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Super User
Super User

Microsoft Forms is great for many use cases. However, with some use cases you may not want the whole organization to have access to this form.

FinalPic-AccessDenied.png

 

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Advocate II
Advocate II

Requirement :

When the sales representative moves the quote to “At Customer” stage (means a quote is sent to a customer) , a phone call should be created automatically with due date as below.

  • The activity should set the Due date to three days ahead.
  • For example, If a quote is sent on a Monday the due date should be set to Thursday.
  • It should account for Saturdays and Sundays so if the quote is sent on a Wednesday the due date should not be set to Saturday. It should instead be set to Monday.
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