Microsoft Dynamics CRM 365 Excel Templates

To get started, select your Open Opportunities view and click EXCEL TEMPLATES in the command bar at the top.  Choose Create Excel Template.

Click on the Download File button and save the file to a place on your computer where you will be able to find it again.

Open the file in Excel and you will see a standard Excel spreadsheet.

 Click on Insert Tab in Excel and Add Pivot table

Add Columns and Values which you want to display in the chart.

Save this Excel Sheet and import into MS CRM: Settings-Templates-Document Templates.

 Upload Excel Template which you have saved it.

Once it uploaded go to Opportunities form and Refresh MSCRM application ctrl  + F5.
There you find your Excel Templates once you click you will find Custom Excel Templates which you created.

Click on Download Open Opportunities. 

Open downloaded Excel you can see the all Open Opportunities listed in Table and chart you have created. its almost like Report. Happy CRM'ing