Quote table/entity reference (Microsoft Dynamics 365 Field Service)

Article
2025-02-08

Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.

Note

The Microsoft Dynamics 365 Field Service Quote table extends the Microsoft Dynamics 365 Quote table.

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

msdyn_Account
msdyn_EstimatedCost
msdyn_InvoiceSetupTotals
msdyn_OrderType
msdyn_QuoteLineEndDate
msdyn_QuoteLineStartDate

msdyn_Account

Property	Value
Description	Customer Account associated with this Quote
DisplayName	Potential Customer
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_account`
RequiredLevel	None
Type	Lookup
Targets	account

msdyn_EstimatedCost

Property	Value
Description	The estimated cost of this quote
DisplayName	Estimated Cost
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_estimatedcost`
RequiredLevel	None
Type	Money
ImeMode	Auto
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

msdyn_InvoiceSetupTotals

Property	Value
Description	The totals of all assigned Invoice Setups
DisplayName	Invoice Setup Totals
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_invoicesetuptotals`
RequiredLevel	None
Type	Money
ImeMode	Auto
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	0
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

msdyn_OrderType

Property	Value
Description	Internal use only.
DisplayName	Order Type
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_ordertype`
RequiredLevel	Recommended
Type	Picklist
DefaultFormValue	192350000
GlobalChoiceName	`msdyn_quote_msdyn_ordertype`

msdyn_OrderType Choices/Options

Value	Label
192350000	Item based
690970002	Service-Maintenance Based

msdyn_QuoteLineEndDate

Property	Value
Description	The latest end date of all associated quote lines
DisplayName	Latest Quote Line End Date
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_quotelineenddate`
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	True
DateTimeBehavior	UserLocal
Format	DateOnly
ImeMode	Auto
SourceTypeMask	0

msdyn_QuoteLineStartDate

Property	Value
Description	The earliest Start Date of all Quote Lines that are associated to this quote
DisplayName	Earliest Quote Line Start Date
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_quotelinestartdate`
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	True
DateTimeBehavior	UserLocal
Format	DateOnly
ImeMode	Auto
SourceTypeMask	0

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.

msdyn_estimatedcost_Base
msdyn_EstimatedQuoteMargin
msdyn_invoicesetuptotals_Base
msdyn_TotalAmount
msdyn_totalamount_Base

msdyn_estimatedcost_Base

Property	Value
Description	Value of the Estimated Cost in base currency.
DisplayName	Estimated Cost (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_estimatedcost_base`
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

msdyn_EstimatedQuoteMargin

Property	Value
Description	Estimated Margin of this quote
DisplayName	Estimated Margin
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_estimatedquotemargin`
RequiredLevel	None
Type	Decimal
ImeMode	Auto
MaxValue	100000000000
MinValue	-100000000000
Precision	2
SourceTypeMask	8

msdyn_invoicesetuptotals_Base

Property	Value
Description	Value of the Invoice Setup Totals in base currency.
DisplayName	Invoice Setup Totals (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_invoicesetuptotals_base`
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

msdyn_TotalAmount

Property	Value
Description
DisplayName	TotalAmount
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_totalamount`
RequiredLevel	None
Type	Money
ImeMode	Auto
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

msdyn_totalamount_Base

Property	Value
Description	Value of the TotalAmount in base currency.
DisplayName	TotalAmount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_totalamount_base`
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

msdyn_account_quote_Account

One-To-Many Relationship: account msdyn_account_quote_Account

Property	Value
ReferencedEntity	`account`
ReferencedAttribute	`accountid`
ReferencingAttribute	`msdyn_account`
ReferencingEntityNavigationPropertyName	`msdyn_account`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `RemoveLink` Merge: `Cascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

One-to-Many relationships

These relationships are one-to-many. Listed by SchemaName.

quote_msdyn_bookingalerts

Many-To-One Relationship: msdyn_bookingalert quote_msdyn_bookingalerts

Property	Value
ReferencingEntity	`msdyn_bookingalert`
ReferencingAttribute	`regardingobjectid`
ReferencedEntityNavigationPropertyName	`quote_msdyn_bookingalerts`
IsCustomizable	`True`
AssociatedMenuConfiguration	AvailableOffline: True Behavior: `DoNotDisplay` Group: `Details` Label: MenuId: null Order: QueryApi: null ViewId: `00000000-0000-0000-0000-000000000000`

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