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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Import Excel/CSV from Sub Grid within Dynamics 365

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  • Post last modified:January 13, 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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