Scenario: Requests for quotes are currently stored in a Sales Log workbook. The workbook includes the following information:

Status of the Request for Quote (RFQ) with the values of Won, Lost, No Bid, and Cancelled

Salespeople often do not set status of RFQs in the Sales Log to Won when a sale is closed and the customer purchase order is received.

You can create business rules and recommendations to apply logic and validations without writing code or creating plug-ins. Business rules provide a simple interface to implement and maintain fast-changing and commonly used rules.

Business rules defined for an entity apply to both canvas apps and model-driven apps if the entity is used in the app.

Graphical user interface, text, application Description automatically generated

Box 1: Model-driven app in Microsoft Teams

A user's ability to see and use apps is controlled by sharing the application with the user. Sharing of canvas apps is done directly with a user or Azure AD group but is still subject to Dataverse security roles. Sharing of model-driven apps is done via Dataverse security roles.

Box 2: Sharepoint Calendar