Join Gini von Courter for an in-depth discussion in this video Download data for an Excel template, part of Microsoft Dynamics CRM: Advanced Techniques.
- [Instructor] Now let's create our template.…We're viewing this list of my active accounts credit.…The view that we just created.…And I'd like to simply create a template right here.…Create Excel template.…And a dialogue that we're familiar with will open.…Notice that the filter by entity is account.…And that the view is the view…that we're looking at right now.…I can edit columns from here if I wish.…But I'm not going to do that.…I'm ready to go because I've already modified the view.…
Let's download the file now.…This is working exactly the same way…that it worked in Word.…We're downloading information…that we can use in another application.…And here we are in Excel with our downloaded data.…
AuthorGini von Courter
- Running, managing, exporting, and sharing reports
- Creating charts and dashboards
- Adding dashboard charts
- Modifying dashboard appearance
- Using system templates
- Creating personal Word templates
- Downloading data for an Excel template
- Modifying a template in Excel
- Creating a personal email signature
Skill Level Advanced
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1. Create, Modify, and Manage Reports
2. Create Charts and Dashboards
3. Customize and Use Templates and Views
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