Select Enable Editing to allow customization of the Excel workbook.Īdd a new column, and name it "Expected Revenue".Ĭreate a formula for expected revenue. Let's walk through a simple example of customizing an Excel template by using Dynamics 365 sample data: Open the newly created template in Excel to customize the data. More information: Step 3: Upload the template and share with others To upload the template after you customize the data, go to the list of templates, and then select Upload Template. To upload the template later, select the X icon in the upper right of the modal window. You can customize (as detailed in the steps below) and upload the template by selecting Upload. The view defines the query used to display records and the columns or fields that are shown. The views you can select in the next field depend on the entity you select. The template will use data from this entity. Select Excel Template, and then select an entity to which the template applies. On the next screen, select Document Templates, then choose + New in the top ribbon. Navigate to Settings > Business > Templates. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator. The advanced settings area opens in a new browser tab. Open the Settings menu at the top of the page and select Advanced settings. Sign in to Dynamics 365 as a user with the System Administrator role. Step 1: Create a new template from existing data There are four steps for creating an Excel template. Templates display information from the view defined for a record type (entity). The Pipeline Management template is shown here: Try out the Excel templates included with Dynamics 365 to get a quick view of what kind of analysis is possible. With Excel templates, you can easily create and share your customized analysis with others in your organization. Microsoft Excel provides powerful ways to analyze and present your Dynamics 365 data. The documentation content is being updated to note whether it applies to real-time journeys or outbound marketing. Many documentation pages currently refer to outbound features that may not be available or may work differently in real-time journeys. For more information, see Default real-time journeys installation. Starting on September 1, 2023, new Customer Insights - Journeys customers receive real-time journeys features only. For more information, see Dynamics 365 Customer Insights FAQs The individual applications have been renamed Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data, respectively. On September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights began to be sold together under a single product SKU called Dynamics 365 Customer Insights.
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