Convert Word document attached with note to PDF.

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Posted on by Naeem Khan

HI,

I need your help. I want to convert word document attached with note into PDF and send it to customer. I have retrieved note attachment with invoice entity, but unable to convert it into PDF.

Entity emailCreated = service.Retrieve("email", SourceEmailID, new ColumnSet(true));
QueryExpression QueryNotes = new QueryExpression("annotation");
QueryNotes.ColumnSet = new ColumnSet(new string[] { "subject", "mimetype", "filename", "documentbody" });
QueryNotes.Criteria = new FilterExpression();
QueryNotes.Criteria.FilterOperator = LogicalOperator.And;
QueryNotes.Criteria.AddCondition(new ConditionExpression("objectid", ConditionOperator.Equal, invoiceID.Id));
EntityCollection MimeCollection = service.RetrieveMultiple(QueryNotes);
if (MimeCollection.Entities.Count > 0)
{ //we need to fetch first attachment
Entity NotesAttachment = MimeCollection.Entities.First();
//Create email attachment
Entity EmailAttachment = new Entity("activitymimeattachment");
if (NotesAttachment.Contains("subject"))
EmailAttachment["subject"] = NotesAttachment.GetAttributeValue<string>("subject");
EmailAttachment["objectid"] = new EntityReference("email", emailCreated.Id);
EmailAttachment["objecttypecode"] = "email";
if (NotesAttachment.Contains("filename"))
EmailAttachment["filename"] = NotesAttachment.GetAttributeValue<string>("filename");
if (NotesAttachment.Contains("documentbody"))
EmailAttachment["body"] = NotesAttachment.GetAttributeValue<string>("documentbody");
if (NotesAttachment.Contains("mimetype"))
EmailAttachment["mimetype"] = NotesAttachment.GetAttributeValue<string>("mimetype");

service.Create(EmailAttachment);
}
// Sending email
SendEmailRequest SendEmail = new SendEmailRequest();
SendEmail.EmailId = emailCreated.Id;
SendEmail.TrackingToken = "";
SendEmail.IssueSend = true;
SendEmailResponse res = (SendEmailResponse)service.Execute(SendEmail);

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Answers (1)

Justinjose 2,707 on at

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Hi Naeem Khan,

Is this an external application or a plugin?

Thanks

Justin Jose

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Naeem Khan 44 on at

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Hi Justin,

It is a custom workflow.

thanks,

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Justinjose 2,707 on at

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Hi Naeem Khan,

are you using any library (References) to convert to pdf? I cant see PDF conversion step in the above code

Thanks

Justin Jose

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Naeem Khan 44 on at

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Hi Justin,

Right now i am using word2pdf library, but i don't know how to utilize it. As you can see code below. I don't how i could use it in my case as i am not loading word file from any path. If you know any library which can be used, kindly share with me.

Word2Pdf objWorPdf = new Word2Pdf();

string backfolder1 = "D:\\PDFFile";

string strFileName = "Invoice.docx";

object FromLocation = backfolder1 + "\\" + strFileName;

string FileExtension = Path.GetExtension(strFileName);

string ChangeExtension = strFileName.Replace(FileExtension, ".pdf");

if (FileExtension == ".doc" || FileExtension == ".docx")

{

object ToLocation = backfolder1 + "\\" + ChangeExtension;

objWorPdf.InputLocation = FromLocation;

objWorPdf.OutputLocation = ToLocation;

objWorPdf.Word2PdfCOnversion();

}

thanks,

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Suggested answer

Justinjose 2,707 on at

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Hi Naeem Khan,

I dont think that the Word2Pdf reference will work on custom workflow or plugin.

You can use Microsoft Flow to convert Word to Pdf. Here is an example - dynamics365blocks.wordpress.com/.../

Thanks

Justin Jose

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Verified answer

cloflyMao 25,210 on at

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Hi Naeem,

The challenge for us to build a custom workflow to do convert with Word2Pdf is that the library requires a local path to read doc file;

However, due to original content of doc note is binary data, we need to save note as local file, or the library could provide a function to convert binary data to PDF directly.

It's highly recommended to achieve such requirement with Flow, which has following good reasons:

* low code

* less time spent

* easy to use

Please take a look for the alternative flow:

Overview:

The process is:

When a contact is selected(like on-demand workflow) -> find the first note file by contact id ->

Create a temp file to save doc note in Onedrive -> Convert the temp file to PDF as binary data by "Convert file" action ->

Send an email to selected contact, populate attachment content with converted PDF binary data ->

delete the temp file when email is sent successfully

Result presentation:

p1:

Original doc file

p2:

select a contact who has an attached note:

p3:

Delivered email with converted pdf

p4:

Converted file preview:

Regards,

Clofly

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