Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Web API Action for Quo...
Customer experience | Sales, Customer Insights,...
Answered

Web API Action for Quote - WinQuote Action

(0) ShareShare
ReportReport
Posted on by Buddhi Thathsala Pe... 43

Hi Team,

Can anyone please help me with the following code to close the quote as Won using WinQuote action?

I want to call this function from the ribbon after activating the Quote. At the moment I am getting the error message. 

function wonQuote() {

var parameters = {};
var QuoteID = Xrm.Page.data.entity.getId();
var entity = {};
entity.id = "6a769b48-c34e-ea11-a812-000d3ad1c2b4";
entity.entityType = "quote";
//parameters.entity = entity;
parameters.Status = 1;

var getWinQuoteRequest = {
entity: parameters.entity,
Status: parameters.Status,

getMetadata: function () {
return {
boundParameter: "entity",
parameterTypes: {
"entity": {
"typeName": "mscrm.quote",
"structuralProperty": 5
},
"Status": {
"typeName": "Edm.Int32",
"structuralProperty": 2
}
},
operationType: 0,
operationName: "WinQuote"
};
}
};

Xrm.WebApi.online.execute(getWinQuoteRequest).then(
function success(result) {

if (result.ok) {
//Success - No Return Data - Do Something
}
},
function (error) {

Xrm.Utility.alertDialog(error.message);
}
);

}

Thank you heaps team

  • RoelG Profile Picture
    RoelG 1,090 on at
    RE: Web API Action for Quote - WinQuote Action

    For anyone still looking for the correct code:

        var QuoteID = formContext.data.entity.getId().replace("{", "").replace("}", "");

    var quoteclose = {
        "quoteid@odata.bind": "/quotes("   QuoteID   ")",
        "subject": "Quote Won Subject",
        "actualend": new Date(),
        "description": "Your description here"
    };

    var winQuoteRequest = {
        QuoteClose: quoteclose,
        Status: 4, // Won

        getMetadata: function () {
            return {
                boundParameter: null,
                parameterTypes: {
                    "QuoteClose": {
                        "typeName": "mscrm.quoteclose",
                        "structuralProperty": 5
                    },
                    "Status": {
                        "typeName": "Edm.Int32",
                        "structuralProperty": 1
                    }
                },
                operationType: 0,
                operationName: "WinQuote"
            };
        }
    };

    Xrm.WebApi.online.execute(winQuoteRequest).then(
        function success(result) {
            if (result.ok) {
                formContext.data.refresh(false);
            }
        },
        function (error) {
            Xrm.Utility.alertDialog(error.message);
        }
    );

  • Buddhi Thathsala Perera Profile Picture
    Buddhi Thathsala Pe... 43 on at
    RE: Web API Action for Quote - WinQuote Action

    That won't help then. I want to close the quote as won and update the date field. I will be closing the quote as won only after activating the quote.

    Kind regards

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Web API Action for Quote - WinQuote Action

    Hello,

    Closed On is a regular field on quote as far as I can see. To set it just call the update of quote using Xrm.WebApi.update method (not Xrm.WebApi.execute). One thing you should keep in mind - field is editable while quote is in "Draft" state so you will be able to update it only when quote is "Draft".

  • Buddhi Thathsala Perera Profile Picture
    Buddhi Thathsala Pe... 43 on at
    RE: Web API Action for Quote - WinQuote Action

    Hi Andrew,

    Yes it is in the quote entity. Out of thebox field as well.

    Thanks

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Web API Action for Quote - WinQuote Action

    Where is ClosedOn field located? Is it on quote entity?

  • Buddhi Thathsala Perera Profile Picture
    Buddhi Thathsala Pe... 43 on at
    RE: Web API Action for Quote - WinQuote Action

    Hi Andrew,

    Thank you for your reply.

    I tried the way you suggested but unable to make it work. Please point out if you could to make it work.

      var winQuoteRequest = {

           QuoteClose: quoteclose,

           Status: -1,

           Closedon: new Date(),

           getMetadata: function () {

               return {

                   boundParameter: null,

                   parameterTypes: {

                       "QuoteClose": {

                           "typeName": "mscrm.quoteclose",

                           "structuralProperty": 5

                       },

                       "Status": {

                           "typeName": "Edm.Int32",

                           "structuralProperty": 1

                       },

                        "Closedon": {

                            "typeName": "Edm.DateTimeOffset",

                           "structuralProperty": 1

                       }

                   },

                   operationType: 0,

                   operationName: "WinQuote"

               };

           }

       };

    much appreciated.

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Web API Action for Quote - WinQuote Action

    Try to use new Date() instead.

  • Buddhi Thathsala Perera Profile Picture
    Buddhi Thathsala Pe... 43 on at
    RE: Web API Action for Quote - WinQuote Action

    Hi Guys I am trying to update the closed on date using

    date = new date();

    Do you have any idea how I can acheive this whith this same code?

    Thank you

  • Buddhi Thathsala Perera Profile Picture
    Buddhi Thathsala Pe... 43 on at
    RE: Web API Action for Quote - WinQuote Action

    Hi Clofly no this didn't work sorry

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Web API Action for Quote - WinQuote Action

    Hi Buddhi,

    Does my modified code also work for you?

    Regards,

    Clofly

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans