Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

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Posted on by ClixSol

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Hi All,

I am using Dynamic CRM 2016 online. For quote, 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.

Thanks. and waiting for your valuable comments.

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Answers (2)

Muhammad Hassan Shaikh 5 on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hello Bharat

encodePdf method not working

function encodePdf(responseSession) {

var retrieveEntityReq = new XMLHttpRequest();

var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";

retrieveEntityReq.open("GET", pth, true);

retrieveEntityReq.setRequestHeader("Accept", "*/*");

retrieveEntityReq.responseType = "arraybuffer";

retrieveEntityReq.onreadystatechange = function () {

if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {

var binary = "";

var bytes = new Uint8Array(this.response);

for (var i = 0; i < bytes.byteLength; i++) {

binary += String.fromCharCode(bytes[i]);

}

var bdy = btoa(binary);

createNote(bdy);

}

};

retrieveEntityReq.send();

}
Anchal Kumar 85 on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hello M.Aleem Akbar i found this error while open a fetch xml report using js.

test.crm4.dynamics.com/.../errorhandler.aspx;ErrorCode=0x80040216&Parm0=%0d%0a%0d%0aDetalles%20del%20error%3a%20The%20report%20execution%20repl51vgqoms4g3fjynorp45%20has%20expired%20or%20cannot%20be%20found.&RequestUri=%2fReserved.ReportViewerWebControl.axd%3fReportSession%3drepl51vgqoms4g3fjynorp45%26Culture%3d1033%26CultureOverrides%3dTrue%26UICulture%3d1033%26UICultureOverrides%3dTrue%26ReportStack%3d1%26ControlID%3de440105867d249ce8a45696677d42bcb%26OpType%3dExport%26FileName%3dValua%2520Groups_Roma%25205D%2520%25204N%2520-%2520Avi%25C3%25B3%2520_Valua%2520Travel%26ContentDisposition%3dOnlyHtmlInline%26Format%3dPDF&user_lcid=3082
Sagar2016 40 on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hi All,

how can I run generate report for 10 records at a time to generate only one pdf for all. I m able to generate pdf for single record.

Where should I do changes?

Code:

var selectedIds = "1BA95191-EDC0-E811-A971-000D3AF49211";
var reportName = "FoodPermitAndReceiptReport.rdl";
var reportGuid = "fced3935-f2a5-e811-8154-480fcff4f6b1"; //OR Report GUID - Replace with your report GUID
var params = new Array();

var pth = Xrm.Page.context.getClientUrl() + "/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.onreadystatechange = function () {
if (this.readyState === 4) {
retrieveEntityReq.onreadystatechange = null;
if (this.status === 200) {
var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");

params[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
params[1] = retrieveEntityReq.responseText.substr(x + 10, 32);

var newPth = Xrm.Page.context.getClientUrl() + "/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";
window.open(newPth, "_target");
} else {
// error
}
}
};
var preFilter = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='fs_invoice'><all-attributes/><filter type='and'><condition attribute='fs_invoiceid' operator='eq' value='" + selectedIds + "' /></filter></entity></fetch>";
var body = "id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:CRM_Filteredfs_invoice=" + preFilter;
retrieveEntityReq.send(body);
Community Member Microsoft Employee on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hi Bharat,

Thanks. I have seen that article - it also uses js to render the report. I haven't yet found any references that it can be done in c# for crm online, may be it cannot be done in C# and JS is the only way?

The JS solution will be ok if running for one record, but we have requirement to run a report for selected records (could be hundreds), i.e. for each record, render report as pdf and email it out. Performance might be an issue if doing through js.

Regards,

Joe Lim
BharatPremji 2,485 on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hi Joe,

I have never done it myself.

Have a look at this article, see if it helps:

community.dynamics.com/.../how-to-send-ssrs-report-as-a-pdf-in-email-in-dynamics-crm-online
Community Member Microsoft Employee on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hi Bharat,

Great post. Is it possible to achieve this using c# inside a plugin/custom workflow activity for Dynamics 365 online, in particular the rendering of report to pdf? We have some implementation that renders report to pdf for CRM 2016 on premise, using SSRS reporting service. However, we are migrating the code to CRM online, so seeking for solutions how we can achieve this for Dynamics 365 online?

Thanks and Regards,

Joe Lim
Community Member Microsoft Employee on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hi Bharat,

Thanks for reply.

Currently I am triggering javascript function onClick of Custom Button in the ribbon.

Can you suggest how can I trigger javascript function onClick of Run Report button in the ribbon?

Thank you..

Raj Mungra
BharatPremji 2,485 on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hi Raj,

Where are you running the report from?

If you run it from the reports section you will see all records. You need to run it from the record using the Run Report button in the ribbon

Bharat
Community Member Microsoft Employee on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hi Bharat,

I followed your instructions and generated pdf of report,but report contains all records of entity.Any suggestions.

Thanks in advance..

Raj Mungra
AnkitSinghal 256 on at

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RE: Dynamics CRM 2016 Online how to execute Report, generate PDF and email?

Hi Bharat,

My work is done by using below code from your reference:

var reportName = "Invo.rdl"; //Name of your invoice report

var reportGuid = "9657861E-50B9-E711-A94E-000D3AF28673"; //GUID of your invoice report

function runReportToPrint() {

var invoicenumber = Xrm.Page.getAttribute("invoicenumber").getValue()

if (invoicenumber != null) {

invoicenumber = invoicenumber.substring(4, 9);

var params = getReportingSession();

var newPth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=" + invoicenumber + "&ContentDisposition=OnlyHtmlInline&Format=PDF";

window.open(newPth, "_self");

encodePdf(params);

}

else {

alert("Invoice ID is Missing");

}

}

function getReportingSession() {

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

recordId = recordId.replace('{', '').replace('}', '');

var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='invoice'><all-attributes /><filter type='and'><condition attribute='invoiceid' operator='eq' value='" + recordId + "' /> </filter></entity></fetch>";

var pth = Xrm.Page.context.getClientUrl() + "/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" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:CRM_invoice=" + strParameterXML);

var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");

var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");

var ret = new Array();

ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);

ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);

return ret;

}

function encodePdf(responseSession) {

var retrieveEntityReq = new XMLHttpRequest();

var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";

retrieveEntityReq.open("GET", pth, true);

retrieveEntityReq.setRequestHeader("Accept", "*/*");

retrieveEntityReq.responseType = "arraybuffer";

retrieveEntityReq.onreadystatechange = function () {

if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {

var binary = "";

var bytes = new Uint8Array(this.response);

for (var i = 0; i < bytes.byteLength; i++) {

binary += String.fromCharCode(bytes[i]);

}

var bdy = btoa(binary);

createNote(bdy);

}

};

retrieveEntityReq.send();

}

function createNote(data) {

var note = {};

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

recordId = recordId.replace('{', '').replace('}', '');

var invoicenumber = Xrm.Page.getAttribute("invoicenumber").getValue()

invoicenumber = invoicenumber.substring(4, 9);

var refInvoice = new Object();

refInvoice.LogicalName = "invoice";

refInvoice.Id = recordId;

note.ObjectId = refInvoice;

note.ObjectTypeCode = refInvoice.LogicalName;

note.Subject = "Invoice: " + invoicenumber;

note.MimeType = "application/pdf";

note.DocumentBody = data;

note.FileName = invoicenumber + ".pdf";

XrmServiceToolkit.Rest.Create(

note,

"AnnotationSet",

function (result) {

//Alert user

alert("Note Created");

//Refresh data so user sees newly created note

Xrm.Page.data.refresh(false);

},

function (error) {

alert(error.message);

},

true

);

}

Please mark my answer as verified if it is useful.