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Microsoft Dynamics CRM (Archived)

Auto Refresh Dashboard

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Posted on by 1,703

I have a dashboard that shows a list, tasks, and two charts. I know that I can refresh the chart manually, but is there any way to auto refresh the chart but not the entire dashboard?

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  • Verified answer
    Mahadeo Matre Profile Picture
    17,021 on at
    RE: Auto Refresh Dashboard

    Try adding your chart into HTML web resource and put that HTML web resource on dashboard. and you  can refresh HTML web resource using javascript..

    Or create child dashboard with only charts you want to refresh, add this dashboard into HTML web resource and add this HTML web resource on your main dashboard.

    Now refresh your HTML web resource.

    Here is code for how to refresh web resource.

    crmtipoftheday.com/.../auto-refresh-crm-dashboard

    Hope this will help..

  • Verified answer
    Royal King Profile Picture
    27,686 on at
    RE: Auto Refresh Dashboard

    Create a new dashboard and web resource file with iframe to refer the existing dashboard that you want to auto refresh in certain time interval.

    In the web resource HTML head section add below mata tag to refresh the page, content 600 means it will refresh the page for every 600 seconds.

    <meta http-equiv="refresh" content="600">

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Auto Refresh Dashboard

    Solved my dashboard auto refresh issue, now I am able to refresh the dashboard every 30 secs. 

  • Dmac12 Profile Picture
    on at
    RE: Auto Refresh Dashboard

    Hi Mahadeo,

    Thanks for the solution, I've manage to implement this in my sandbox environment successfully , I've also discussed the solution with our support partner who has said that the constant data pull could cause performance issues! is the data only pulled while the dashboard is open or is the data constantly refreshing in the background?

  • Pete_N Profile Picture
    1,703 on at
    RE: Auto Refresh Dashboard

    Can anyone give me a step by step guide ….  just banging my head against a brick wall.  All I want is to auto refresh just one chart on a dashboard  * dashboard contains other data ) 

    I have had lots of suggestions, but have not been able to get anything to work. 

    Tried wrapping the chart in a web resource … But failed at the first hurdle …. how do I reference the chart ??

    Any tutorials / examples that use a system chart would be very useful

  • Community Member Profile Picture
    on at
    RE: Auto Refresh Dashboard

    Hi Chitrarasan,

    I have an Iframe to load list of emails into dashboard along with HTML file as web resource. I have added additional <meta> tag to the existing html file.

    But I am not seeing the dash board being refreshed. Any idea how to verify this.

    Below are two <meta> tags from HTML web resource.

    <meta http-equiv="refresh" content="600"/>

    <meta http-equiv="Content-Type" content="text/html; charset=utf-8">

  • Community Member Profile Picture
    on at
    RE: Auto Refresh Dashboard

    Hi Jafri,

    I have an Iframe to load list of emails into dashboard along with HTML file as web resource. I have added additional <meta> tag to the existing html file.

    But I am not seeing the dash board being refreshed. Any idea how to verify this.

    Below are two <meta> tags from HTML web resource.

    <meta http-equiv="refresh" content="600"/>

    <meta http-equiv="Content-Type" content="text/html; charset=utf-8">

    Can you help me,  how you have accomplished the refresh functionality?

    thanks.

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