• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

Printing from Dynamics 365 for Finance and Operations

February 22, 2018   Microsoft Dynamics CRM
Printing 300x225 Printing from Dynamics 365 for Finance and Operations

The ability to print transactions and reports is a simple but critical aspect of user experience and productivity. Regardless of industry vertical, a common business expectation is to have a hosted ERP application configured in the Cloud.

As transactions are being performed, they need to be reported, shared, and printed between stakeholders and decision makers. Users trying to print documents on network devices from hosted applications often face challenges such as print drivers that might incompatible or not available on their device. In some cases, the user’s device might not be connected or able to connect to the corporate network due to infrastructure constraints.

In Microsoft Dynamics 365 for Finance and Operations, you can seamlessly print documents from a local or network-connected printer device as long as it provides integrated services supporting an HTML5 client and uses hosted client applications with Microsoft Office 365 services. This makes it easy to generate, store, and distribute documents. You can print documents and export reports directly from the client as PDF files or Microsoft Office documents. In this blog, we’ll explain how printers are installed and configured to print documents.

Dynamics 365 for Finance and Operations offers a downloadable embedded application, known as Document Routing Agent (DRA) that you can use to enable network printing scenarios. DRA manages the spooling of the documents and can access both local and network printers that are connected to the computer running the Dynamics 365 for Finance and Operations application in the Cloud.

Here are a few pre-requisites for configuring the Document Routing Agent:

  • The Microsoft Azure Active Directory (Azure AD) account that is used to configure the Document Routing Agent must share the same domain as the Azure tenant.
  • The application requires Adobe Acrobat Viewer.
  • The DRA is supported only on Windows 8.1 and Windows 10, or on Microsoft Windows Server 2012 R2.
  • Access to network printing resources requires Active Directory Domain Services (ADDS) authentication.

These steps need to be followed to install and configure DRA:

1. Open the Manage network printers page (Organization administration > Setup > Network printers).

2. On the Options tab, in the Application group, click Download document routing agent installer. Run the downloaded file to begin the installation process.

021918 1641 Printingwit1 Printing from Dynamics 365 for Finance and Operations

3. Complete the setup process.

021918 1641 Printingwit2 Printing from Dynamics 365 for Finance and Operations

021918 1641 Printingwit3 Printing from Dynamics 365 for Finance and Operations

021918 1641 Printingwit4 Printing from Dynamics 365 for Finance and Operations

After the application is installed, you can begin to register local printers as network printers for the Finance and Operations applications.

4. Close all browser instances that are running the Finance and Operations application. This resets the local Azure authentication tokens.

5. On your desktop, run the Document Routing Agent. On the toolbar, click Settings.

021918 1641 Printingwit5 Printing from Dynamics 365 for Finance and Operations

6. Update following parameters:

  • Application ID – The ID that is unique to the application and should be entered automatically.
  • Finance and Operations URL – The base URL of the Finance and Operations application.
  • Azure AD tenant – The domain name of the Azure AD.

7. Click OK.

021918 1641 Printingwit6 Printing from Dynamics 365 for Finance and Operations

8. Click Sign in to sign in to your account. Once successfully signed in, the Printers button becomes available on the toolbar.

9. On the toolbar, click Printers.

10. Select the printers to make available in the Finance and Operations applications.

021918 1641 Printingwit7 Printing from Dynamics 365 for Finance and Operations

11. Specify a default name for the printer.

12. Click OK. The selected printer devices will be registered in the Finance and Operations application.

To complete the print job, the registered network printer needs to be marked Active and it can be done by following the below steps:

  • Open the Manage network printers page (Organization administration > Setup > Network printers).
  • Edit the existing entries that are mapped to each network printer. As part of your changes, edit the connection path.
  • To include a printer as an option in the Print Destinations field, set the Active field to Yes.

021918 1641 Printingwit8 Printing from Dynamics 365 for Finance and Operations

  • Click Save.

Now you are all set to print from Dynamics 365 for Finance and Operations! Check out our blog for more guides to Dynamics 365 for Finance and Operations.

Happy Dynamics 365’ing!

Let’s block ads! (Why?)

PowerObjects- Bringing Focus to Dynamics CRM

Dynamics, Finance, from, operations, Printing
  • Recent Posts

    • Rickey Smiley To Host 22nd Annual Super Bowl Gospel Celebration On BET
    • Kili Technology unveils data annotation platform to improve AI, raises $7 million
    • P3 Jobs: Time to Come Home?
    • NOW, THIS IS WHAT I CALL AVANTE-GARDE!
    • Why the open banking movement is gaining momentum (VB Live)
  • Categories

  • Archives

    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited