D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Printing Security - D365

  • 1.  Printing Security - D365

    Posted May 08, 2018 11:15 AM
    We are exploring the unique world of printing in D365. In summary, it is our understanding that a print server needs to be built in the cloud and the printing agent set up with printers loaded. This poses challenges as a drop-down list for users would contain hundreds of printers (across all locations) as lists are not customized by location out of the box.

    The direction that we are taking for go-live is to not configure cloud printing (employees will be asked to export and then use standard printing functionality). The only exception is check printing...

    We need to set up check printers, but do not want to make these dedicated machines available broadly to all users.

    • Is anyone willing to share how they've set security on printers? We understand from fast track that this is a customization.
    • Have you used roles or user groups for this?


    #d365 #security #printing #checks #cheques

    Jeff Pratt
    Tervita Corporation
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Printing Security - D365

    Posted May 09, 2018 09:27 AM
    I think you are a little off on how the printing for D365 works.  You do not have to have a print server in the cloud.  You can have an on-prem print server that has the Document Routing Agent installed.  Within the DRA you can select the printers you want to be made available to D365.

    Printing through a print server is really only good for SSRS reports.  There are some reports, most notably check printing, that require Adobe Reader during the printing process.  This will not work on a print server running the DRA as a service.  For checking printing,  the DRA should be installed on the workstation of the user that will be doing the printing.  This workstation will also need Adobe Reader installed.  When checks are printed, the user will need to have the DRA client running.  This will also allow the user to monitor the print jobs within the DRA.

    Also, be aware that once you have the DRA downloaded and installed on a print server or on a user workstation, you will still need to enable the printer within D365 for each legal entity that you want it to be available.

    Finally, if you want to print from you test system, you will need to setup a separate print server or workstation to handle this.  The DRA can only connect to 1 instance of D365.

    Mark Schurmann
    Accounting Systems Manager
    Automobile Protection Corp
    Norcross GA

    Academy - Online Interactive Learning from Experts

  • 3.  RE: Printing Security - D365

    Posted May 15, 2018 09:39 AM

    This blog may prove useful for you.
    It informs about how to use delegates from existing ssrs print destination class to configure Printing security or I would term that as enabling access based printing in D365 .Which will prevent erroneous printing ,as users will see only those printers which sys admin will give access to.


    Atul Singh
    Empire Today LLC
    Northlake IL

    Academy - Online Interactive Learning from Experts

  • 4.  RE: Printing Security - D365

    Posted 21 days ago
    Hi Jeff,

    We did a lot of research on how document printing works in D365FO, which resulted in the following articles:
    Why DRA uses Adobe Reader to print checks in D365FO and how to avoid it?
    Save PDF Documents from D365FO in Cloud to Local File System
    You may find them useful :).

    Kind regards,

    Ana Gligorijevic
    Software Architect

    Academy - Online Interactive Learning from Experts

If you've found this thread useful, dive deeper into User Group community content by role