This project is read-only.
Project Description
Send report in pdf format as attachment in email
is written in c# .net4 for Microsoft Dynamics Crm 2011 on premise users.

The main idea for creating it as console application was the ability to run it with windows task scheduler on a timely basis.
It's up to the user to deiced when he would like to get the report.

Inorder to run the application you have to:

1 )Update the configuration file to your server settings.
Parameter to change:
<add name="Xrm" connectionString="Server=http://localhost:5555/Basic; Domain=xxxxx; Username=yyyyyy; Password=123456"/>
<add key="DataBaseName" value="Basic_MSCRM"/>

2) Update/create the xml file with the report/email data.
<?xml version="1.0" encoding="utf-8" ?>
<to></to> /the list of email to send to (must be a systemuser or contact in the crm/
<templatetitle>test1</templatetitle> /* global template name to be used*/
<id>96F4B715-7C8F-E011-827D-000C2915D26D</id> /the Guid of the sender/
<entityLogicalName>systemuser</entityLogicalName>/the schema name of the sender entity type/
<format>PDF</format> /can be exported also for word/excel etc./
<reportname>test</reportname> /* the name of the report*/
<filename>test.pdf</filename> /the attachment file name /
<subject>report</subject>/subject name of the note in the crm (attachment)/
3) Export the report for external use before using the application.
4) run the application with the path to the xml file as argument.

MSCRMSendReportInEmail.exe c1.xml

Last edited May 25, 2012 at 6:34 PM by yairrose, version 5