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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Generate and attach SS...
Microsoft Dynamics CRM (Archived)

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

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Posted on by Rajat Awasthi 675

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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  • Suggested answer
    ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at

    Hi Rajat,

    you can refer below article

    community.dynamics.com/.../how-to-send-ssrs-report-as-a-pdf-in-email-in-dynamics-crm-online

  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at

    I cannot use javscript since in my proj MS CRM is used as backend and no client side scripting will work.

  • ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at

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

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

  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at

    Not Applicable for CRM Online !!

  • ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at

    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.

  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at

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

  • ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at

    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.

  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at

    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 .

  • ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at

    refer

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

  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at

    Not Applicable for CRM Online !!

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