Skip to main content

Notifications

Announcements

🌸 Community Spring Festival 2025 Challenge & Updates🌸
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Opportunity record doe...
Customer experience | Sales, Customer Insights,...
Suggested answer

Opportunity record does not get auto refreshed after it closed.

(2) ShareShare
ReportReport
Posted on by CU16040836-0 6
Opportunity record does not get auto refreshed after it closed. How to achieve this ?
Categories:
Microsoft Dynamics CRM
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 1,358 on at
    Opportunity record does not get auto refreshed after it closed.
    Ah, got it.
     
    If it isn't happening automatically, you could probably force it with a relatively simple JavaScript function. I'm not a developer, and CoPilot gave me the following script (so I can't vouch for the accuracy).
     
    Have it trigger or set to run when [Actual Close Date] is updated on the Opportunity, and that should hopefully run as soon as the Opportunity Close action is completed without requiring a manual refresh.
     
    function refreshPage() {
    Xrm.Page.data.refresh(true); // Pass 'true' to save changes before refreshing
}
  • Holly Huffman Profile Picture
    Holly Huffman 5,510 on at
    Opportunity record does not get auto refreshed after it closed.
    Good morning, afternoon, or evening depending on your location!
     
    • Are you referring to the UI not refreshing after closing the Opportunity, or is the issue related to data updates not appearing immediately in views or reports?
    • Is there any automation, workflow, or integration involved that should trigger upon closing the Opportunity?
  • CU16040836-0 Profile Picture
    CU16040836-0 6 on at
    Opportunity record does not get auto refreshed after it closed.
    @Tom_Gioielli Thanks for your response. What I meant was after clicking the 'Close As Won' button, the "opportunity close" quick create form will be loaded. Once I filled the fields on the opportunity close quick create form and save it, the opportunity that we closed doesn't get updated spontaneously. (i.e. the message "Read-only This record’s status: Won" on the top of the opportunity name was not showing immediately) I have to refresh manually inorder to see that message. I wish to auto refresh after the opportunity get closed.
  • Tom_Gioielli Profile Picture
    Tom_Gioielli 1,358 on at
    Opportunity record does not get auto refreshed after it closed.
    Can you provide some more information? What do you mean by refreshing after closed? Is there some automation or other action you are expecting to occur after saving a change to the record?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🌸 Community Spring Festival 2025 Challenge & Updates🌸

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,095 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,866 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans