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Email Create and attached report PDF using CRM2015 online RRS feed

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    Could you please anyone provide the solution (or) source code to create an email and attach the report pdf in CRM2015 online?
    Friday, March 27, 2015 12:58 PM

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    Hello,

    Here is an example to create an e-mail with an attachement :send-emails-and-attachments-in-crm-2011-using-the-sdk.

    Kind Regards

    Friday, March 27, 2015 1:19 PM
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    Hi,

    I want to create an email record and attach report pdf document(when click ribbon button) using CRM2015 online.

    Friday, March 27, 2015 1:58 PM
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    You can achieve this by creating a plug-in that triggers when a field has changed (change the field with JS when user clicks on the button).
    Friday, March 27, 2015 3:20 PM
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    How will run the report and attach pdf into the email record when user click ribbon button using crm2015 online?
    Saturday, March 28, 2015 11:28 AM
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    Write a Custom Workflow code in 4 part

    1. Write code to access the report using SQL Reporting Services via web service

    2. Write code to Execute the Report from server and Convert it to PDF

    3. Write code to Create Email and Add Report as Attachment in Email

    4. Send Email to Customer.

    Here is link Blog for your help...Custom Email with Pdf report attachment

    Muhammad Sohail




    • Edited by sohail450 Tuesday, March 31, 2015 10:35 AM
    Tuesday, March 31, 2015 10:28 AM