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auto refersh dashboard charts view when modification of record is done.

Posted on by 35

when accessing view from chart of dashboard and modification of a record is done and come back to view page it is not automatically refresh for example there is a chart which showcase all the record which is assigned to me when i go on dashboard and click on chart and access the related view then i want to change the owner of a record to someone else then i go on record and change the owner but when i press back button then the view is not auto refresh i have to manually do that is there any way to do that automatically.

  • RE: auto refersh dashboard charts view when modification of record is done.

    when accessing it directly from view it refreshes automatically but same action is not performing in case of chart

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    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: auto refersh dashboard charts view when modification of record is done.

    Hi vishal,

    If you access it directly from the view rather than through a chart in the dashboard, can the view automatically refresh after you change the record?

    Maybe you can refer the following links to use js code to refresh grid automatically:

    (+) Auto-refreshing Views or Grid in D365 CRM - Microsoft Dynamics CRM Community

    How to refresh Homepage Grid on click of custom ribbon button in Dynamics 365? Use Xrm.Utility.refreshParentGrid() API - Debajit's Power Apps & Dynamics 365 Blog (debajmecrm.com)

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