ConvertQuoteToSalesOrderRequest Class


Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Contains the data that is needed to convert a quote to a sales order.

For the Web API use the ConvertQuoteToSalesOrder Action.

Namespace:   Microsoft.Crm.Sdk.Messages
Assembly:  Microsoft.Crm.Sdk.Proxy (in Microsoft.Crm.Sdk.Proxy.dll)

Inheritance Hierarchy



[DataContractAttribute(Namespace = "")]
public sealed class ConvertQuoteToSalesOrderRequest : OrganizationRequest
<DataContractAttribute(Namespace := "")>
Public NotInheritable Class ConvertQuoteToSalesOrderRequest
    Inherits OrganizationRequest


Name Description
System_CAPS_pubmethod ConvertQuoteToSalesOrderRequest()

Initializes a new instance of the ConvertQuoteToSalesOrderRequest class.


Name Description
System_CAPS_pubproperty ColumnSet

Gets or sets the collection of attributes to retrieve in the resulting sales order (order). Required.

System_CAPS_pubproperty ExtensionData

Gets or sets the structure that contains extra data. Optional.(Inherited from OrganizationRequest.)

System_CAPS_pubproperty Item[String]

Gets or sets the indexer for the Parameters collection.(Inherited from OrganizationRequest.)

System_CAPS_pubproperty Parameters

Gets or sets the collection of parameters for the request. Required, but is supplied by derived classes.(Inherited from OrganizationRequest.)

System_CAPS_pubproperty ProcessInstanceId

System_CAPS_pubproperty QuoteCloseDate

Gets or sets the date when the quote is closed.

System_CAPS_pubproperty QuoteCloseDescription

Gets or sets the description for closing the quote.

System_CAPS_pubproperty QuoteCloseStatus

Gets or sets the status of the closed quote.

System_CAPS_pubproperty QuoteCloseSubject

Gets or sets the subject associated with the closed quote.

System_CAPS_pubproperty QuoteId

Gets or sets the ID of the quote to convert. Required.

System_CAPS_pubproperty RequestId

Gets or sets the ID of an asynchronous operation (system job). Optional. (Inherited from OrganizationRequest.)

System_CAPS_pubproperty RequestName

Gets or sets the name of the request. Required, but is supplied by derived classes.(Inherited from OrganizationRequest.)


Name Description
System_CAPS_pubmethod Equals(Object)

(Inherited from Object.)

System_CAPS_pubmethod GetHashCode()

(Inherited from Object.)

System_CAPS_pubmethod GetType()

(Inherited from Object.)

System_CAPS_pubmethod ToString()

(Inherited from Object.)


Message Availability

This message works regardless whether the caller is connected to the server or offline.


Pass an instance of this class to the Execute method, which returns an instance of the ConvertQuoteToSalesOrderResponse class.

Privileges and Access Rights

To perform this action, the caller must have privileges on the Quote entity and access rights on the specified record in the QuoteId property. For a complete list of the required privileges, see ConvertQuoteToSalesOrder message privileges.


The following example shows how to use this message. For this sample to work correctly, you must be connected to the server to get an IOrganizationService interface. For the complete sample, see the link later in this topic.

// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
    new ColumnSet("salesorderid", "totalamount");

// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
    new ConvertQuoteToSalesOrderRequest()
        QuoteId = _quoteId,
        ColumnSet = salesOrderColumns
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;

Thread Safety

Any public static ( Shared in Visual Basic) members of this type are thread safe. Any instance members are not guaranteed to be thread safe.

See Also

Microsoft.Crm.Sdk.Messages Namespace
Sales entities (lead, opportunity, competitor, quote, order, invoice)
ConvertQuoteToSalesOrder message privileges
Sample: Process quotes, sales orders and invoices
How role-based security can be used to control access to entities in Microsoft Dynamics 365
How record-based security can be used to control access to records in Microsoft Dynamics 365

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