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Microsoft Dynamics 365 | Integration, Dataverse...
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Auto Refresh Dashboard in Microsoft Dynamics CRM 365

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Posted on by 5

We have a requirement to automatically refresh dashboards(Charts and Views) after defined interval of time and which is in supported way of doing.
if anyone worked please help us here.

  •  A D Perkin Profile Picture
    A D Perkin 50 on at
    RE: Auto Refresh Dashboard in Microsoft Dynamics CRM 365

    Hi Leah,

    Are you aware of a supported method for latest versions (Wave 2 - 2022) of the Workspace app - would like to force refresh of home tab as users find after they resolve cases in the grid, that they are still available for selection in Active cases view on the dashboard. I know they can manually refresh but automation would be nice.

    Seems to be true of the new refreshed version with tabs at top too.

    Thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto Refresh Dashboard in Microsoft Dynamics CRM 365

    pretty sure that DOM expression in the settimeout is unsupported.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto Refresh Dashboard in Microsoft Dynamics CRM 365

    Hi Ravijaala,

    After add html that Pankaj provided, you can make dashboard refresh automatically.

    1.Go settings > customizations > customize the system > web resource to add the html.

    pastedimage1600939703645v1.png

    2.Go settings > customizations > customize the system > Dashboard.

    pastedimage1600939725785v2.png

    pastedimage1600939730762v3.png

    3.Test.

    For testing, I check ‘Visible by default’, it work successfully.

    pastedimage1600939746956v4.png

    So when you use it, you can uncheck it for the aesthetics of the interface.

    And you can set time with you need in Code.

    The setTimeout() method calls a function or evaluates an expression after a specified number of milliseconds.(Tip: 1000 ms = 1 second.)

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at
    RE: Auto Refresh Dashboard in Microsoft Dynamics CRM 365

    Hi Ravi,

    I think you can add html web resource with the settimeout function. You have to make the Visible By Default as unchecked.

    
         
         
       
       
    

    Ref: RefreshDashboard

    Best Regards,

    PG

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