Dynamics 365 Sales: Opportunity acceleration - Enable custom source onboarding in Recommended Action Beta
Data as of 2 hours ago (26 October 2026)
Description
This feature enables admins to register custom external insight sources through a step-by-step guided onboarding wizard. Once onboarded, the custom source appears alongside out-of-the-box agents in the Recommended Action Sources list and is governed by the same enable/disable controls. Actions from custom sources are normalized into action cards, ranked alongside built-in actions, and follow consistent UI patterns, execution flows, and prioritization models, ensuring a seamless and unified seller experience. The feature isn't enabled automatically. Admins must complete the guided registration flow by providing a source name and description, after which the system generates a unique source ID and registers the source for action ingestion and governance. Admins can enable or disable the custom source's participation in Recommended Action as needed, maintaining relevant governance and control. Business Value: You get a unified system that consolidates all seller actions from both built-in and custom sources, creating a single list of prioritized actions that the sellers need to focus on. This improves your sellers' productivity by prioritizing what to do next, saving time and reducing decision fatigue. It also enhances governance and visibility, helping your business operate more efficiently and with greater trust in the insights provided. Enabled for: Enabled for admins/makers/marketers automatically
Change history
Added to the roadmap 16 October 2026. Tracked here since 16 October 2026. Earliest target we recorded: September 2026 (since tracked — Microsoft may have moved it before we started watching).
Nothing has changed on this item since tracking began on 16 October 2026. Changes appear here as Microsoft updates the feed.