November 2017
Intermediate to advanced
402 pages
7h 49m
English
Content preview from Mastering Microsoft Dynamics CRM 2016
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Excel templates
Just like Word templates, a user can also generate Excel templates in Microsoft Dynamics CRM. The only main difference between Word and Excel templates is that, while a Word template is for information relevant to one entity record, Excel templates are for information relevant to a set of entity records. We will look through some scenarios in the later chapters in this book, which will give you a comprehensive idea of these features.