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Customer experience | Sales, Customer Insights,...
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Email: adding a attachment, visualize it without refresh form

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Suppose you open an existing email record in Dynamics CRM 365 online.

By clicking a button you open a custom HTML form that displays files from sharepoint.

Those files can be attached to the current email you're working in.

Technically, behind the Add button in a buttoncontroller we call a CRM365 action that gets the selected file from sharepoint and add it to the email.


Is there a way to refresh the attachments grid on the email form without refreshing the form?

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  • Suggested answer
    Ana Almeida Profile Picture
    on at

    Yes, there is a function that will allow you to refresh only the grid:

    gridContext.refresh();

    Please found more information here:

    docs.microsoft.com/.../refresh

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