In Dynamics 365, there are several ways to use Excel to analyze data. In this post, we will look at the various different options. Lets start with a view of All Accounts. Note were displaying this in the Sales Hub app. The logic applied to the web client as well.

Sales > Accounts 7 MOD Administrator & Dynamics 365 Sales Hub Show Chart + New Delete v Refresh D Email a Link Flow V 6 Run Report Excel Templates Export to Excel v All Accounts Search for records ME Account Name TL Y Main Phone 1. Address 1: City TL y Primary Contact LyEmail (Primary Contact) Status 22 JKL Sales Active Alstom Grid Active 8 test 5e09f2c6-1693-48c9-a795-d8e387ef56b5 Active Northwind Printers Active D Saravana Associates - Active HCL Technologies, Active Graphical Design Institue Active Fourth Coffee (sample) 555-0150 Renton Yvonne McKay (sample) someone a@example.com Active B Al! B C D E F G . 1 1 K M N O P Q R S T U V w Y Y Z 1 - 50 of 1570 (0 selected) Page 1 Sales > Accounts 7 MOD Administrator & Dynamics 365 Sales Hub Show Chart + New Delete v Refresh D Email a Link Flow V 6 Run Report Excel Templates Export to Excel v All Accounts Search for records ME Account Name TL Y Main Phone 1. Address 1: City TL y Primary Contact LyEmail (Primary Contact) Status 22 JKL Sales Active Alstom Grid Active 8 test 5e09f2c6-1693-48c9-a795-d8e387ef56b5 Active Northwind Printers Active D Saravana Associates - Active HCL Technologies, Active Graphical Design Institue Active Fourth Coffee (sample) 555-0150 Renton Yvonne McKay (sample) someone a@example.com Active B Al! B C D E F G . 1 1 K M N O P Q R S T U V w Y Y Z 1 - 50 of 1570 (0 selected) Page 1