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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BharatPremji 2,485 on at

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Hi,

Not sure this will completely answer your question but I have done something similar in CRM 2015 online. The code below generates a PDF from an SSRS report and attaches it to a Note on the Quote. I have put the code on a button in the ribbon and called the runReportToPrint function:

var reportName = "Invoice.rdl"; //Name of your invoice report
var reportGuid = "16ACCA48-F2AC-E511-80FE-C4346BC576E8"; //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/QuirksReportViewer.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
);
}

You could use most of this code and change the createNote function to create an email record instead.

Note: this code uses the XrmServiceToolkit library

Hope that helps

Bharat

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Bhuvaneswary Rajase... 405 on at

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Hi Aleem,

you can use the Bharat's code for generating the pdf and creating attachment. Upon successful creation of attachment, update a dummy two option field to yes. Write a plugin on update of dummy two option field. Try to retrieve the latest attachment and write logic to send email. At the end update the dummy two option field to No. You can use action but you have to ensure that plugin is not triggered before attachment was created.

Thanks

Bhuvi

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ClixSol 1,505 on at

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Hello Bharat's.

Thanks for your response.

i'm trying to implement it on Invoice and getting the error:

"An error has occurred.

Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support. "

Can you help to fix this.

thanks

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Suggested answer

Community Member on at

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Hi Aleem,

I have wrote a blog on this similar requirement.

Try to follow my blog.

crmpankaj.blogspot.in/.../send-pdf-file-as-attachment-in-mail.html

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ClixSol 1,505 on at

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Hello Bharat's,

Is this solution feasible for Reports in MS CRM online?

I could not get report session parameters.

Please share your thoughts.

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BharatPremji 2,485 on at

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Hi Aleem,

Yes, this code definitely works in CRM Online.

Did you change these 2 variables to match the report name and GUID in your system:

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

var reportGuid = "16ACCA48-F2AC-E511-80FE-C4346BC576E8"; //GUID of your invoice report

Also, what browser are you using, this works in IE but I have heard it may not work correctly in Chrome.

Bharat

PS, thanks Pankaj, your blog was my starting point

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ClixSol 1,505 on at

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Hi Bharat,

Yes i'm trying in IE.

The PDF attachment gets created but cannot be opened. The error message thrown is - Adobe Acrobat could not open "FileName.pdf" because it is either not a supported file type or because the file has been damaged.

I am trying this on CRM 2016 Online. Any suggestions?

When I debug the code I get responseBody given below for this code:

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/QuirksReportViewer.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=");

responseBody:

<!DOCTYPE html>
<html>
<head>
<script type='text/javascript'>
window.location.href = '/_common/error/errorhandler
.aspx?BackUri=https%3a%2f%2forganization.crm.dynamics.com%2fmain.aspx%3fetc%3d1090%26extraqs%3d%253fetc
%253d1090%2526id%253d%25257b24B4AD0B-CE4C-E611-80FD-3863BB2E92C8%25257d%26pagemode%3diframe%26pagetype
%3dentityrecord&ErrorCode=0x8004832C&Parm0=%0d%0a%0d%0a&Parm1=%28rsItemNotFound%29&RequestUri=%2fCRMReports
%2frsviewer%2fQuirksReportViewer.aspx&user_lcid=1033';</script>
</head>
<body>
</body>
</html>

I could not get report session parameters.

Please share your thoughts.

Thanks,

Aleem

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BharatPremji 2,485 on at

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Hi Aleem,

The problem may be with the way you have developed the report in Visual Studio

Try creating a very simple Invoice Report with only a few fields, maybe something like this as your DataSource, note the use of enableprefiltering:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

<entity name="invoice" enableprefiltering="1">
<attribute name="invoicenumber" />
<attribute name="name" />
<attribute name="totalamount" />
<attribute name="customerid" />
<attribute name="statuscode" />
<attribute name="invoiceid" />
<attribute name="createdon" />
<attribute name="description" />
<order attribute="name" descending="false" />
</entity>
</fetch>

In your parameters section create a parameter called CRM_invoice. Data Type should be Text

Add a fieds to the report and upload into CRM, change the report name and guid parameters to match this new report. Then try running the code.

I had a lot of problems initially thinking it was report session errors but it was actually the report itself that wasnt correct

Bharat

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ClixSol 1,505 on at

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Hi Bharat,

Thank you very much for your suggestion.
I create a simple Report.
And change four variables in my system:
1. var reportName = "Invoice.rdl"; //Name of my invoice report
2. var reportGuid = "fd140aaf-4df4-11dd-bd17-0019b9312238"; //GUID of my report

3. 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>"; //Fetch Query of report

4. CRM_invoice //Report Parameter Name

It worked.

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BharatPremji 2,485 on at

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Excellent.

You should now be able to build the report up slowly.

If you want to add the Invoice line items, create a dataset with the following fetch statement (take out/add fields you need)

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

<entity name="invoicedetail">

<attribute name="productid" />

<attribute name="productdescription" />

<attribute name="priceperunit" />

<attribute name="quantity" />

<attribute name="uomid" />

<attribute name="extendedamount" />

<attribute name="isproductoverridden" />

<attribute name="invoicedetailid" />

<attribute name="actualdeliveryon" />

<attribute name="tax" />

<attribute name="description" />

<link-entity name="invoice" from="invoiceid" to="invoiceid" alias="inv" enableprefiltering="1">

</link-entity>

</entity>

</fetch>

You can then simply add a table into the report and point it to this dataset

Bharat

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