Dynamics 365 Excel Templates

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Excel templates in Dynamics 365 are a way to easy create custom Excel reports you can run when needed.

To create an Excel template, go to Settings->Templates:

You will see the page. Select Document Templates:

Here you will see the available templates view:

With the option to change the view:

Select New. You will have the option to select Excel Template and Word Template. You can also access this screen by going to a view and selecting Excel Templates:

Once open, you can select the Entity to apply to the template:

And the view:

Edit Columns and add a column for Annual Revenue:

Click Download. This will download the spreadsheet:

Edit the spreadsheet, select the Account Name and Revenue and add a bar chart:

Now in Dynamics 365 click on Excel Templates:

Then select Excel Template and Upload:

Drag the updated spreadsheet:

Spreadsheet template is now uploaded and active:

You have the ability to deactivate the template uploaded. Click on Share to share your template:

If you want to see your personal document templates, click on Advanced Find:

Now back to the My Active Accounts view you will see the new template under Excel Templates:

Open the spreadsheet to see the chart with live data:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

carldesouza.comLinkedIn Twitter | YouTube

 

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