- [Instructor] Another way to view data from Dynamics 365
is to export data to an Excel template.
An Excel template is an Excel sheet that has been
pre-configured with PivotTables and PivotCharts.
With a few clicks, data can be loaded from Dynamics 365
customer service into an Excel template
without the need to do any configuration to the Excel sheet.
Excel templates can be downloaded as a local file
or accessed through Excel Online.
In order to access Excel templates, all you have to do
is just to navigate to a list view of records.
So here we can see my active cases.
And on the command bar,
you'll be able to see the Excel templates button.
If you click on the down arrow next to Excel templates,
you're going to be able to upload a template from here
or download a template from here.
If there's any Excel templates that are already configured
for this entity or table,
you're going to be able to see those below Excel templates.
We can see we have two different Excel templates available
for the cases table.
In order to push the data from Dynamics 365
into the Excel template,
all you have to do is click on the Excel template
where you want to push the data into.
The data that will be pushed into the Excel template
is the data that is in the view
that you have currently selected.
You'll notice when I select the Excel template
that I want to use, I now get the option
to either open the Excel template in Excel Online
or to download a local copy.
I'm going to open this in Excel Online.
And here we can see all the data that was in the view
that's now been pushed into my Excel template.
And from here, I can start filtering out
some of this data as well.
I can move some of this stuff around,
and I even have the ability to save
this Excel template as well to download a copy.
Microsoft Excel provides a powerful way
to analyze and visualize your Dynamics 365 data.