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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / can we create a pdf in...
Microsoft Dynamics CRM (Archived)

can we create a pdf in ms crm 2011 using plugin or any other way

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Posted on by chikhaleankush 547

My requirement is I create a record in entity A and as I save the record the pdf should be generated. There are few conditions what to get in PDF but as of now I just need a plain PDF or in simple case word document.

 

Can this be done? Any Idea

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  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Did you check this: www.codeproject.com/.../Create-Generate-PDF-with-CRM-Plugin-JavaScript

    Thanks

  • chikhaleankush Profile Picture
    chikhaleankush 547 on at

    Thanks for the reply Mahen.

    yes I did take a look at it.But the solution is for ms crm 2013.Also after you told i tried to import the solution,it is not even importing.

    Any other Idea or if I am missing something.

    Thanks,

    Ankush

  • Suggested answer
    WiseyUK Profile Picture
    WiseyUK 10 on at

    I have been using documents core pack for the past couple of years to achieve an export to PDF. it might meet your requirements www.mscrm-addons.com/.../DocumentsCorePack.aspx

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    You can also try to use PDFsharp: pdfsharp.codeplex.com/releases

    www.pdfsharp.net/.../PDFsharpSamples.ashx

    Apart from that you could also render report to pdf, if possible in your requirement.

    Thanks

  • chikhaleankush Profile Picture
    chikhaleankush 547 on at

    just an update to the question on creating a PDF.

    I am using SSRS method and generating a complex query to fetch the data. I am somewhat successful in creating it,but my work is still in progress. As of now SSRS using xml or SQL looks a feasible solution. However I did not much tried with 3rd party assembly.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Before you develop your own solution I would highly recommend you look at www.mscrm-addons.com/.../DocumentsCorePack.aspx (as recommended by WiseyUK above!)

    It is a very flexible solution.

    If you are using Dynamics CRM OnPrem then I would use the SSRS technique before writing code to generate a pdf.

    Only use custom code to generate pdfs as your last option.

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