Attach SSRS report Pdf and Attach to Notes in CRM form

In Dynamics CRM 365 online, We have a requirement to attach create dynamics ssrs report through javascript and attach to notes.

I have a create custom ssrs report and attached to CRM.

Step1: Get the name and id of custom report and also fetchxml to create a custom reports. Like name.rdl, ID.

var reportName = "LeadReports.rdl";  //Name.rdl
var reportGuid = "664741B6-D356-E911-A822-000D3A315BF6"; //Id of your lead report

Step2: Based on your requirements, create a path with custom report and ID.


var number = Xrm.Page.getAttribute("subject").getValue();
if(number != null)
{
var params = getReportingSession(); 
var newPth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=" + number+ "&ContentDisposition=OnlyHtmlInline&Format=PDF";
window.open(newPth, "_self");
encodePdf(params);
}
else
{
alert("Lead ID is Missing");
}


Step3:  Change your fetchxml as per your requirement along with ID, logical name of entity. In below logic we get url of ssrs reports, reportguid, reportname and along with parameters of fetchxml will be retrieved. We convert  responseText into array.

        var recordId = Xrm.Page.data.entity.getId();
recordId = recordId.replace('{', '').replace('}', '');

var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='lead'><all-attributes /><filter type='and'><condition attribute='leadid' operator='eq' value='" + recordId + "' /> </filter></entity></fetch>";

   
var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/QuirksReportViewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:CRM_lead=" + strParameterXML);

var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");

var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);
return ret;

Step4: In below, we convert the ssrs report into PDF conversion by using bytes by passing the above parameters

var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";

retrieveEntityReq.open("GET", pth, true);
retrieveEntityReq.setRequestHeader("Accept","*/*");
retrieveEntityReq.responseType = "arraybuffer";
retrieveEntityReq.onreadystatechange = function ()
{

if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200)
{
var binary = "";
var bytes = new Uint8Array(this.response);
for (var i = 0; i < bytes.byteLength; i++)
{
binary += String.fromCharCode(bytes[i]);
}
var bdy = btoa(binary);
createNote(bdy);
}
};
retrieveEntityReq.send();


Step5: Based on my requirement, I want to add pdf into notes in the CRM Form.
I have created pdf and and named it by "subject.pdf" and attached to "Annotation" "Notes" by using SDK.Create();

var note = {};
var recordId = Xrm.Page.data.entity.getId();
recordId = recordId.replace('{', '').replace('}', '');
var inumber= Xrm.Page.getAttribute("subject").getValue();


var refInvoice = new Object();
refInvoice.LogicalName = "lead";
refInvoice.Id = recordId;
note.ObjectId = refInvoice;
note.ObjectTypeCode = refInvoice.LogicalName;

note.Subject = "lead: " + inumber;
note.MimeType = "application/pdf";
note.DocumentBody = data;
note.FileName = invoicenumber + ".pdf";

SDK.REST.createRecord(note,"Annotation",function (result) {
alert("Note Created");
Xrm.Page.data.refresh(false);
},
function (error) {
alert(error.message);
},true);