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.