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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
- Official Microsoft documentation: Dynamics 365 Excel Templates
- Matthew’s old blog post: 5 tips for using Excel Templates in Dynamics 365
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
