Ep 3 Excel Templates in Dynamics 365, admin edition

Templates in Dynamics 365 are not a new concept, but Excel Templates are more approachable to users and admins alike. Whether you’ve already started using these in your environment, or you’re thinking about rolling them out, you’ll want to listen to this episode. Hosts Britta Rekstad and Matthew C. Anderson dive in to discuss some initial administrator considerations when using these in Dynamics 365.

Discussed on the show

During the episode, we also chat about some of our early concepts for the Implement This podcast. We also tried to keep this one a little shorter (our target time has always been about 25 minutes…). We do our best to keep this installment focused on the initial admin aspects of implementation–let us know through the website if there are specific aspects of templates you want to know more about.

If you’re listening to this before Summit 17, you can hear a whole lot more about this in Matthew’s Top Tips for better Excel Templates session on Thursday, October 12 @ 2:30 in “Cheekwood GH”

What’s on your mind?

Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org

About the Author

There is such a thriving and growing community around Dynamics 365. So why is it so hard to find good insights about what to consider and how to implement this or that feature, solution, app, or enhancement (without diving into code)? Join the conversation with hosts Britta Scampton and Matthew C. Anderson, longtime champions of the Dynamics platform.

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