I am able to create a quote Template by using the Word Template from advanced settings. But I would also like to have the option of outputting a quote in Excel with formatting. Is there a way to connect an excel spreadsheet to the XML mapping of the Quote entity so I can upload an Excel formatted quote template?
Thanks for trying, but I am trying to create a quote template from excel. I am not trying to download entities in excel to analyze data.
Hi,
You can refer to the following video to know how to use the excel template to analyze data.
Using Word and Excel Templates in Dynamics 365 - YouTube
It starts around 31:30.
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