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Microsoft Dynamics 365 | Integration, Dataverse...
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Sales research agent

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Posted on by 26

Hi guys, I was configuring the Data Enrichment Agent and successfully completed the configuration. However, I don’t see anything related to it in CRM, so I’m not sure how it is supposed to work. I also saw in the documentation that there should be a Data Enrichment pane on the Opportunity form, but I can’t find it there. Has anyone faced this or know how to enable/access it?

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  • Suggested answer
    Travis South Profile Picture
    67 on at

    One thing I would check is whether the user and opportunity are actually eligible for Data Enrichment, not just whether the agent configuration completed successfully. Microsoft currently notes that sellers are enrolled when they first open an eligible Opportunity, and the Data Enrichment pane is accessed from the Opportunity Summary component once suggestions are available. The Opportunity also has to meet the record-selection criteria you configured, and the seller needs the required access. Microsoft says the initial analysis can take around four hours after enrollment.
     

    I would verify the user access settings, target-record criteria, seller permissions, and that you are testing with an Opportunity owned by an eligible seller. Also make sure the Summary component is loading on the Opportunity form. If those are all correct, I would then look at whether the agent has actually generated a suggestion yet, since the pane/button may not appear until there is enrichment activity to review.

  • Suggested answer
    11manish Profile Picture
    1,309 Super User 2026 Season 2 on at

    The current Microsoft documentation confirms that Data Enrichment is a background enrichment capability whose output is surfaced as suggestions on eligible Opportunity records, rather than a conventional CRM module that appears simply because the agent was created.

     

    Refer:

    https://learn.microsoft.com/en-us/dynamics365/sales/data-enrichment-agent-overview

  • CU21070523-0 Profile Picture
    26 on at

    Yaa but the output is not surfaced despite all permission any specific email or any specific attendees we need to have to get this ?

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