CloseQuoteRequest Class

Definition

public ref class CloseQuoteRequest sealed : Microsoft::Xrm::Sdk::OrganizationRequest

[System.Runtime.Serialization.DataContract(Namespace="http://schemas.microsoft.com/crm/2011/Contracts")]
public sealed class CloseQuoteRequest : Microsoft.Xrm.Sdk.OrganizationRequest

[<System.Runtime.Serialization.DataContract(Namespace="http://schemas.microsoft.com/crm/2011/Contracts")>]
type CloseQuoteRequest = class
 inherit OrganizationRequest

Public NotInheritable Class CloseQuoteRequest
Inherits OrganizationRequest

Inheritance

Object

OrganizationRequest

CloseQuoteRequest

Attributes

DataContractAttribute

Examples

The following example shows how to use this message. For this sample to work correctly, you must be connected to the server to get an IOrganizationService interface instance.

/// <summary>
/// Demonstrates the CloseQuote message
/// </summary>
/// <param name="service">The authenticated IOrganizationService instance</param>
/// <param name="opportunityId">The ID of an opportunity to generate a quote from.</param>
static void CloseQuoteExample(IOrganizationService service, Guid opportunityId)
{
 // Convert the opportunity to a quote
 GenerateQuoteFromOpportunityRequest genQuoteFromOppRequest = new()
 {
 OpportunityId = opportunityId,
 ColumnSet = new ColumnSet("quoteid", "name")
 };
 var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
 service.Execute(genQuoteFromOppRequest);

 Entity quoteToClose = genQuoteFromOppResponse.Entity;

 // Activate the quote
 Entity closeQuoteUpdate = new("quote")
 {
 Id = quoteToClose.Id,
 Attributes = {
 // Active
 { "statecode", new OptionSetValue(1) },
 // In Progress
 { "statuscode", new OptionSetValue(2) }
 }
 };

 service.Update(closeQuoteUpdate);

 // Close the quote
 CloseQuoteRequest request = new()
 {
 QuoteClose = new Entity("quoteclose")
 {
 Attributes = {
 {"quoteid", quoteToClose.ToEntityReference() },
 {"subject", "Quote Close " + DateTime.Now.ToString()}
 }
 },
 Status = new OptionSetValue(-1)
 };

 service.Execute(request);
}

For a complete example see Sample: Process quotes, sales orders and invoices

Remarks

This message requires Dynamics 365 Sales.

For the Web API use the CloseQuote action.

Usage

Pass an instance of this class to the Execute(OrganizationRequest) method, which returns an instance of CloseQuoteResponse.

Privileges and Access Rights

To perform this action, the caller must have privileges on the Quote entity.

The caller must have the following privileges:

• prvCreateActivity
• prvAppendToQuote
• prvAppendActivity
• prvWriteQuote

See also

• CloseQuoteResponse