How does this affect me?
This new experience will replace the current Opportunity Research page in Dynamics 365 Sales and will offer concise summaries, prioritized insights, and recommended next steps to help you move sales opportunities forward.
With this feature, users will be able to:
- Quickly understand opportunity status, risks, and recommended actions.
- Review key deal details including sales stage, deal value, close date, and insight freshness.
- Identify high-priority risks with supporting evidence and business impact.
- Access detailed research sections only when additional context is needed.
- See which data sources contributed to generated insights, including CRM data, emails, meetings, and external signals.
This message is for awareness, and no action is required.