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How can I create a sales quote using API

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Posted on by Sarah Noyce

Currently trying to use PowerApps to create sales quotes in Dynamics CRM. Not sure which fields are required to create the quote. Here is what I have so far: Screen-Shot-2020_2D00_12_2D00_28-at-12.52.07-PM.png

With what I have so far, no record is being created and no error is presented. Does anyone know what I am missing?

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Do you have the create function you can share from the Canvas App? Maybe something there. You have all the required fields listed from my organization.

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LuHao 40,892 on at

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Hi Sarah,

The required fields for Quote are Owner, Name, Currency, Price List and Potential Customer, which are required to be filled in manually by the user.

In addition, Quote ID, Revision ID and Status are also required fields, but they are not filled in by the user, and their values are automatically generated as the Quote is created.

Other fields are freely added by your business requirements.

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