CRM 2011- Send SSRS reports via email & sample code to convert (render) report as pdf attachment

// <copyright file="RenderReport.cs" company="Microsoft">
// Copyright (c) 2012 All Rights Reserved
// </copyright>
// <author>Microsoft</author>
// <date>11/7/2012 10:53:22 AM</date>
// <summary>Implements the RenderReport Workflow Activity.</summary>
namespace.Workflow
    {
    using System;
    using System.Activities;
    using System.ServiceModel;
    using Microsoft.Xrm.Sdk;
    using Microsoft.Xrm.Sdk.Workflow;
   
    using Xrm;

  public class RenderReport : CodeActivity
        {
        /// <summary>
        /// Executes the workflow activity.
        /// </summary>
        /// <param name="executionContext">The execution context.</param>
        protected override void Execute(CodeActivityContext executionContext)
            {
            // Create the tracing service
            ITracingService tracingService = executionContext.GetExtension<ITracingService>();

            if (tracingService == null)
                {
                throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
                }

            tracingService.Trace("Entered RenderReport.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",
                executionContext.ActivityInstanceId,
                executionContext.WorkflowInstanceId);

            // Create the context
            IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();

            if (context == null)
                {
                throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
                }

            tracingService.Trace("RenderReport.Execute(), Correlation Id: {0}, Initiating User: {1}",
                context.CorrelationId,
                context.InitiatingUserId);

            IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

            try
                {
                tracingService.Trace("1. Set up a report renderer");

                //string userName = @"xxx";
                //string password = "yyy";
                //string domain = "zzz";
                //tracingService.Trace("   username = {0}", userName);
                //tracingService.Trace("   password = {0}", password);
                //tracingService.Trace("   domain = {0}", domain);
                ReportRenderer renderer = new ReportRenderer(service, context.OrganizationName, this.ReportServer.Get<string>(executionContext), this.Username.Get<string>(executionContext), this.Password.Get<string>(executionContext), this.DomainName.Get<string>(executionContext));

                //ReportRenderer renderer = new ReportRenderer(service, workflowContext.OrganizationName, userName, password, domain);
                // 2. Render the report to a byte array
                tracingService.Trace("2. Render the report to a byte array");

                string reportName = this.ReportName.Get<string>(executionContext);
                tracingService.Trace("   reportName = {0}", reportName);
                Guid TransactionId = this.Transaction.Get<EntityReference>(executionContext).Id;
                //tracingService.Trace("   renewalId = {0}", renewalId.ToString());
                string mimeType;

                byte[] reportData = renderer.Render(reportName, new ReportParameter[]
            {
                new ReportParameter("TransactionId",TransactionId.ToString())
            }, out mimeType);
                //string reportData = renderer.TurnToPdf(reportName, "PDF");
                //tracingService.Trace("   report contains {0} bytes", reportData.Length);
                //tracingService.Trace("   mimeType = {0}", mimeType);

                // 3. Create an annotation
                tracingService.Trace("3. Create an annotation");

                string subject = this.Subject.Get<string>(executionContext);
                tracingService.Trace("   subject = {0}", subject);
                string fileName = this.FileName.Get<string>(executionContext);
                tracingService.Trace("   fileName = {0}", fileName);
                //var xy = new jmh_guntransaction();
                ////xy.jmh_guntransactionId
                var annotation = new Annotation();

                annotation.Subject = subject;
                annotation.ObjectId = new EntityReference(context.PrimaryEntityName, context.PrimaryEntityId);
                annotation.ObjectTypeCode = context.PrimaryEntityName;
                annotation.FileName = fileName;
                //annotation.FileSize = CrmTypes
                annotation.DocumentBody = Convert.ToBase64String(reportData);
                //annotation.DocumentBody = reportData;
                annotation.MimeType = @"application/pdf";
                //annotation.MimeType = "text/plain";
                //annotation.MimeType = @"application\ms-word";

                Guid annotationId = service.Create(annotation);
                tracingService.Trace("   annotationId = {0}", annotationId.ToString());

                // 4. Attach to email
                tracingService.Trace("4. Create attachment for email");

                //EntityReference emailReference = this.Email.Get<EntityReference>(executionContext);
                //if (emailReference != null)
                //    {
                //    tracingService.Trace("   emailId = {0}", emailReference.Id);

                //    Entity attachment = new Entity(EntityNames.ActivityMimeAttachment);
                //    attachment[ActivityMimeAttachmentAttributes.Subject] = subject;
                //    attachment[ActivityMimeAttachmentAttributes.ObjectId] = emailReference;
                //    attachment[ActivityMimeAttachmentAttributes.ObjectTypeCode] = service.GetEntityTypeCode(EntityNames.Email);
                //    attachment[ActivityMimeAttachmentAttributes.FileName] = fileName;
                //    attachment[ActivityMimeAttachmentAttributes.Body] = Convert.ToBase64String(reportData);
                //    attachment[ActivityMimeAttachmentAttributes.FileSize] = reportData.Length;
                //    attachment[ActivityMimeAttachmentAttributes.MimeType] = mimeType;
                //    attachment[ActivityMimeAttachmentAttributes.AttachmentNumber] = 0;

                //    Guid attachmentId = service.Create(attachment);
                //    tracingService.Trace("   attachmentId = {0}", attachmentId.ToString());
                //    }
                //else
                //    {
                //    tracingService.Trace("   no email specified");
                //    }

                // TODO: Implement your custom Workflow business logic.

                EntityReference emailReference = this.Email.Get<EntityReference>(executionContext);
                //Email em = new Email();
                if (emailReference != null)
                    {
                    tracingService.Trace("   emailId = {0}", emailReference.Id);


                    ActivityMimeAttachment attachment = new ActivityMimeAttachment();

                    attachment.Subject = subject;
                    attachment.ObjectId = emailReference;
                    attachment.ObjectTypeCode = emailReference.LogicalName;
                    attachment.FileName = fileName;
                    attachment.Body = Convert.ToBase64String(reportData);

                    attachment.MimeType = mimeType;
                    attachment.AttachmentNumber = 0;

                    Guid attachmentId = service.Create(attachment);
                    tracingService.Trace("   attachmentId = {0}", attachmentId.ToString());
                    }
                else
                    {
                    tracingService.Trace("   no email specified");
                    }
                SendEmailRequest sendrequest = new SendEmailRequest();
                sendrequest.EmailId = emailReference.Id;
                sendrequest.TrackingToken = "";
                sendrequest.IssueSend = true;

                service.Execute(sendrequest);
                // TODO: Implement your custom Workflow business logic.
                }
            catch (FaultException<OrganizationServiceFault> e)
                {
                tracingService.Trace("Exception: {0}", e.ToString());

                // Handle the exception.
                throw;
                }

            tracingService.Trace("Exiting RenderReport.Execute(), Correlation Id: {0}", context.CorrelationId);
            }

        [Input("Purchase order")]
        [ReferenceTarget("salesorder")]
        [RequiredArgument]
        public InArgument<EntityReference> Transaction { get; set; }

        [Input("Report name")]
        [RequiredArgument]
        public InArgument<string> ReportName { get; set; }


        [Input("Subject")]
        [RequiredArgument]
        public InArgument<string> Subject { get; set; }

        [Input("File name")]
        [RequiredArgument]
        public InArgument<string> FileName { get; set; }


        [Input("Report Server")]
        [RequiredArgument]
        public InArgument<string> ReportServer { get; set; }

        [Input("Email")]
        [ReferenceTarget("email")]
        [RequiredArgument]
        public InArgument<EntityReference> Email { get; set; }

        [Input("User name")]
        [RequiredArgument]
        public InArgument<string> Username { get; set; }

        [Input("Password")]
        [RequiredArgument]
        public InArgument<string> Password { get; set; }

        [Input("Domain Name")]
        [RequiredArgument]
        public InArgument<string> DomainName { get; set; }
        }
        
    }
using System;

using System.IO;
using System.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Text;

using Microsoft.Xrm.Sdk;
using Microsoft.Crm.Sdk.Messages;
using .ReportExecutionService;
namespace Workflow
    {
    public class ReportRenderer
        {

        //public ReportRenderer(IOrganizationService service, string organisationName, string userName, string password, string domain)
        public ReportRenderer(IOrganizationService service, string organisationName, string ReportServer, string userName, string passWord, string domainName)
            {
          
            this.ReportBasePath = string.Format("/{0}_MSCRM/", organisationName);
         
            this.ReportServerUrl = ReportServer;
            _reportService = new ReportExecutionService.ReportExecutionService();
            _reportService.Url = string.Format("{0}/ReportExecution2005.asmx", this.ReportServerUrl);
            //_reportService.Credentials = new System.Net.NetworkCredential(userName, password, domain); // System.Net.CredentialCache.DefaultCredentials;
            //_reportService.Credentials = System.Net.CredentialCache.DefaultCredentials;
            _reportService.Credentials = new System.Net.NetworkCredential(userName, passWord, domainName);
            }

        private ReportExecutionService.ReportExecutionService _reportService;

        public string ReportBasePath { get; private set; }
        public string ReportServerUrl { get; private set; }
   
        public void RenderToStream(string reportName, ReportParameter[] parameters, out string mimeType, Stream stream)
            {
            byte[] data = this.Render(reportName, parameters, out mimeType);
            stream.Write(data, 0, data.Length);
            }

        public byte[] Render(string reportName, ReportParameter[] parameters, out string mimeType)
            {
            try
                {
                string reportPath = this.ReportBasePath + reportName;

                ExecutionInfo execInfo = new ExecutionInfo();
                ExecutionHeader execHeader = new ExecutionHeader();
                _reportService.ExecutionHeaderValue = execHeader;
                _reportService.Timeout = 9999999;
                execInfo = _reportService.LoadReport(reportPath, null);

                ReportExecutionService.ParameterValue[] reportParameters =
                    parameters.Select(p => new ReportExecutionService.ParameterValue()
                    {
                        Name = p.Name,
                        Label = p.Label,
                        Value = p.Value
                    }).ToArray<ReportExecutionService.ParameterValue>();
                //ReportExecutionService.ParameterValue[] reportParameters =new 

                //ParameterValue[] parameters1 = new ParameterValue[1];
                //parameters1[0] = new ParameterValue();
                //parameters1[0].Name = "TransactionId";
                //parameters1[0].Value = "E1E3C748-7D1E-E211-9093-00155D000B45";

                //_reportService.SetExecutionParameters(reportParameters, "en-gb");
                //String SessionId = _reportService.ExecutionHeaderValue.ExecutionID;

                string extension = string.Empty;
                string encoding = string.Empty;
                string devInfo = @"<DeviceInfo><Toolbar>False</Toolbar></DeviceInfo>";
                ReportExecutionService.Warning[] warnings = null;
                string[] streamIds = null;


                byte[] data = null;

                data = _reportService.Render("PDF", devInfo, out extension, out encoding, out mimeType, out warnings, out streamIds);
                mimeType = mimeType ?? "application/pdf";
                return data;
                }
            catch (FaultException<OrganizationServiceFault> e)
                {
                //tracingService.Trace("Exception: {0}", e.ToString());

                // Handle the exception.
                throw new InvalidPluginExecutionException("Exception in renderreport: {0}" + e.Message);
                }

            }

        public string TurnToPdf(string reportName, string i_Format)
            {
            // Render arguments
            string encoded = "";
            try
                {
                ReportExecutionService.ReportExecutionService rs = new ReportExecutionService.ReportExecutionService();
                rs.Credentials = System.Net.CredentialCache.DefaultCredentials;
                //rs.Credentials=  new System.Net.NetworkCredential("crmserver", "ntier@123", "ntier");

                byte[] result = null;
                string reportPath = this.ReportBasePath + reportName;
                string format = i_Format;
                string historyID = null;
                string devInfo = @"<DeviceInfo><Toolbar>False</Toolbar></DeviceInfo>";

                //DataSourceCredentials[] credentials = null;
                //string showHideToggle = null;
                string encoding;
                string mimeType;
                string extension;
                Warning[] warnings = null;
                //ParameterValue[] reportHistoryParameters = null;
                string[] streamIDs = null;

                ExecutionInfo execInfo = new ExecutionInfo();
                ExecutionHeader execHeader = new ExecutionHeader();

                rs.ExecutionHeaderValue = execHeader;
                rs.Timeout = 9999999;
                execInfo = rs.LoadReport(reportPath, historyID);


                //ReportExecutionService.ParameterValue[] reportParameters =
                //    parameters.Select(p => new ReportExecutionService.ParameterValue()
                //    {
                //        Name = p.Name,
                //        Label = p.Label,
                //        Value = p.Value
                //    }).ToArray<ReportExecutionService.ParameterValue>();

                //_reportService.SetExecutionParameters(parameters1, "en-gb");
                //rs.SetExecutionParameters(parameters, "en-us");
                String SessionId = rs.ExecutionHeaderValue.ExecutionID;

                Console.WriteLine("SessionID: {0}", rs.ExecutionHeaderValue.ExecutionID);



                result = rs.Render(format, devInfo, out extension, out encoding, out mimeType, out warnings, out streamIDs);
                execInfo = rs.GetExecutionInfo();
                //FileStream st = System.IO.File.Create("d:\\test.pdf");
                //st.Write(result, 0, result.Length);
                //st.Close();
                encoded = System.Convert.ToBase64String(result);
                //encoded = "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";
                Console.WriteLine("Execution date and time: {0}", execInfo.ExecutionDateTime);

                }
            //catch (SoapException e)
            //{
            //    Console.WriteLine(e.Detail.OuterXml);
            //    encoded = "";
            //}
            catch (FaultException<OrganizationServiceFault> e)
                {


                // Handle the exception.
                throw new InvalidPluginExecutionException("Exception in trun to pdf: {0}" + e.Message);
                }


            return encoded;

            }

        }


    public class ReportParameter
        {
        public ReportParameter(string name, string label, string value)
            {
            this.Name = name;
            this.Label = label;
            this.Value = value;
            }

        public ReportParameter(string name, string value)
            : this(name, name, value)
        { }

        public string Name { get; set; }
        public string Label { get; set; }
        public string Value { get; set; }
        }
    }
 reference:
http://ekoncis.blogspot.in/2012/01/crm-2011-custom-email-with-pdf-report.html
note:
1.SSRS report has to be deployed in report server before you run the workflow


2.create a workflow in which create a email record and pass the id to the workflow activity as it is in
http://www.stefan-scheller.com/2012/04/crm-2011-send-email-including-lines-of-document-pdf-attachment-walkthrough/

2.To add reference report execution service,right click the project->add service reference->advanced->add web reference-> http://<report server>/reportserver/reportexecution2005.asmx