Set quote to closed via PowerAutomate

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Posted on by LW-29011023-0

Hi, i'm in a pickle as we speak.

We are trying to close quotes per power automate but i'm not able to set the status to "Won" it won't allow me.

The only accepted status is "Canceled", before trying to set the quote to won i activate it via "Update row" and then for the closing action i use unbound action "CloseQuote" with these action parameters:

{
"QuoteClose": {
"subject": "Quote Won (Won) - @{triggerOutputs()?['body/quotenumber']}",
"category": 1,
"quoteid@odata.bind": "quotes(@{triggerOutputs()?['body/quoteid']})",
"quotenumber": "@{triggerOutputs()?['body/quotenumber']}",
"revision": @{triggerOutputs()?['body/revisionnumber']},
"statuscode": 2
},
"Status": 4
}

But i only get this error

and when looking at the available statuses to apply 4 i clearly won

"Vunnen" is "Won" in swedish.
I can apply the value 6 which gives me "Canceled", but that's about it.

Please help! :)

Categories:

Microsoft Dynamics CRM

Dynamics 365 Sales

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Tom_Gioielli 3,084 Super User 2026 Season 1 on at

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Status and Status Reason (statecode and statuscode respectively) are always linked to each other. When you are setting a new status to a record, you will always need to set values for both fields and ensure that the [Status Reason] is a valid choice for the given [Status].

In looking at the out of box configuration, this is what you can use. (Status is the top reason, Status Reason is the sub-bullets) and the code is in parantheses.

Draft (0)

In Progress (1)

Active (1)

In Progress (2)

Open (3)

Won (2)

Won (4)

Closed (3)

Lost (5)

Canceled (6)

Revised (7)

So for your example, you would need to set the Status (statecode) to 2 and the Status Reason (statuscode) to 4 for the system to recognize it as a valid option. Setting a Status Reason through Power Automate does not inherently change the Status, unlike when you use a D365 workflow to make the change.

Conversely, unless you have added other options to the "Won" Status Reason you can simply set that as the parent state and the Status Reason will default to "Won" as well.

If this response helped, please consider marking as verified so future users can see the resolution. If you have additional questions or problems, please tag me in the response so I receive a notification.

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