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Customer experience | Sales, Customer Insights,...
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Cache issue in Generating the PDF Report as Email Attachment using JavaScript

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Posted on by 17,078

Hi All,

I'm using JavaScript on a ribbon button click in Dynamics 365 CRM to auto-generate an email with the SSRS report PDF attachment as explained in the below link.

https://themscrmexpert.wordpress.com/2016/12/19/how-to-send-ssrs-report-as-a-pdf-in-email-in-dynamics-crm-online/

It first works as expected. But the emails that are being created right now are missing email attachments due to the browser cache issue. It correctly attaches the report to email if I clear the cache and try again.

Is there a method by which I may empty the cache using the JS provided in the above-mentioned link so that we can first clear the cache and then execute the code to attach the report?

Your help is highly appreciated.

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  • Suggested answer
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    on at

    I'm not sure that the problem with cash can be solved. It looks like you will need the help of developers, but you can solve this problem differently without developers and coding.

    Let me show how i solved a similar case. I use Plumsail Documents to send generated PDF reports with data from Dynamics CRM. Templating syntax allows me to use different types of data, such as images, charts, tables, and others. Also, it allows formatting value and operation with properties of data. I use this solution instead ordinary SSRS. It's easy to use, and no coding is required. You can deliver generated PDF reports by email with attachments. There is a 30-day free trial, so you can try to implement your case without payment.

    In short, you need to do a few steps:

    1. Create document generation process in Plumsail Documents. Configure a report template, set a resulting file as a PDF, and protect PDF if you need.
    2. Configure delivery via email or across your favorite apps with attachments.
    3. Set the integration via Power Automate or Zapier to get the PDF report with data from Dynamics CRM.

    I suggest you read the article with details that can help you to implement your case.

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