To upload the template later, select the Upload the template later check box, and then select Next. On the Download Template page, select Download. 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 The template will use data from this entity. Select an entity to which the template applies. In the Create Template Type pane, select Excel Template, and then select Next. Under Advanced Settings, select Excel and Word Templates. Make sure you have the System Administrator role in Dynamics 365 Sales Professional. Step 1: Create a new template from existing data There are four steps for creating an Excel template. From the Sales Hub app, select the Settings icon, and then Advanced settings.įollow the instructions in Analyze and share your data with Excel templates to create an excel template.
