{"id":23116,"date":"2020-03-20T13:31:30","date_gmt":"2020-03-20T13:31:30","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=23116"},"modified":"2020-03-20T13:31:30","modified_gmt":"2020-03-20T13:31:30","slug":"how-to-send-email-with-attached-dynamics-365-crm-report-in-resco-mobile-app","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/03\/how-to-send-email-with-attached-dynamics-365-crm-report-in-resco-mobile-app\/","title":{"rendered":"How to send Email with Attached Dynamics 365 CRM Report in Resco Mobile App"},"content":{"rendered":"

Introduction:<\/strong><\/p>\n

Recently we had a business requirement, where we needed to send Dynamics 365 CRM Report through Email from Resco Mobile App. In this blog, you will see how to do the same. To achieve this, \u00a0follow the steps given below:<\/p>\n

1) We added a custom button (i.e.Command) on the Entity Form of the Invoice<\/strong> entity. Please refer below screenshots:<\/p>\n

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2) Then, we added a \u2018HTML\u2019 file (with \u2018JavaScript\u2019 code) in the \u2018Iframe\u2019 of Entity Form of Invoice<\/strong> entity in order to bind \u2018Click Event\u2019 with the \u2018Send Invoice\u2019 button. Please refer below screenshot:<\/p>\n

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3) Next, we added two function (i.e. downloadReport and sendEmailWithAttachment) in our script, as shown below:<\/p>\n

\/\/Funtion for downloading reports<\/p>\n

downloadReport = function (fileName, format, reportId, regarding, success, failed, scope) {<\/p>\n

\/\/\/ <summary>Downloads the MS Dynamics report into a file.<\/summary><\/p>\n

\/\/\/ <param name=”fileName” type=”String”>A file name for resulting file. Leave &quot;null&quot; to let app to safely generate the file name and extension.<\/param><\/p>\n

\/\/\/ <param name=”format” type=”String”>One of following formats (must be supported in Dynamics): XML, CSV, PDF, MHTML, EXCELOPENXML, WORDOPENXML, IMAGE.<\/param><\/p>\n

\/\/\/ <param name=”success” type=”function(location)”>A callback function that is called with the full path to downloaded file.<\/param><\/p>\n

\/\/\/ <param name=”failed” type=”function(errorMsg)”>A callback which is called in case of error.<\/param><\/p>\n

\/\/\/ <param name=”scope” type=”Object”>The scope for callbacks.<\/param><\/p>\n

try {<\/p>\n

var params = JSON.stringify({<\/p>\n

format: format || “PDF”,<\/p>\n

outputFileName: fileName,<\/p>\n

outputFolder: this.outputFolder,<\/p>\n

outputFilePath: this.outputFilePath, \/\/ for internal use only<\/p>\n

reportId: reportId,<\/p>\n

regardingEntity: regarding ? regarding.entityName : null,<\/p>\n

regardingId: regarding ? regarding.id : null<\/p>\n

});<\/p>\n

 <\/p>\n

\/\/command for downloading report<\/p>\n

MobileCRM.bridge.command(“downloadReport”, params, success, failed, scope);<\/p>\n

} catch (e) {<\/p>\n

MobileCRM.bridge.alert(“An Error Has occurred ” + e);<\/p>\n

}<\/p>\n

};<\/p>\n

\/\/Funtion for sending email<\/p>\n

sendEmailWithAttachment = function (filePath, refInvoice) {<\/p>\n

try {<\/p>\n

\/\/\/ <summary>Sends an email<\/summary><\/p>\n

\/\/\/ <param name=”filePath” type=”String”> A path of the resulting file<\/param><\/p>\n

\/\/\/ <param name=”entity” type=”MobileCRM.Reference”>The related entity reference.<\/param><\/p>\n

 <\/p>\n

var attachments = [];\u00a0 \/\/\/ Array of attachments to send. Element must be a full path or a reference to a note.<\/p>\n

attachments.push(filePath);<\/p>\n

 <\/p>\n

MobileCRM.Platform.emailWithAttachments(<\/p>\n

“#####@#######.onmicrosoft.com”, \/\/\/ email address<\/p>\n

“Invoice”,\u00a0 \/\/\/ email subject<\/p>\n

“\\nHi,\\n\\n Please Find Attached Invoice. \\n\\n Regards.\\n Kabir”,\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/\/ email body<\/p>\n

attachments,<\/p>\n

refInvoice, null,<\/p>\n

function (error) {<\/p>\n

_resultingReport = null;<\/p>\n

MobileCRM.bridge.alert(error.message);<\/p>\n

}, null);<\/p>\n

} catch (e) {<\/p>\n

MobileCRM.bridge.alert(“An Error Has occurred ” + e);<\/p>\n

}
\n};<\/p>\n

4) And then used these functions in the \u2018MobileCRM.UI.EntityForm.onCommand\u2019 event, as shown below:<\/p>\n

UI.EntityForm.onCommand(“custom_SendInvoice”,<\/p>\n

function (EntityForm) {<\/p>\n

_entInvoice = EntityForm;<\/p>\n

try {<\/p>\n

_refInvoice = new MobileCRM.Reference(EntityForm.entity.entityName, EntityForm.entity.id, EntityForm.entity.primaryName);<\/p>\n

 <\/p>\n

 <\/p>\n

downloadReport(“”, “pdf”, “32C85C59-7D04-E711-80E6-00155DB8652A”, _refInvoice,<\/p>\n

function (result) {<\/p>\n

MobileCRM.bridge.alert(“Report Downloaded Successfully!”);<\/p>\n

_resultingReport = result;<\/p>\n

if (_resultingReport != null) {<\/p>\n

\/\/This function sents email with attached report<\/p>\n

sendEmailWithAttachment(_resultingReport, _refInvoice);<\/p>\n

}<\/p>\n

},<\/p>\n

function (error) {<\/p>\n

_resultingReport = null;<\/p>\n

MobileCRM.bridge.alert(error.message);<\/p>\n

 <\/p>\n

});<\/p>\n

}<\/p>\n

} catch (e) {<\/p>\n

MobileCRM.bridge.alert(“An Error Has occurred ” + e);<\/p>\n

}<\/p>\n

});<\/p>\n

5) Next, we published the Resco Mobile Project and synced the Resco Mobile App with the same. And then navigated to the Invoice<\/strong> record and clicked on the \u2018Send Invoice\u2019 button (i.e. Custom Command). Please refer below screenshot:<\/p>\n

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6) After the button is clicked, the email window is displayed with \u2018Invoice Report\u2019 added to the email as an attachment. Please refer below screenshot:<\/p>\n

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7) Next, \u2018Send\u2019 button was clicked and the Email with Attachment was sent to the recipient. Please refer below screenshot:<\/p>\n

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Notes: <\/em><\/strong><\/p>\n