Import Excel/CSV from Sub Grid within Dynamics 365

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 actually 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, its possible to customize the Sub Grid to add a custom button and invoke the OOB import functionality.

Use the ‘Ribbon Workbench’ tool to add a new button on the entity Sub Grid.
In the below example I have an ‘Import from Excel’ button on the entity sub grid. Since we are invoking the OOB Import Excel functionality there is no need to create any custom command.
Simply populate the ‘CommandCore’ property with ‘Mscrm.ImportDataFromExcel’ and you good to go.
Set the ‘CommandCore’ property to ‘Mscrm.ImportDataFromCSV’ if you plan to use the CSV approach

Here is how the button looks on the actual sub grid