Use Microsoft Word and Excel templates with Dataverse

Beginner
App Maker
Functional Consultant
Power Apps
Microsoft Power Platform
Microsoft Dataverse

Note

App in a Day instructor-led training

Continue your learning journey with the App in a Day instructor-led workshop. This course provides hands-on experience for building custom apps! Browse training events.

Important

Power Virtual Agents capabilities and features are now part of Microsoft Copilot Studio, after significant investments in generative AI and enhanced integrations across Microsoft Copilot.

Some articles and screenshots might refer to Power Virtual Agents while we update documentation and training content.

Explore how you can create data analysis and standardized documents by using Microsoft Dataverse data along with Microsoft Word and Excel templates.

Learning objectives

In this module, you'll:

  • Learn how to use Word templates with Dataverse data. 
  • Learn how to use Excel templates with Dataverse data. 

Prerequisites

  • A Power Apps license
  • Access to Microsoft Dataverse
  • Access to Microsoft Excel
  • Access to Microsoft Word
  • Access to OneDrive for Business
  • A basic understanding of what a database is and its role within a software solution