CRM 2016 Feature of the Week: Preformatted Excel Templates

Posted on: April 20, 2016 | By: Craig Thompson | Microsoft Dynamics CRM

Logan Consulting takes pride in being connected to the newest developments within Microsoft and their new Microsoft Dynamics CRM 2016 platform. It's important to stay on top of the latest trends, which is why we've put together a series of blog posts to dive into Microsoft Dynamics CRM 2016's new productivity features to drive your business. Let us do the research for you, and uncover what Microsoft Dynamics has to offer.


We all love Microsoft Excel, it keeps our sales teams organized and data in place. That being said, Excel can also get a little tedious, especially when having to frequently create the same Microsoft Office documents in Dynamics CRM. Thankfully Microsoft decided to address this pain point in their new Dynamics CRM 2016 update on-premise and in the cloud with Microsoft Excel templates to help speed up your business. Users can use these templates to quickly create, analyze and share customized data with anyone in your organization. Microsoft CRM templates conveniently enhance sales forecasting, pipeline management, leads scoring, territory planning, and more.


Want to learn more? Microsoft created a video to introduce this convenient new productivity feature. Standardize all of your organization's most loved documents with just a few clicks.



Microsoft Dynamics CRM is a leader in the industry and its innovations have been used to grow businesses of all shape and size. Think CRM may be the next best move for your organization? Reach out to us at Logan Consulting your Chicago based Microsoft Dynamics GP partner for pricing, information or a consultation.

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