Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
- Entity Set Path
- [organization URI]/api/data/v9.0/quotes
- Base Type
- Display Name
- Primary Key
- Primary Key Attribute
- Operations Supported
- POST GET PATCH DELETE
Properties represent fields of data stored in the entity.Some properties are read-only.
Unique identifier of the billing address.
Display Name: Bill To Address ID
Type the city for the customer's billing address.
Display Name: Bill To City
Shows the complete Bill To address.
Display Name: Bill To Address
Type the primary contact name at the customer's billing address.
Display Name: Bill To Contact Name
Type the country or region for the customer's billing address.
Display Name: Bill To Country/Region
Type the fax number for the customer's billing address.
Display Name: Bill To Fax
Type the first line of the customer's billing address.
Display Name: Bill To Street 1
Type the second line of the customer's billing address.
Display Name: Bill To Street 2
Type the third line of the billing address.
Display Name: Bill To Street 3
Type a name for the customer's billing address, such as "Headquarters" or "Field office", to identify the address.
Display Name: Bill To Name
Type the ZIP Code or postal code for the billing address.
Display Name: Bill To ZIP/Postal Code
Type the state or province for the billing address.
Display Name: Bill To State/Province
Type the phone number for the customer's billing address.
Display Name: Bill To Phone
Enter the date when the quote was closed to indicate the expiration, revision, or cancellation date.
Display Name: Closed On
Date and time when the record was created.
Display Name: Created On
Type additional information to describe the quote, such as the products or services offered or details about the customer's product preferences.
Display Name: Description
Type the discount amount for the quote if the customer is eligible for special savings.
Display Name: Quote Discount Amount
Value of the Quote Discount Amount in base currency.
Display Name: Quote Discount Amount (Base)
Type the discount rate that should be applied to the Detail Amount field to include additional savings for the customer in the quote.
Display Name: Quote Discount (%)
Enter the date when the quote pricing is effective or was first communicated to the customer.
Display Name: Effective From
Enter the expiration date or last day the quote pricing is effective for the customer.
Display Name: Effective To
The primary email address for the entity.
Display Name: Email Address
Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency.
Display Name: Exchange Rate
Enter the date a decision or order is due from the customer to indicate the expiration date of the quote.
Display Name: Due By
Type the cost of freight or shipping for the products included in the quote for use in calculating the Total Amount field.
Display Name: Freight Amount
Value of the Freight Amount in base currency.
Display Name: Freight Amount (Base)
Select the freight terms to make sure shipping charges are processed correctly.
Display Name: Freight Terms
Sequence number of the import that created this record.
Display Name: Import Sequence Number
Contains the date time stamp of the last on hold time.
Display Name: Last On Hold Time
Date and time when the record was modified.
Display Name: Modified On
Shows the estimated gross margin after accounting for non-chargeable components.
Display Name: Adjusted Gross Margin (%)
Shows how the quote estimation of sales value and schedule compare to customer expectations on those parameters. Possible values are 1: Within Customer expectations, 2: Not Within Customer expectations, and 0: Customer expectations Not Available.
Display Name: Competitive
Shows the total customer budget for the quote, computed from all the quote lines.
Display Name: Customer Budget
Shows the value of the customer budget in the base currency.
Display Name: Customer Budget (Base)
Last Updated time of rollup field Customer Budget.
Display Name: Customer Budget (Last Updated On)
State of rollup field Customer Budget.
Display Name: Customer Budget (State)
Shows how the estimated sales value on the quote compares to customer budgets. Possible values are 1: Within Customer Budget, 2: Exceeds Customer Budget, 0: Budget Estimate Not Available
Display Name: Estimated Budget
Estimated completion date, computed from the details of each quote line.
Display Name: Estimated Completion
Last Updated time of rollup field Estimated Completion.
Display Name: Estimated Completion (Last Updated On)
State of rollup field Estimated Completion.
Display Name: Estimated Completion (State)
The estimated cost of this quote
Display Name: Estimated Cost
Value of the Estimated Cost in base currency.
Display Name: Estimated Cost (Base)
Estimated Margin of this quote
Display Name: Estimated Margin
Shows how the estimated schedule on the quote compares to customer expectations. Possible values are 1: Estimated To Finish Early, 2: Estimated To Finish Late, 3: Estimated To Finish On Schedule, and 0: Schedule Not Available.
Display Name: Estimated Schedule
Shows how the quote estimation compares to project estimation. Possible values are 0: Feasibility Not Available, 1: Feasible, and 2: Not Feasible.
Display Name: Feasibility
Shows the estimated gross margin without accounting for non-chargeable components.
Display Name: Gross Margin (%)
The totals of all assigned Invoice Setups
Display Name: Invoice Setup Totals
Value of the Invoice Setup Totals in base currency.
Display Name: Invoice Setup Totals (Base)
Internal use only.
Display Name: Order Type
Shows the estimated profitability of the quote. Possible values are Profitable, Not Profitable, and Profitability not available.
Display Name: Profitability
The latest end date of all associated quote lines
Display Name: Latest Quote Line End Date
The earliest Start Date of all Quote Lines that are associated to this quote
Display Name: Earliest Quote Line Start Date
Display Name: TotalAmount
Value of the TotalAmount in base currency.
Display Name: TotalAmount (Base)
Display Name: Total Chargeable Cost
Value of the Total Chargeable Cost in base currency.
Display Name: Total Chargeable Cost (Base)
Last Updated time of rollup field Total Chargeable Cost.
Display Name: Total Chargeable Cost (Last Updated On)
State of rollup field Total Chargeable Cost.
Display Name: Total Chargeable Cost (State)
Display Name: Total Non-chargeable Cost
Value of the Total Non-chargeable Cost in base currency.
Display Name: Total Non-chargeable Cost (Base)
Last Updated time of rollup field Total Non-chargeable Cost.
Display Name: Total Non-chargeable Cost (Last Updated On)
State of rollup field Total Non-chargeable Cost.
Display Name: Total Non-chargeable Cost (State)
Type a descriptive name for the quote.
Display Name: Name
Shows the duration in minutes for which the quote was on hold.
Display Name: On Hold Time (Minutes)
Date and time that the record was migrated.
Display Name: Record Created On
Select the payment terms to indicate when the customer needs to pay the total amount.
Display Name: Payment Terms
Pricing error for the quote.
Display Name: Pricing Error
Contains the id of the process associated with the entity.
Display Name: Process Id
Unique identifier of the quote.
Display Name: Quote
Shows the quote number for customer reference and searching capabilities. The number cannot be modified.
Display Name: Quote ID
Enter the delivery date requested by the customer for all products in the quote.
Display Name: Requested Delivery Date
Shows the version number of the quote for revision history tracking.
Display Name: Revision ID
Select a shipping method for deliveries sent to this address.
Display Name: Shipping Method
Unique identifier of the shipping address.
Display Name: Ship To Address ID
Type the city for the customer's shipping address.
Display Name: Ship To City
Shows the complete Ship To address.
Display Name: Ship To Address
Type the primary contact name at the customer's shipping address.
Display Name: Ship To Contact Name
Type the country or region for the customer's shipping address.
Display Name: Ship To Country/Region
Type the fax number for the customer's shipping address.
Display Name: Ship To Fax
Select the freight terms to make sure shipping orders are processed correctly.
Display Name: Ship To Freight Terms
Type the first line of the customer's shipping address.
Display Name: Ship To Street 1
Type the second line of the customer's shipping address.
Display Name: Ship To Street 2
Type the third line of the shipping address.
Display Name: Ship To Street 3
Type a name for the customer's shipping address, such as "Headquarters" or "Field office", to identify the address.
Display Name: Ship To Name
Type the ZIP Code or postal code for the shipping address.
Display Name: Ship To ZIP/Postal Code
Type the state or province for the shipping address.
Display Name: Ship To State/Province
Type the phone number for the customer's shipping address.
Display Name: Ship To Phone
Contains the id of the stage where the entity is located.
Display Name: Stage Id
Shows whether the quote is draft, active, won, or closed. Only draft quotes can be edited.
Display Name: Status
Select the quote's status.
Display Name: Status Reason
For internal use only.
Display Name: Time Zone Rule Version Number
Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the quote.
Display Name: Total Amount
Value of the Total Amount in base currency.
Display Name: Total Amount (Base)
Shows the total product amount for the quote, minus any discounts. This value is added to freight and tax amounts in the calculation for the total amount due for the quote.
Display Name: Total Pre-Freight Amount
Value of the Total Pre-Freight Amount in base currency.
Display Name: Total Pre-Freight Amount (Base)
Shows the total discount amount, based on the discount price and rate entered on the quote.
Display Name: Total Discount Amount
Value of the Total Discount Amount in base currency.
Display Name: Total Discount Amount (Base)
Shows the sum of all existing and write-in products included on the quote, based on the specified price list and quantities.
Display Name: Total Detail Amount
Value of the Total Detail Amount in base currency.
Display Name: Total Detail Amount (Base)
Shows the total of the Manual Discount amounts specified on all products included in the quote. This value is reflected in the Detail Amount field on the quote and is added to any discount amount or rate specified on the quote
Display Name: Total Line Item Discount Amount
Value of the Total Line Item Discount Amount in base currency.
Display Name: Total Line Item Discount Amount (Base)
Shows the total of the Tax amounts specified on all products included in the quote, included in the Total Amount due calculation for the quote.
Display Name: Total Tax
Value of the Total Tax in base currency.
Display Name: Total Tax (Base)
A comma separated list of string values representing the unique identifiers of stages in a Business Process Flow Instance in the order that they occur.
Display Name: Traversed Path
Time zone code that was in use when the record was created.
Display Name: UTC Conversion Time Zone Code
Display Name: Version Number
Select whether the products included in the quote should be shipped to the specified address or held until the customer calls with further pick up or delivery instructions.
Display Name: Ship To
Lookup properties are read-only, computed properties which contain entity primary key Edm.Guid data for one or more corresponding single-valued navigation properties. More information: Lookup properties and Retrieve data about lookup properties.
|Name||Single-valued navigation property||Description|
Unique identifier of the account with which the quote is associated.
Shows the campaign that the order was created from.
Unique identifier of the contact associated with the quote.
Shows who created the record.
Shows who created the record on behalf of another user.
Select the customer account or contact to provide a quick link to additional customer details, such as account information, activities, and opportunities.
Shows who last updated the record.
Shows who last updated the record on behalf of another user.
Customer Account associated with this Quote
Account manager responsible for the quote.
The organizational unit in charge of the contract.
Choose the opportunity that the quote is related to for reporting and analytics.
Unique identifier for the business unit that owns the record
Unique identifier for the team that owns the record.
Unique identifier for the user that owns the record.
Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.
Choose the service level agreement (SLA) that you want to apply to the quote record.
Last SLA that was applied to this quote. This field is for internal use only.
Choose the local currency for the record to make sure budgets are reported in the correct currency.
Single-valued navigation properties
Single-valued navigation properties represent lookup fields where a single entity can be referenced. Each single-valued navigation property has a corresponding partner collection-valued navigation property on the related entity.
Collection-valued navigation properties
Collection-valued navigation properties represent collections of entities which may represent either a one-to-many (1:N) or many-to-many (N:N) relationship between the entities.
The following operations can be used with the quote entity type.
The following solutions include the quote entity type.
|Field Service||Microsoft Dynamics 365 for Field Service allows organizations of any size to deliver intelligent, world class field service, managing all aspects of the end-to-end field service management cycle. Features include scheduling, mobile, asset management, inventory control, customer notifications, and resource utilization controls that help maximize efficiency and minimize costs.|
|CRM Extensions||For internal use only.|
|Marketing Sales||For internal use only.|
|Sales||Dynamics 365 workload for sales.|
|Project Service Automation||Microsoft Dynamics 365 for Project Service Automation is an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project Service gives you the tools you need to: Estimate, quote, and contract work; Plan and assign resources; Enable team collaboration; Capture time, expense, and progress data for real-time insights and accurate invoicing.|