Quote entity messages and methods
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
A quote is a formal offer for products and services, proposed at specific prices and related payment terms that is sent to a prospective customer. The schema name for this entity is Quote. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the top-level folder of the SDK download.
The following table describes the messages for this entity, which you use with the IOrganizationService.Execute method.
Message |
Description |
|---|---|
Assigns a quote to another user or team. |
|
Creates a link between a record and one or more records that participate in a relationship. You can also use the IOrganizationService.Associate method. For more information, see Actions on entity records. For a list of default relationships for this entity, refer to the Quote entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information. |
|
Specifies the parameters needed to close a quote. |
|
Creates a quote and its related quote details. |
|
Updates a quote and its related quote details. |
|
Converts a quote to a sales order. |
|
Creates a quote. You can also call the IOrganizationService.Create method. |
|
Deletes a quote. You can also call the IOrganizationService.Delete method. |
|
Removes a link between a record and one or more records that participate in a relationship. You can also use the IOrganizationService.Disassociate method. For more information, see Actions on entity records. For a list of default relationships for this entity, refer to the Quote entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information. |
|
Creates a quote from an opportunity. |
|
Gets the quantity decimal value of a product for the entity specified in the target. |
|
Retrieves the products from an opportunity and copies them to the quote. |
|
Shares a quote with another security principal (user or team). |
|
Initializes a new record from an existing record provided that an attribute map is defined for the two entities. For more information, see Customize entity and attribute mappings. |
|
Changes the access rights for a quote previously shared with another security principal (user or team). |
|
Deprecated. Removes the relationship between a quote and a contact. Use DisassociateRequest or Disassociate instead. |
|
Detects and retrieves duplicate records for the specified record provided that duplicate detection is enabled and there are published duplicate detection rules for the entity. For more information, see Detect duplicate data. |
|
Retrieves a quote. You can also call the IOrganizationService.Retrieve method. |
|
Retrieves a collection of quotes. You can also call the IOrganizationService.RetrieveMultiple method. |
|
Retrieves the access rights that the specified security principal (user or team) has to a quote. |
|
Retrieves the security principals (users or teams) that have access to a quote, together with their access rights to the quote. |
|
Sets the state of a quote to Draft. |
|
Removes all access rights to a quote for the specified security principal (user or team). |
|
Rolls up or retrieves all the quotes related to the specified record (account or contact). |
|
Deprecated. Creates a relationship between a quote and a contact. Use DisassociateRequest or Disassociate instead. |
|
Sets the state of a quote. If you’re using early bound types, use the QuoteState enumeration to set the possible states. For a list of the state values, refer to the Quote entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information. |
|
Updates a quote. You can also call the IOrganizationService.Update method. |
See Also
Quote, order, and invoice entities
QuoteDetail (quote product) entity messages and methods
Privileges by entity
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