Implement This 16: More Excel Templates in Dynamics 365

In today’s episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson continue the discussion about Excel Templates in Dynamics 365.

Discussed on the show

  • Formulas and table structure best practices
  • Naming fields in data tables
  • Limitations and workarounds
  • Formulas to know (or learn)
  • Structuring the workbook for an Excel Template

This builds on concepts first introduced…

Continue Reading Matthew C. Anderson and Britta Rekstad’s Article on their blog

CRM Audio: Implement This 16: More Excel Templates in Dynamics 365

In today’s episode (sponsored by D365UG/CRMUG) hosts Britta Rekstad and Matthew C. Anderson continue the discussion about Excel Templates in Dynamics 365. Discussed on the show Formulas and table structure best practices Naming fields in data tables Limitations and workarounds Formulas to know (or learn) Structuring the workbook for an Excel Template This builds on concepts first introduced in episode 3 (listen in any order–no homework required!).

Blog Syndicated with Matthew C. Anderson and Britta Rekstad’s Permission

Author: CRMAudio

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