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.

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.