Dynamics CRM 2013 Online how to execute Report, generate PDF and email

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Posted on by MittalPatel

Hi All,

I am using Dynamic CRM 2013 online. For quote, I have workflow and Dialogue processes for review process. On approval, I want the system to generate a PDF of quote report, attach the PDF and email it to the Customer.

Better I would like, When approver, clicks on the approve button, the system should auto generate a PDF of quote report, attach the PDF and email it to the Customer, without any further input from the user. If its not possible, I may have to put button on quote form.

I am using the attached code, but facing various issues.

1. Under prepare the SOAP Message coding part, I am not sure what should be the below URL for CRM 2013 Online?
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

2. What should be the emailid here? Is it Recepient Contact id(Guid) ?
var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
alert("emailid" + emailid.toString());

3. Using this code, not able to create Entity for "ActivityMimeAttachment", I am getting newEntity as undefined.

Below is the code I am using. Please check and help me out, where I am going wrong. Let me know if any better way to implement it. At present, I have put one button on quote form, on click event, below code will get executed.

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">

<html xmlns="http://www.w3.org/1999/xhtml">

<head>

    <title></title>

    <script type="text/javascript">
var Xrm;

if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }

function getReportingSession() {
var reportName = "Quotation_Report"; //set this to the report you are trying to download

var reportId = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download

var recordid = Xrm.Page.data.entity.getId();

// recordid = recordid.substring(1, 37); //getting rid of curly brackets
            alert(recordid);

var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
            retrieveEntityReq.open("POST", pth, false);
            retrieveEntityReq.setRequestHeader("Accept", "*/*");
            retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
            retrieveEntityReq.send("id=%7B" + reportId + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false");
            var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
            var ret = new Array();
            ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
            x = retrieveEntityReq.responseText.indexOf("ControlID=");
            ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
            return ret;
        }

function createEntity(ent, entName, upd) {

var jsonEntity = JSON.stringify(ent);
var createEntityReq = new XMLHttpRequest();
var ODataPath = Xrm.Page.context.getServerUrl() + "XRMServices/2011/OrganizationData.svc";
            createEntityReq.open("POST", ODataPath + "/" + entName + "Set" + upd, false);
            createEntityReq.setRequestHeader("Accept", "application/json");
            createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            createEntityReq.send(jsonEntity);
var newEntity = JSON.parse(createEntityReq.responseText).d;
            alert("new entity" + newEntity);
return newEntity;
        }

function createAttachment() {

var params = getReportingSession();
var recordid = Xrm.Page.data.entity.getId();
           alert("recordid " + recordid);
var orgName = Xrm.Page.context.getOrgUniqueName();
var userID = Xrm.Page.context.getUserId();

//create email record
// Prepare the SOAP message.

var xml = "<?xml version='1.0' encoding='utf-8'?>" +"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" +
" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" +
"<soap:Header>" +
"</soap:Header>" +
"<soap:Body>" +
"<Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entity xsi:type='email'>" +
"<regardingobjectid type='quote'>" + recordid + "</regardingobjectid>" +
"<subject>" + "Email with Attachment4" + "</subject>" +
"</entity>" +
"</Create>" +
"</soap:Body>" +
"</soap:Envelope>";

// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
            xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
            xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Create");
            xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
            xHReq.setRequestHeader("Content-Length", xml.length);
            xHReq.send(xml);

// Capture the result

var resultXml = xHReq.responseXML;
           // alert("resultXml " + resultXml);

// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
                alert("ERROR");

var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
                alert(msg);
            }

var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
            alert("emailid" + emailid.toString());

//var emailid = userID;
var post = Object();
            post.Body = encodePdf(params);

var email = new Array();
            email[0] =new Object();
            email[0].id = emailid;
            email[0].entityType ='email';
            post.Subject ="File Attachment";
            post.AttachmentNumber = 1;
            post.FileName ="Report.pdf";
            post.MimeType ="application/pdf";
            post.ObjectId = Object();
            post.ObjectId.LogicalName ="email";
            post.ObjectId.Id = email[0].id;
            post.ObjectTypeCode ="email";
            alert(post.ObjectId.Id);
            createEntity(post,"ActivityMimeAttachment", "");
            alert("created successfully");

email.Subject = "Your Order";

    //Set The current order as the Regarding object

    email.RegardingObjectId = {

        Id: Xrm.Page.data.entity.getId(),    //Get the current entity Id , here OrderId

        LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”

    };

   //Create Email Activity

    SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });

        }
// Email Call Back function

function EmailCallBack(result) {

    email = result; // Set the email to result to use it later in email attachment for retrieving activity Id

    var activityPartyFrom = new Object();

    // Set the From party of the ActivityParty to relate an entity with Email From field

    activityPartyFrom.PartyId = {

        Id: customerId, // id of entity you want to associate this activity with.

        LogicalName: "contact"

    };

    // Set the "activity" of the ActivityParty

    activityPartyFrom.ActivityId = {

        Id: result.ActivityId,

        LogicalName: "email"

    };

    // Now set the participation type that describes the role of the party on the activity).

    activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients

// Create the from ActivityParty for the email

    SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });

    var activityPartyTo = new Object();

// Set the From party of the ActivityParty to relate an entity with Email From field

    activityPartyTo.PartyId = {

        Id: ownerId, // id of entity you want to associate this activity with.

        LogicalName: "systemuser"

    };

    // Set the "activity" of the ActivityParty

    activityPartyTo.ActivityId = {

        Id: result.ActivityId,

        LogicalName: "email"

    };

// Now set the participation type that describes the role of the party on the activity).    activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender

// Create the from ActivityParty

    SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });

}

//ActivityParty From Callback

function ActivityPartyFromCallBack(result) {

}

//ActivityParty To Callback

function ActivityPartyToCallBack(result) {

}
var StringMaker = function () {

this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
            }
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
            }
this.toString = function () {
return this.parts.join('');
            }
        }
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";

function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
                chr1 = input[i++];
                chr2 = input[i++];
                chr3 = input[i++];
                enc1 = chr1 >> 2;
                enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
                enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
                enc4 = chr3 & 63;

if (isNaN(chr2)) {
                    enc3 = enc4 = 64;
                }

else if (isNaN(chr3)) {
                    enc4 = 64;
                }
                output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
            }
return output.toString();
        }
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
            bdy[bdyLen] = x;
            bdyLen++;
        }

function encodePdf(params) {
            bdy = new Array();
            bdyLen = 0;

var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
            retrieveEntityReq.open("GET", pth, false);
            retrieveEntityReq.setRequestHeader("Accept", "*/*");
            retrieveEntityReq.send();
            BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
        }
</SCRIPT>



    <SCRIPT type=text/vbscript>

    Function BinaryToArray(Binary)

           Dim i

           ReDim byteArray(LenB(Binary))

           For i = 1 To LenB(Binary)

                 byteArray(i-1) = AscB(MidB(Binary, i, 1))

                 concat2Bdy(AscB(MidB(Binary, i, 1)))

         Next

          BinaryToArray = byteArray

   End Function


</SCRIPT>

</head>

<body>

<input type="button" onclick="createAttachment();" value="Attach Report" />

</body>

</html>

Thanks. and waiting for your valuable comments.

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Use webservice to create report.

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MittalPatel on at

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Below code is working now. Tested for CRM online 2013.

Hope this helps someone.

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
    <title></title>
    <script src="https://ajax.googleapis.com/ajax/libs/jquery/1.4.1/jquery.min.js"></script>
    <script type="text/javascript">
        if (typeof (SDK) == "undefined")
        { SDK = { __namespace: true }; }
        SDK.JScriptRESTDataOperations = {
            _context: function () {

                if (typeof GetGlobalContext != "undefined")
                { return GetGlobalContext(); }
                else {
                    if (typeof Xrm != "undefined") {
                        return Xrm.Page.context;
                    }
                    else { return new Error("Context is not available."); }
                }
            },
            _getServerUrl: function () {
                var serverUrl = this._context().getServerUrl()
                if (serverUrl.match(/\/$/)) {
                    serverUrl = serverUrl.substring(0, serverUrl.length - 1);
                }
                return serverUrl;
            },
            _ODataPath: function () {
                return this._getServerUrl() + "/XRMServices/2011/OrganizationData.svc/";
            },
            _errorHandler: function (req) {
                return new Error("Error : " +
req.status + ": " +
req.statusText + ": " +
JSON.parse(req.responseText).error.message.value);
            },
            _dateReviver: function (key, value) {
                var a;
                if (typeof value === 'string') {
                    a = /Date$([-+]?\d+)$/.exec(value);
                    if (a) {
                        return new Date(parseInt(value.replace("/Date(", "").replace(")/", ""), 10));
                    }
                }
                return value;
            },
            Create: function (object, type, successCallback, errorCallback) {
                var req = new XMLHttpRequest();
                req.open("POST", this._ODataPath() + type + "Set", true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 201) {
                            successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }
                };
                req.send(JSON.stringify(object));
            },
            Retrieve: function (id, type, successCallback, errorCallback) {
                var req = new XMLHttpRequest();
                req.open("GET", this._ODataPath() + type + "Set(guid'" + id + "')", true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 200) {
                            successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }
                };
                req.send();
            },
            Update: function (id, object, type, successCallback, errorCallback) {
                var req = new XMLHttpRequest();

                req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.setRequestHeader("X-HTTP-Method", "MERGE");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 204 || this.status == 1223) {
                            successCallback();
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }
                };
                req.send(JSON.stringify(object));
            },
            Delete: function (id, type, successCallback, errorCallback) {
                var req = new XMLHttpRequest();
                req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.setRequestHeader("X-HTTP-Method", "DELETE");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 204 || this.status == 1223) {
                            successCallback();
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }
                };
                req.send();

            },
            RetrieveMultiple: function (type, filter, successCallback, errorCallback) {

                if (filter != null) {
                    filter = "?" + filter;
                }
                else { filter = ""; }

                var req = new XMLHttpRequest();
                req.open("GET", this._ODataPath() + type + "Set" + filter, true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 200) {
                            successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d.results);
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }

                };
                req.send();

            },
            __namespace: true
        };
    </script>
    <script type="text/javascript">
        //Create Email and link it with Order as Regarding field
        var Xrm;
        var email = new Object();
        var ownerID = "";
        var CustomerId = "";
        if (window.opener) { Xrm = window.opener.Xrm; }
        else if (window.parent) { Xrm = window.parent.Xrm; }

        //Get ownerid who send email of quotation to customer
        function GetOwnerID() {
            var owner = Xrm.Page.getAttribute("ownerid").getValue();
            ownerID = owner[0].id;
            var ownerName = owner[0].name;
            var entityType = owner[0].entityType;

            GetToEmailGUID();
        }
        //Get customerid who receive email of quotation from owner
        function GetToEmailGUID() {
            var Customer = Xrm.Page.getAttribute('customerid').getValue();
            CustomerId = Customer[0].id;
            var CustomerName = Customer[0].name;
            var entityType = Customer[0].entityType;

            //if CustomerId is type of "Account" then get Primary Contact id of that account
            if (entityType == "account") {
                var contact = Xrm.Page.getAttribute("customerid").getValue();

                if (contact === null) return;

                var serverUrl = Xrm.Page.context.getClientUrl();
                var oDataSelect = serverUrl + "/XRMServices/2011/OrganizationData.svc/AccountSet(guid'" + contact[0].id + "')?$select=PrimaryContactId";

                var req = new XMLHttpRequest();
                req.open("GET", oDataSelect, false);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
                req.onreadystatechange = function () {
                    if (req.readyState === 4) {
                        if (req.status === 200) {
                            var retrieved = JSON.parse(req.responseText).d;
                            CustomerId = retrieved.PrimaryContactId.Id;
                        }
                        else {
                            alert(this.statusText);
                        }
                    }
                };
                req.send();

            }
        }
        function CreateEmail() {
            GetOwnerID();
            email.Subject = "Email with Report Attachment";

            //Set The current order as the Regarding object
            email.RegardingObjectId = {

                Id: Xrm.Page.data.entity.getId(),    //Get the current entity Id , here OrderId
                LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”

            };
            //Create Email Activity
            SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
        }

        // Email Call Back function

        function EmailCallBack(result) {
            email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
            var activityPartyFrom = new Object();

            // Set the From party of the ActivityParty to relate an entity with Email From field
            activityPartyFrom.PartyId = {
                Id: CustomerId, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
                LogicalName: "contact"
            };
            // Set the "activity" of the ActivityParty

            activityPartyFrom.ActivityId = {
                Id: result.ActivityId,
                LogicalName: "email"
            };

            // Now set the participation type that describes the role of the party on the activity).

            activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients

            // Create the from ActivityParty for the email

            SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });

            var activityPartyTo = new Object();

            // Set the From party of the ActivityParty to relate an entity with Email From field
            activityPartyTo.PartyId = {
                Id: ownerID, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
                LogicalName: "systemuser"
            };

            // Set the "activity" of the ActivityParty
            activityPartyTo.ActivityId = {
                Id: result.ActivityId,
                LogicalName: "email"
            };

            // Now set the participation type that describes the role of the party on the activity).
            activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender

            // Create the from ActivityParty

            SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
        }

        //ActivityParty From Callback

        function ActivityPartyFromCallBack(result) {
        }

        //ActivityParty To Callback

        function ActivityPartyToCallBack(result) {
            GetReportId('Quotation_Bitscape');
        }
        //Create attachment for the created email

        function CreateEmailAttachment() {
            //get reporting session and use the params to convert a report in PDF

            var params = getReportingSession();

            //Email attachment parameters

            var activitymimeattachment = Object();
            activitymimeattachment.ObjectId = Object();
            activitymimeattachment.ObjectId.LogicalName = "email";
            activitymimeattachment.ObjectId.Id = email.ActivityId;
            activitymimeattachment.ObjectTypeCode = "email",
                activitymimeattachment.Subject = "File Attachment";
            activitymimeattachment.Body = encodePdf(params);
            activitymimeattachment.FileName = "Report.pdf";
            activitymimeattachment.MimeType = "application/pdf";

            //Attachment call
            SDK.JScriptRESTDataOperations.Create(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
        }

        //ActivityMimeAttachment CallBack function

        function ActivityMimeAttachmentCallBack(result) {
            var features = "location=no,menubar=no,status=no,toolbar=no,resizable=yes";
            var width = "800px";
            var height = "600px";

            window.open(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", features);

            // To open window which works in outlook and IE both
            //openStdWin(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", width, height, features);
        }

        //This method will get the reportId based on a report name that will be used in            getReportingSession() function

        function GetReportId(reportName) {
            var oDataSetName = "ReportSet";
            var columns = "ReportId";
            var filter = "Name eq '" + reportName + "'";
            retrieveMultiple(oDataSetName, columns, filter, onSuccess);
        }

        function retrieveMultiple(odataSetName, select, filter, successCallback) {

            var serverUrl = Xrm.Page.context.getServerUrl();
            var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
            var odataUri = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "?";

            if (select) {
                odataUri += "$select=" + select + "&";
            }

            if (filter) {
                odataUri += "$filter=" + filter;
            }

            $.ajax({
                type: "GET",
                contentType: "application/json; charset=utf-8",
                datatype: "json",
                url: odataUri,
                beforeSend: function (XMLHttpRequest) {
                    XMLHttpRequest.setRequestHeader("Accept", "application/json");

                },

                success: function (data) {
                    if (successCallback) {
                        if (data && data.d && data.d.results) {
                            successCallback(data.d.results);
                        }
                        else if (data && data.d) {
                            successCallback(data.d);
                        }
                        else {
                            successCallback(data);
                        }
                    }
                },
                error: function (XmlHttpRequest, errorThrown) {
                    if (XmlHttpRequest && XmlHttpRequest.responseText) {
                        alert("Error while retrieval ; Error – " + XmlHttpRequest.responseText);
                    }
                }

            });

        }

        function onSuccess(data) {
            reportId = data[0].ReportId.replace('{', ").replace('}', ");
            CreateEmailAttachment(); // Create Email Attachment
        }

        //Gets the report contents

        function getReportingSession() {
            var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
            var retrieveEntityReq = new XMLHttpRequest();
            var Id = Xrm.Page.data.entity.getId();
            var quotationGUID = Id.replace('{', ""); //set this to selected quotation GUID
            quotationGUID = quotationGUID.replace('}', "");

            var reportName = "Quotation_Report"; //set this to the report you are trying to download
            var reportID = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
            var rptPathString = ""; //set this to the CRMF_Filtered parameter
            var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='quote'><all-attributes /><filter type='and'><condition attribute='quoteid' operator='eq' uitype='quote' value='" + quotationGUID + "' /> </filter></entity></fetch>";
            retrieveEntityReq.open("POST", pth, false);
            retrieveEntityReq.setRequestHeader("Accept", "*/*");
            retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");

            rptPathString = "id=%7B" + reportID + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" +
                            reportName + "&isScheduledReport=false&p:CRMAF_Filteredquote=" + strParameterXML;
            //remove the part starting from &p:salesorderid if your report has no parameters

            retrieveEntityReq.send(rptPathString);

            var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
            var ret = new Array();
            ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
            x = retrieveEntityReq.responseText.indexOf("ControlID=");
            ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id

            return ret;
        }
        var bdy = new Array();
        var bdyLen = 0;
        function concat2Bdy(x) {
            bdy[bdyLen] = x;
            bdyLen++;
        }
        function encodePdf(params) {

            bdy = new Array();
            bdyLen = 0;

            var retrieveEntityReq = new XMLHttpRequest();
            var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] +
            "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] +
            "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
            retrieveEntityReq.open("GET", pth, false);
            retrieveEntityReq.setRequestHeader("Accept", "*/*");
            retrieveEntityReq.send();
            BinaryToArray(retrieveEntityReq.responseBody);

            return encode64(bdy);

        }

        var StringMaker = function () {

            this.parts = [];
            this.length = 0;
            this.append = function (s) {
                this.parts.push(s);
                this.length += s.length;
            }

            this.prepend = function (s) {
                this.parts.unshift(s);
                this.length += s.length;
            }

            this.toString = function () {
                return this.parts.join('');
            }
        }

        var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";

        function encode64(input) {
            var output = new StringMaker();
            var chr1, chr2, chr3;
            var enc1, enc2, enc3, enc4;
            var i = 0;

            while (i < input.length) {
                chr1 = input[i++];
                chr2 = input[i++];
                chr3 = input[i++];

                enc1 = chr1 >> 2;
                enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
                enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
                enc4 = chr3 & 63;

                if (isNaN(chr2)) {
                    enc3 = enc4 = 64;

                } else if (isNaN(chr3)) {
                    enc4 = 64;
                }

                output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
            }

            return output.toString();

        }
    </script>
    <script type="text/vbscript">

    Function BinaryToArray(Binary)

           Dim i

           ReDim byteArray(LenB(Binary))

           For i = 1 To LenB(Binary)

                 byteArray(i-1) = AscB(MidB(Binary, i, 1))

                 concat2Bdy(AscB(MidB(Binary, i, 1)))

         Next

          BinaryToArray = byteArray

   End Function


    </script>
</head>
<body>
    <input type="button" onclick="CreateEmail();" value="Attach Report" />
</body>
</html>

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Renuka 55 on at

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Code was working fine in CRM 2013 online but now responseBody is undefined and this code is attaching corrupted pdf in all the CRM 2013 online organizations. Is anyone having the same problem?

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luli 5 on at

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I'm experiencing the same issue. Anyone who has been able to resolve this?

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strepan on at

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i'm having the same issue here, started just after we installed SP1 on our on premise server. yesterday june 2

The ReportSession Received is allways the Same ReportSession=repl51vgqoms4g3fjynorp45. Same to be comming from a comment in the HTML Response in getReportingSession

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MittalPatel on at

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Hello All,

I have tested my working code on my live CRM Online 2013 version and I am also getting the same issue.

As Strepan said, getting the same reporting session and response as undefined.

I have posted my question to Microsoft Partners Network to get some help from them.

If anything I receive, I will post here.

Link is : partnersupport.microsoft.com/.../0bffe556-91a7-4259-b40f-845725054f9e

Please let me know if you get any solution on this.

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strepan on at

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Found a kink of durty Fix for the Problem. in the latest release somme comment where added in the HTML Response. in those comment there is a sample URL exactly similar to the one we are searching in the HTML Response. So we have to skip a part of the Reponse first

here the tree line i have chage to our version of the code in getReportingSession.

// HERE durty FIX: Start Each after the comment that mess-up the search, the last MS programmer inserted a sample URL in Comment in the result HTML

var StartAfterComment = retrieveEntityReq.responseText.indexOf("e440105867d249ce8a45696677d42bcb") + 32;

var x = retrieveEntityReq.responseText.indexOf("ReportSession=", StartAfterComment);

....

x = retrieveEntityReq.responseText.indexOf("ControlID=", StartAfterComment);

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MittalPatel on at

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Thank you very much Strepan. This fix worked for me.

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strepan on at

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Your Welcome.

i'm trying to make this code work in offline mode (outlook add-in), since reportviewer.aspx is replaced by localreportviewer.aspx and does not behave the same way, i have some issue. did you have the chance to generate PDF dirrectly in OffLine?

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Ajit Govilkar 165 on at

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what is the version that this worked on?

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