MC1453675 High
Dynamics 365 Sales - Ability to add custom risk criteria in Sales Opportunity Agent
Summary AI-generated
Admins can now add and customize risk criteria for the Sales Opportunity Agent in Dynamics 365 Sales; feature is generally available from August 30, 2026.
Written by Azure OpenAI (gpt-4.1) from the text of the post below. It can be incomplete or wrong; the original post is authoritative.
Similar posts
Search for more like this- MC1464686 Dynamics 365 Sales - Customize default risk criteria for Sales Opportunity Agent
- MC1324989 Dynamics 365 Sales - Accelerate Sales Opportunity Agent deployment with simplified admin configuration
- MC1429683 Dynamics 365 Sales - Teams owned opportunities to be researched by Sales Opportunity Agent
- MC1453778 Dynamics 365 Sales - Ability to refresh opportunities research monthly
- MC1465398 Dynamics 365 Sales - Use historical deal patterns to get better insights in Sales Opportunity Agent
- MC1409981 Dynamics 365 Sales - Chat about sales opportunity agent insights from inside Sales agent
Original post from Microsoft
We are announcing the ability to add custom risk criteria in the Sales Opportunity Agent in Dynamics 365 Sales. This feature will reach general availability on August 30, 2026.
How does this affect me?
This feature provides admins with the following capabilities:
This message is for awareness, and no action is required.
How does this affect me?
This feature provides admins with the following capabilities:
- Custom risk: Add a custom risk in the risk configuration section of Sales Opportunity agent.
- Finetune to your business: Finetune the custom risk criteria for your business through natural language instructions.
This message is for awareness, and no action is required.