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!).

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