MC1464686 High
Dynamics 365 Sales - Customize default risk criteria for Sales Opportunity Agent
Summary AI-generated
Sales Opportunity Agent in Dynamics 365 Sales will allow users to customize default risk criteria to fit business processes, launching GA on September 30, 2026.
Suggested actions AI-generated
- Configure the risk criteria if you wish to customize this feature
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.
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Original post from Microsoft
We are announcing the ability to customize default risk criteria for Sales Opportunity Agent in Dynamics 365 Sales. This feature will reach general availability on September 30, 2026.
How does this affect me?
Users will be able to customize default risk criteria to align with their business processes, sales methodologies, sales stages, and playbooks. Users will also be able to add values and thresholds for specific sales stages to fine-tune risk criteria.
What action do I need to take?
Users who want to use the customization capabilities will need to configure the risk criteria for their environment.
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Configure risk and importance criteria for Sales Opportunity Agent.
How does this affect me?
Users will be able to customize default risk criteria to align with their business processes, sales methodologies, sales stages, and playbooks. Users will also be able to add values and thresholds for specific sales stages to fine-tune risk criteria.
What action do I need to take?
Users who want to use the customization capabilities will need to configure the risk criteria for their environment.
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Configure risk and importance criteria for Sales Opportunity Agent.