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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Can we force users to ...
Finance | Project Operations, Human Resources, ...
Answered

Can we force users to use Print Management?

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Posted on by Peter Shepherd 98
We're looking for a way to ensure users always use the Print Management settings for things like printing Invoices, Load Lists and Packing lists. Currently, they can turn the Print Management radio button off and choose their own print settings. 
 
How can we prevent that?
 
I would also like to know if there is a way to see when a users prints using print management, and when they don't. Is there a log somewhere that shows this?
  • Adis Profile Picture
    Adis 3,006 Super User 2025 Season 1 on at
    Can we force users to use Print Management?
    Hey,
     
    Please mark the Andre's answer as verified, so others know the questions is answered. Seems like his answer is your solution.
     
    Thanks, Adis
  • Peter Shepherd Profile Picture
    Peter Shepherd 98 on at
    Can we force users to use Print Management?
    Thank you all for the comments. I'll work on creating saved views and will look into the 3rd party apps.   Great feedback.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Can we force users to use Print Management?
    Hi,
    You need to use strong controls to force users to use print management, which involves custom development of content because there is no out-of-the-box functionality. Or as Andre said, you can publish a saved view, but it can't completely prevent users from changing the view. As for whether there is a log to record the user's use of print management, there is no such log, but there are now third-party tools to support print archives, can know the user at a certain point in the document content, you can try it.
    Best regards,
    Kevin
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,884 Super User 2025 Season 1 on at
    Can we force users to use Print Management?
    Hi Peter,
     
    I do assume you are referring to Use print management in case you want to post a sales or purchase confirmation, packing slip or invoice? If so, you can use Saved views to hide the option and publish the view to all users. Note that users might be able to change the view themselves. 
    You can also consider a customization to restrict access.
  • Martin Dráb Profile Picture
    Martin Dráb 231,748 Most Valuable Professional on at
    Can we force users to use Print Management?
    Moved from Dynamics 365 general forum here, because it's clearly about a particular product and I think it's Finance and Operations. Let me know if you disagree.

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André Arnaud de Cal... 292,884 Super User 2025 Season 1

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