Loading...

D365 FO Sending Email with SSRS reports as attachment using X++

D365 FO Sending Email with SSRS reports as attachment using X++

 Public class EmailCustAccountStmnt

{

public void run(CustTable _custTable)

{

SysOperationQueryDataContractInfo sysOperationQueryDataContractInfo;

SrsReportRunController reportRunController;

CustTransListContract custTransListContract;

SRSReportExecutionInfo reportExecutionInfo;

SRSPrintDestinationSettings printDestinationSettings;

SRSReportRunService srsReportRunService;

SRSProxy srsProxy;

QueryBuildRange qbrCustAccount;

QueryBuildDataSource queryBuildDataSource;

Object dataContractInfoObject;

Map reportParametersMap;

Map mapCustAccount;

MapEnumerator mapEnumerator;

Array arrayFiles;

System.Byte[] reportBytes;

Filename fileName;

Args args;

System.IO.MemoryStream memoryStream;

System.IO.MemoryStream fileStream;

CustParameters custParameters;

Email toEmail;

 

    Map                                 templateTokens;

    str                                 emailSenderName;

    str                                 emailSenderAddr;

    str                                 emailSubject;

    str                                 emailBody;

 

    Microsoft.Dynamics.AX.Framework.Reporting.Shared.ReportingService.ParameterValue[]  parameterValueArray;

 

    #define.Subject("Subject")

    #define.CustAccount("CustAccount")

    #define.EmailDate("Date");

 

    custParameters          = CustParameters::find();

 

    reportRunController     = new SrsReportRunController();

    custTransListContract   = new CustTransListContract();

    reportExecutionInfo     = new SRSReportExecutionInfo();

    srsReportRunService     = new SrsReportRunService();

    reportBytes             = new System.Byte[0]();

    args                    = new Args();

    templateTokens          = new Map(Types::String, Types::String);

    var messageBuilder      = new SysMailerMessageBuilder();

 

    custTransListContract.parmNewPage(NoYes::Yes);

 

    fileName    = strFmt("CustomerAccountStatement_%1.pdf", _custTable.AccountNum);

 

    reportRunController.parmArgs(args);

    reportRunController.parmReportName(ssrsReportStr(CustTransList, Report));

    reportRunController.parmShowDialog(false);

    reportRunController.parmLoadFromSysLastValue(false);

    reportRunController.parmReportContract().parmRdpContract(custTransListContract);

 

    // Modify query

    mapCustAccount = reportRunController.getDataContractInfoObjects();

    mapEnumerator = mapCustAccount.getEnumerator();

 

    while (mapEnumerator.moveNext())

    {

        dataContractInfoObject = mapEnumerator.currentValue();

 

        if (dataContractInfoObject is SysOperationQueryDataContractInfo)

        {

            sysOperationQueryDataContractInfo = dataContractInfoObject;

 

            queryBuildDataSource    = SysQuery::findOrCreateDataSource(sysOperationQueryDataContractInfo.parmQuery()

                                                                    , tableNum(CustTable));

            qbrCustAccount          = SysQuery::findOrCreateRange(queryBuildDataSource, fieldNum(CustTable, AccountNum));

            qbrCustAccount.value(_custTable.AccountNum);

        }

    }

 

    printDestinationSettings = reportRunController.parmReportContract().parmPrintSettings();

    printDestinationSettings.printMediumType(SRSPrintMediumType::File);

    printDestinationSettings.fileName(fileName);

    printDestinationSettings.fileFormat(SRSReportFileFormat::PDF);

 

    reportRunController.parmReportContract().parmReportServerConfig(SRSConfiguration::getDefaultServerConfiguration());

    reportRunController.parmReportContract().parmReportExecutionInfo(reportExecutionInfo);

 

    srsReportRunService.getReportDataContract(reportRunController.parmreportcontract().parmReportName());

    srsReportRunService.preRunReport(reportRunController.parmreportcontract());

 

    reportParametersMap = srsReportRunService.createParamMapFromContract(reportRunController.parmReportContract());

    parameterValueArray = SrsReportRunUtil::getParameterValueArray(reportParametersMap);

 

    srsProxy        = SRSProxy::constructWithConfiguration(reportRunController.parmReportContract().parmReportServerConfig());

    reportBytes     = srsproxy.renderReportToByteArray(reportRunController.parmreportcontract().parmreportpath()

                                                    , parameterValueArray

                                                    , printDestinationSettings.fileFormat()

                                                    , printDestinationSettings.deviceinfo());

 

    memoryStream    = new System.IO.MemoryStream(reportBytes);

    memoryStream.Position = 0;

 

    fileStream      = memoryStream;

    toEmail         = this.getCustEmail(_custTable.AccountNum);

 

    if (custParameters.EmailId && toEmail)

    {

 

        templateTokens.insert(#CustAccount, _custTable.name());

        templateTokens.insert(#EmailDate, date2StrXpp(systemDateGet()));

 

        [emailSubject, emailBody, emailSenderAddr, emailSenderName] =

            EmailCustAccountStmnt::getEmailTemplate(custParameters.EmailId, _custTable.languageId());

 

 

        messageBuilder.addTo(this.getCustEmail(_custTable.AccountNum))

                        .setSubject(strFmt("Customer account statement for %1", _custTable.AccountNum))

                        .setBody(SysEmailMessage::stringExpand(emailBody, SysEmailTable::htmlEncodeParameters(templateTokens)))

                        .addCC("");

 

        messageBuilder.setFrom(emailSenderAddr, emailSenderName);

        messageBuilder.addAttachment(fileStream, fileName);

 

        SysMailerFactory::sendNonInteractive(messageBuilder.getMessage());

 

        info(strFmt("Email sent successfully to the customer account %1", _custTable.AccountNum));

    }

    else

    {

        info(strFmt("There is no email id mappiing for this customer %1 or check the Email template setup.", _custTable.AccountNum));

    }

}

 

protected static container getEmailTemplate(SysEmailId _emailId, LanguageId _languageId)

{

    var messageTable = SysEmailMessageTable::find(_emailId, _languageId);

    var emailTable = SysEmailTable::find(_emailId);

 

    if (!messageTable && emailTable)

    {

        // Try to find the email message using the default language from the email parameters

        messageTable = SysEmailMessageTable::find(_emailId, emailTable.DefaultLanguage);

    }

 

    if (messageTable)

    {

        return [messageTable.Subject, messageTable.Mail, emailTable.SenderAddr, emailTable.SenderName];

    }

    else

    {

        warning("@SYS135886"); // Let the user know we didn't find a template

        return ['', '', emailTable.SenderAddr, emailTable.SenderName];

    }

}

 

public Email getCustEmail(CustAccount _custAccount)

{

    CustTable                   custTable;

    DirPartyLocation            dirPartyLocation;

    LogisticsLocation           logisticsLocation;

    LogisticsElectronicAddress  logisticsElectronicAddress;

 

    custTable = CustTable::find(_custAccount);

 

    select firstonly Location, Party from dirPartyLocation

        where dirPartyLocation.Party                        == custTable.Party

            join RecId from logisticsLocation

                where logisticsLocation.RecId               == dirPartyLocation.Location

            join Locator from logisticsElectronicAddress

                where logisticsElectronicAddress.Location   == logisticsLocation.RecId

                    && logisticsElectronicAddress.Type      == LogisticsElectronicAddressMethodType::Email

                    && logisticsElectronicAddress.IsPrimary == NoYes::Yes;

 

    return logisticsElectronicAddress.Locator;

}

Published on:

Learn more
Sherif Fayed
Sherif Fayed

Share post:

Related posts

Create a data maintenance strategy for Dynamics 365 finance and operations data (part two)

Welcome to part two of our series on creating a data maintenance strategy for Dynamics 365 finance and operations data. In this installment, w...

1 month ago

Create a data maintenance strategy for Dynamics 365 finance and operations data (part one)

In this two-part series, you'll learn how to create an effective data maintenance strategy for your Dynamics 365 finance and operations data. ...

1 month ago

Performance testing using JMeter in D365 Finance and operations.

To use JMeter for load testing Dynamics 365 Finance, you’ll want to set up your test plan to simulate the expected user behavior and loa...

2 months ago

Introduction to Copilot in Microsoft Dynamics 365 Finance and Operations: DCAI002

Amidst the buzz and discussions surrounding Copilot and AI capabilities, I felt compelled to delve into their functionalities specifically fro...

2 months ago

Customer and vendor balances netting for Dynamics 365 Finance and operations.

Netting customer and vendor balances in Dynamics 365 Finance and Operations (D365 F&O) involves consolidating the amounts owed to and from...

2 months ago

Inventory value report in Microsoft Dynamics 365 Finance and Operations: Part-9

Welcome to the next part in the Inventory Valuation Series within Microsoft Dynamics 365 Finance and Operations. After exploring multiple valu...

2 months ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy