Sending Email to Customer With SSRS PDF Attachment Using JavaScript Dynamics 365 CRM(Online)

Hello everyone ,

I got a task to send an email to the customer(contact), in which I have to send a quote to the customer as a pdf attachment. But every quoted line contains lots of images as note attachment those also should come in pdf and after creating the Report, attach to an email and then sent to the customer. All I have to do dynamic on click of a button. So I am sharing my learning how I did it.

I am creating a blog on how to send an email attachment to the customer. Hope it will you guys.

Part 1:

Creating Email activity with attachment(SSRS pdf report). Also adding the user Signature with the email.

var base64 = null;

function form_onsave(executionContext) {
    debugger;
    var formContext = executionContext.getFormContext();
    if (formContext.getAttribute("ccc_senttocustomer") !== null && formContext.getAttribute("ccc_senttocustomer") !== undefined) {
        var senttocustomer = formContext.getAttribute("ccc_senttocustomer").getValue();
        if (senttocustomer === true) {
            createAttachment();
        }
    }
}
function getReportingSession() {
    var reportName = "Estimate.rdl"; //set this to the report you are trying to download
    //var reportGuid = "170faa66-19ad-e811-a96f-000d3af43d1a"; //set this to the guid of the report you are trying to download 
    var reportGuid = "75cdd688-8bbd-e811-a971-000d3af42a5a"; //set this to the guid of the report you are trying to download 
    var rptPathString = ""; //set this to the CRMF_Filtered parameter            
    var selectedIds = Xrm.Page.data.entity.getId();
    var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
    var retrieveEntityReq = new XMLHttpRequest();

    var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='quote'><all-attributes /><filter type='and'><condition attribute='quoteid' operator='eq' value='" + selectedIds + "' /> </filter></entity></fetch>";

    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:CRM_quote=" + strParameterXML);
    var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
    var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");
    // alert("x" + x + "y" + y);
    var ret = new Array();

    ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
    ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);
    return ret;
}

function createEntity(ent, entName, upd) {
    var jsonEntity = JSON.stringify(ent);
    var createEntityReq = new XMLHttpRequest();
    var ODataPath = Xrm.Page.context.getClientUrl() + "/XRMServices/2011/OrganizationData.svc";
    createEntityReq.open("POST", ODataPath + "/" + entName + "Set" + upd, false);
    createEntityReq.setRequestHeader("Accept", "application/json");
    createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    createEntityReq.send(jsonEntity);
    var newEntity = JSON.parse(createEntityReq.responseText).d;

    return newEntity;
}

function createAttachment() {
    var params = getReportingSession();

    if (msieversion() >= 1) {
        encodePdf_IEOnly(params);
    } else {
        encodePdf(params);
    }
}

var StringMaker = function () {
    this.parts = [];
    this.length = 0;
    this.append = function (s) {
        this.parts.push(s);
        this.length += s.length;
    }
    this.prepend = function (s) {
        this.parts.unshift(s);
        this.length += s.length;
    }
    this.toString = function () {
        return this.parts.join('');
    }
}

var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";

function encode64(input) {
    var output = new StringMaker();
    var chr1, chr2, chr3;
    var enc1, enc2, enc3, enc4;
    var i = 0;

    while (i < input.length) {
        chr1 = input[i++];
        chr2 = input[i++];
        chr3 = input[i++];

        enc1 = chr1 >> 2;
        enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
        enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
        enc4 = chr3 & 63;

        if (isNaN(chr2)) {
            enc3 = enc4 = 64;
        } else if (isNaN(chr3)) {
            enc4 = 64;
        }

        output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
    }

    return output.toString();
}

function encodePdf_IEOnly(params) {
    var bdy = new Array();
    var retrieveEntityReq = new XMLHttpRequest();

    var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
    retrieveEntityReq.open("GET", pth, false);
    retrieveEntityReq.setRequestHeader("Accept", "*/*");

    retrieveEntityReq.send();
    bdy = new VBArray(retrieveEntityReq.responseBody).toArray(); // minimum IE9 required

    createNotesAttachment(encode64(bdy));
}

function encodePdf(params) {
    var xhr = new XMLHttpRequest();
    var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
    xhr.open('GET', pth, true);
    xhr.responseType = 'arraybuffer';

    xhr.onload = function (e) {
        if (this.status == 200) {
            var uInt8Array = new Uint8Array(this.response);
            base64 = encode64(uInt8Array);
            CreateEmail(base64);
            createNotesAttachment(base64);
        }
    };
    xhr.send();
}

function msieversion() {

    var ua = window.navigator.userAgent;
    var msie = ua.indexOf("MSIE ");

    if (msie > 0 || !!navigator.userAgent.match(/Trident.*rv\:11\./))      // If Internet Explorer, return version number
        return parseInt(ua.substring(msie + 5, ua.indexOf(".", msie)));
    else                 // If another browser, return 0
        return 0;
}

function createNotesAttachment(base64data) {

    var propertyName;
    var propertyAddress;
    var propertyCity;
    var estimateNumber;
    if (Xrm.Page.getAttribute("name") !== null && Xrm.Page.getAttribute("name") !== undefined) {
        estimateNumber = Xrm.Page.getAttribute("name").getValue();
        //alert(estimateNumber);
    }
    if (Xrm.Page.getAttribute("ccc_propertyid") !== null && Xrm.Page.getAttribute("ccc_propertyid") !== undefined) {
        var propertyNameRef = Xrm.Page.getAttribute("ccc_propertyid");
        if (propertyNameRef != null && propertyNameRef != undefined) {
            propertyId = propertyNameRef.getValue()[0].id.slice(1, -1);
            propertyAddress = propertyNameRef.getValue()[0].name;
            var object = getPropertyAddress(propertyId);
            propertyName = object[1];
            propertyCity = object[2];
        }
    }

    var post = Object();
    post.DocumentBody = base64data;
    post.Subject = estimateNumber+propertyAddress;
    post.FileName = estimateNumber + "-" + propertyName + "-" + propertyAddress + "-" + propertyCity + ".pdf";
    post.MimeType = "application/pdf";
    post.ObjectId = Object();
    post.ObjectId.LogicalName = Xrm.Page.data.entity.getEntityName();
    post.ObjectId.Id = Xrm.Page.data.entity.getId();
    createEntity(post, "Annotation", "");
}

function CreateEmail(base64) {

    var recordURL;
    var propertyName;
    var propertyAddress;
    var propertyCity;
    var estimateNumber;
    var serverURL = Xrm.Page.context.getClientUrl();
    var email = {};
    var qid = Xrm.Page.data.entity.getId().replace(/[{}]/g, "");
    var OwnerLookup = Xrm.Page.getAttribute("ownerid").getValue();
    var OwnerGuid = OwnerLookup[0].id;
    OwnerGuid = OwnerGuid.replace(/[{}]/g, "");
    var ContactLookUp = Xrm.Page.getAttribute("ccc_contact").getValue();
    var ContactId = ContactLookUp[0].id.replace(/[{}]/g, "");
    var contactTypeName = ContactLookUp[0].typename;
    var contactName = ContactLookUp[0].name;
    var signature = getSignature(OwnerGuid);
    if (Xrm.Page.getAttribute("ccc_recordurl") !== null && Xrm.Page.getAttribute("ccc_recordurl") !== undefined) {
        recordURL = Xrm.Page.getAttribute("ccc_recordurl").getValue();
        //alert(estimateNumber);
    }
    if (Xrm.Page.getAttribute("name") !== null && Xrm.Page.getAttribute("name") !== undefined) {
        estimateNumber = Xrm.Page.getAttribute("name").getValue();
        //alert(estimateNumber);
    }
    if (Xrm.Page.getAttribute("ccc_propertyid") !== null && Xrm.Page.getAttribute("ccc_propertyid") !== undefined) {
        var propertyNameRef = Xrm.Page.getAttribute("ccc_propertyid");
        if (propertyNameRef != null && propertyNameRef != undefined) {
            propertyId = propertyNameRef.getValue()[0].id.slice(1, -1);
            propertyAddress = propertyNameRef.getValue()[0].name;
            var object = getPropertyAddress(propertyId);
            propertyName = object[1];
            propertyCity = object[2];
        }
    }

    if (signature == null || signature == undefined) {
        signature = "";
    }
    var string = "Hello " + contactName + " ,</br>Here is the estimate you requested for this location:</br>Estimate # " + estimateNumber + " </br>" + propertyName + "  " + propertyAddress + ",  " + propertyCity + "</br></br>A PDF copy is attached to this email, as well.</br>If you have any questions about this estimate, please reply back to this email or call me.Thank you for considering us!</br></br>" + signature;


    email["subject"] = estimateNumber +"-"+ propertyAddress;
    email["description"] = string;
    email["regardingobjectid_quote@odata.bind"] = "/quotes(" + qid + ")";
    //activityparty collection
    var activityparties = [];
    //from party
    var from = {};
    from["partyid_systemuser@odata.bind"] = "/systemusers(" + OwnerGuid + ")";
    from["participationtypemask"] = 1;
    //to party
    var to = {};
    to["partyid_contact@odata.bind"] = "/contacts(" + ContactId + ")";
    to["participationtypemask"] = 2;

    activityparties.push(to);
    activityparties.push(from);

    //set to and from to email
    email["email_activity_parties"] = activityparties;

    var req = new XMLHttpRequest();
    req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/emails", false);
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.onreadystatechange = function () {
        if (this.readyState === 4) {
            req.onreadystatechange = null;
            if (this.status === 204) {
                var uri = this.getResponseHeader("OData-EntityId");
                var regExp = /\(([^)]+)\)/;
                var matches = regExp.exec(uri);
                var newEntityId = matches[1];
                createEmailAttachment(newEntityId, base64);
            } else {
                Xrm.Utility.alertDialog(this.statusText);
            }
        }
    };
    req.send(JSON.stringify(email));
    ///////////////////
}
function createEmailAttachment(emailUri, base64) {
    var activityId = emailUri.replace(/[{}]/g, "");
    var propertyId;
    var propertyName;
    var propertyAddress;
    var propertyCity;
    var estimateNumber;
    if (Xrm.Page.getAttribute("name") !== null && Xrm.Page.getAttribute("name") !== undefined) {
        estimateNumber = Xrm.Page.getAttribute("name").getValue();
    }
    if (Xrm.Page.getAttribute("ccc_propertyid") !== null && Xrm.Page.getAttribute("ccc_propertyid") !== undefined) {
        var propertyNameRef = Xrm.Page.getAttribute("ccc_propertyid");
        if (propertyNameRef != null && propertyNameRef != undefined) {
            propertyId = propertyNameRef.getValue()[0].id.slice(1, -1);
            propertyAddress = propertyNameRef.getValue()[0].name;
            var object = getPropertyAddress(propertyId);
            propertyName = object[1];
            propertyCity = object[2];

        }
    }


    var activityType = "email"; //or any other entity type
    var entity = {};
    entity["objectid_activitypointer@odata.bind"] = "/activitypointers(" + activityId + ")";
    //entity.body = "ZGZnZA=="; //your file encoded with Base64
    entity.body = base64; //your file encoded with Base64
    entity.filename = estimateNumber + "-" + propertyName + "-" + propertyAddress + "-" + propertyCity + ".pdf";
    entity.subject = estimateNumber + "-" + propertyName;
    entity.objecttypecode = activityType;
    var req = new XMLHttpRequest();
    req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/activitymimeattachments", false);
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.onreadystatechange = function () {
        if (this.readyState === 4) {
            req.onreadystatechange = null;
            if (this.status === 204) {
                var uri = this.getResponseHeader("OData-EntityId");
                var regExp = /\(([^)]+)\)/;
                var matches = regExp.exec(uri);
                var newEntityId = matches[1];
                //alert("attachement created "+newEntityId);
            } else {
                Xrm.Utility.alertDialog(this.statusText);
            }
        }
    };
    req.send(JSON.stringify(entity));
}
function getPropertyAddress(pid) {
    debugger;
    var ccc_name;
    var ccc_property1;
    var ccc_propertycity;
    var req = new XMLHttpRequest();
    req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/ccc_properties(" + pid + ")?$select=ccc_name,ccc_property1,ccc_propertycity", false);
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
    req.onreadystatechange = function () {
        if (this.readyState === 4) {
            req.onreadystatechange = null;
            if (this.status === 200) {
                var result = JSON.parse(this.response);
                ccc_name = result["ccc_name"];
                ccc_property1 = result["ccc_property1"];
                ccc_propertycity = result["ccc_propertycity"];
            } else {
                Xrm.Utility.alertDialog(this.statusText);
            }
        }
    };
    req.send();
    return [ccc_name, ccc_property1, ccc_propertycity];
}
function getSignature(OwnerGuid) {
    debugger;
    var sig;
    var req = new XMLHttpRequest();
    req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/emailsignatures?$select=presentationxml&$filter=_ownerid_value eq " + OwnerGuid, false);
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
    req.onreadystatechange = function () {
        if (this.readyState === 4) {
            req.onreadystatechange = null;
            if (this.status === 200) {
                var results = JSON.parse(this.response);
                for (var i = 0; i < results.value.length; i++) {
                    var presentationxml = results.value[i]["presentationxml"];
                    oXml = CreateXmlDocument(presentationxml);
                    sig = oXml.lastChild.lastElementChild.textContent;
                }
            } else {
                Xrm.Utility.alertDialog(this.statusText);
            }
        }
    };
    req.send();
    return sig;
}
function CreateXmlDocument(signatureXmlStr) {
    // Function to create Xml formate of return email template data
    var parseXml;

    if (window.DOMParser) {
        parseXml = function (xmlStr) {
            return (new window.DOMParser()).parseFromString(xmlStr, "text/xml");
        };
    }
    else if (typeof window.ActiveXObject != "undefined" && new window.ActiveXObject("Microsoft.XMLDOM")) {
        parseXml = function (xmlStr) {
            var xmlDoc = new window.ActiveXObject("Microsoft.XMLDOM");
            xmlDoc.async = "false";
            xmlDoc.loadXML(xmlStr);

            return xmlDoc;
        };
    }
    else {
        parseXml = function () { return null; }
    }

    var xml = parseXml(signatureXmlStr);
    if (xml) {
        return xml;
    }
}

Part 2: Sending the email to customer using plugin.

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk.Workflow;
using System.Activities;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
namespace ccc_SendEmail
{
    public class sendEmail : CodeActivity
    {
        [RequiredArgument]
        [Input("RegardingEmail")]
        [ReferenceTarget("email")]
        public InArgument<EntityReference> RegardingEmail { get; set; }

        protected override void Execute(CodeActivityContext executionContext)
        {
            //Create the tracing service

            ITracingService tracingService = executionContext.GetExtension<ITracingService>();

            //Create the context
            IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
            IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
            IOrganizationService service = serviceFactory.CreateOrganizationService(null);
            EntityReference emailRefrence = RegardingEmail.Get<EntityReference>(executionContext);

            SendEmailRequest SendEmail = new SendEmailRequest();

            SendEmail.EmailId = emailRefrence.Id;

            SendEmail.TrackingToken = "";

            SendEmail.IssueSend = true;

            SendEmailResponse res = (SendEmailResponse)service.Execute(SendEmail);
            //throw new NotImplementedException();
        }
    }
}

If need any help please use comment section so I can help you more. Thank you.

Author: Surya Pratap Singh

I am a Dynamics 365 Sales Functional Consultant Associate|MCSE|MCSA|MCP.

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