CloseQuoteRequest Class

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

Contains the data that is needed to close a quote.

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

Syntax

'Declaration
<DataContractAttribute(Namespace:="https://schemas.microsoft.com/crm/2011/Contracts")> _
Public NotInheritable Class CloseQuoteRequest
    Inherits OrganizationRequest

[DataContractAttribute(Namespace="https://schemas.microsoft.com/crm/2011/Contracts")] 
public sealed class CloseQuoteRequest : OrganizationRequest

Example

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.

// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
    OpportunityId = _opportunityId,
    ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
    _serviceProxy.Execute(genQuoteFromOppRequest);

Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
_closeQuoteId = closeQuote.Id;

// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
    EntityMoniker = closeQuote.ToEntityReference(),
    State = new OptionSetValue((int)QuoteState.Active),
    Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);

// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
    QuoteClose = new QuoteClose()
    {
        QuoteId = closeQuote.ToEntityReference(),
        Subject = "Quote Close " + DateTime.Now.ToString()
    },
    Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);

Console.WriteLine("Quote Closed");

Remarks

Message Availability

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

Usage

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

Privileges and Access Rights

To perform this action, the caller must have privileges on the Quote entity.

For a complete list of the required privileges, see CloseQuote Privileges.

Inheritance Hierarchy

System.Object
   Microsoft.Xrm.Sdk.OrganizationRequest
    Microsoft.Crm.Sdk.Messages.CloseQuoteRequest

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.

Platforms

Development Platforms

Windows Server 2008, Windows Server 2012, Windows 7 (All Versions), Windows 8 (All Versions)

Target Platforms

Windows Server 2008, ,Windows Server 2012, ,Windows 7 (All Versions),

Change History

See Also

Reference

CloseQuoteRequest Members
Microsoft.Crm.Sdk.Messages Namespace
CloseQuoteResponse

Other Resources

CloseQuote Privileges
Quote, Order and Invoice Entities
Sample: Process Quotes, Sales Orders and Invoices
How Role-Based Security Can Be Used to Control Access to Entities In CRM
How Instance-Based Security Can Be Used to Control Access to Entity Instances (Records) In CRM

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