Manage Excel templates

  • 5 minutes

Excel templates empower users to create up-to-date Excel reports without needing knowledge of Excel formulas, charts, or pivot tables. Excel templates are created from a single view of Microsoft Dataverse data.

Templates can be opened in Excel online or downloaded and then opened locally in Excel. Templates allow users who would usually be unable to create these reports to use premade Excel documents with current data. Templates empower Excel users to create reports with current data instead of maintaining their own data outside the system.

You can use Excel templates for:

  • Sales forecasting

  • Pipeline management

  • Leads scoring

  • Territory planning

  • And more…

There are four steps for creating an Excel Template:

  1. Create a new template from existing data.

  2. Select the data you want to use.

  3. Customize the data in Excel.

  4. Upload the template and share with others.

Diagram showing Excel template steps.

For more information, please see Create and manage Excel templates in Dynamics 365 Sales Professional.