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

This blog describes how to attach a ssrs report as a PDF to the mail before sending it to any user.

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.