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

🚨 The Signal: Dynamics 365 Sales will allow customisation of risk criteria for the Sales Opportunity Agent. This enables organisations to align AI-driven risk assessments with their specific sales processes and methodologies, potentially improving the accuracy of AI-generated insights.

The Impact

Dynamics 365 Sales administrators are affected, with a low security risk if not configured correctly, potentially leading to misinformed sales decisions.

• D365 Sales Admins: Must configure new risk criteria to ensure AI accuracy.
• Sales Teams: Rely on AI for opportunity risk, could be misled by poor configuration.
• Security Teams: Need to ensure configurations don't introduce data integrity risks.

The Action

1. Review the 'Configure risk and importance criteria for Sales Opportunity Agent' documentation.
2. Access Dynamics 365 Sales environment settings.
3. Navigate to Sales Opportunity Agent configuration.
4. Define and customise default risk criteria to align with business processes and sales methodologies.
5. Test customised risk criteria to validate accuracy and effectiveness.

Domain: Agentic-AI · Impact: low · Workload: M365 Apps