Send a PDF File as an Attachment in Mail using JavaScript in CRM 2015/2016

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.

CreateEmail: function()
{
var email = new Object();
email.Subject = "Testing the sending of mail through java script";
SDK.REST.createRecord(email, "Email", EmailCallBack, function(error)
{
alert(error.message);
});
},
When the Email record is created with sucessfull, Then we have to create activity party
for that email.
// Email Call Back function
EmailCallBack: function(result)
{
email1 = result;
var activityParty = new Object();
// Set the "party" of the ActivityParty // EntityReference of an entity this activityparty relatated to.
activityParty.PartyId = {
Id: Xrm.Page.context.getUserId(), // id of the the current user which becomes the sender
LogicalName: "systemuser"
};
// Set the "activity" of the ActivityParty
// EntityReference.
activityParty.ActivityId =
{
Id: result.ActivityId,
LogicalName: "email"
};
// Set the participation type (what role the party has on the activity).
activityParty.ParticipationTypeMask =
{
Value: 1
}; // 1 mean Sender
SDK.REST.createRecord(activityParty, "ActivityParty", ActivityPartyCallBack, function(error) {
alert(error.message);
});
},

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.

ActivityPartyCallBack: function(result2)
{
// Generate the pdf file to attached to the Email.
var responseSession = getReportingSession();
encodePdf(responseSession);
},
// create a Email record with the attachement and other parameters.
CreateEmailAttachment: function(bdy)
{
//Email attachment parameters
var activitymimeattachment = Object();
activitymimeattachment.ObjectId = Object();
activitymimeattachment.ObjectId.LogicalName = "email";
activitymimeattachment.ObjectId.Id = email1.ActivityId;
activitymimeattachment.ObjectTypeCode = "email",
activitymimeattachment.Subject = "File Attachment";
activitymimeattachment.Body = bdy;
activitymimeattachment.FileName = "xyz.pdf";
//Attachment call
activitymimeattachment.MimeType = "application/pdf";
SDK.REST.createRecord(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function(error)
{
alert(error.message);
});
},
ActivityMimeAttachmentCallBack: function(result)
{
var options =
{
openInNewWindow: true
};
Xrm.Utility.openEntityForm("email", email1.ActivityId, null, options);
},
//Encode the binary output pdf file to create an attachement
encodePdf: function(responseSession)
{
var retrieveEntityReq = new XMLHttpRequest();
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";
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);
CreateEmailAttachment(bdy);
}
};
retrieveEntityReq.send();
},
getReportingSession: function()
{
var selectedIds = Xrm.Page.data.entity.getId();
var reportName = "abc.rdl";
var reportGuid = // Report GUID - Replace with your report GUID
var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/QuirksReportViewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
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, ''));
// p:<parameters Name In ssrs> :Is optional when you want to have parameter.
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(x + 10, 32);
return ret;
},

Hope this will help in your custom development. Leave your comment if you have any query.

2 Comments

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Bhuvanesh Mohankumar10y ago
I believe this is useful for my friend, will update his comments.
heriberto vargas10y ago
When I'm trying to implement this code on Dynamics CRM 2015 UPD1 (ONLINE) i got next error.: ErrorCode=0x8004832C&Parm0=%0d%0a%0d%0a&Parm1=%28rsItemNotFound%29&RequestUri=%2fCRMReports%2frsviewer%2freportviewer.aspx&