SalesGuard

Keep your Opportunities in Dynamics 365 Sales complete and consistent

SalesGuard lets sales operations teams and CRM administrators define the data-quality standards their Opportunities must meet, and shows sellers and managers which rules a deal fails and what each rule expects. Rule results are advisory: a failing rule never stops a save.

How it works

• Administrators build governance rules in the SalesGuard Admin app: required fields and value checks on standard and custom Opportunity columns, combined with AND/OR conditions.
• When an Opportunity is created or updated, SalesGuard evaluates it in Dataverse and records an advisory result with a governance score. A rule that compares a date with today is judged when the deal is saved or re-scored, so a deal can show an earlier result until then.
• Each failing rule shows what is expected and what the record currently holds.

For sellers

• A Governance tab on the Opportunity form shows the deal's score and the rules it fails.
• My Opportunities lists your own deals that need attention.

For sales managers

• The Manager Overview shows team-wide governance gaps, the most common failing rules and a daily coaching focus: which deals to raise in your next 1:1.

For administrators

• Guided setup in SalesGuard Setup: an administrator gives consent on Microsoft's own page, and Setup shows its progress until it reads Ready.
• A Setup & Health page whose checks separate passes, warnings and failures; Run verification refreshes them.
• Rule versions, field synchronization and evaluation rebuilds when rules change.

Designed for trust

• A save can still be stopped for reasons that are not rule content: if SalesGuard's Engine role is incomplete, or a Dataverse call it makes during the save fails, the seller sees an error, and a synchronous plug-in or workflow of your own on SalesGuard's tables can also fail a save. Run verification reports a missing Engine privilege. A failing rule itself never blocks an Opportunity save or business-process progression.
• Your Opportunity data stays in your own Dataverse environment. Setup sends PowerData Dynamics installation identifiers (Terms of Use, section 6).
• The SalesGuard Engine, SalesGuard Setup and SalesGuard Updater applications are published by PowerData Dynamics with Microsoft Entra publisher verification. The SalesGuard Engine, which runs the rules, holds one SalesGuard role and no administrator role.
• A second identity, the SalesGuard Updater, is created during setup so that PowerData Dynamics' release pipeline can install an approved SalesGuard update in your environment. Updates are published through Microsoft AppSource, where your administrator installs them. Your administrator approves the identity during setup and can turn it off once Setup has first reached Ready. It holds the System Customizer role and a SalesGuard role that can install SalesGuard's own components, including its plug-ins, never System Administrator (Terms of Use, section 8).

Requirements and limits

• Each SalesGuard user also needs a Microsoft Dynamics 365 Sales licence.
• Setup uses a setup service that PowerData Dynamics runs in Microsoft Azure. The approval adds four Microsoft Entra enterprise applications: SalesGuard Setup, SalesGuard Install Proof API, SalesGuard Engine and SalesGuard Updater.
• SalesGuard governs the Opportunity table only.
• Deals SalesGuard has not evaluated show a dash instead of a failing-rule count; deals still in their grace period are counted separately as In Grace on the Manager Overview and are not part of its reviewed, failing or worklist figures.
• Uninstalling SalesGuard in Dynamics does not remove the four enterprise applications or the Engine and Updater application users; an administrator deletes them if wanted.