended use, data boundaries, output validation, exception handling, and auditability. We map these to concrete D365 Copilot and Copilot Studio configurations, address underappreciated risks like data aggregation and M365 oversharing, and show how ISO/IEC 42001 and the AI Risk Management Framework translate into practical decisions — not just compliance checkboxes. Walk away with a cross-functional AI readiness checklist.

Level: 200 - Intermediate
Audience D365 product owners, IT leaders, CIOs, compliance officers, and digital transformation leads evaluating or beginning Copilot rollout. Secondary: Risk and quality professionals whose scope now includes D365 AI features.
Length: 45min

LEARNING OBJECTIVES

1. Identify the five question categories every organization must answer before deploying Copilot or custom agents: intended use, data boundaries, output validation, exception handling, and auditability.
2. Map ISO/IEC 42001 and the NIST AI Risk Management Framework to concrete configuration decisions inside D365 Copilot and Copilot Studio.
3. Apply a governance checklist to lead the cross-functional IT, business, and compliance conversation — including data aggregation risks, M365 oversharing patterns, and multi-model governance.

KEY TAKEAWAYS

• A five-category framework for evaluating any Copilot or AI agent deployment before it reaches production.
• Direct mapping between ISO/IEC 42001 and NIST AI RMF — one unified governance playbook.
• Concrete D365 Copilot and Copilot Studio configuration decisions aligned to each framework category.
• Understanding of data aggregation and M365 oversharing risks — and the architectural pattern to mitigate them.
• A downloadable cross-functional AI readiness checklist.