Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

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Posted on by Rajat Awasthi

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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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Syed Ibrahim 6,257 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

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.

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Rajat Awasthi 675 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

Not Applicable for CRM Online !!

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ARIFNIIT 1,391 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

refer

harimallampati.blogspot.com/.../extracting-ssrs-report-in-pdf.html

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Rajat Awasthi 675 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - 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 .

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ARIFNIIT 1,391 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

I am not clear What are you doing? can you specify what is the meaning of MS CRM is used as backend? Can you share your code so that I can give you exact solution.

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Rajat Awasthi 675 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

How do I run it for the particular record in CRM Online though?

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ARIFNIIT 1,391 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

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.

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Rajat Awasthi 675 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

Not Applicable for CRM Online !!

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ARIFNIIT 1,391 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

refer this article. render ssrs report in byte[] then attach it to any entity using CRM sdk.

forums.asp.net/.../1549431.aspx

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Rajat Awasthi 675 on at

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RE: Generate and attach SSRS (fetcxml bases) report to notes as PDF to Entity - CRM Online

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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