MC1453675: Dynamics 365 Sales Adds Custom Risk Criteria to Sales Opportunity Agent

MWPRO IMPACT SCORE
OPERATIONAL IMPACT
23
0 25 50 75 100
LOW IMPACT • MONITOR ONLY
Recommended Action:
No immediate action needed. Keep this on your radar.
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Primary Audience

Tenant AdminsMicrosoft 365 AdminsIT ManagersService Owners
Why this score?
AI Confidence
HIGH
Enough detail is available to trust this assessment.
Assessment Reasoning
This is a new optional configuration feature for Dynamics 365 Sales, giving admins the ability to add custom risk criteria. The change primarily affects admin configuration and reporting, with no immediate required action or deadline. User impact is minimal as it only affects internal scoring logic, and urgency is low because adoption is optional.
30
🛡️ Admin Impact
10
👥 User Impact
20
Urgency
25
🔧 Effort
ℹ️ WHAT YOU NEED TO KNOW
📌

AT A GLANCE

Admins can now add custom risk criteria in the Sales Opportunity Agent to better align with specific business needs.
👥

END USERS

No major end-user change expected.
🛡️

IT ADMINS

You may want to review and configure custom risk criteria when the feature becomes available.
📅

ROLLOUT TIMELINE

Upcoming:
30 August 2026

📢 Official Microsoft Message Center Announcement


Dynamics 365 Sales – Ability to add custom risk criteria in Sales Opportunity Agent
Message ID: MC1453675
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:
  • 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.
What action do I need to take?
This message is for awareness, and no action is required.

Source: Microsoft Message Center • Analysed by MWPro

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