Thursday, June 30, 2011

Sending report as pdf in email

Microsoft dynamics crm 2011 on premise only solution. (It's not possible to get to the reporting services web services in the online environment).
1) Get the report from the ssrs web service in pdf format
2) Create email from email template
3) Create the attachment
4) Send the email

I had to do it generic enough that the customer could do it with any report he would like. so I've exported some of the guidelines to xml file, created console application which can be run with windows task scheduler.
It can be found here:
http://emailreport.codeplex.com/

Download link:
http://emailreport.codeplex.com/releases/view/69298

Another option is using the ssrs.
Setup reporting service SMTP and try this solution:
http://community.dynamics.com/product/crm/crmtechnical/b/crmpowerobjects/archive/2011/06/29/report-scheduling-and-email-subscription-in-crm-2011.aspx

No comments:

Post a Comment