It’s an exciting new feature included with Dynamics 365. Excel provides powerful ways to analyze and present your Dynamics 365 data. With Excel templates, you can easily create and share your customized analysis with others in your organization.
First need to create excel template using create template wizard. This wizard is also used to create excels so you can see both options are available in popup.
There are two different paths you can follow to create an Excel template:
From a list of records. For example, go to Sales > Opportunities > My Open Opportunities. On the menu bar, click Excel Templates > Create Excel Template.
Once a pop-up window titled Create Template from CRM Data opens, choose the following options: