Create Word and Excel templates from Dynamics 365 data

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

You can take Dynamics 365 data and create Excel and Word templates to provide standardized documents or customized data analysis for your organization.

For more information, see:

• Using Word templates in Dynamics 365

• Analyze your data with Excel templates