Print leads, quotes, and other records

Applies to Dynamics 365 for Customer Engagement apps version 9.x

When you need a paper copy of a record such as a contact, lead, quote, or invoice, you can print records individually or in a list.

  1. Go to the record you want to print. For example, to print a lead, go to Sales > Leads and select a record.

  2. Choose the Options button Options button for Dynamics 365 for Customer Engagement apps at the top right corner of the screen.

    (In Dynamics 365 for Outlook, choose File > Print.)

  3. Choose Print preview.

  4. Choose Print….

  5. Select the print options you want and then choose Print.

  1. Go to the list you want to print. For example, to print a list of invoices, go to Sales > Invoices.

  2. Choose the Options button Options button for Dynamics 365 for Customer Engagement apps at the top right corner of the screen.

    (In Dynamics 365 for Outlook, choose File > Print.)

  3. Choose Print preview.

  4. Choose Print…

  5. Select the print options you want and then choose Print.

Privacy notice

When Dynamics 365 (online) users print Dynamics 365 data, they are effectively “exporting” that data from the security boundary provided by Dynamics 365 (online) to a less secure environment, in this case, to a piece of paper.

An administrator has full control (at the user security role or entity level) over the data that can be extracted. However, after the data has been extracted it is no longer protected by the security boundary provided by Dynamics 365 (online) and is instead controlled directly by the customer.

See also

Navigation and Basics