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How to generate a PDF document in MS CRM 2015 RRS feed

  • Question

  • Hi,

    I have requirement like, User will click on button on the crm record, then system should be able to generate pdf document along with related entities data?

    Is there any way to achieve this?

    Using ItextSharp dll we can achieve this, But formatting(the document should look alike crm form fileds sub grids..) will be very painful...

    Please share your thoughts on the approach

    Wednesday, August 26, 2015 10:06 AM

All replies

  • Dynamics crm uses Microsoft reports for it's reporting.

    You can export such reports to pdf, it's a bit of a nuisance for the user though, unless you do some work.

    https://community.dynamics.com/crm/b/iotapcrminsights/archive/2015/05/04/downloading-or-emailing-microsoft-dynamics-crm-reports-as-pdf-word-or-excel-document-in-just-1-click

    But the "standard" Microsoft reports approach would be the thing I would use by preference.

    If those reports are not the right format for you then I would consider whether formatting a report to look exactly like the screen really adds much value.

    You can spend a lot of time on formatting reports and users often don't really care.

    Sub grids are rather a complication because you (obviously) can't click a button to open up a new tab on a report and you can only fit so much.

    I would caution against trying to put too much in a single report.


    Wednesday, August 26, 2015 10:26 AM
  • Hi Samuel,

    Please check below link to create pdf report in crm.

    http://help.infragistics.com/Help/Doc/jQuery/2012.1/CLR4.0/html/DocumentEngine_Band.html

    Hope this helps

    Thanks

    Thursday, August 27, 2015 9:14 AM
  • Can we use word automation to generate pdf?

    I mean interop assemblies to generate the pdf?


    Monday, August 31, 2015 5:16 AM
  • Converting report to pdf will work in online as well?
    Monday, August 31, 2015 5:17 AM
  • I have seen in many posts that, generating pdf using report service wont work in online.

    I am looking for a solution which should work both onpremise and online.

    Tuesday, September 1, 2015 5:58 AM