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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Close Quote using Powe...
Customer experience | Sales, Customer Insights,...
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Close Quote using Power Automate

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Posted on by SDH_84 2
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
 
 
 
Categories:
Microsoft Dynamics CRM
Dynamics 365 Sales
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 9,159 Super User 2024 Season 1 on at
    Close Quote using Power Automate
    Let us know if you need any help.
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 9,159 Super User 2024 Season 1 on at
    Close Quote using Power Automate
    Hello User,
     
    Please refer below article which will help you to implement your requirement.
     
    Reference:
     
    Refer below article for C# code:
     
    Thank you,
    Amit Katariya
  • CU08011852-0 Profile Picture
    CU08011852-0 2 on at
    Close Quote using Power Automate
    Hey, hope you doing well!
     
    I recently came to this very same problem other day, and I managed to solve with this solution:
     
     
    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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