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True One-Click to Email Report as PDF file

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This is a true One-Click to Email report as PDF file, for situations where  CRM Users require to frequently Email a report, such as price quotation,  as a PDF file. If you know how to create a button for this one click function, all you need is to transfer the report GUID, using below JavaScript and Dynamics PDF will complete this process with one click of a button.

Replace the GUID of “var repId” in below script with the report GUID, which can be found in the URL when selecting to edit a report (Workplace>Reports>Select Report>Edit)

function AttachPdf() {
var clientUrl = Xrm.Page.context.getClientUrl();
var objectTypeCode = Xrm.Page.context.getQueryStringParameters().etc;
var entityName = Xrm.Page.data.entity.getEntityName();
var entityId = Xrm.Page.data.entity.getId();
var repId = "1F7D2FCE-CEBA-E411-80E2-C4346BAC1E44";
var sendemailurl= clientUrl+ "/WebResources/do_/dp/pdfpreview.html?id=" + repId + "&data="+objectTypeCode+"&data="+entityName+"&data="+entityId+"&data=SE";
window.open(sendemailurl);
}

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The post True One-Click to Email Report as PDF file appeared first on CRM Software Blog.


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