Print leads, quotes, and other records

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.

Print an individual record

  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 at the top right corner of the screen.

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

  1. Choose Print preview.
  2. Choose Print….
  3. Select the print options you want and then choose Print.

Print a list of records

  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 at the top right corner of the screen.

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

  1. Choose Print preview.
  2. Choose Print
  3. Select the print options you want and then choose Print.

Privacy notice

When Microsoft Dynamics CRM Online users print CRM data, they are effectively “exporting” that data from the security boundary provided by CRM 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 CRM Online and is instead controlled directly by the customer.

See Also

Run a report

Work with mail merge templates

Nurture sales from lead to order