Most systems require formatted output generated from data. You could use the Export to Excel feature to extract data and then format it externally, but often the formatted output needs to be generated regularly. The Common Data Service has templates that can be used to generate formatted output. These templates can be used with the automation capabilities of the Power Platform and the Common Data Service.
There are three types of template that can be used to create formatted output using data in the Common Data Service:
- Excel
- Word
First, we will look at using email templates to send emails containing data held in the Common Data Service.
