Thursday, July 24, 2014

MSCRM 2013: Printing CRM Records

Although we all strive to be "green" and limit the amount of paper we use, some of us still need to print records from time to time.  Whether you access your CRM Online through a web browser or through Outlook, printing a record is easy.

Scenario 1-  Within Outlook:   In this example I'm looking at contact "Patrick Sands" and I'd like to print this record.  I simply type ctl-p (or click File==>Print).  Your printout will look like this:




Not very pretty, but the information is there.

Scenario 2- From the web browser:  Click on the Gear in the right-hand corner, then click "Print Preview".  The preview window opens and looks like this:



The printout generated from the web browser is much like the form.

And there you have it, two different ways to print a record with two very different results.

n'joy!

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