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[This article is prerelease documentation and is subject to change.]
The Recommended Actions Agent generates risk insights and ranks them based on the deal importance and risk criticality. In this article, you learn how to view cards, how the agent prioritizes and displays them in the carousel, and how to interact with them to manage your opportunities effectively.
Important
- This is a preview feature.
- Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.
View AI-recommended risk insights action cards
The action cards appear in a carousel on the Opportunities list page in Dynamics 365 Sales under the Suggested actions section.
Note
If the Suggested actions section is in collapsed view, select the carousel header to expand and view the action cards.
The following image shows an example of the action cards carousel.
The carousel shows action cards and data enrichment cards. Select See all to view action cards for opportunities with detected risks. To view enrichment cards, select a stacked card in the carousel.
Interact with action cards
The Sales Opportunity Agent generates action cards when it detects a risk in an opportunity. The carousel shows prioritized cards first. Each card highlights a specific risk, such as a stalled deal or a disengaged contact. The card explains the risk and recommends actions to mitigate it.
The carousel shows one card per opportunity and highlights the top risk. After you address that risk, the next highest priority risk appears in the carousel. This process continues until you resolve all risks for the opportunity.
Each action card displays the top risk for an opportunity and includes the following information and options:
Basic card details: The card header highlights the risk detected for an opportunity, the body contains the reason for the risk, and the opportunity name is displayed at the bottom of the card.
Select the card to open the opportunity summary page and view more details about the risk and recommended actions. Other detected risks for the opportunity are also shown on the insights page.
Select the opportunity name at the bottom of the card to open the opportunity record.Perform more tasks: The more options icon (...) provides additional options as described in the following table:
Task Description Not relevant If the action isn't relevant to the opportunity, select this option to remove the card from the carousel. Mark as done If you took the suggested action, select this option to mark the task as completed. The card is removed from the carousel. Go to record form Select this option to go to the opportunity record to view more details and take additional actions. Provide feedback: To provide feedback on the relevance of an action card, hover over the card and select the thumbs up or thumbs down icon on the card. If you select thumbs down, you can enter additional feedback in the pop-up window.
Reason for priority: Each card includes a reason for why the action is prioritized. At the bottom of the card, you find a brief explanation of the key factors contributing to the card's priority ranking. Hover over the reason to view a detailed breakdown of how the card's priority was determined based on the scoring model dimensions (Urgency, Impact, Confidence, Effort) and the specific signals that influenced each dimension. This information can help you understand why a particular action is recommended and how it can impact your opportunity.
Interact with data enrichment cards
When the Data Enrichment Agent detects missing or outdated information in an opportunity, it generates data enrichment cards that appear in the carousel alongside action cards. These cards provide insights about the missing or outdated information and recommend actions to update the opportunity data.
Select stacked cards in the carousel and the Data Enrichment pane opens with details about the data issue and recommended actions to resolve it.
Select all to update the suggested fields directly from the pane. After you update the information, the data enrichment card is removed from the carousel.
Select the Histoy tab in the Data Enrichment pane to view a log of all data enrichment actions taken for the opportunity, including past updates and their timestamps.
To learn more about data enrichment cards, see Review and approve Data Enrichment suggestions.
How action cards are generated
The agent generates action cards by detecting risks that come from the agents. It turns these risks into a prioritized set of action cards for an opportunity.
How action ranking works
The Recommended Actions Agent ranks actions by applying a consistent scoring and prioritization pipeline across all incoming actions.
Scoring model (UICE framework)
The scoring engine evaluates each action across four dimensions, with scores ranging from 0 to 10:
- Urgency – How time-sensitive or critical the action is
- Impact – The potential business value or outcome
- Confidence – Reliability of the underlying insight
- Effort – Level of effort required to complete the action
The scoring engine generates these scores by using entity data, agent-provided signals, and derived insights.
Priority score calculation
The final priority score uses a weighted formula:
Priority = (Urgency × 0.30)
+ (Impact × 0.35)
+ (Confidence × 0.20)
− (Effort × 0.15)
+ (Principles × 0.05)
- Impact and Urgency contribute the most to the score
- Effort reduces the score
- Principles adds a small boost based on business priorities
Role of signals in scoring
The scoring engine derives UICE values by using:
- Entity signals such as deal value, stage, and competitors
- Agent-provided signals passed through msdyn_prioritizationdata
- Derived insights such as sentiment or deal health
Signal definitions include dimension influence hints that guide how each signal affects urgency, impact, confidence, or effort.
Prioritization principles
Each agent maps its actions to one or more prioritization principles (for example, Risk Reduction, Deal Velocity, Revenue Generation).
These principles:
- Represent organizational priorities
- Slightly influence the final score through the Principles weight
- Help align ranking with business objectives
Ranking and filtering
After scoring:
- Actions are processed with floor and ceiling rules to filter or boost relevance
- All actions are ranked globally across all agents
- The system surfaces only the top-ranked actions in the Recommended Actions carousel
Default prioritization behavior
By default, prioritization is based on the combined evaluation of the following factors:
- Business impact: Measures the expected value of the action, such as revenue growth, customer retention, or opportunity progression.
- Urgency: Assesses how time-sensitive the action is and whether immediate execution is required.
- Risk: Evaluates the potential risks associated with taking or not taking the action.
- Confidence: Determines how well the action aligns with the current context and how confident the system is in the underlying data and insights.
This prioritization logic is applied consistently across all selected data sources.