MC1464686: Dynamics 365 Sales Adds Customizable Risk Criteria for Sales Opportunity Agent

MWPRO IMPACT SCORE
OPERATIONAL IMPACT
31
0 25 50 75 100
MODERATE IMPACT • ASSESS BUSINESS IMPACT
Recommended Action:
Take a look and decide whether this affects your tenant, users or support teams.
What is MWPro Impact Score? Watch our 60‑second explainer

Primary Audience

Microsoft 365 AdminsPower Platform AdminsIT ManagersService Owners
Why this score?
AI Confidence
HIGH
Enough detail is available to trust this assessment.
Assessment Reasoning
This is a new feature allowing organisations to customise risk criteria within Dynamics 365 Sales. Admins need to review and configure settings if the functionality is adopted, but this is optional and not enforced. User impact is minor and indirect as it affects behind-the-scenes risk assessment logic rather than UI. Urgency is low to moderate because the change is informative and only relevant for those wanting to use the capability.
35
🛡️ Admin Impact
20
👥 User Impact
30
Urgency
40
🔧 Effort
ℹ️ WHAT YOU NEED TO KNOW
📌

AT A GLANCE

Dynamics 365 Sales will support customised risk criteria for the Sales Opportunity Agent. This lets organisations align risk scoring with their sales process.
👥

END USERS

No major end-user change expected.
🛡️

IT ADMINS

If you plan to use this, review and configure risk criteria once available.
📅

ROLLOUT TIMELINE

Upcoming:
30 September 2026

📢 Official Microsoft Message Center Announcement


Dynamics 365 Sales – Customize default risk criteria for Sales Opportunity Agent
Message ID: MC1464686
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.

Source: Microsoft Message Center • Analysed by MWPro

Share This Update