Focus on AI-recommended prioritized opportunities list
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | Jan 2025 | - | Apr 2025 |
Business value
CRM systems can be complex and difficult to navigate, especially when prioritizing deals. This often leads to salespeople wasting time on manual, error-prone ranking processes, resulting in inefficient workflows and missed opportunities. The lack of standardization and reliance on subjective criteria can cause teams to focus on less promising deals while neglecting high-priority ones.
To streamline focus on key opportunities, a dynamic AI-driven list will be available for the sellers to work on. This feature will prioritize opportunities based on factors like customer interaction, deal size, and closing likelihood. By integrating this directly into the flow of the work, sellers can quickly identify and concentrate on high-potential deals, improving efficiency and decision-making.
Feature details
As a seller, you'll be able to:
- Access the prioritized list of opportunities directly within your workflow.
- Gain insights into the rationale for prioritizing each opportunity.
- Customize prioritization criteria to fit specific needs.