![]() ![]() 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. Analyze and share your data with Excel templatesĮxcel provides powerful ways to analyze and present your data.
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