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Hi Guys ,
I have a requirement wherein I need to generate and attach a fetch based report as pdf to notes entity.
I cannot use javscript since in my proj MS CRM is used as backend and no client side scripting will work.
Can someone help me doing it with Plugin\Customworkflow.
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Look for the below solution to attach to notes.
www.inogic.com/.../export-email-or-attach-to-note-one-click-solution-for-dynamics-365-reports
Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.
Not Applicable for CRM Online !!
Hi Arif ,
Forget about my scenario.
Can you please let me know how do I attach a report as PDF to notes for an Entity in CRM Online via Plugin\Custom Workflow .
How do I run it for the particular record in CRM Online though?
As you mentioned you are consuming CRM service and database in another application. Are you using CRM reports? in this case you can use iTextsharp and convert your fetched data into pdf format then attach to entity.
Not Applicable for CRM Online !!
refer this article. render ssrs report in byte[] then attach it to any entity using CRM sdk.
I cannot use javscript since in my proj MS CRM is used as backend and no client side scripting will work.
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