Also, ensure that all tags need to be closed or self-closed, such as *****. With this tool, we need to create the HTML first, however, currently, don’t expect fancy style in the HTML can be converted to PDF. Also, it is free to use if you don’t need to create a lot of PDF. Here is the example solution that you can create PDF from JScript, plugin or Workflow custom activity. The first step is to create a pdfcreate request entity and enclose all logic of creating the PDF into the entity precreate plugin. I keep on researching, I find out that I might be able to use a plugin to convert the HTML to PDF with a PDF tool. The solution needs be able to run in isolated sandbox. The client is using Microsoft CRM online 2015. I found another solution to convert SSRS into PDF using workflow custom code activity, but it only works with on premise CRM, not CRM online. Also, the client wants to display customer’s signature on the PDF.
I did some research, one approach seems to be doable, use JavaScript to download a copy of SSRS report and save as PDF, but this is a hack to the report viewer, and it is not supported by Microsoft. I recently had an interesting situation with one of our clients who wanted to send out a PDF invoice from CRM 2015 online.
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