Dynamics Community Forum Thread Details

Hi VENKY, I have it as a custom CRM step as below (you framework must be > 4.6.2)

using ITWORX.Reliance.Reliable.Common.Helper;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Workflow;

using System;

using System.Activities;

using System.Collections.Generic;

using System.IO;

using System.Linq;

using System.Net.Http;

using System.Net.Http.Headers;

using System.Runtime.Serialization;

using System.Runtime.Serialization.Json;

using System.Text;

using System.Threading.Tasks;

namespace CustomSteps

{

[DataContract]

public class ApiTokenResponse

{

[DataMember]

public string access_token { get; set; }

}

public class ReportObject

{

public string id { get; set; }

public string iscustomreport { get; set; }

public string reporttypecode { get; set; }

public string isScheduledReport { get; set; }

public string EntitySchemaName { get; set; }

public string CRM_Filter { get; set; }

public string reportName { get; set; }

public string EntityRecordID { get; set; }

}

public class ConvertReportToPDF : CodeActivity

{

#region params

[Output("ReportPDF")]

public OutArgument<string> ReportPDF { get; set; }

[Input("ReportID")]

[RequiredArgument]

public InArgument<string> ReportID { get; set; }

[Input("ReportName")]

[RequiredArgument]

public InArgument<string> ReportName { get; set; }

[Input("EntitySchemaName")]

public InArgument<string> EntitySchemaName { get; set; }

[Input("EntityRecordID")]

public InArgument<string> EntityRecordID { get; set; }

[Input("CRMFilter")]

public InArgument<string> CRMFilter { get; set; }

#endregion

protected override void Execute(CodeActivityContext context)

{

// Create the context

IWorkflowContext WFContext = context.GetExtension<IWorkflowContext>();

if (WFContext == null)

{

throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");

}

IOrganizationServiceFactory serviceFactory = context.GetExtension<IOrganizationServiceFactory>();

IOrganizationService service = serviceFactory.CreateOrganizationService(WFContext.UserId);

ReportObject reportParams = new ReportObject()

{

id = ReportID.Get<string>(context),

reportName = ReportName.Get<string>(context),

EntitySchemaName = EntitySchemaName.Get<string>(context),

EntityRecordID = EntityRecordID.Get<string>(context),

CRM_Filter = CRMFilter.Get<string>(context)

};

formatReportParams(reportParams);

CallIntermediate(service, context, ReportPDF, reportParams);

}

private void formatReportParams(ReportObject reportParams)

{

reportParams.id = formatIDBrackets(reportParams.id);

reportParams.EntityRecordID = formatIDBrackets(reportParams.EntityRecordID);

reportParams.iscustomreport = "true";

reportParams.reporttypecode = "1";

reportParams.isScheduledReport = "false";

if (string.IsNullOrEmpty(reportParams.CRM_Filter)

&& !string.IsNullOrEmpty(reportParams.EntitySchemaName)

&& !string.IsNullOrEmpty(reportParams.EntityRecordID))

{

if (reportParams.EntitySchemaName == "salesorder")

{

reportParams.CRM_Filter = "<ReportFilter><ReportEntity paramname=\"CRM_FilteredSalesOrder\" donotconvert=\"1\"><fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\" distinct=\"false\"><entity name=\"salesorder\"><all-attributes/><filter type=\"and\"><condition attribute=\"salesorderid\" operator=\"eq\" value=\"" + reportParams.EntityRecordID + "\"/></filter></entity></fetch></ReportEntity></ReportFilter>";

}

private string formatIDBrackets(string id)

{

if (!string.IsNullOrEmpty(id))

{

id = id.Replace("{", "").Replace("}", "");

return "{" + id + "}";

}

return null;

}

private static async void CallIntermediate(IOrganizationService service, CodeActivityContext context, OutArgument<string> ReportPDF, ReportObject reportParams)

{

await GenerateResportAsPDF_Async(service, context, ReportPDF, reportParams);

}

public static async Task<string> GenerateResportAsPDF_Async(IOrganizationService service, CodeActivityContext context, OutArgument<string> ReportPDF, ReportObject reportParams)

{

try

{

string organizationUrl = "yourenv.crm.dynamics.com";

string tenantID = "a1a5384f-f0fc-4df9-9f37-000000000000";

string clientId_applicationId = "2e4ee484-8654-4fdf-a629-000000000000";

string OAuth2_0Token_Endpoint = "login.microsoftonline.com/" + tenantID + "/oauth2/token";

string username = "user@domain.com";

string password = "pwd";

string clientSecret = "scrt";

string accessToken = CRMAuthentication.GetAuthToken(organizationUrl, tenantID, clientId_applicationId, OAuth2_0Token_Endpoint, username, password, clientSecret);

//********** Request 2 to run the resport**********//

HttpClient _httpClient2 = new HttpClient();

_httpClient2.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", accessToken);

_httpClient2.Timeout = new TimeSpan(0, 2, 0);

_httpClient2.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("*/*"));

//Account Distribution OOB report sample

HttpRequestMessage request2 = new HttpRequestMessage(HttpMethod.Post, organizationUrl + "/CRMReports/rsviewer/reportviewer.aspx");

var lst = new List<KeyValuePair<string, string>>

{

new KeyValuePair<string, string>("id",reportParams.id),

new KeyValuePair<string, string>("iscustomreport",reportParams.iscustomreport),

new KeyValuePair<string, string>("reporttypecode",reportParams.reporttypecode),

new KeyValuePair<string, string>("reportName",reportParams.reportName),

new KeyValuePair<string, string>("isScheduledReport",reportParams.isScheduledReport),

new KeyValuePair<string, string>("CRM_Filter",reportParams.CRM_Filter)

};

var formUrlEncodedContent = new FormUrlEncodedContent(lst);

request2.Content = formUrlEncodedContent;

using (Task<HttpResponseMessage> response = _httpClient2.SendAsync(request2))

{

string resultValue = await response.Result.Content.ReadAsStringAsync();

var x = resultValue.LastIndexOf("ReportSession=");

var y = resultValue.LastIndexOf("ControlID=");

string ReportSession = resultValue.Substring(x + 14, 24);

string ControlID = resultValue.Substring(y + 10, 32);

//********** Request 3 to save the generated report as PDF**********//

var pth = organizationUrl + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + ReportSession + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + ControlID + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";

HttpClient _httpClient3 = new HttpClient();

_httpClient3.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", accessToken);

_httpClient3.Timeout = new TimeSpan(0, 2, 0);

_httpClient3.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("*/*"));

HttpRequestMessage request3 = new HttpRequestMessage(HttpMethod.Get, pth);

using (Task<HttpResponseMessage> response3 = _httpClient2.SendAsync(request3))

{

//System.IO.Stream resultValue3 = await response3.Result.Content.ReadAsStreamAsync();

var resultValue3 = await response3.Result.Content.ReadAsByteArrayAsync();

string encodedData = Convert.ToBase64String(resultValue3);

ReportPDF.Set(context, encodedData);

}

catch (Exception ex)

{

throw ex;

}

return "";

}

Generate report to PDF using C#

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