Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App
Microsoft Dynamics 365 now allows the embedding of Canvas Apps in model-driven forms. This article discusses a requirement to create a record of a related entity from a Canvas App embedded in the Appointment entity form. The goal is to have the subgrid on the form refresh after creating the suggestion entity record. The article outlines the steps taken to achieve this requirement, including creating the Canvas App, adding the related records subgrid and embedded Canvas App to the form, and using a formula to refresh the subgrid after submitting the Canvas App form. By following these steps, users can effectively refresh a subgrid within Dynamics 365 upon submission of data from an embedded Canvas App.
Article 12m
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