HI,
We use D365 CRM Online and serve citizens of our country. When they register with us, we print a page, like a summary of data they have provided, and let them sign it. Another co-worker was working on that report document using CRM Reports I believe, but has been a pain to deal with modifications and additions when needed to make any. We were looking into better ways of generating such a document, and I have been using the Word Document Templates and it seems that it would do the job. However, one thing that I would like is to have the ability to generate the document and print it straight away, instead of having it download on the user's computer since they go through a fair bit of users each day. Is there a way or workaround to immediately print the document?
As a side note, we were thinking of experimenting with Power BI,I know this may not be the place for it, I apologize, but if anyone has the experience and think we could get the functionality using it, would be appreciated.
Thank you.
#CustomerEngagement #CRM2016
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Raphael Cal
San Ignacio
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