Summary
- Dynamics 365 Sales is gaining the ability to customize default risk criteria for Sales Opportunity Agent.
- Users can align risk criteria with their sales processes, methodologies, stages, and playbooks.
- Users can also add values and thresholds for specific sales stages to fine-tune risk evaluation.
- Administrators or users who want to use the new capability must configure risk criteria in their environment, but Microsoft states no action is required for the message itself.
Microsoft 365 Message Center ID: MC1464686
Primary Service: D365 Apps
Admin Impact: Low
User Impact: Medium
Release Start: 30 Sept 2026
Release End: 30 Sept 2026
Last Modified: August 31, 2026
Category: Stay informed
Tags: New feature
Status: Launched
Products & Platforms: Dynamics 365 Apps
Microsoft message
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.