Answer: Excel provides powerful ways to analyze and present your data. With Excel templates, you can easily create and share your customized analysis with others in your organization.
Use Excel templates for:
Sales Forecasting
Pipeline Management
Leads Scoring
Territory Planning
And much more…
You can try out the Excel templates included with customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), to get a quick view of what kind of analysis is possible.
Example of a pipeline analysis Excel template.
Create a new Excel template
Following are the steps for creating an Excel template.
The process to create an Excel template.
