From the course: Microsoft Dynamics 365: Advanced Techniques

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Upload an Excel template

Upload an Excel template - Dynamics 365 Tutorial

From the course: Microsoft Dynamics 365: Advanced Techniques

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Upload an Excel template

- [Instructor] In the last two movies we've created and saved a spreadsheet in Excel from a download of data from dynamics. Now we're going to upload that spreadsheet for future use as a template. Begin by opening any list like this one, and we're going to go right back to Excel templates where we were awhile ago, create Excel template, and this time we're going to choose upload. We can drag and drop the file in, or we can browse to upload it. Click upload. If you would like to share this template with others, then you'll want to click the share button, and set permissions just as we did with reports, but I'm set with this. I don't want to share it. I just want it for my own use. So, I'm going to go back to my list, and the way I'll use this template is I will be in this entity. This was created for accounts, My Active Accounts Credit, and I can either open in it Excel Online, or download it, and it will be pulling the latest information, not the information from this point in time…

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