![]() ![]() You must have sufficient permissions to access to the Settings page, such as System Administrator or System Customizer.įrom a list of records. Go to Settings > Templates > Document Templates > New ( ). There are two places where you can create an Excel template:įrom the Settings page. Step 1: Create a new template from existing data You can try out the Excel templates included with customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), to get a quick view of what kind of analysis is possible.įollowing are the steps for creating an Excel template. With Excel templates, you can easily create and share your customized analysis with others in your organization. To find resources to help you develop and track every component of your marketing strategy, check out these “ Free Content Strategy Templates.Excel provides powerful ways to analyze and present your data. You may want to plan a more detailed calendar for each week or month, but having an overview for the year makes it easier to coordinate your marketing efforts, plan for holidays and important events, and ensure that your content aligns with your marketing goals. Create a master calendar to work from and adjust it as needed. Plan your calendar for up to 12 months out.Include this information on your calendar along with meta-titles and other SEO tactics. Use a keyword research tool to look up what phrases people are searching for that relate to your topics. Following best practices for search engine optimization (SEO) can help bring a wider audience to your content. Find keywords to optimize your content.Prioritize your content based on the intended result, and rotate your publishing schedule for different themes to make sure you are addressing a range of customer needs. Identifying themes can help you categorize topics and ensure that you’re producing a variety of content aimed at achieving specific goals, whether it’s generating leads, showcasing your expertise, or selling products. Choose themes for your content based on customer questions or interest.If you are working with others, use your team to brainstorm topics and themes. There is no point in planning more than you can actually handle. This is important even if you run a small business and generate all your own marketing content. ![]() Identify who is responsible for what content and how much content you can realistically produce.
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