Print Invoice or Order on Dynamics 365 for Sales Hub

The new Hub Interface for Dynamics 365 is awesome and a game changer but as the transition is still going on we do have limitations. One big miss currently is the lack of Integration with reports. With the current pace of changes it is worth testing your environment first before reading this Blog.

While we wait for a seamless solution, one acceptable way to achieve this is using the "advanced find".

For invoice printing, click on advanced find -> view the invoice results -> use Word Templates. Here is an example screenshot from my dev tenant: