Hello,
I have to send an email with a SSRS report attached to it. Now I have seen multiple solutions online which creates an email with the PDF attached
However, all the solutions involve triggering a JS function/ clicking a button. Plus it just creates the email. Does not send it automatically.
My requirement is that, the email should be sent as part of a workflow. This workflow has many branches and only in certain conditions the email should be sent with the PDF attached. Else, it should not.
I found this custom workflow plugin online which kind of does what I need. However, since am new to writing plugins I am kind of stuck.
The requirement is that the Report server needs to be called and the PDF should return based on contactid(it is a field in the entity on which the workflow is running).
The second requirement is that the email should be sent to the Regional Account Manager(RAM). Each person who has triggered the workflow/will not have the same RAM. It needs to go the corresponding RAM. The way this is accounted for in the system is in the users setup, there is a field /which needs to be entered for the RAM for that user.
How can I do these two parts?
This is the code I found online:
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Activities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;
using Neudesic.IP;
using Microsoft.Crm.Sdk.Messages;
using CustomWorkflows.ReportService; //Have to add the Reporting Service as Web Reference
namespace SendReport
{
public class SendReport : CodeActivity
{
protected override void Execute(CodeActivityContext executionContext)
{
try
{
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
Guid accountId = context.PrimaryEntityId;
byte[] result = null;
CustomWorkflows.ReportService.ReportExecutionService rs = new ReportExecutionService();
// Credential to connect with CRM
rs.Credentials = new System.Net.NetworkCredential(username, password, domain);
// Setting the URL of the Reporting Server
// This is where you change the URL to your organization report server URL.
rs.Url = "test10/.../ReportExecution2005.asmx";
string reportPath = "/Test_MSCRM/TestReport";
// Specify the report path from the reporting server
// Note: To get the report name, report must be published for the external use.
// To do this edit the report from CRM and publish it for external use.
// After publishing it for external use report name will be visible in the reporting server instead of the report id.
string format = "PDF";
string historyID = null;
string devInfo = @"<DeviceInfo><Toolbar>False</Toolbar></DeviceInfo>";
string encoding;
string mimeType;
string extension;
Warning[] warnings = null;
string[] streamIDs = null;
ExecutionInfo execInfo = new ExecutionInfo();
ExecutionHeader execHeader = new ExecutionHeader();
rs.ExecutionHeaderValue = execHeader;
execInfo = rs.LoadReport(reportPath, historyID);
String SessionId = rs.ExecutionHeaderValue.ExecutionID;
result = rs.Render(format, devInfo, out extension, out encoding, out mimeType, out warnings, out streamIDs);
//Create email activity
Entity email = new Entity();
email.LogicalName = "email";
email.Attributes.Add("regardingobjectid", new EntityReference("account", accountId);
//Creating EntityReference for from, to and cc. Need to be changed according to your requirement
EntityReference from = new EntityReference("systemuser", senderUserId);
EntityReference to = new EntityReference("contact", recieverUserId);
EntityReference cc = new EntityReference("contact", recieverCCUserId);
//Creating party list
Entity fromParty = new Entity("activityparty");
fromParty.Attributes.Add("partyid", from);
Entity toParty = new Entity("activityparty");
toParty.Attributes.Add("partyid", to);
Entity ccParty = new Entity("activityparty");
ccParty.Attributes.Add("partyid", cc);
EntityCollection collFromParty = new EntityCollection();
collFromParty.EntityName = "systemuser";
collFromParty.Entities.Add(fromParty);
EntityCollection collToParty = new EntityCollection();
collToParty.EntityName = "contact";
collToParty.Entities.Add(toParty);
EntityCollection collccParty = new EntityCollection();
collccParty.EntityName = "contact";
collccParty.Entities.Add(ccParty);
// Adding from, to and cc to the email
email.Attributes.Add("from", collFromParty);
email.Attributes.Add("to", collToParty);
email.Attributes.Add("cc", collccParty);
email.Attributes.Add("subject", "Here goes subject message.. : ");
email.Attributes.Add("description", "Here goes description text..");
Guid emailID = service.Create(email); // Create the email
// Attaching Pdf Report
int NextActorID = new int();
RetrieveEntityRequest request = new RetrieveEntityRequest();
request.LogicalName = "email";
RetrieveEntityResponse response = (RetrieveEntityResponse)service.Execute(request);
int objecttypecode = response.EntityMetadata.ObjectTypeCode.Value;
Entity attachment = new Entity("activitymimeattachment");
attachment.Attributes.Add("subject", "Report");
attachment.Attributes.Add("filename", "Report.pdf");
attachment.Attributes.Add("body", Convert.ToBase64String(result));
attachment.Attributes.Add("filesize", Convert.ToInt32(result.Length.ToString()));
attachment.Attributes.Add("mimetype", "text/plain");
attachment.Attributes.Add("attachmentnumber", NextActorID);
attachment.Attributes.Add("objectid", new EntityReference("email", new Guid(email.Id.ToString())));
attachment.Attributes.Add("objecttypecode", objecttypecode);
service.Create(attachment); //Create the attachment
// Sending email
SendEmailRequest reqSendEmail = new SendEmailRequest();
reqSendEmail.EmailId = emailID;
reqSendEmail.TrackingToken = "";
reqSendEmail.IssueSend = true;
SendEmailResponse res = (SendEmailResponse)service.Execute(reqSendEmail);
}
catch (Exception err)
{
// Throw error message
}
}
}
}