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Export Nested Grid or Custom Data Formats to Excel in Dynamics 365

June 22, 2025

In this blog, we will explore how to export nested grid data from Dynamics to Excel. Problem Statement: Our client required an "Export to Excel" functionality for a nested grid. However, the out-of-the-box Export to Excel feature does not support nested grids. To address this, I developed a custom Export to Excel functionality for nested grids. You can use this same approach if you have requirement for customized excel format functionality. Let’s see how you can achieve the same if you encounter this requirement. My nested grid is on the Contact entity, displaying the hierarchy of parent and child cases. Let’s break down the solution into steps: Create a custom workflow activity to build an HTML string of the cases. Create an action that internally calls the custom workflow activity. Call the action in a JavaScript function to retrieve the content and download the Excel file. Create a ribbon button and attach the JavaScript function to it. 1. Creating a Custom Workflow Activ...

Create a System Dashboard from a Personalized Dashboard

December 06, 2023

In this blog, we are going to see how you can create a system dashboard from a personalized one. Requirement: One of my clients created a personalized dashboard and wanted it to be available to all users. We need a system dashboard for that. There is no out-of-the-box (OOB) feature that allows you to convert or copy the personalized dashboard to a system dashboard. One way to achieve this is through a manual process where I have to review each component from the personalized dashboard and then replicate the same in the custom dashboard. This process takes some time, as we also need to check all the properties of each component in the dashboard before copying. I wanted to implement this in a better and quicker way. Let's see how I achieved it. This is the personalized dashboard created by the client. First of all, assign this dashboard to yourself ( the Admin user ). Create a new empty system dashboard inside your solution. Don't add any components; just create and save it. Exp...

Open Windows Email App with To, CC and BCC information from Dynamics

November 20, 2023

In this blog, we are going see how we can open a windows email app with information from Dynamics CRM. Problem Statement : As we all know, when we click that little icon on Email field, it open our windows mail app. One of our client, wanted to have that feature with CC and BCC information as well. And this is not supported by OOB feature. To achieve this particular functionality, I have overridden the OOB functionality. Let's see, step by step, how I did it. First of all, find "data-id" for your email field. It is unique for each control. You can find it by Inspect on Email icon of your field. Create a HTML web resource which overrides the Email icon click functionality. Click here to download the complete code file. Add this as a component on CRM form. Just make sure, you have this component added in somewhere at the top section of the form as web resource needed to be loaded and also set height as only 1 row so that it would not eat more space. To call the fun...

Combine two result sets with indicators into one view

August 20, 2023

Requirement : My client wanted to have a dashboard, where user can see all the published knowledge articles reviewed and yet to be reviewed by the user itself. CRM stores knowledge article views data into Knowledge Article View table. As per the requirement I have to show two different result sets into one view. One result set for Reviewed and another for Yet To Be Reviewed articles. At first, Created a Choice data type column with logical name as mad_knowledgearticleviewstatus in Knowledge Article table. To show article view status for the user. Here are the options for the same: Note, I have used icons in the label to show the view status. These icons act as an indicator. Blue icon(🔵) is used for Yet To Be Reviewed status and White icon(⚪) is used for Reviewed status. This field wasn't created to store any data, instead data for this field would be dynamically shown based on the logged in user. In the next step, Created ...

Check Webresource Dependencies on form

April 11, 2023

Open Webresource Dependencies Checker tool in XrmToolBox . This tool was developed to get all the events attached to a form for a specific or all web resources on the form. You have two options to check dependencies, either by Web Resource or by Entity . Filter by WebResource : Type your Script Logical Name and press the Tab key. It will retrieve all the entities having decencies on the specified script. Select Entity , it will retrieve all the forms which are using the specified script. Select Form , it will show all the events attached to form, from the script. In the result table, you will see the following fields: Webresource Name : Logical Name of the web resource. Control Type : The type of control where an event is registered. Control Name : Name of control on which event is registered. Function Name : Function name specified in event registration. Event : Trigger for an event. Enabled : Specifies function is enabled or not. Execution Cont...

Apply Custom Filter on Multi-Entity Lookup field

March 19, 2023

In this blog, we are going to discuss how we can apply a custom filter on multi-entity reference lookup. There was a requirement, to restrict lookup data on From field on Email. From field has the data type of Party List which basically allows you to select a record from the users and queues table. Now, the requirement was to restrict the data in such a way where logged In user can see only the queues of which he was a member, and for the user's table only his record to be shown. As per the requirement, I have to apply two custom filters on the form field for each entity. I never did this before. So, after a lot of research and development found that the solution was too easy. We just have to apply a addCustomFilter function twice(one for each entity). like this: Now I know how I can apply the custom filter on Multi-Entity lookup. It could have done the job for me if my filter on entity was straight forward. But, In this case it wasn't solving my problem as it only works with...

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