Tip #74: Print a CRM record

This is one of those “obvious if you know it” tips, but something that several users have asked me about when upgrading to Microsoft Dynamics CRM 2013. Where is the print button?

To print a record in Microsoft Dynamics CRM 2013 (web client)

1. Click the gear in the upper right hand corner by your name
2. Click “Print Preview”

To print a record in Microsoft Dynamics CRM 2013 (Outlook)

1. Select the record from a view
2. Click File->Print in Outlook