Microsoft 365 Message Center item MC1464686

MC1464686 - Dynamics 365 Sales - Customize default risk criteria for Sales Opportunity Agent

Message Center ID
MC1464686
Category
stay Informed
Severity
normal
Services
Dynamics 365 Apps
Tags
New feature
Published
2026-08-31
Last updated
2026-08-31
Expires
2026-09-30

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.