Apr 01, 2018 Go to Settings Advanced Settings Organization Excel & Word Templates and choose + New Template. Select Excel Template, and then select Next. Select an entity to which the template applies. The template will use data from this entity. Excel templates are pre-designed spreadsheets that are used for a variety of purposes. The spreadsheets can be used to prepare more spreadsheets of the same type with same formatting and same predefined formulas.
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Microsoft Excel provides powerful ways to analyze and present your Dynamics 365 data. With Excel templates, you can easily create and share your customized analysis with others in your organization.
You can use Excel templates for:
Try out the Excel templates included with Dynamics 365 to get a quick view of what kind of analysis is possible. The Pipeline Management template is shown here:
Templates display information from the view defined for a record type (entity). There are four steps for creating an Excel template.
Step 1: Create a new template from existing data
Step 2: Customize the data in Excel
Open the newly created template in Excel to customize the data.
Let's walk through a simple example of customizing an Excel template by using Dynamics 365 sample data:
You're now ready to upload the Excel template into Dynamics 365.
Step 3: Upload the template and share with others
When you have your Excel template customized the way you want, you can upload it into Dynamics 365.
Note
Microsoft Excel Template File
Users in your organization can see the templates available to them by selecting Excel Templates on the command bar in the list of records.
To upload the Excel template into Dynamics 365:
Best practices and considerations for using Excel templates
Here are some things you need to be aware of to create and make the best use of Excel templates in Dynamics 365:
If you attempt to view Dynamics 365 Marketing data by using an Excel template that has an image saved in it, you might see the following message: 'An error occurred while attempting to save your workbook. As a result, the workbook was not saved.' Try removing the image from the template and reloading the template into Dynamics 365 Marketing.
See alsoMicrosoft Excel Spreadsheet Templates Free
Export data to Word or Excel docs
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