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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Printing pages in the ...
Microsoft Dynamics CRM (Archived)

Printing pages in the Unified User Interface

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Posted on by David Brooker 66

All,

I need to print a summary of the information held in the Account Entity from the newer Unified User Interface. This is for Salespeople to use as a manual backup on customer visits if the technology (laptop/tablet/phone/WiFi) etc fails. In the older Web client there is a "Print preview" option under the Gear icon that just about works OK but the UUI does NOT have this facility. Using the Browsers print option doesn't work either as it just prints what is visible in the Tab that is displayed and nothing else (I suspect that is why the Print preview option is missing in the UUI). Has anybody else any thoughts on how to best provide this facility in UUI?

My own thoughts are:

  • Building a report along the lines of the built-in "Account Overview" report. However, it appears that the built-in Report Wizard can only display information from One Entity only and in my case the Account entity has lots of useful information from related entity's displayed in sub-grids. Also, the built in Report Wizard tool appears to not to be able to use the "Account Overview" report as a starting point. So it look like I will be forced down the lines of Visual Studio & FetchXML to produce a printable report.
  • Maybe produce a HTML/CSS page Web-resource on a button that displays a printable summary page of the Accounts information. 

Any guidance to steer me in the right direction would be appreciated.

Thanks

*This post is locked for comments

  • Suggested answer
    David Brooker Profile Picture
    David Brooker 66 on at
    RE: Printing pages in the Unified User Interface

    After some further investigation I discovered an effective, alternative answer to the requirement of printing a Summary Page for the Account information. This was to use the Word Templates capability.

    Word Templates are straightforward to use and allow fields from both the main Entity and any it has relationships with to be included in the summary. It also allows the full formatting capabilities of MS Word to be used.

    Easy to add via Settings >> Templates >> Document Templates

  • Kokulan Profile Picture
    Kokulan 18,052 on at
    RE: Printing pages in the Unified User Interface

    Hi

    You could add a field to entity, could call something like Classic UI Link  and set format of the field to be URL.

    To set the value for it, you could create a workflow that runs on create and also ondemand.

    This workflow could set the URL using Record Dynamic URL property from the dynamic content area of the workflow

    If you have records already created, you could run the on-demand workflow to set url for all

  • David Brooker Profile Picture
    David Brooker 66 on at
    RE: Printing pages in the Unified User Interface

    Kokulan,

    Thanks. Your suggestion appears to be a good compromise and one I probably wouldn't have thought of myself (my mindset was very much we ain't using the older Classic UI from now on).

    Can you give me some guidance on how you provided the link to open the Classic UI (button via Ribbon workbench maybe?) and more importantly how you got the link to open the Entity record it is clicked from? I know its going to be something JavaScript based possibly using  "Xrm.Navigation.openForm" .

    Any help you can give will much appreciated.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,052 on at
    RE: Printing pages in the Unified User Interface

    We have the similar similar issue and just for printing purpose we provide a link for user to open the entity home page or record on Clasic UI for Print. I dont see why you cannot do the same

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