D365 - Revise Quote using Workflow - ReviseQuoteRequest

As a result of constant feature rich updates from MS Team, we were able to call actions from workflows which personally if one of my favorites. I am exploring lot of options around the same, one such is revising the Quote via Workflow.

Why should I need this as I already have a ribbon button to achieve this?

Many businesses have their own business specific quote processflow which might not be in sync OOB quote process flow. In such situation we might need this revise option to minimize the coding effort and leverage OOB revision process. 

Lets not wait anymore, diving into the configuration

1. Create a workflow against quote(Set Scope and sync/async)

2. Hit "Add Step" => "Change Status". Set the status to Closed(Lost/Won/Cancelled) as only closed quotes can be revised using "ReviseQuoteRequest". In this case I am setting it to Closed(Cancelled).

3. Hit "Add Step" => "Perform Action". Select "Revise" against Action optionset and "Quote" should be auto selected against Entity optionset.

4. Hit "Set Properties" => select current quote as dynamic value against QuoteId

Happy Learning!

D365 CE - Quote Revise Approach and Error Troubleshooting - The quote cannot be revised because it is not in closed state.

I have recently faced an error while revising an active quote using ReviseQuoteRequest action via plugin/workflow. Below is the error message

"The quote cannot be revised because it is not in closed state. If you contact support, please provide the technical details."

Root Cause
Its due to the state of Quote. Only the quotes in closed state can be revised, if we are trying to revise a quote in a different state, then its going to error out with above message.

Fix/Approach

1. First change the Quote status to Closed(Won/Lost/Cancelled). 
2. Then execute the ReviseQuoteAction which would result in new revised Quote as expected

You can read how to implement the above revise quote with a workflow here.