Services
Dynamics 365 Apps
Details
How does this affect me?
Users will receive stage-aligned guidance and updates within opportunities, helping them focus on what has changed and what actions to take next:
- Stage-aware guidance: See insights and next actions prioritized by the current business process flow stage and substage signals, so guidance matches the selling motion.
- Delta-first updates: Lead with what changed since the last review, why it matters for this stage, and the next best actions to take.
- Always-visible critical risks: Keep urgent cross-stage risks visible when they require immediate attention.
- Out-of-the-box stage coverage: Get built-in guidance across Qualify, Develop, Propose, and Close, with support for customer variations.
This message is for awareness, and no action is required.