Attached SSRS Report in Note by Custom Button Click Automatically in MS CRM

Pre-requisites:

• Download the CRM SDK for your CRM version from here : Download SDK Here (Imp: Choose your correct version of SDK)

• Once you downloaded the SDK extract the package and you will see the below directory structure after extraction.

Now navigate the below path and you will get 3 java script files as per below screenshot.

Path

C:\Users\Sanjaya\Desktop\Dynamics CRM SDK 2011\SDK\SampleCode\JS\RESTEndpoint\JavaScriptRESTDataOperations\JavaScriptRESTDataOperations\Scripts

We only require two scripts json2.js & SDK.REST from this folder.

• Now create two JScript web resources in Dynamics CRM and upload these above two javascript in the web resources.

The Libraries order should be.

• json2.js
• SDK.REST.js
• FormScript_Report_REST.js

Add events required and point to the function written in FormScript_Report_REST.js script.

Javascript Code:

//Function to run the report in required format (PDF)

function generateReport() {

    //debugger;

    try{    

        var reportName = "ReportName.rdl"; //Replace

        var reportGuid = "491d292c-1211-ea11-a811-000d3af025d7"; //Replace

        

        var selectedIds = Xrm.Page.data.entity.getId();

        var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/reportviewer.aspx";

        var reportPrefilter = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'> <entity name='new_entityName'  enableprefiltering='1' prefilterparametername='CRM_Paramenter'> <all-attributes /> <filter type='and'> <condition attribute='new_entityid' operator='eq' value='" + selectedIds + "' /></filter></entity></fetch>";  

//Replace Entity Name / ID and SSRS parameter name CRM_"Paramentername"

        var query = "id=%7B" + reportGuid 

                    + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName()

                    + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName

                    + "&isScheduledReport=false&p:CRM_Paramenter=" + encodeURI(reportPrefilter);                                        

        var retrieveEntityReq = new XMLHttpRequest();

            retrieveEntityReq.open("POST", pth, false);

            retrieveEntityReq.setRequestHeader("Accept", "*/*");

            retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");   

            retrieveEntityReq.onreadystatechange = function() {

            if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {

                var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");

                var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");

                var ret = new Array();

                ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);

                ret[1] = retrieveEntityReq.responseText.substr(y + 10, 32);

                convertToDocument(ret);

            };

        };

        retrieveEntityReq.send(query);

        }

    catch(err)

    {

        alert(err.message);

    }

}

function convertToDocument(responseSession) {

    var format="PDF";

    var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=" + reportAttributes(format).urlAttribute;

    

    var retrieveEntityReq = new XMLHttpRequest();

    retrieveEntityReq.open("GET", pth, true);

    retrieveEntityReq.setRequestHeader("Accept", "*/*");

    retrieveEntityReq.responseType = "arraybuffer";

    retrieveEntityReq.onreadystatechange = function() {

        if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {

            var binary = "";

            var bytes = new Uint8Array(this.response);

            for (var i = 0; i < bytes.byteLength; i++) {

                binary += String.fromCharCode(bytes[i]);

            }

            var bdy = btoa(binary);

debugger;            

                createNote(bdy, format);            

        };

    };

    retrieveEntityReq.send();

}

function createNote(data, format) {

    var note = {};

    var recordId = Xrm.Page.data.entity.getId();

    recordId = recordId.replace('{', '').replace('}', '');

    var RecordNumber = "Report Name"; //Replace

    var refScheduleReports = new Object();

    refScheduleReports.LogicalName = "new_entityName"; // For which entity u want to create Note

    refScheduleReports.Id = recordId;

    note.ObjectId = refScheduleReports;

    note.ObjectTypeCode = refScheduleReports.LogicalName;

    note.MimeType = reportAttributes(format).mimeTypeAttribute;

    note.DocumentBody = data;

    note.FileName = RecordNumber + reportAttributes(format).fileNameAttribute;

    SDK.REST.createRecord(

        note,

        "Annotation",

        function(result) {            

            Xrm.Page.data.entity.save();

        },

        function(error) {

            alert(error.message);

        },

        true

    );

}

function reportAttributes(format) {

    var reportObject = {};

    reportObject["urlAttribute"] = "";

    reportObject["mimeTypeAttribute"] = "";

    reportObject["fileNameAttribute"] = "";

    if (format == "Excel") {

        reportObject.urlAttribute = "EXCELOPENXML";

        reportObject.mimeTypeAttribute = "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet";

        reportObject.fileNameAttribute = ".xlsx";

    } else if (format == "PDF") {

        reportObject.urlAttribute = "PDF";

        reportObject.mimeTypeAttribute = "application/pdf";

        reportObject.fileNameAttribute = ".pdf";

    }

    return reportObject;

}