The active stage in BPF is set using plugin. The plugin is synchronous thus the selected stage and Active stage are not same when the form is open.
How can we make Selected stage and Active stage same after the plugin is executed?
Note: I don't want to refresh the page.
Can any one help
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Hi Krishna
Based on your business process I would say yes, a CRM does sound like a good option in running your business more efficient. A CRM allows you to keep a record of your customers' details and any interaction so it makes everything well organized.
You may also want to look at the option of getting a CTI solution like Tenfold which integrates your existing phone and CRM. They also support MS Dynamics integration. Checkout these integrations at www.tenfold.com/.../dynamics
Hi Krishna,
unfortunately this will be not possible until you refresh the page.
Hello Krishna,
You cannot see the change applied on server side until you reload the form.
Better to go with Client side Api which do provide stage transitions methods as suggested by Sardar Ahmed, thanks.
Regards,
Sartaj
Hi Krishna,
You have to refresh the page to see the changes
Xrm.Page.data.refresh();
It would be better if you use, client side programming(Xrm.Page.data.process) to do the task, as plugin will not reflect the changes .
Hi krishana,
where(in which event) is the plugin registered?
This seems to be not feasible requirement. The active stage cannot be set unless page is refreshed. this is by crm design. the only work around is to call Xrm.Page.data.refresh() with a timer in onload function(just to prevent user refreshing the page) as below
function onload()
{
window.settimeout(function(){ Xrm.Page.data.refresh() }, 3000);)
}
Thanks
Goutham
<<please mark as verified if it solves your query>>
There are two options
Either refresh the page or
save the form twice
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