HOW TO INSERT DYNAMIC VALUES FROM CUSTOM ENTITIES IN AN EMAIL TEMPLATE IN MICROSOFT DYNAMICS 365?

As a Microsoft Dynamics 365 consultant we often need to work with Email templates. Email templates save time while creating multiple Email messages. In Dynamics 365, specifying dynamic values from out-of-the-box entities is fairly straight forward but to add dynamic values from custom entities requires tweaking. Dynamics 365 does not provide an out of box option to populate the field values from a custom entity in Email templates.

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How to create Dynamics 365 Scheduled Report using Microsoft Flow?

Learn how to create Dynamics 365 Scheduled Report using Microsoft Flow. Microsoft released Flow about a year and a half ago, and it has seen significant upgrades since then. We can use flow to schedule a report and also include an HTML table in the email body.
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How to import Excel/CSV from sub grid within Dynamics 365?

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  • Post last modified:September 30, 2021

Dynamics 365 allows bulk import of data from an Excel/CSV file. This option is easily accessible on Home Grid for both system and custom entities.

However, many a times, some entities may never have a Home Grid. i.e.: Some entities may be a child of some parent entity and may end up only being displayed as a Sub Grid on the parent entity record.

Dynamics 365 does not provide the Import options on the Sub Grid.  Fortunately, it is possible to customize the Sub Grid to add a custom button and invoke the OOB import functionality.

Since we are invoking the OOB Import Excel functionality there is no need to create any custom command.

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