Excel Template Capabilities in Dynamics 365 Todays Agenda

Excel & Template Capabilities in Dynamics 365

Today’s Agenda Introduction Excel Capabilities Review Excel Templates Word Templates

Introduction

About the Speaker Adam Hallbeck Senior Consultant Stoneridge: # years Email: adamh@stoneridgsoftware. com Microsoft: # years (if applicable) Bio: https: //stoneridgesoftware. com/team/adam-Hallbeck/ Total Industry Experience: # years Connect with me! Linked. In: www. linkedin. com/in/adamhallbeck/ Twitter: www. twitter. com/adamjhallbeck (@adamjhallbeck)

Excel Capabilities Review

Excel Capabilities Review • Entry points • • • Standard views Advanced find Reports area • Standard Export to Excel • Excel Online within Dynamics 365 • Exporting to Excel from reports

Excel Capabilities Review - Standard Export to Excel

Excel Capabilities Review - Excel Online

Excel Capabilities Review - Exporting from Reports

Excel Templates

Excel Templates • Overview • Creating Excel Templates • From views • From Templates in Settings • Demo • • Download data Introduce elements (pivot tables, charts, slicers, etc. ) Save an upload to Dynamics 365 Access saved template from 365 • Demo Templates in Embedded Excel Online

Excel Templates – Overview • Great way to create and manage custom reports via templates built • • Any view for data set Include pivot charts, slicers, control formatting and UX • Collaborate and share with non-users in a few clicks • Easy to create, easy to use • Start with a view, end with robust Excel reports from Dynamics 365 data • Accessible and fun! • Don’t have to be an Excel whiz to get off the ground

Excel Templates – Process Image: Microsoft, https: //docs. microsoft. com/en-us/dynamics 365/customer-engagement/admin/analyze-your-data-with-excel-templates

Creating Excel Templates • From views • From Templates in Settings

Excel Templates - Demo • • Download template/data Introduce elements (pivot tables, charts, slicers, etc. ) Save an upload to Dynamics 365 Access saved template from 365 • Demo template in embedded Excel online

Excel Templates – A Few Considerations • Data *does not* refresh unless the pivot tables are set to refresh • Duplicate column names (nothing new for Excel exports/imports) • General UX in the workbook/on the worksheet • Security - control who has access and optimize UX in Dynamics 365 for users and teams

Word Templates

Word Templates • Overview • Demo templates • Creating a Word template • • • Setup & Choosing Relationships Accessing editor in Word for attributes Grids/repeating records on templates

Questions and Discussion

Thank You