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 […]

Read More →

In this episode of Implement This (sponsored by Kingswaysoft) covers the foundations of Excel Templates in Dynamics 365. Britta and Matthew discuss getting started with both System and Personal templates. If you’re considering dipping your toe in the water with Excel Templates, you’ll definitely want to start here when you Implement This in your environment. This episode […]

Read More →