Quote entity messages and methods

 

Applies To: Dynamics CRM 2013

A quote is a formal offer for products and/or services, proposed at specific prices and related payment terms that is sent to a prospective customer. The schema name for this entity is 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
AssignRequest	Assigns a quote to another user or team.
AssociateRequest	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.
CloseQuoteRequest	Specifies the parameters needed to close a quote.
CompoundCreateRequest	Creates a quote and its related quote details.
CompoundUpdateRequest	Updates a quote and its related quote details.
ConvertQuoteToSalesOrderRequest	Converts a quote to a sales order.
CreateRequest	Creates a quote. You can also call the IOrganizationService.Create method.
DeleteRequest	Deletes a quote. You can also call the IOrganizationService.Delete method.
DisassociateRequest	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.
GenerateQuoteFromOpportunityRequest	Creates a quote from an opportunity.
GetQuantityDecimalRequest	Gets the quantity decimal value of a product for the entity specified in the target.
GetQuoteProductsFromOpportunityRequest	Retrieves the products from an opportunity and copies them to the quote.
GrantAccessRequest	Shares a quote with another security principal (user or team).
InitializeFromRequest	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.
ModifyAccessRequest	Changes the access rights for a quote previously shared with another security principal (user or team).
RemoveRelatedRequest	Deprecated. Removes the relationship between a quote and a contact. Use DisassociateRequest or Disassociate instead.
RetrieveDuplicatesRequest	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.
RetrieveRequest	Retrieves a quote. You can also call the IOrganizationService.Retrieve method.
RetrieveMultipleRequest	Retrieves a collection of quotes. You can also call the IOrganizationService.RetrieveMultiple method.
RetrievePrincipalAccessRequest	Retrieves the access rights that the specified security principal (user or team) has to a quote.
RetrieveSharedPrincipalsAndAccessRequest	Retrieves the security principals (users or teams) that have access to a quote, together with their access rights to the quote.
ReviseQuoteRequest	Sets the state of a quote to Draft.
RevokeAccessRequest	Removes all access rights to a quote for the specified security principal (user or team).
RollupRequest	Rolls up or retrieves all the quotes related to the specified record (account or contact).
SetRelatedRequest	Deprecated. Creates a relationship between a quote and a contact. Use DisassociateRequest or Disassociate instead.
SetStateRequest	Sets the state of a quote. If you are 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.
UpdateRequest	Updates a quote. You can also call the IOrganizationService.Update method.

See Also

Quote, order, and invoice entities
Quote entity privileges
QuoteDetail (quote product) entity messages and methods