Revised 11/21/2025
Creating Excel Templates in Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM provides a built-in feature for creating and managing Excel templates to streamline data analysis and reporting. This functionality is part of Dynamics 365 and is not provided by akoyaGO. If you need to create Excel templates for CRM data, you will use the tools available within Dynamics 365.
Key Points
- Excel templates allow exporting CRM data into structured Excel files for reporting and analysis.
- Templates can be customized and reused for consistent reporting.
This feature is native to Microsoft Dynamics 365 and is not related to akoyaGO functionality. For detailed instructions and best practices, refer to Microsoft's official documentation:
- https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/manage-excel-templates
- https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/export-data-excel
- https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/create-excel-templates