Customer engagement and seamless service are more important than ever as companies use AI to assist their customers. In the AI era that we are currently living in, it is more crucial than ever for businesses to engage with their customers and provide seamless service. If you are thinking about how, you can use your current data to assist customers this blog is for you.  

Microsoft Copilot Studio is revolutionizing the way businesses interact with their customers by leveraging the power of generative AI. This article explores how you can create custom Copilots to enhance customer engagement and provide efficient handoff to customer service hubs. 

In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms.

Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to the Canvas App on the Appointment form. After creating the suggestion entity record, we should see the newly added suggestion record in the subgrid, i.e., the subgrid should be refreshed.

At first, we tried the below steps to achieve this requirement.

Step 1: Create the required Canvas App with a simple form to create the suggestion record

 

Step 2: Add the related records subgrid and embedded Canvas App to the model-driven form.

Add the related records subgrid and embedded Canvas App to the model-driven app.

 

Step 3: Check by filling out the Canvas Apps form on Appointment and submit it.

Now fill out the form and submit it on Appointment.

 

It does not refresh the subgrid after the embedded Canvas App submits, as shown below.

 

Step 4: Add the below formula to the button control (OnSelect)

Add the below formula to the OnSelect property of the button after the SubmitForm method.

ModelDrivenFormIntegration.RefreshForm(true);

After adding the above expression to the OnSelect property of the button, it will automatically refresh the subgrid after the embedded Canvas App submits, as shown below.

1. Subgrid before clicking on Add suggestion.
    

   

    

2. Subgrid refreshes after the add suggestion button click.
    

   

    

3. Subgrid shows the record after it’s refreshed.
    

   

    

Conclusion:

By following these steps, you can effectively refresh a subgrid within Dynamics 365 upon submission of data from an embedded Canvas App, all within the same tab.

In this blog post, we'll delve into how organizations can harness the power of the Microsoft Translator Connector within PowerApps to seamlessly integrate multilingual capabilities, ensuring a smoother user experience across linguistic boundaries.