Each tab has its own prompt in Dataverse
(cf_headlessbizappconfig) and drives its own independent AI call.
Editing here saves the prompt for the Hot Opportunities tab
(key sales_summary_hot) and affects nothing else.
The prompt is sent verbatim as the system instruction — no section headers required.
📎 Documents
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Team Members
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Assign Opportunity
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⚙ 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.