Today I will show how to "Send a PDF File as an attachment in Mail using java script in CRM 2015/2016. " To work around this we need to follow some steps:

Step 1: Create a record in "Email" Entity with some subject value.

Step 2: Create a record for activityParty in "ActivityParty" Entity.

Step 3: Add the attachement of pdf in base64 to ActivityMimeAttachment and create a record in "ActivityMimeAttachment" Entity.

Step 4: Open the Email form based on the newly created activityId.
  1. CreateEmail: function()
  2. {
  3. var email = new Object();
  5. email.Subject = "Testing the sending of mail through java script";
  7. SDK.REST.createRecord(email, "Email", EmailCallBack, function(error)
  8. {
  9. alert(error.message);
  10. });
  12. },
  13. When the Email record is created with sucessfull, Then we have to create activity party
  14. for that email.
  15. // Email Call Back function
  16. EmailCallBack: function(result)
  17. {
  18. email1 = result;
  19. var activityParty = new Object();
  20. // Set the "party" of the ActivityParty // EntityReference of an entity this activityparty relatated to.
  21. activityParty.PartyId = {
  22. Id: Xrm.Page.context.getUserId(), // id of the the current user which becomes the sender
  23. LogicalName: "systemuser"
  24. };
  25. // Set the "activity" of the ActivityParty
  26. // EntityReference.
  27. activityParty.ActivityId =
  28. {
  29. Id: result.ActivityId,
  30. LogicalName: "email"
  31. };
  32. // Set the participation type (what role the party has on the activity).
  33. activityParty.ParticipationTypeMask =
  34. {
  35. Value: 1
  36. }; // 1 mean Sender
  38. SDK.REST.createRecord(activityParty, "ActivityParty", ActivityPartyCallBack, function(error) {
  39. alert(error.message);
  40. });
  41. },
When activity Party is created we need to attached a pdf file as base64 to the mail. For more information on how to create a pdf file follow my blog.
  1. ActivityPartyCallBack: function(result2)
  2. {
  3. // Generate the pdf file to attached to the Email.
  4. var responseSession = getReportingSession();
  5. encodePdf(responseSession);
  6. },
  8. // create a Email record with the attachement and other parameters.
  9. CreateEmailAttachment: function(bdy)
  10. {
  12. //Email attachment parameters
  13. var activitymimeattachment = Object();
  14. activitymimeattachment.ObjectId = Object();
  15. activitymimeattachment.ObjectId.LogicalName = "email";
  16. activitymimeattachment.ObjectId.Id = email1.ActivityId;
  17. activitymimeattachment.ObjectTypeCode = "email",
  18. activitymimeattachment.Subject = "File Attachment";
  19. activitymimeattachment.Body = bdy;
  20. activitymimeattachment.FileName = "xyz.pdf";
  21. //Attachment call
  22. activitymimeattachment.MimeType = "application/pdf";
  24. SDK.REST.createRecord(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function(error)
  25. {
  26. alert(error.message);
  27. });
  29. },
  30. ActivityMimeAttachmentCallBack: function(result)
  31. {
  32. var options =
  33. {
  34. openInNewWindow: true
  35. };
  36. Xrm.Utility.openEntityForm("email", email1.ActivityId, null, options);
  38. },
  40. //Encode the binary output pdf file to create an attachement
  41. encodePdf: function(responseSession)
  42. {
  44. var retrieveEntityReq = new XMLHttpRequest();
  46. 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=PDF";
  48. retrieveEntityReq.open("GET", pth, true);
  49. retrieveEntityReq.setRequestHeader("Accept", "*/*");
  50. retrieveEntityReq.responseType = "arraybuffer";
  52. retrieveEntityReq.onreadystatechange = function()
  53. {
  54. if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {
  55. var binary = "";
  56. var bytes = new Uint8Array(this.response);
  58. for (var i = 0; i < bytes.byteLength; i++)
  59. {
  60. binary += String.fromCharCode(bytes[i]);
  61. }
  62. var bdy = btoa(binary);
  64. CreateEmailAttachment(bdy);
  65. }
  66. };
  67. retrieveEntityReq.send();
  68. },
  69. getReportingSession: function()
  70. {
  71. var selectedIds = Xrm.Page.data.entity.getId();
  72. var reportName = "abc.rdl";
  73. var reportGuid = // Report GUID - Replace with your report GUID
  75. var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/QuirksReportViewer.aspx";
  77. var retrieveEntityReq = new XMLHttpRequest();
  79. retrieveEntityReq.open("POST", pth, false);
  81. retrieveEntityReq.setRequestHeader("Accept", "*/*");
  83. retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
  85. retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:<parameters Name In ssrs>=" + selectedIds.toLowerCase().replace(/[^a-z0-9-]/g, ''));
  86. // p:<parameters Name In ssrs> :Is optional when you want to have parameter.
  87. var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
  88. var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");
  90. var ret = new Array();
  92. ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
  93. ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);
  95. return ret;
  96. },
Hope this will help in your custom development. Leave your comment if you have any query.