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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change layout and form...
Microsoft Dynamics CRM (Archived)

Change layout and format for Excel exports

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Posted on by Henning Sievert 60

Hi everyone,

I have recently started to administrate Dynamics CRM for the company I work with. I would like to change the colors, fonts, and general setup of Excel exports (view exports etc.) to resemble the company CI. I have been looking in the settings and also searched the web for some help, but without any success so far. I'd appreciate if anyone of you either knew where to find these options, or if that is not possible at all.

Thanks a lot!
Henning

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  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Henning,

    As mentioned before by Guido.

    Yes, this is not possible.

    You need to change the colors, font, and other looks and feel UI in the Excel itself.

    Maybe using Macro, VBA, or manually adjust the template, but not from CRM, CRM just taking a role to export the data out.

    Thank you.

  • Henning Sievert Profile Picture
    Henning Sievert 60 on at

    Thanks, guys, for your helpful replies!

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