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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Auto Generate PDF and ...
Microsoft Dynamics CRM (Archived)

Auto Generate PDF and Send Email In Dynamics 365 Online

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Posted on by AnkitSinghal 256

Hi All,

I want to auto generate PDF with some fields value and send email that pdf.

Please suggest any good solution.

Thanks!

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  • AnkitSinghal Profile Picture
    AnkitSinghal 256 on at
    RE: Auto Generate PDF and Send Email In Dynamics 365 Online

    Hi Ambar,

    please explain little bit about this code.

  • Suggested answer
    gupta.ambar2009@gmail.com Profile Picture
    gupta.ambar2009@gma... 797 on at
    RE: Auto Generate PDF and Send Email In Dynamics 365 Online

    Please see code below ,implement this

    function runReportToPrint(selectedRecords) {

       try {

           debugger

           var selectedid = null;

           var reportid = null;

           var req = new XMLHttpRequest();

           var reportName = "Invoice Report Detail";

           req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/reports?$select=reportid&$filter=filename eq '" + reportName + ".rdl'", true);

           req.setRequestHeader("OData-MaxVersion", "4.0");

           req.setRequestHeader("OData-Version", "4.0");

           req.setRequestHeader("Accept", "application/json");

           req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

           req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

           req.onreadystatechange = function () {

               if (this.readyState === 4) {

                   req.onreadystatechange = null;

                   if (this.status === 200) {

                       debugger;

                       var results = JSON.parse(this.response);

                       if (results != null) {

                           reportid = results.value[0]["reportid"];

                           //if (selectedRecords != null && selectedRecords.length > 0) {

                           //    for (var i = 0; i < selectedRecords.length; i++) {

                           //        selectedid = selectedRecords[i];

                           //        var params = getReportingSessionhomegrid(reportName, reportid, selectedid);

                           //        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=" + reportName + "&ContentDisposition=OnlyHtmlInline&Format=PDF";

                           //        setTimeout(function () { window.open(newPth, "_self"); }, 1000);

                           //    }

                           if (selectedRecords != null && selectedRecords.length == 1) {

                               selectedid = selectedRecords[0];

                               var params = getReportingSessionhomegrid(reportName, reportid, selectedid);

                               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=" + reportName + "&ContentDisposition=OnlyHtmlInline&Format=PDF";

                               setTimeout(function () { window.open(newPth, "_self"); }, 1000);

                           }

                           else if (selectedRecords != null && selectedRecords.length == 0) {

                               alert("Please select a record.");

                           }

                           else if (selectedRecords != null && selectedRecords.length > 1) {

                               alert("Please select only one record .");

                           }

                           else {

                               var params = getReportingSession(reportName, reportid);

                               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=" + reportName + "&ContentDisposition=OnlyHtmlInline&Format=PDF";

                               window.open(newPth, "_self");

                           }

                       } else {

                           Xrm.Utility.alertDialog(this.statusText);

                       }

                   }

               }

           };

           req.send();

       } catch (ex) {

           throw ex;

       }

    }

    function getReportingSession(reportName, reportGuid) {

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

       selectedIds = selectedIds.replace('{', '');

       selectedIds = selectedIds.replace('}', '');

       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:invoiceid=" + selectedIds);

       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 getReportingSessionhomegrid(reportName, reportGuid, selectedrecordid) {

       // var selectedIds = Xrm.Page.data.entity.getId();

       selectedrecordid = selectedrecordid.replace('{', '');

       selectedrecordid = selectedrecordid.replace('}', '');

       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:invoiceid=" + selectedrecordid);

       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 runReportToPrintReceipt() {

       try {

           debugger;

           var reportName;

           var chequeamount = Xrm.Page.getAttribute("cm_chequeamount").getValue();

           if (chequeamount != null) {

               reportName = "Receipt_Cheque";

           }

           else {

               reportName = "Receipt_Cash";

           }

           var selectedid = null;

           var reportid = null;

           var req = new XMLHttpRequest();

           req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/reports()?$select=reportid&$filter=filename eq '" + reportName + ".rdl'", true);

           req.setRequestHeader("OData-MaxVersion", "4.0");

           req.setRequestHeader("OData-Version", "4.0");

           req.setRequestHeader("Accept", "application/json");

           req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

           req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

           req.onreadystatechange = function () {

               if (this.readyState === 4) {

                   req.onreadystatechange = null;

                   if (this.status === 200) {

                       debugger;

                       var results = JSON.parse(this.response);

                       if (results != null) {

                           //reportid = "EEE6E34A-5F1B-E711-8102-5065F38B06F1";

                           var reportid = results.value[0]["reportid"];

                           var params = getReportingSessionReceipt(reportName, reportid);

                           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=" + reportName + "&ContentDisposition=OnlyHtmlInline&Format=PDF";

                           window.open(newPth, "_self");

                       }

                   } else {

                       Xrm.Utility.alertDialog(this.statusText);

                   }

               }

           };

           req.send();

       } catch (ex) {

           throw ex;

       }

    }

    function getReportingSessionReceipt(reportName, reportGuid) {

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

       selectedIds = selectedIds.replace('{', '');

       selectedIds = selectedIds.replace('}', '');

       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:ReceiptID=" + selectedIds);

       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;

    }

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Auto Generate PDF and Send Email In Dynamics 365 Online

    Hi,

    Did you check these threads, similar type of question is already answered here:

    community.dynamics.com/.../151236

    community.dynamics.com/.../205829

    Hope it will help you.

    Thanks

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