Generate report to PDF using C#

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Posted on by OrchidC

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Hi All,

I have a webjob that auto send emails periodically, and this needs to attach a report as PDF.
This report is from an .rdl file imported to Dynamics 365 (online).

Most of the samples I saw is via javascript and on-premise, and have not found some example for D365 online via C#.
Question: Is it possible to auto generate it to PDF via C#?

Thank you all in advance.

Regards,
Chid

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gdas 50,091 Moderator on at

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Hi,

I am not sure but found one link for you. You can try with this .Hope this helps, let me know.

community.dynamics.com/.../how-to-send-ssrs-report-as-a-pdf-in-email-in-dynamics-crm-online

Good Luck.

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gdas 50,091 Moderator on at

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Hi, You can also check below msdn reference.

msdn.microsoft.com/.../gg334240.aspx

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OrchidC 200 on at

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Hi Goutam,

Thanks for the response, I have seen this sample and this is also in javascript.

For the email attachment I have done it already but got stuck in the report generation inside my webjob.

Thanks,

Chid

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Community Member on at

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Try using ZetPDF.com
It worked for me perfectly!

Best regards

Fred Green

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Shidin Haridas 3,499 on at

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Hi Chid,

Did you find a way to generate reports using c# for D365 online?

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OrchidC 200 on at

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Hi Shidin,

Unfortunate no, what alternative I did that actually works perfectly now is I have a html template to PDF, so no .rdl involved.

In that html template (which was stored in content snippet for easy editing if needs some updates) it mapped the data using fetchXML inside my webjob, once everything is in place it will then generate the base64 ready for creating an email attachment.

For the mapping I use some keywords ready to replace:
e.g. ##accountname## ---> once I get the account name in the webjob I just use Replace like the one below.
_reportTemplate.Replace("##accountname##", AccountName);

Regards,

Chid

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Shidin Haridas 3,499 on at

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Hi Chid,

Nice workaround.

Cheers!

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Shidin Haridas 3,499 on at

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For anyone else landing up on this post:

- There is no way to generate your reports in c# plugins for Online deployments, as you would not be having access to the Reporting Servers used.
This is possible for OnPrem deployment models. But again, such plugins take a lot of execution time, which can easily cause CRM time-out errors, especially SSRS based reports, which retrieves a large data-set.

- You can generate the report through Javascript, and render the report into a HTML. Quite a piece of messy code, but this is possible, once you get the Report Session and the Control ID (https://community.dynamics.com/crm/f/117/t/253073)

But, going down this route for complex reports is a pain-staking process.

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Community Member on at

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Hello,

Question: Is it possible to auto-generate it to PDF via C#?

Answer: According to me, It is not possible for online because we don't have access to the reporting server. I had tried plenty of time not found anything regarding this from past 3 years

Hope you can achieve it!

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Fusion Software 20 on at

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Can i ask what solution you used to convert your HTML to PDF?

Thanks

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