Generate report in plugin and convert to PDF using C# CRM 2016 online

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Posted on by Rohit.Lathoriya

I have a scenario where I have to call a report in plugin and send this to third party API in PDF byte[]

I did tried some solutions but didn't get any luck

Do anyone know How can I achieve this in CRM 2016 online ?

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Inogic 703 on at

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Hi Rohit,
Yes, you can achieve your requirement of exporting a report in PDF format directly from Dynamics 365 CRM in one click using Click2Export by Inogic.
With Click2Export, you don’t have to use third-party API plugins. Click2Export provides an assembly that contains all the necessary features to send the email with PDF report attached to it. To know more about Click2Export automation you can refer to this link. You can follow the same steps to achieve your requirements in CRM 2016 Online.
This app simplifies exporting Dynamics 365 CRM Reports, Views, and Document Templates with a single click.
Additionally, with Click2Export you can:
Export to Multiple Formats with Enhanced Security
Convert CRM data into PDF, Word, Excel, TIFF, or CSV formats. Secure exported files with password encryption for confidential data protection, ensuring safe sharing and controlled access.
Efficient Bulk Export and Scheduling
Export multiple reports in bulk or schedule automated exports for timely delivery, reducing manual intervention and improving efficiency in managing large-scale reporting.
Seamless Sharing and Customization
Attach exported files to emails (including non-CRM recipients), notes, or entities within Dynamics 365 CRM. Additionally, create and use customizable templates to maintain consistency in format and layout.
Flexible Destination Actions
Auto-save exports to local drives, upload them to SharePoint or Azure Blob, or attach them to emails—all tailored to your specific business requirements.
User-Friendly One-Click Functionality
Simplify repetitive tasks with an intuitive UI and a one-click export process, making it easy to integrate into daily CRM workflows.
For further details or to try Click2Export, you can download the app from the Inogic website or Microsoft AppSource. A 15-day free trial is available to explore its capabilities. Feel free to reach out at crm@inogic.com for assistance.

Thanks!
Sam
Email: crm@inogic.com
Website: www.inogic.com
Blog: www.inogic.com/blog

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