quote EntityType

Entity Set Path
[organization URI]/api/data/v9.0/quotes
Base Type
crmbaseentity
Display Name
Quote
Primary Key
quoteid
Primary Key Attribute
name
Operations Supported
POST GET PATCH DELETE

Properties

Properties represent fields of data stored in the entity.Some properties are read-only.

Name Type Details
billto_addressid Edm.Guid

Unique identifier of the billing address.

Display Name: Bill To Address ID

billto_city Edm.String

Type the city for the customer's billing address.

Display Name: Bill To City

billto_composite Edm.String

Shows the complete Bill To address.

Display Name: Bill To Address

Read Only
billto_contactname Edm.String

Type the primary contact name at the customer's billing address.

Display Name: Bill To Contact Name

billto_country Edm.String

Type the country or region for the customer's billing address.

Display Name: Bill To Country/Region

billto_fax Edm.String

Type the fax number for the customer's billing address.

Display Name: Bill To Fax

billto_line1 Edm.String

Type the first line of the customer's billing address.

Display Name: Bill To Street 1

billto_line2 Edm.String

Type the second line of the customer's billing address.

Display Name: Bill To Street 2

billto_line3 Edm.String

Type the third line of the billing address.

Display Name: Bill To Street 3

billto_name Edm.String

Type a name for the customer's billing address, such as "Headquarters" or "Field office", to identify the address.

Display Name: Bill To Name

billto_postalcode Edm.String

Type the ZIP Code or postal code for the billing address.

Display Name: Bill To ZIP/Postal Code

billto_stateorprovince Edm.String

Type the state or province for the billing address.

Display Name: Bill To State/Province

billto_telephone Edm.String

Type the phone number for the customer's billing address.

Display Name: Bill To Phone

closedon Edm.Date

Enter the date when the quote was closed to indicate the expiration, revision, or cancellation date.

Display Name: Closed On

createdon Edm.DateTimeOffset

Date and time when the record was created.

Display Name: Created On

Read Only
description Edm.String

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

discountamount Edm.Decimal

Type the discount amount for the quote if the customer is eligible for special savings.

Display Name: Quote Discount Amount

discountamount_base Edm.Decimal

Value of the Quote Discount Amount in base currency.

Display Name: Quote Discount Amount (Base)

Read Only
discountpercentage Edm.Decimal

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 (%)

effectivefrom Edm.DateTimeOffset

Enter the date when the quote pricing is effective or was first communicated to the customer.

Display Name: Effective From

effectiveto Edm.DateTimeOffset

Enter the expiration date or last day the quote pricing is effective for the customer.

Display Name: Effective To

emailaddress Edm.String

The primary email address for the entity.

Display Name: Email Address

exchangerate Edm.Decimal

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

Read Only
expireson Edm.Date

Enter the date a decision or order is due from the customer to indicate the expiration date of the quote.

Display Name: Due By

freightamount Edm.Decimal

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

freightamount_base Edm.Decimal

Value of the Freight Amount in base currency.

Display Name: Freight Amount (Base)

Read Only
freighttermscode Edm.Int32

Select the freight terms to make sure shipping charges are processed correctly.

Display Name: Freight Terms

Default Options
Value Label
1 FOB
2 No Charge
importsequencenumber Edm.Int32

Sequence number of the import that created this record.

Display Name: Import Sequence Number

lastonholdtime Edm.DateTimeOffset

Contains the date time stamp of the last on hold time.

Display Name: Last On Hold Time

modifiedon Edm.DateTimeOffset

Date and time when the record was modified.

Display Name: Modified On

Read Only
msdyn_adjustedgrossmargin Edm.Decimal

Shows the estimated gross margin after accounting for non-chargeable components.

Display Name: Adjusted Gross Margin (%)

Read Only
Is Computed
msdyn_competitive Edm.Int32

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

Read Only
Is Computed
Default Options
Value Label
192350000 Customer Budget Not Available
192350001 Within Customer Expectations
192350002 Outside Customer Expectations
msdyn_customerbudgetrollup Edm.Decimal

Shows the total customer budget for the quote, computed from all the quote lines.

Display Name: Customer Budget

Read Only
Is Computed
msdyn_customerbudgetrollup_base Edm.Decimal

Shows the value of the customer budget in the base currency.

Display Name: Customer Budget (Base)

Read Only
Is Computed
msdyn_customerbudgetrollup_date Edm.DateTimeOffset

Last Updated time of rollup field Customer Budget.

Display Name: Customer Budget (Last Updated On)

Read Only
msdyn_customerbudgetrollup_state Edm.Int32

State of rollup field Customer Budget.

Display Name: Customer Budget (State)

Read Only
msdyn_estimatedbudget Edm.Int32

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

Read Only
Is Computed
Default Options
Value Label
192350000 Budget Estimate Not Available
192350001 Within Customer Budget
192350002 Exceeds Customer Budget
msdyn_estimatedcompletionrollup Edm.DateTimeOffset

Estimated completion date, computed from the details of each quote line.

Display Name: Estimated Completion

Read Only
Is Computed
msdyn_estimatedcompletionrollup_date Edm.DateTimeOffset

Last Updated time of rollup field Estimated Completion.

Display Name: Estimated Completion (Last Updated On)

Read Only
msdyn_estimatedcompletionrollup_state Edm.Int32

State of rollup field Estimated Completion.

Display Name: Estimated Completion (State)

Read Only
msdyn_estimatedcost Edm.Decimal

The estimated cost of this quote

Display Name: Estimated Cost

msdyn_estimatedcost_base Edm.Decimal

Value of the Estimated Cost in base currency.

Display Name: Estimated Cost (Base)

Read Only
msdyn_estimatedquotemargin Edm.Decimal

Estimated Margin of this quote

Display Name: Estimated Margin

Read Only
Is Computed
msdyn_estimatedschedule Edm.Int32

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

Read Only
Is Computed
Default Options
Value Label
192350000 Schedule Not Available
192350001 Estimated To Finish Early
192350002 Estimated To Finish Late
192350003 Estimated To Finish On Schedule
msdyn_feasible Edm.Int32

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

Default Options
Value Label
192350000 Feasibility Not Available
192350001 Feasible
192350002 Not Feasible
msdyn_grossmargin Edm.Decimal

Shows the estimated gross margin without accounting for non-chargeable components.

Display Name: Gross Margin (%)

Read Only
Is Computed
msdyn_invoicesetuptotals Edm.Decimal

The totals of all assigned Invoice Setups

Display Name: Invoice Setup Totals

msdyn_invoicesetuptotals_base Edm.Decimal

Value of the Invoice Setup Totals in base currency.

Display Name: Invoice Setup Totals (Base)

Read Only
msdyn_ordertype Edm.Int32

Internal use only.

Display Name: Order Type

Default Options
Value Label
192350001 Work based
192350000 Item based
690970002 Service-Maintenance Based
msdyn_profitability Edm.Int32

Shows the estimated profitability of the quote. Possible values are Profitable, Not Profitable, and Profitability not available.

Display Name: Profitability

Read Only
Is Computed
Default Options
Value Label
192350000 Profitability Not Available
192350001 Profitable
192350002 Not Profitable
msdyn_quotelineenddate Edm.DateTimeOffset

The latest end date of all associated quote lines

Display Name: Latest Quote Line End Date

msdyn_quotelinestartdate Edm.DateTimeOffset

The earliest Start Date of all Quote Lines that are associated to this quote

Display Name: Earliest Quote Line Start Date

msdyn_totalamount Edm.Decimal

Display Name: TotalAmount

Read Only
Is Computed
msdyn_totalamount_base Edm.Decimal

Value of the TotalAmount in base currency.

Display Name: TotalAmount (Base)

Read Only
Is Computed
msdyn_totalchargeablecostrollup Edm.Decimal

Display Name: Total Chargeable Cost

Read Only
Is Computed
msdyn_totalchargeablecostrollup_base Edm.Decimal

Value of the Total Chargeable Cost in base currency.

Display Name: Total Chargeable Cost (Base)

Read Only
Is Computed
msdyn_totalchargeablecostrollup_date Edm.DateTimeOffset

Last Updated time of rollup field Total Chargeable Cost.

Display Name: Total Chargeable Cost (Last Updated On)

Read Only
msdyn_totalchargeablecostrollup_state Edm.Int32

State of rollup field Total Chargeable Cost.

Display Name: Total Chargeable Cost (State)

Read Only
msdyn_totalnonchargeablecostrollup Edm.Decimal

Display Name: Total Non-chargeable Cost

Read Only
Is Computed
msdyn_totalnonchargeablecostrollup_base Edm.Decimal

Value of the Total Non-chargeable Cost in base currency.

Display Name: Total Non-chargeable Cost (Base)

Read Only
Is Computed
msdyn_totalnonchargeablecostrollup_date Edm.DateTimeOffset

Last Updated time of rollup field Total Non-chargeable Cost.

Display Name: Total Non-chargeable Cost (Last Updated On)

Read Only
msdyn_totalnonchargeablecostrollup_state Edm.Int32

State of rollup field Total Non-chargeable Cost.

Display Name: Total Non-chargeable Cost (State)

Read Only
name Edm.String

Type a descriptive name for the quote.

Display Name: Name

onholdtime Edm.Int32

Shows the duration in minutes for which the quote was on hold.

Display Name: On Hold Time (Minutes)

Read Only
overriddencreatedon Edm.DateTimeOffset

Date and time that the record was migrated.

Display Name: Record Created On

paymenttermscode Edm.Int32

Select the payment terms to indicate when the customer needs to pay the total amount.

Display Name: Payment Terms

Default Options
Value Label
1 Net 30
2 2% 10, Net 30
3 Net 45
4 Net 60
pricingerrorcode Edm.Int32

Pricing error for the quote.

Display Name: Pricing Error

Default Options
Value Label
0 None
1 Detail Error
2 Missing Price Level
3 Inactive Price Level
4 Missing Quantity
5 Missing Unit Price
6 Missing Product
7 Invalid Product
8 Missing Pricing Code
9 Invalid Pricing Code
10 Missing UOM
11 Product Not In Price Level
12 Missing Price Level Amount
13 Missing Price Level Percentage
14 Missing Price
15 Missing Current Cost
16 Missing Standard Cost
17 Invalid Price Level Amount
18 Invalid Price Level Percentage
19 Invalid Price
20 Invalid Current Cost
21 Invalid Standard Cost
22 Invalid Rounding Policy
23 Invalid Rounding Option
24 Invalid Rounding Amount
25 Price Calculation Error
26 Invalid Discount Type
27 Discount Type Invalid State
28 Invalid Discount
29 Invalid Quantity
30 Invalid Pricing Precision
31 Missing Product Default UOM
32 Missing Product UOM Schedule
33 Inactive Discount Type
34 Invalid Price Level Currency
35 Price Attribute Out Of Range
36 Base Currency Attribute Overflow
37 Base Currency Attribute Underflow
processid Edm.Guid

Contains the id of the process associated with the entity.

Display Name: Process Id

quoteid Edm.Guid

Unique identifier of the quote.

Display Name: Quote

quotenumber Edm.String

Shows the quote number for customer reference and searching capabilities. The number cannot be modified.

Display Name: Quote ID

requestdeliveryby Edm.DateTimeOffset

Enter the delivery date requested by the customer for all products in the quote.

Display Name: Requested Delivery Date

revisionnumber Edm.Int32

Shows the version number of the quote for revision history tracking.

Display Name: Revision ID

Read Only
shippingmethodcode Edm.Int32

Select a shipping method for deliveries sent to this address.

Display Name: Shipping Method

Default Options
Value Label
1 Airborne
2 DHL
3 FedEx
4 UPS
5 Postal Mail
6 Full Load
7 Will Call
shipto_addressid Edm.Guid

Unique identifier of the shipping address.

Display Name: Ship To Address ID

shipto_city Edm.String

Type the city for the customer's shipping address.

Display Name: Ship To City

shipto_composite Edm.String

Shows the complete Ship To address.

Display Name: Ship To Address

Read Only
shipto_contactname Edm.String

Type the primary contact name at the customer's shipping address.

Display Name: Ship To Contact Name

shipto_country Edm.String

Type the country or region for the customer's shipping address.

Display Name: Ship To Country/Region

shipto_fax Edm.String

Type the fax number for the customer's shipping address.

Display Name: Ship To Fax

shipto_freighttermscode Edm.Int32

Select the freight terms to make sure shipping orders are processed correctly.

Display Name: Ship To Freight Terms

Default Options
Value Label
1 Default Value
shipto_line1 Edm.String

Type the first line of the customer's shipping address.

Display Name: Ship To Street 1

shipto_line2 Edm.String

Type the second line of the customer's shipping address.

Display Name: Ship To Street 2

shipto_line3 Edm.String

Type the third line of the shipping address.

Display Name: Ship To Street 3

shipto_name Edm.String

Type a name for the customer's shipping address, such as "Headquarters" or "Field office", to identify the address.

Display Name: Ship To Name

shipto_postalcode Edm.String

Type the ZIP Code or postal code for the shipping address.

Display Name: Ship To ZIP/Postal Code

shipto_stateorprovince Edm.String

Type the state or province for the shipping address.

Display Name: Ship To State/Province

shipto_telephone Edm.String

Type the phone number for the customer's shipping address.

Display Name: Ship To Phone

stageid Edm.Guid

Contains the id of the stage where the entity is located.

Display Name: Stage Id

statecode Edm.Int32

Shows whether the quote is draft, active, won, or closed. Only draft quotes can be edited.

Display Name: Status

Default Options
Value Label
0 Draft
1 Active
2 Won
3 Closed
statuscode Edm.Int32

Select the quote's status.

Display Name: Status Reason

Default Options
Value Label
2 In Progress
3 Open
4 Won
5 Lost
6 Canceled
7 Revised
1 In Progress
timezoneruleversionnumber Edm.Int32

For internal use only.

Display Name: Time Zone Rule Version Number

totalamount Edm.Decimal

Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the quote.

Display Name: Total Amount

totalamount_base Edm.Decimal

Value of the Total Amount in base currency.

Display Name: Total Amount (Base)

Read Only
totalamountlessfreight Edm.Decimal

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

totalamountlessfreight_base Edm.Decimal

Value of the Total Pre-Freight Amount in base currency.

Display Name: Total Pre-Freight Amount (Base)

Read Only
totaldiscountamount Edm.Decimal

Shows the total discount amount, based on the discount price and rate entered on the quote.

Display Name: Total Discount Amount

totaldiscountamount_base Edm.Decimal

Value of the Total Discount Amount in base currency.

Display Name: Total Discount Amount (Base)

Read Only
totallineitemamount Edm.Decimal

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

totallineitemamount_base Edm.Decimal

Value of the Total Detail Amount in base currency.

Display Name: Total Detail Amount (Base)

Read Only
totallineitemdiscountamount Edm.Decimal

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

totallineitemdiscountamount_base Edm.Decimal

Value of the Total Line Item Discount Amount in base currency.

Display Name: Total Line Item Discount Amount (Base)

Read Only
totaltax Edm.Decimal

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

totaltax_base Edm.Decimal

Value of the Total Tax in base currency.

Display Name: Total Tax (Base)

Read Only
traversedpath Edm.String

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

utcconversiontimezonecode Edm.Int32

Time zone code that was in use when the record was created.

Display Name: UTC Conversion Time Zone Code

versionnumber Edm.Int64

Version Number

Display Name: Version Number

Read Only
willcall Edm.Boolean

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

Default Options
Value Label
1 Will Call
0 Address

Lookup Properties

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
_accountid_value

Unique identifier of the account with which the quote is associated.

_campaignid_value campaignid

Shows the campaign that the order was created from.

_contactid_value

Unique identifier of the contact associated with the quote.

_createdby_value createdby

Shows who created the record.

_createdonbehalfby_value createdonbehalfby

Shows who created the record on behalf of another user.

_customerid_value customerid_accountcustomerid_contact

Select the customer account or contact to provide a quick link to additional customer details, such as account information, activities, and opportunities.

_modifiedby_value modifiedby

Shows who last updated the record.

_modifiedonbehalfby_value modifiedonbehalfby

Shows who last updated the record on behalf of another user.

_msdyn_account_value msdyn_account

Customer Account associated with this Quote

_msdyn_accountmanagerid_value msdyn_AccountManagerId

Account manager responsible for the quote.

_msdyn_contractorganizationalunitid_value msdyn_ContractOrganizationalUnitId

The organizational unit in charge of the contract.

_opportunityid_value opportunityid

Choose the opportunity that the quote is related to for reporting and analytics.

_ownerid_value ownerid

Owner Id

_owningbusinessunit_value owningbusinessunit

Unique identifier for the business unit that owns the record

_owningteam_value owningteam

Unique identifier for the team that owns the record.

_owninguser_value owninguser

Unique identifier for the user that owns the record.

_pricelevelid_value pricelevelid

Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.

_slaid_value sla_quote_sla

Choose the service level agreement (SLA) that you want to apply to the quote record.

_slainvokedid_value slainvokedid_quote_sla

Last SLA that was applied to this quote. This field is for internal use only.

_transactioncurrencyid_value transactioncurrencyid

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.

Name Type Partner
campaignid campaign campaign_quotes
createdby systemuser lk_quotebase_createdby
createdonbehalfby systemuser lk_quote_createdonbehalfby
customerid_account account quote_customer_accounts
customerid_contact contact quote_customer_contacts
modifiedby systemuser lk_quotebase_modifiedby
modifiedonbehalfby systemuser lk_quote_modifiedonbehalfby
msdyn_account account msdyn_account_quote_Account
msdyn_AccountManagerId systemuser msdyn_accountmanager_quote
msdyn_ContractOrganizationalUnitId msdyn_organizationalunit msdyn_organizationalunit_quote
opportunityid opportunity opportunity_quotes
ownerid principal owner_quotes
owningbusinessunit businessunit business_unit_quotes
owningteam team team_quotes
owninguser systemuser system_user_quotes
pricelevelid pricelevel price_level_quotes
sla_quote_sla sla manualsla_quote
slainvokedid_quote_sla sla sla_quote
stageid_processstage processstage processstage_quotes
transactioncurrencyid transactioncurrency transactioncurrency_quote

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.

Name Type Partner
bpf_quote_OpportunitySalesProcess opportunitysalesprocess bpf_quoteid
contactquotes_association contact contactquotes_association
msdyn_quote_msdyn_quotebookingincident_Quote msdyn_quotebookingincident msdyn_Quote
msdyn_quote_msdyn_quotebookingproduct_Quote msdyn_quotebookingproduct msdyn_quote
msdyn_quote_msdyn_quotebookingservice_Quote msdyn_quotebookingservice msdyn_quote
msdyn_quote_msdyn_quotebookingservicetask_Quote msdyn_quotebookingservicetask msdyn_quote
msdyn_quote_msdyn_quotebookingsetup_Quote msdyn_quotebookingsetup msdyn_quote
msdyn_quote_msdyn_quoteinvoicingsetup_Quote msdyn_quoteinvoicingsetup msdyn_Quote
msdyn_quote_msdyn_quotelineanalyticsbreakdown_Quote msdyn_quotelineanalyticsbreakdown msdyn_Quote
msdyn_quote_msdyn_quotelinetransaction msdyn_quotelinetransaction msdyn_QuoteId
msdyn_quote_msdyn_quotepricelist_Quote msdyn_quotepricelist msdyn_Quote
quote_activity_parties activityparty partyid_quote
Quote_ActivityPointers activitypointer regardingobjectid_quote
Quote_Annotation annotation objectid_quote
Quote_Appointments appointment regardingobjectid_quote_appointment
Quote_AsyncOperations asyncoperation regardingobjectid_quote
Quote_BulkDeleteFailures bulkdeletefailure regardingobjectid_quote
quote_connections1 connection record1id_quote
quote_connections2 connection record2id_quote
quote_details quotedetail quoteid
Quote_DuplicateBaseRecord duplicaterecord baserecordid_quote
Quote_DuplicateMatchingRecord duplicaterecord duplicaterecordid_quote
Quote_Emails email regardingobjectid_quote_email
Quote_Faxes fax regardingobjectid_quote_fax
Quote_Letters letter regardingobjectid_quote_letter
Quote_MailboxTrackingFolder mailboxtrackingfolder regardingobjectid_quote
quote_msdyn_approvals msdyn_approval regardingobjectid_quote_msdyn_approval
quote_msdyn_bookingalerts msdyn_bookingalert regardingobjectid_quote_msdyn_bookingalert
quote_opportunitysalesprocess opportunitysalesprocess quoteid
quote_orders salesorder quoteid
Quote_Phonecalls phonecall regardingobjectid_quote_phonecall
quote_principalobjectattributeaccess principalobjectattributeaccess objectid_quote
Quote_ProcessSessions processsession regardingobjectid_quote
Quote_QuoteClose quoteclose quoteid
quote_QuoteCloses quoteclose regardingobjectid_quote_quoteclose
Quote_RecurringAppointmentMasters recurringappointmentmaster regardingobjectid_quote_recurringappointmentmaster
Quote_ServiceAppointments serviceappointment regardingobjectid_quote_serviceappointment
Quote_SharepointDocumentLocation sharepointdocumentlocation regardingobjectid_quote
Quote_SocialActivities socialactivity regardingobjectid_quote_socialactivity
Quote_SyncErrors syncerror regardingobjectid_quote_syncerror
Quote_Tasks task regardingobjectid_quote_task
slakpiinstance_quote slakpiinstance regarding_quote

Operations

The following operations can be used with the quote entity type.

Name Binding
CalculatePrice Not Bound
CloseIncident Not Bound
CloseQuote Not Bound
ConvertQuoteToSalesOrder Not Bound
GenerateQuoteFromOpportunity Not Bound
GetQuantityDecimal Entity
GetQuoteProductsFromOpportunity Entity
GrantAccess Not Bound
ModifyAccess Not Bound
msdyn_CloseQuoteAsLost Entity
msdyn_CloseQuoteAsWon Entity
msdyn_CreateQuoteSpecificPriceList Entity
msdyn_GetProjectsForQuote Entity
RetrievePrincipalAccess Not Bound
RetrieveSharedPrincipalsAndAccess Not Bound
ReviseQuote Not Bound
RevokeAccess Not Bound
Rollup Not Bound
WinOpportunity Not Bound
WinQuote Not Bound

Solutions

The following solutions include the quote entity type.

Name Description
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.

See Also