Thursday 21 February 2019

How users can print reports to their default printer in Dynamics 365 for Finance and Operations

End-users often demand to print reports to their default printer in Dynamics 365 for Finance and Operations. Unfortunately, there is no such functionality in standard D365FO. If you take a look at Print destination settings, there is no option available to set up the default printer.
























In this article I will show you how to set up your default printer in D365FO and then print reports using this setup. The prerequisite is to install a free add-on for D365FO called
Docentric, which provides many improvements regarding report print destinations, including Printing to default printer.

Let’s say that you want to print a Sales invoice report (Accounts receivable -> Inquiries and reports -> Invoices -> Invoice journal) to your default printer.








In order to do so, we need to configure the Docentric default printer in Print management settings for the Sales invoice report. Go to (Accounts receivable -> Setup -> Forms -> Form setup -> General (Tab) -> Click Print management). Select the Customer invoice report, click the arrow next to the Destination field and select Printer setup:





















This will open the Print destination settings form. Click Show Docentric destinations:
























Select default printer (@DEFAULT_PRINTER@) option in Printer print destination: 
























After accepting the selection, the resulting Print management setup form will look like this: 



















After the above described set up, when I run the Sales invoice report, it is printed to my default printer as shown in the image below. (In my case I am using PDFCreator as my default printer)









Now let’s see how to enable users to set up their own default printers and achieve the above result. Open the Docentric parameters form (Organization administration -> Docentric AX -> Docentric AX parameters), select the Security tab page and in the Default printer field group set Allow users to set up default printer.












Docentric free add-on provides each user the possibility to check his or her default printer by opening the User options form > Account tab > Default printer selection fast tab. If the above explained Allow users to set up default printer setting is enabled, user can set up his or her default printer by clicking the Change my default printer link.









This will open the User’s printer settings form where only the record for the current user is displayed and the Default printer value can be modified.










Administrator account also has the rights to configure the default printers for users and user groups, from the Printer print destination fast tab in Docentric AX Parameter form. You can find these options in the below image. Once you select the default printer value, it will enable the above described functionality for the selected users or user groups. 














That is all you need to do to start using the default printer functionality provided by the Docentric Free-Edition tool.

2 comments:

  1. Thanks for the blog Tabsheer. Very useful. One question. If you are using D365F&O on cloud or on prem, Where do you install docentric?

    ReplyDelete
  2. I am using OnPrem environment on which I have install this tool.

    ReplyDelete

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