Customer Engagement & Dynamics CRM Forum

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  • 1.  Generating and Printing Report Document

    Posted Jul 03, 2020 11:51 AM

    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​​

    Raphael Cal
    San Ignacio

  • 2.  RE: Generating and Printing Report Document

    Posted Jul 06, 2020 03:11 AM

    Hi Raphael,

    A lot of CRM users are going through what you described above. Hence, there are a few document generation companies out there, that make life dealing with CRM reports much easier. While I am not sure, if you can solve your issue with the standard CRM functionality and word templates, I know that dox42 could help you with that: print documents right away, instead of downloading them on each individual computer. We're hosting a webinar tomorrow with the CRMUG, if you'd like to see some more, feel free to register here: 

    Best regards


    Lisa Pulsinger
    dox42 GmbH

  • 3.  RE: Generating and Printing Report Document

    Posted Jul 06, 2020 08:58 AM
    We use Document Core Pack from MSCRM Addons and it works well for this.  Check out their site...

    Johnny Bolton
    Senior Project Manager
    State Volunteer Mutual Insurance Company (SVMIC)
    Brentwood TN

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