CRM 2013 on Tablet - Refresh Lead Page post on-click event RRS feed

  • Question

  • I need to refresh the lead page once the user clicks "Qualify" button and CRM executes the lead qualification process.

    I have blocked the creation of opportunity while lead qualifies so the lead page remains static (status=open lead) after you qualify lead. On web client, I have used location.reload(true) to refresh the page once the user clicks "Qualify" button and this works fine.<o:p></o:p>

    I need to refresh the lead page on Dynamics CRM tablet app v8.1 as well. The lead page will refresh asynchronously when I use  'Xrm.Page.data.refresh(true)' (- onclick event on Qualify button) but this doesn't reflect the actual status of lead i.e. Qualified status. When I set timeout of 2 seconds “setTimeout('Xrm.Page.data.refresh(true);', 2000)”, the lead is qualified and the user will be the qualified lead. But this may not work sometime.  I am thinking of better way to handle this. Any feedback is much appreciated!!


    Tuesday, September 30, 2014 7:59 PM