Let's walk through a simple example of customizing an Excel template using sample data. Any updates to the template data made in Excel online will be lost after you close the tab. The views you can select in the next field depend on the entity you select.Ĭlick Edit Columns to add, remove, and adjust properties for the columns to include in the template.Ĭlick Download File to create the template file.ĭo not use Excel online for customizing the template data as the changes cannot be saved. Select an entity (record type) to include that entity's data. Select the data to include in the template On the menu bar, click Excel Templates > Create Excel Template. For example, go to Sales > Opportunities > My Open Opportunities. You must have sufficient permissions to access to the Settings page, such as System Administrator or System Customizer.įrom a list of records. Go to Settings > Templates > Document Templates > New ( ). There are two places where you can create an Excel template:įrom the Settings page.
Step 1: Create a new template from existing data
You can try out the Excel templates included with customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), to get a quick view of what kind of analysis is possible.įollowing are the steps for creating an Excel template. With Excel templates, you can easily create and share your customized analysis with others in your organization. Excel provides powerful ways to analyze and present your data.
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