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Revising a Dynamics Quote

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Posted on by Chris BCH

Trying to revise a quote using power automate, creating a quote close activity ok, but getting errors if I run the closeQuote unbound action or update the quote record to set as closed/revised.

Anyone managed this?

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Building flows

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Jacqui Muller 64 on at

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Hey @Chris BCH what are the errors you are encountering?

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Chris BCH 6 on at

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Hi @Jacqui Muller

When I do a update row status + status reason, get -

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 do a CloseQuote unbound action, get -

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

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MP-15041641-0 15 on at

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Is this resolved? I am getting same error.

If it is resolved? What is the fix?

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Chris BCH 6 on at

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