Unbound action "CloseQuote" not working

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Posted on by MP-15041641-0

I am trying to close the D365 Sales quote from Power Automate and it seems like this is just not working.

When I do a update row statecode & statuscode, I am getting -

This message can not be used to set the state of quote to Closed. In order to set state of quote to Closed, use the CloseQuoteRequest message instead."

If I use CloseQuote unbound action by providing below values:

quoteclose item/QuoteClose/_quoteid_value: <quote GUID>

item/Status: 3

I am getting -

CRM do not support direct update of Entity Reference properties, Use Navigation properties instead.

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Building flows

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Pstork1 68,707 Most Valuable Professional on at

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Take a look at the following article. It explains how to close a quote using Power Automate. Close D365 Opportunity on Quote Closure using Power Automate (Flow) – ba365guy

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MP-15041641-0 15 on at

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Hello @Pstork1,

This solution may not work coz it is for closing the Opportunity flow trigger when someone closes Quote.

What I am looking for is to close the Quote.

Thanks.

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Pstork1 68,707 Most Valuable Professional on at

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Sorry, I posted the wrong link. Its for a different article on the same blog. Close D365 Quote Using Power Automate (Flow) – ba365guy

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MP-15041641-0 15 on at

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Thank you @Pstork1. I checked the other article as well and it looks straight. I even ran it, but it didn't close by quote. Later I checked that may be because my quote is in Draft status and not Activated yet.

I am creating these quotes using unbound function GenerateQuoteFromOpportunity through Power Automate and it creates the quotes in Draft status by default.

Do you know how to Activated these quotes through Power Automate?

Thanks.

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Pstork1 68,707 Most Valuable Professional on at

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Sorry, I don't know how to activate the quotes after they have been created by Power Automate. In general to activate them would be to change the Statecode from 0 to 1. But I don't know if its more complex than that.

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Blog: https://www.dontpapanic.com/blog

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scardosoo 6 on at

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Hello,

I found a solution after investigating the issue.

It turns out that the "Perform unbound action" connector for "CloseQuote" action wasn’t working as expected because it wasn’t reading the metadata correctly. To better understand the issue, I analyzed the request that is sent when closing a quote from the ribbon in the UI. Based on that, I discovered the correct and expected JSON payload structure:

{

"QuoteClose": {

"actualend": "2025-06-25T16:54:22.286Z",

"quoteid@odata.bind": "/quotes(<QUOTE_GUID>)",

"subject": "Quote Closed ({0}) - {1}",

"description": null,

"quotenumber": "<QUOTE_NUMBER>",

"revision": 1,

"ownerid_quoteclose@odata.bind": "/systemusers(<USER_GUID>)"

},

"Status": 6

}

So, if there's an error when invoking the CloseQuote action due to metadata not being properly read, you need to manually pass the action parameters as shown above.

In Power Automate, configure the action as follows:

Action Name: trim('CloseQuote')

Action Parameters: (use the JSON structure above)

This should resolve the error: "CRM do not support direct update of Entity Reference properties, Use Navigation properties instead."

Let me know if everything worked as expected.

Best regards,
Samuel Cardoso

Screenshot 2025-0...

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