Mad D365

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...

You all might be aware of the CRM inbuilt  User Audit Access functionality , which shows user login access. I also proposed the same solution to my client, when he asked me about how to check user login date and time in CRM. But, he wanted a user-friendly and flexible way to access this data.  Problem with current inbuilt functionality :      1. Accessing Data                   To access the user login audit data, as a user I have to perform several steps. which is not the quickest or most convenient way. i.e.   Go to Advanced Settings >> Auditing >> Audit Summary View >> Filter Event Column with "User Access via Web".      2. No filter on User Record                     It shows the login data for all users. The filter is not available for the user record, which makes it hard ...

Disclaimer:  It is recommended to use the existing OOB N: N relationship for an entity. The custom N: N relationship is only to be used for entities that do not support the N: N relationship. As the title suggests, in this blog we are going to discuss how to create a custom N: N relationship. The topic is divided into the following parts: 1. Need of custom N: N relationship. 2. Implementing custom N: N relationship. So, let's begin. 1. Need of custom N: N relationship         One day, I received a requirement to develop functionality where a user can add multiple users and contacts for appointments and phone calls, and later on, he can send notifications to selected contacts or users via mail. The approach was simple, to create an N: N relationship between appointment to user and contact and then add a subgrid on the form for each entity. But for activity entities, CRM does not allow you to create an N: N relationship.  Hence, a custom N: N relati...