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How to generate custom PDF Receipt in MS Dynamics CRM 2013 online?

Question
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Hi,
I need to generate a custom receipt in CRM for a non-profit organization. My client wants to give the donor a receipt of the donation. This needs to be done in CRM 2013 online. We don't want to print the receipt, however we need to give the user a custom button say "Create Receipt", so that when the user clicks the button, a new window or pop-up is opened which opens the pdf receipt, or simply, the pdf receipt could be downloaded by clicking the button.
I need to know how can this be done?
Please advise.
Thanks,
Fahad Ali Shaikh
Friday, October 10, 2014 1:21 PM
All replies
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Hello,
To make it firstly you have to develop SSRS report. After that you will have possibility to generate a report and export it to PDF.
Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
My blogFriday, October 10, 2014 4:37 PMModerator -
Hi Fahad,
I have worked on similar requirement recently.You can check these blogs for more information. The Steps would be to
1) Design the Receipt in a SSRS Report and Import it into CRM
2) Create a Ribbon button to Generate Receipt. Trigger Plugin from Ribbon Button Using Custom Actions.
http://connect.greenbeacon.com/2014/06/trigger-plugin-from-ribbon-button-using-custom-actions-in-dynamics-crm-2013/
3) Generate the SSRS Report as PDF and attach to the current record.
For CRM On-Prem:
http://connect.greenbeacon.com/2014/06/ms-dynamics-crm-2013-generating-ssrs-report-as-pdf-using-plugin/
For CRM Online:
http://ankit.inkeysolutions.com/2012/11/dynamics-crm-2011-creating-e-mail.html
(This Sample needs to be slightly modified to get the appropriate Session Id & Control Id in order to work with MS CRM 2013 Online. To support multi-browser the VBScript function needs to be replaced as well.)Let me know, If you need any more information.
Thanks
- Proposed as answer by Jithesh Karumampatty Kalam Friday, October 10, 2014 10:59 PM
Friday, October 10, 2014 6:50 PM -
Hi,
With our DocumentsCorePack it is easily possible to do this also for CRM Online.
If you are interested in a 3rd party tool, please let me know and I can show yo how easy this can be done.
thx
Christian Ternek, www.mscrm-addons.com
follow us twitter.com/mscrmaddonsSunday, October 12, 2014 7:03 PM -
Hi Guys,
Thanks for your responses. I wanted to know, can I use mail merge templates for receipt generation?
Regards,
Fahad
Fahad Ali Shaikh
Tuesday, October 14, 2014 9:29 AM -
a similar situation here.
http://stackoverflow.com/questions/30688662/crm-pdf-creator-generator-2015-online
Thursday, June 25, 2015 7:31 PM -
you can try this one,pretty cool solution to print pdf from crm. everything stay in the assembly, no silverlight, no custom page.
http://www.codeproject.com/Tips/1009639/Create-Generate-PDF-from-CRM-with-JScript-plugin
DFAN
- Edited by howfun Thursday, July 23, 2015 5:13 PM
Thursday, July 23, 2015 5:12 PM