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