Prompt stored in Azure Blob Storage (org-level).
Section headers **🔥 Hot Opportunities**, **📋 Other Opportunities**
and **🤝 Lost Opportunity Nurture** must remain for the portal to split results.
📎 Documents
Loading documents…
Team Members
Loading…
⚙ Pipeline Risks — Prompt Configuration
Customise the prompt used to generate AI pipeline insights. The JSON schema at the end is required — only edit the instruction text above it. 💾 Saved locally in this browser. To share org-wide, copy the prompt text to your team.
🔴 Close Opportunity as Lost
ℹ This calls the Dataverse LoseOpportunity action — it creates an
OpportunityClose activity record and correctly sets the opportunity to
Lost (statecode 2), triggering all downstream workflows and forecast updates.