Generate PDF Report in Dynamics CRM 365

There is plenty of material available to achieve this very commonly needed functionality to generate PDF of the existing report in your CRM system. I will give some tips and tricks to achieve this in most efficient way.

The requirement is to download PDF format of the SSRS report (OOB or Custom) on a button click either on home page grid or on a button click on the form.

This can be divided in steps:

Step 1: Get ReportSession and ControlID

Step 2: Download report as PDF

Tips and Tricks

It is very important that you prepare parameter XML and query string correct in order to generate PDF report smoothly. I will show you how you can smoothen this. 

  • If custom report is generated with report Wizard i.e. enableprefiltering=”1″, then use below example for query string where CRM_Filterednemely_quote is parameter name in the custom report on Quote entity.

  • If custom report is created without prefiltering, then use below query string where CRM_Filterednemely_quote is parameter name in the custom report on Quote entity.

  • If custom report and not using fetch as parameter.

  • To get parameter XML, use fiddler to get all details you need.
Fiddler


Hope this helps to achieve your goal. Please share your comments and contact us if you have any questions. 

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