CRM Tabels

Hi,
Now we are going with a project with CRM integration with BI 7.0 ,
i ahve few doubts regarding,
1) Can i have CRM tables and datasources,
2)Can we create Generic data sources in CRM
3) Can we go for data sources enhancing in CRM
Kindly help me in this regard
Regards
BWTECH

Hi,
No need to go with generic data source if the CRM dont have any custom design.
All the CRM standard scenarios already designed in BW. All details you can get throw help.sap.com site.
At the max you will do some field enhacements for specific business requirement.
I will give the link for the business content and best practices :
http://help.sap.com/saphelp_nw04/helpdata/en/a2/5e7e40ec66ce62e10000000a155106/content.htm
http://help.sap.com/bp_biv335/BI_EN/html/bw.htm
Regards,
Vivek V

Similar Messages

CRM Tables and Relationships

Hi,
ANyone can you provide me CRM tabels along with their relationship to this mail id.
Mail id : [email protected]
Thanks in advance,
DOnald

Hi Amit,
Could you please send me the document to my id also. My id is: [email protected]
Please send me the list of transactions and any other CRM related documents also.
Many thanks in advance,
Regards,
Raghuveer

How can I insert data into the standard CRM tables ?

Hi Experts,
Scenario----
I need to download few attributes (fields) from SAP MDM to SAP CRM via SAP XI. I'm using the 'COMT_PRODUCT_MAINTAIN_API' API for it.
The attributes(fields) that are present in the strucutres of API are downloaded into CRM system (by executing the Inbound proxy that is created based on the Message Interface created on XI) by calling the functions present in the API.
And for those fields that are not present in CRM, but need to be downloaded into CRM, I'm creating the Set Type attributes in CRM, which get appended to the API.
My query is:
There are fields in CRM into which I need to insert the values. But they are not listed in the API. So, how can I insert(/download) the values into these standard fields?
Regret the long description. Intended to be clear.
TIA. Points will be awarded.
Regards,
Kris
Edited by: Kris on Jul 21, 2008 8:00 AM

he INSERT program throws exception???
can any one help me how to insert data into tabel.I have never used the jdbc driver to access, but what do you think that the flag READONLY=true means? An insert is not a read.
Kaj

Replication of custom-fields in BP from CRM to ECC

Hello all,
I have created additonal attributes for a Business Partner in CRM7.0 (ZZKATR1 and ZZKATR2) using the tool AET.
In ECC I've added these attributes to tabel KNA1 using an append structure.
The replication of the BP from CRM to ECC is already working fine.
So when I change a standard field this is replicated succesfully.
Only now I want to enhance this replication with these additional attributes (custom-fields ZZKATR1 and ZZKATR2).
So they also appear in ECC in table KNA1.
Can anyone tell me how this is done? And what steps I have to take?
Thanks a lot.
Marco

Hello Marco,
Please see note 736595 and also the links below explaining the scenarios.
http://wiki.sdn.sap.com/wiki/display/CRM/EnhancingtheCRMMiddlewareExample2
/people/vikash.krishna/blog/2009/07/21/exchange-ecc-customer-master-standard-field-with-the-crm-z-fields-ecc--crm
I hope this helps.
Kind regards,
Vanessa

Document flow reference from ECC invoice to mySAP CRM complaint to be made

Hi,
I am using a BAPI program to create complaints in the mySAP CRM system; however the complaints have to be created with reference to invoices that are residing in the back end ECC system.
Since the complaints are not being created using the GUI, I cannot establish the doc flow while creating the complaints.
Is there someway I can make some table entries, etc... so that when I create the complaint in mySAP CRM using the BAPI:
1. I can see the invoice in the document flow as the preceding document
2. The reference of the line items from the invoice is also available in the relevant fields in the complaint line item (fields such as invoiced qty, net value, billing doc number, billing line item, etc)
Kindly advice on the same. Thanking you in anticipation.
Warm regards,
Dhaval.

> See if the below one answers your query.
>
> Go to SPRO -> Financial accounting -> FA Global
> setting -> Company Code -> Multiple currencies
>
> See if anything is activated here.
>
> Raj
>
> Reward points if helpful
Hi Raj. Here i see the following settings :
1) Define additional local currencies. Here is only 1 company code (not mine) with settings.
2) Define additional local currencies for ledgers. Here is a setting saying ;
Ledger =0, Summary Tabel =GLT0, Valuation =Legal valuation, Second Currency =Comp.Code currency, Third currency =Group Currency.
I have no idea whether these settings have anything to do with my problem. I had more the feeling that it is an error in the document flow program.
When you know more i would appreciate your info. Thanks. Ed

Adress number for Org. unit tabel HRP1028

Hi experts,
I am facing a problem regarding assigning an adress number to an org. unit?
If I look into tabel HRP1028 there is a field called ADRNR. Is this field for assigning an adress number?
How do I customize this?
I would like this system to assign an adress numer when i create a new org. unit. If I make chenges to the org. unit I like the adress number to be the same.
Best regards Kim

Hi,
You can follow the below steps to assign the BP to the org units if it is not assigned automatically
Go to IMG--> CRM --> Master data -> Business Partner -> Integration Business Partner-Org Mangement -> Create Business Partner Intially
Select the Organization unit check box and execute
Doble click on without business partners (All objects-> Org units -> without business partners )
Select the org units and click on start repair
I the above will solve your issue
Reward points if it helps
Regards,
Madhu

CRM Orgmanagement Tables

Hi Pros,
I have one short question. In which tabel in CRM 2005 can I find the Sales ORG ID, Short Text and Text?
In which tableis the Orgstructure stored?
I need these Information for an export solution where I need the Text of the Sales Org and not the ID.
Thanks a lot and kind regards
Christian

HRP1000 Field is STEXT, Let me know if this helps

Language dependencies in CRM

Hi guys,
Just wanted to find if we can do customizing in crm such that its language independent. If I do some customising with transaction and use texts, can they be converted automatically to a different language ?
Ani

Hi Anirudh
You need to maintain tabel COMC_TEXT_COMLNG, but please take a look at the following notes:
Note 1155979 - Other users cannot display an entry in the text field
Note 1153452 - Implementing Customizing for language-independent text field
Note 1156228 - Other users cannot display an entry in the text field
Best regards,
Peter

BADI for changing fields during Creation of BP in CRM

Hello to everyone,
I need to find a BADI (or other way) to default several fields during BP creation in CRM (4.0 SR1 SP9). The fields I will like to set are TAX TYPE, TAX NUMBER, TAX CATEGORY, etc.. I have found the BADI BUPA_TAX_UPDATE but i dont see any suitable parameters (structures) to changes these fields. Please advice and thanks in advance.

Hi
If you use function BUPA_NUMBERS_GET then your BP number will already be buffered and you can avoid a DB read. It may also be that the BP is not in the DB yet anyway.
You can only pass one GUID in at a time - loop through IT_CHANGED_INSTANCES into a variable of type BU_PARTNER_GUID and pass that into the function as input parameter IV_PARTNER_GUID.
Cheers
Dom

Migração de taxa de imposto para registro de condição - Erro em pacote de tabela

Prezados, boa noite!
Gostaria de uma ajuda dos colegas consultores em um problema que estou enfrentando em uma implantação. Segue abaixo um descritivo do problema.
Estamos realizando a implantação da TAXBRA - CBT com base na nota 1706309 e suas referências. A nota foi implantada conforme descrita, utilizando os BC-Sets disponibilizados. Após a instalação e em seguida a execução dos passos manuais, o sistema não apresentou o resultado esperado. Verificamos a configuração, dessa vez manualmente, utilizando as notas de referência, porém ainda estamos enfrentando problemas.
Ao executar a rotina de migração de taxas de impostos para as tabelas, o sistema está exibindo a mensagem 8B337. Essa mensagem pede a verificação do pacote de tabelas, no caso da A003 (J_1BTAXCODEV) e A121 (J_1BTXIS1).
Li em um outro thread que a SAP disponibilizou alguns passos manuais, já que algumas notas que deveriam tratar desse problema ainda não haviam sido liberadas.
Alguém por acaso já passou por situação semelhante? Já pedi para o time de Basis do meu projeto verificar o pacote dessas tabelas, e eles dizem que estão todos ok.
Desde já agradeço pela ajuda e tempo de todos.
Abs,
Raphael Otsuka

Bom dia, finalmente abri um chamado na SAP. Esta ñe a resposta que recibí, aplicamos e deu certo.
Copio a solucao aqui casso que alguem tenha o mesmo problema.
Slds,
In this case is that table A003 and A601
are not assigned to Package J1BA in transaction SE11. Please open
these tables in SE11 and go to the Attributes tab. You will see that
they are assigned to package VKON. The coding below looks for the
Localization Brazil package when working with these tables:
Main Program     J_1B_MIGRATE_TAX_RATES
Source code of   J_1B_MIGRATE_TAX_RATES_CL1
   cl_abap_dyn_prg=>check_table_name_str(                "1810395
     val = m_cond_table                                  "1810395
     packages = 'J1BA' ).                                "1810395
   CATCH cx_abap_not_a_table                             "1810395
         cx_abap_not_in_package.                         "1810395
     MESSAGE w337(8b) WITH m_cond_table.                 "1810395
ENDTRY.                                                 "1810395
This has been introduced by note 1810395 due to a security flaw found
in the system.
Please ensure that all Conditions Tables assigned to the Tax Tables
are included in package J1BA as for example it is with table
A349. Like this, this issue should be resolved and you will be able to
continue running the migration in your system

Campo de usuário em tabela de usuário não respeita o tamanho definido

Criei uma tabela de usuário e dentro dela criei 10 campos alfanuméricos com tamanho de 10 posições. Ao executar a procedure SP_HELP no SQL Server para verificar o tamanho dos campos na estrutura da tabela verifiquei que o tamanho foi definido como -1, ou seja, o tamanho do campo não foi corretamente informado pelo B1 na criação da tabela e o SQL Server 2005 acabou por assumir como padrão o tamanho máximo de 4096 bytes.
Se olharmos apenas para a definição da tabela e dos campos no B1 os valores são apresentados corretamente, mas não correspondem aos valores definidos nos metadados do banco. Isso é extremamente problemático pois derruba violentamente a performance das consultas nas tabelas de usuário.
Existe algum workaround que a gente pode utilizar para resolver este problema?
Testamos a criação de tabelas e campos de usuários na versão 2005B, rodando no SQL Server 2005 com as PLs 40, 41 e 42 e nessas três configurações o problema ocorreu sempre da mesma forma, como descrito acima.
Sei que podemos forçar a correção da estrutura de dados das tabelas na mão, pelo comando ALTER TABLE do SQL Server, mas isso será apontado pelo Early Watch? Corremos o risco de perder a garantia do produto?
Qualquer informação que ajudar a solucionar este problema será muito bem aceita.
[]'s
Edited by: Rui Pereira on Nov 7, 2008 9:27 AM

Oi Vitor,
O problema ainda não foi resolvido. Abrimos um chamado na SAP pois entendemos que este comportamento do SBO não é o correto uma vez que ao definir campos alfanuméricos com o maior tamanho possível, as estruturas (metadados) acabam ficando gigantes e isso joga a performance dos add-ons e consultas formatadas pra baixo.
Você pode reproduzir o problema criando UDFs em tabelas standard ou em UDTs pelo próprio B1. Não precisa criar os campos pelo SDK para que o problema ocorra não. Basta definir o campo do tipo Alfanumérico que, ao executar a SP_HELP no SQL Server você verá a estrutura do seu campo mais ou menos assim:
CAMPO NVARCHAR(-1)
Na documentação do SQL Server é explicado que o -1 representa a capacidade máxima de armazenamento do campo.
Este problema só acontece no SQL Server 2005. No SQL Server 2000 o B1 se comporta bem.
Edited by: Gabriel Izar on Oct 8, 2008 3:31 PM

Refresh CRM data in R/3 report

Hi All,
I've a report in R/3 where i get the Order Status of CRM through a RFC, but when i'm changing the status in CRM through crmd_order, when the report is open in R/3. When i press the refresh button, the status is not changed, it shows the previous status.
Below is the code, can any1 help me how to go about
CALL FUNCTION 'CRM0_READ_RFC_DEST'
    EXPORTING
     i_consumer             = 'CRM'
      i_download_type       = '*'
      i_objname             = '*'
I_BAPICRMDH2          =
I_REM_LOGSYS          =
    TABLES
      t_crmrfcpar           = t_crmrfcpar
EXCEPTIONS
NO_ENTRY_FOUND        = 1
OTHERS                = 2
IF sy-subrc <> 0.
MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
        WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
ENDIF.
IF NOT t_crmrfcpar[] IS INITIAL.
    READ TABLE t_crmrfcpar INDEX 1.
    l_rfcdst = t_crmrfcpar-rfcdest.
ENDIF.
Call RFC
*loop at z_guid into lguid.
*endloop.
*refresh ZORDER_STATUS.
CALL FUNCTION 'ZCRM_HEADER_STATUS'
DESTINATION l_rfcdst
IMPORTING
      ORDER_IDRET       =   l_guid
tables
      ORD_STATUS        = ZORDER_STATUS
Regards
Sanju

any body?

Installation of IPC AP 7.0 Jar is getting Failed when uploading in CRM

Hello Experts,
we did some changes in the previosly uploded version of IPC AP 7.0 customer user exit Jar file in eclipse.
While uploading the new modified jar through transaction /SAPCND/UE_DEV in CRM we are getting error :" installation of module <Jar file name > has failed ".
when we checked the logs in SM 53 we seen the below mentioned error:
Message: Exception of type com.sap.sql.log.OpenSQLException caught: Exception of type com.sap.sql.sqlparser.CommonSQLParserException: - statement "DELETE FROM "SVMCRT_MOD_TR_T" WHERE "MODULE_NAME" LIKE ? ESCAPE ^ (reason: Modification of ABAP tables is not permit ted)" is not supported
caught: - statement "DELETE FROM "SVMCRT_MOD_TR_T" WHERE "MODULE_NAME" LIKE ? ESCAPE ^ (reason: Modification of ABAP tables is not permitted)" is not supported
--> com.sap.sql.log.OpenSQLException: Exception of type com.sap.sql.sqlparser.CommonSQLParserException: - statement "DELETE FROM "SVMCRT_MOD_TR_T" WHERE "MODULE_NAME" LIKE ? ESCAPE '^' (reason: Modification of ABAP tables is n" is not suppor ted
caught: - statement "DELETE FROM "SVMCRT_MOD_TR_T" WHERE "MODULE_NAME" LIKE ? ESCAPE '^' (reason: Modification of ABAP tables is not permitted)" is not supported
at com.sap.sql.log.Syslog.createAndLogOpenSQLException(Ljava/lang/Class;Ljava/lang/String;[Ljava/lang/Object;)Lcom/sap/sql/log/OpenSQLException;(Syslog.java:85)
at
if required i can post the complete stack trace.
any inputs/suggestions are most welcome.
Thanks & regards,
Siddharth

Hi Mark,
Yesterday after Posting the thread we found the same Note ,Issue occured because of JAVA write access was not enabled on the table ,After enabling it as mentioned in SAP Note, Jar file get successfully uploaded.
Thanks for your Help also.
Regards,
Siddharth

Custom message required on log on pop-up in SAP CRM WEB UI

We required custom message to the log- on popup, right now the message is coming after we give the user ID and password "starting SAP CRM" instead of that
user required welcome message.., how can achieve this ?
Please reply as soon as possible.

Hi Pankaj,
did you already check the guide in the CRM Wiki:
https://wiki.sdn.sap.com/wiki/display/CRM/WelcomeUserMessageinWeb+UI
Hope this answers your question.
Best Regards,
Michael

Dynamic CRM 2013 Online how to execute Report, generate PDF and email

Dear All,
I am using Dynamic CRM 2013 online. For quote, I have workflow and Dialogue processes for review process. On approval, I want the system to generate a PDF of quote report, attach the PDF and email it to the Customer.
Better I would like, When approver, clicks on the approve button, the system should auto generate a PDF of quote report, attach the PDF and email it to the Customer, without any further input from the user. If its not possible, I may have to put button on
quote form.
I am using the attached code, but facing various issues.
1. Under prepare the SOAP Message coding part, I am not sure what should be the below URL for CRM 2013 Online?
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
2. What should be the emailid here? Is it Recepient Contact id(Guid) ?
var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
alert("emailid" + emailid.toString());
3. Using this code, not able to create Entity for "ActivityMimeAttachment", I am getting newEntity as undefined.
Below is the code I am using. Please check and help me out, where I am going wrong. Let me know if any better way to implement it. At present, I have put one button on quote form, on click event, below code will get executed.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script type="text/javascript">
var Xrm;
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
function getReportingSession() {
var reportName = "Quotation_Report"; //set this to the report you are trying to download
var reportId = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
var recordid = Xrm.Page.data.entity.getId();
// recordid = recordid.substring(1, 37); //getting rid of curly brackets
alert(recordid);
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.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" + reportId + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false");
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
function createEntity(ent, entName, upd) {
var jsonEntity = JSON.stringify(ent);
var createEntityReq = new XMLHttpRequest();
var ODataPath = Xrm.Page.context.getServerUrl() + "XRMServices/2011/OrganizationData.svc";
createEntityReq.open("POST", ODataPath + "/" + entName + "Set" + upd, false);
createEntityReq.setRequestHeader("Accept", "application/json");
createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
createEntityReq.send(jsonEntity);
var newEntity = JSON.parse(createEntityReq.responseText).d;
alert("new entity" + newEntity);
return newEntity;
function createAttachment() {
var params = getReportingSession();
var recordid = Xrm.Page.data.entity.getId();
alert("recordid " + recordid);
var orgName = Xrm.Page.context.getOrgUniqueName();
var userID = Xrm.Page.context.getUserId();
//create email record
// Prepare the SOAP message.
var xml = "<?xml version='1.0' encoding='utf-8'?>" +"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" +
" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" +
"<soap:Header>" +
"</soap:Header>" +
"<soap:Body>" +
"<Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entity xsi:type='email'>" +
"<regardingobjectid type='quote'>" + recordid + "</regardingobjectid>" +
"<subject>" + "Email with Attachment4" + "</subject>" +
"</entity>" +
"</Create>" +
"</soap:Body>" +
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Create");
xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result
var resultXml = xHReq.responseXML;
// alert("resultXml " + resultXml);
// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
alert("ERROR");
var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
alert(msg);
var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
alert("emailid" + emailid.toString());
//var emailid = userID;
var post = Object();
post.Body = encodePdf(params);
var email = new Array();
email[0] =new Object();
email[0].id = emailid;
email[0].entityType ='email';
post.Subject ="File Attachment";
post.AttachmentNumber = 1;
post.FileName ="Report.pdf";
post.MimeType ="application/pdf";
post.ObjectId = Object();
post.ObjectId.LogicalName ="email";
post.ObjectId.Id = email[0].id;
post.ObjectTypeCode ="email";
alert(post.ObjectId.Id);
createEntity(post,"ActivityMimeAttachment", "");
alert("created successfully");
email.Subject = "Your Order";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: customerId, // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerId, // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity). activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
</SCRIPT>
<SCRIPT type=text/vbscript>
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</SCRIPT>
</head>
<body>
<input type="button" onclick="createAttachment();" value="Attach Report" />
</body>
</html>
Thanks. and waiting for your valuable comments.
- Mittal

Hello,
Yes, I was able to make my code working as below. Tested on CRM online 2013.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/1.4.1/jquery.min.js"></script>
<script type="text/javascript">
if (typeof (SDK) == "undefined")
{ SDK = { __namespace: true }; }
SDK.JScriptRESTDataOperations = {
_context: function () {
if (typeof GetGlobalContext != "undefined")
{ return GetGlobalContext(); }
else {
if (typeof Xrm != "undefined") {
return Xrm.Page.context;
else { return new Error("Context is not available."); }
_getServerUrl: function () {
var serverUrl = this._context().getServerUrl()
if (serverUrl.match(/\/$/)) {
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
return serverUrl;
_ODataPath: function () {
return this._getServerUrl() + "/XRMServices/2011/OrganizationData.svc/";
_errorHandler: function (req) {
return new Error("Error : " +
req.status + ": " +
req.statusText + ": " +
JSON.parse(req.responseText).error.message.value);
_dateReviver: function (key, value) {
var a;
if (typeof value === 'string') {
a = /Date$([-+]?\d+)$/.exec(value);
if (a) {
return new Date(parseInt(value.replace("/Date(", "").replace(")/", ""), 10));
return value;
Create: function (object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 201) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Retrieve: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
Update: function (id, object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "MERGE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Delete: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "DELETE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
RetrieveMultiple: function (type, filter, successCallback, errorCallback) {
if (filter != null) {
filter = "?" + filter;
else { filter = ""; }
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set" + filter, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d.results);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
__namespace: true
</script>
<script type="text/javascript">
//Create Email and link it with Order as Regarding field
var Xrm;
var email = new Object();
var ownerID = "";
var CustomerId = "";
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
//Get ownerid who send email of quotation to customer
function GetOwnerID() {
var owner = Xrm.Page.getAttribute("ownerid").getValue();
ownerID = owner[0].id;
var ownerName = owner[0].name;
var entityType = owner[0].entityType;
GetToEmailGUID();
//Get customerid who receive email of quotation from owner
function GetToEmailGUID() {
var Customer = Xrm.Page.getAttribute('customerid').getValue();
CustomerId = Customer[0].id;
var CustomerName = Customer[0].name;
var entityType = Customer[0].entityType;
//if CustomerId is type of "Account" then get Primary Contact id of that account
if (entityType == "account") {
var contact = Xrm.Page.getAttribute("customerid").getValue();
if (contact === null) return;
var serverUrl = Xrm.Page.context.getClientUrl();
var oDataSelect = serverUrl + "/XRMServices/2011/OrganizationData.svc/AccountSet(guid'" + contact[0].id + "')?$select=PrimaryContactId";
var req = new XMLHttpRequest();
req.open("GET", oDataSelect, false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
req.onreadystatechange = function () {
if (req.readyState === 4) {
if (req.status === 200) {
var retrieved = JSON.parse(req.responseText).d;
CustomerId = retrieved.PrimaryContactId.Id;
else {
alert(this.statusText);
req.send();
function CreateEmail() {
GetOwnerID();
email.Subject = "Email with Report Attachment";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: CustomerId, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerID, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
GetReportId('Quotation');
//Create attachment for the created email
function CreateEmailAttachment() {
//get reporting session and use the params to convert a report in PDF
var params = getReportingSession();
//Email attachment parameters
var activitymimeattachment = Object();
activitymimeattachment.ObjectId = Object();
activitymimeattachment.ObjectId.LogicalName = "email";
activitymimeattachment.ObjectId.Id = email.ActivityId;
activitymimeattachment.ObjectTypeCode = "email",
activitymimeattachment.Subject = "File Attachment";
activitymimeattachment.Body = encodePdf(params);
activitymimeattachment.FileName = "Report.pdf";
activitymimeattachment.MimeType = "application/pdf";
//Attachment call
SDK.JScriptRESTDataOperations.Create(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
//ActivityMimeAttachment CallBack function
function ActivityMimeAttachmentCallBack(result) {
var features = "location=no,menubar=no,status=no,toolbar=no,resizable=yes";
var width = "800px";
var height = "600px";
window.open(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", features);
// To open window which works in outlook and IE both
//openStdWin(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", width, height, features);
//This method will get the reportId based on a report name that will be used in getReportingSession() function
function GetReportId(reportName) {
var oDataSetName = "ReportSet";
var columns = "ReportId";
var filter = "Name eq '" + reportName + "'";
retrieveMultiple(oDataSetName, columns, filter, onSuccess);
function retrieveMultiple(odataSetName, select, filter, successCallback) {
var serverUrl = Xrm.Page.context.getServerUrl();
var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
var odataUri = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "?";
if (select) {
odataUri += "$select=" + select + "&";
if (filter) {
odataUri += "$filter=" + filter;
$.ajax({
type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataUri,
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
success: function (data) {
if (successCallback) {
if (data && data.d && data.d.results) {
successCallback(data.d.results);
else if (data && data.d) {
successCallback(data.d);
else {
successCallback(data);
error: function (XmlHttpRequest, errorThrown) {
if (XmlHttpRequest && XmlHttpRequest.responseText) {
alert("Error while retrieval ; Error – " + XmlHttpRequest.responseText);
function onSuccess(data) {
reportId = data[0].ReportId.replace('{', ").replace('}', ");
CreateEmailAttachment(); // Create Email Attachment
//Gets the report contents
function getReportingSession() {
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
var Id = Xrm.Page.data.entity.getId();
var quotationGUID = Id.replace('{', ""); //set this to selected quotation GUID
quotationGUID = quotationGUID.replace('}', "");
var reportName = "Quotation"; //set this to the report you are trying to download
var reportID = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
var rptPathString = ""; //set this to the CRMF_Filtered parameter
var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='quote'><all-attributes /><filter type='and'><condition attribute='quoteid' operator='eq' uitype='quote' value='" + quotationGUID + "' /> </filter></entity></fetch>";
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
rptPathString = "id=%7B" + reportID + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" +
reportName + "&isScheduledReport=false&p:CRMAF_Filteredquote=" + strParameterXML;
//remove the part starting from &p:salesorderid if your report has no parameters
retrieveEntityReq.send(rptPathString);
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] +
"&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] +
"&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
} else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
</script>
<script type="text/vbscript">
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</script>
</head>
<body>
<input type="button" onclick="CreateEmail();" value="Attach Report" />
</body>
</html>
Thank you,
Mittal.

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