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Close Quote using Power Automate

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Posted on by SDH_84

Hello,

Has anyone got any experience of closing quotes via Power Automate.

I have successfully created the Close Quote Activity, but when the action Update a Row - Close Quote is run I am receiving the error message:

'This message can not be used to set the state of quote to Closed. In order to set state of quote to Closed, use the CloseQuoteRequest message instead.\'

From research this seems to be C# development into the Dataverse SDK to trigger an API call to run CloseQuoteRequest.

Just wondering if anyone has had any other experience?

Many thanks

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Microsoft Dynamics CRM

Dynamics 365 Sales

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CU08011852-0 4 on at

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Hey, hope you doing well!

I recently came to this very same problem other day, and I managed to solve with this solution:

https://pascalcase.com/Home/Blog/close-case-on-condition-using-power-automate

In short, differently from the opportunity close type of activity, quote closes need another way to close then. This tutorial seem to manage this by creating a Bound Action to Cases that just encloses then. I did the same with the quotations and it worked very fine. So, hope this helps!

PS: I also tried calling the CloseQuote plugin, but I failed too, this method above was more straightforward.

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Hello User,

Please refer below article which will help you to implement your requirement.

Reference:

Close quote using power automated flow.

Refer below article for C# code:

Close quote record.

Thank you,

Amit Katariya

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Let us know if you need any help.

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scardosoo 6 on at

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Hello,

I found a solution after investigating the issue.

It turns out that the "Perform unbound action" connector for "CloseQuote" action wasn’t working as expected because it wasn’t reading the metadata correctly. To better understand the issue, I analyzed the request that is sent when closing a quote from the ribbon in the UI. Based on that, I discovered the correct and expected JSON payload structure:

{

"QuoteClose": {

"actualend": "2025-06-25T16:54:22.286Z",

"quoteid@odata.bind": "/quotes(<QUOTE_GUID>)",

"subject": "Quote Closed ({0}) - {1}",

"description": null,

"quotenumber": "<QUOTE_NUMBER>",

"revision": 1,

"ownerid_quoteclose@odata.bind": "/systemusers(<USER_GUID>)"

},

"Status": 6

}

So, if there's an error when invoking the CloseQuote action due to metadata not being properly read, you need to manually pass the action parameters as shown above.

In Power Automate, configure the action as follows:

Action Name: trim('CloseQuote')

Action Parameters: (use the JSON structure above)

This should resolve the error: "This message cannot be used to set the state of quote to Closed. In order to set state of quote to Closed, use the CloseQuoteRequest message instead."

Let me know if everything worked as expected.

Best regards,
Samuel Cardoso

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