D365 | 报表导出PDF解决方案：限制用户只能导出PDF格式

背景

在 Dynamics 365 项目中，我们为报价单实体开发了一套复杂的 SSRS 报表，用作销售团队向客户提供的标准报价模板。然而，标准的报表导出功能存在一个管理隐患：用户可以选择多种导出格式（Excel、Word、PDF 等），这不符合客户的管理要求。甲方明确要求销售团队只能导出 PDF 格式。

报表导出页面

题外话，允许导出 Excel 格式可能导致用户线下修改数据，再重新生成 PDF。虽然 PDF 也可以被编辑，但这种方案至少能起到"防君子不防小人"的约束作用。

解决方案对比

方案一：前端生成 PDF

实现方式：使用第三方 JS 库（如 PrintJS）重新设计报表
优点：完全自定义，控制灵活
缺点：需要重新开发，成本较高

方案二：

实现方式：通过 JavaScript 调用现有 SSRS 报表，强制导出 PDF 格式
优点：复用现有报表，开发效率高
缺点：依赖现有报表结构

我的选择：考虑到现有报表已投入大量开发资源，采用方案二，通过自定义按钮实现强制 PDF 导出。

实现效果

点击自定义导出按钮：

点击 Export Account Info

下载 PDF 文件，打开预览：

打开下载的 PDF文件

实现步骤

项目假设

我们已在客户实体上部署了名为 PrintAccount.rdl 的自定义 SSRS 报表：

客户表单上添加了一张自定义的SSRS报表

步骤一：添加 JavaScript 脚本

在 Web 资源中创建 Account.js 文件
将附录中的完整代码复制到文件中
重要：保存后务必发布更改

添加Javascript脚本

步骤二：配置自定义按钮

这里我使用新版的按钮编辑界面。当然，你也可以使用 Ribbon Workbench 添加按钮，达到目的就行。

选择客户视图 → 编辑命令栏

选择编辑命令栏-02

选择 Main Form

绑定 Account.js，并填写相关属性

绑定 Account.js

最后保存并发布

技术实现详解

为什么不使用 Convert to PDF 功能？

为什么不使用系统的标准功能来实现生成PDF

标准"Convert to PDF"功能存在以下限制：

关联数据过滤问题：无法过滤停用的关联记录
示例说明：客户与联系人是一对多关系，使用 Word 模板转 PDF 时，即使联系人已停用，仍会显示在输出中

关键技术点

代码中的 CRM_FilteredAccount 在哪里找？

代码中的 CRM_FilteredAccount 是 SSRS 报表的参数，用于传递 FetchXML 查询条件：

CRM_FilteredAccount

核心方法说明

ExportPrintAccountReportPDF(); // 导出PDF主方法
GetReportIdByReportFileName(); // 获取报表ID
ExecuteReport(); // 执行报表生成
Get_SSRS_Report_PDFBase64(); // 获取PDF Base64数据

附录

Account/Account.js

/**
 * Account Entity Javascript.
 */
if (Gdh === undefined) {
  var Gdh = {};
}
if (Gdh.D365 === undefined) {
  Gdh.D365 = {};
}
Gdh.D365.Account = (function () {
  "use strict";
  return {
    Constants: {
      Fields: {
        AccountName: "name",
        Phone: "telephone1",
        Fax: "fax",
        Website: "websiteurl",
      },
      Reports: {
        PrintAccountReport: "PrintAccount.rdl",
      },
      SystemAdminId: "SystemAdminId",
    },
    OnLoad: function (ExecutionContext) {
      try {
        let objFormContext = ExecutionContext.getFormContext();
      } catch (e) {
        console.error("Error during OnLoad: ", e);
      }
    },
    ExportPrintAccountReportPDF: function (primaryControl) {
      let objFormContext = primaryControl;
      let CurrentAccountId = objFormContext.data.entity
        .getId()
        .replace("{", "")
        .replace("}", "");
      let that = this;
      console.log(CurrentAccountId, CurrentAccountId);
      let selectAttributes = `${that.Constants.Fields.AccountName}`;
      console.log(selectAttributes, selectAttributes);
      let accountEn = this.RetrieveSingleRecord(
        "accounts",
        CurrentAccountId,
        selectAttributes
      );
      let accountName = accountEn[this.Constants.Fields.AccountName];
      // CRM_FilteredAccount -> SSRS report argument
      let reportPrefilter =
        "CRM_FilteredAccount=" +
        "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
        "<entity name='account'>" +
        "  <all-attributes />" +
        "  <filter type='and'>" +
        "    <condition attribute='accountid' operator='eq' value='" +
        CurrentAccountId +
        "' />" +
        "  </filter>" +
        "</entity>" +
        "</fetch>";
      let arrReportSession = this.ExecuteReport(
        this.Constants.Reports.PrintAccountReport,
        reportPrefilter
      );
      this.Get_SSRS_Report_PDFBase64(arrReportSession, 2052)
        .then(function (base64String) {
          // Size of the file in KB
          let fSize =
            encodeURIComponent(base64String).replace(/%../g, "x").length / 1024;
          let openFileOptions = { openMode: 2 };
          let file = {};
          file.fileContent = base64String;
          file.fileSize = fSize;
          // Set file name
          file.fileName = accountName + " - Info" + ".pdf";
          file.mimeType = "application/pdf";
          Xrm.Navigation.openFile(file, openFileOptions);
        })
        .catch(function (error) {
          console.error(error);
        });
    },
    GetReportIdByReportFileName: function (reportFileName) {
      let lValue = "";
      let lResponse = this.RetrieveMultipleRecord(
        "reports",
        "filename eq '" + reportFileName + "'",
        "reportid",
        false
      );
      if (
        lResponse !== null &&
        lResponse !== undefined &&
        lResponse.value.length > 0
      ) {
        lValue = lResponse.value[0]["reportid"];
      }
      return lValue;
    },
    ExecuteReport: function (reportFileName, reportPrefilter) {
      let reportGuid = this.GetReportIdByReportFileName(reportFileName);
      let pth = this.GetClientUrl() + "/CRMReports/rsviewer/ReportViewer.aspx";
      let orgUniqueName = Xrm.Utility.getGlobalContext().getOrgUniqueName();
      let query =
        "id=%7B" +
        reportGuid +
        "%7D&uniquename=" +
        orgUniqueName +
        "&iscustomreport=true&reportnameonsrs=&reportName=" +
        reportFileName +
        "&isScheduledReport=false&p:" +
        reportPrefilter;
      let retrieveEntityReq = new XMLHttpRequest();
      retrieveEntityReq.open("POST", pth, false);
      retrieveEntityReq.setRequestHeader("Accept", "*/*");
      retrieveEntityReq.setRequestHeader(
        "Content-Type",
        "application/x-www-form-urlencoded"
      );
      retrieveEntityReq.send(query);
      let x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
      let y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");
      let ret = [];
      ret[0] = retrieveEntityReq.responseText.slice(x + 14, x + 14 + 24);
      ret[1] = retrieveEntityReq.responseText.slice(y + 10, y + 10 + 32);
      return ret;
    },
    /**
     *
     * @param {any} arrResponseSession
     * @param {any} lcId (Language code)
     * @returns
     */
    Get_SSRS_Report_PDFBase64: function (arrResponseSession, lcId) {
      let that = this;
      return new Promise(function (resolve, reject) {
        let pth =
          that.GetClientUrl() +
          "/Reserved.ReportViewerWebControl.axd?ReportSession=" +
          arrResponseSession[0] +
          "&Culture=" +
          lcId +
          "&CultureOverrides=True&UICulture=" +
          lcId +
          "&UICultureOverrides=True&ReportStack=1&ControlID=" +
          arrResponseSession[1] +
          "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
        let retrieveEntityReq = new XMLHttpRequest();
        retrieveEntityReq.open("GET", pth, true);
        retrieveEntityReq.setRequestHeader("Accept", "*/*");
        retrieveEntityReq.responseType = "arraybuffer";
        retrieveEntityReq.onreadystatechange = function () {
          if (
            retrieveEntityReq.readyState == 4 &&
            retrieveEntityReq.status == 200
          ) {
            let binary = "";
            let bytes = new Uint8Array(this.response);
            for (let i = 0; i < bytes.byteLength; i++) {
              binary += String.fromCharCode(bytes[i]);
            }
            let base64PDFString = btoa(binary);
            resolve(base64PDFString);
          }
        };
        retrieveEntityReq.send();
      });
    },
    GetClientUrl: function () {
      let lGlobalContext = "";
      try {
        lGlobalContext = Xrm.Utility.getGlobalContext();
      } catch (e) {
        lGlobalContext = parent.Xrm.Utility.getGlobalContext();
      }

      if (lGlobalContext !== null) {
        return lGlobalContext.getClientUrl();
      }
      return null;
    },
    RetrieveMultipleRecord: function (
      lEntityName,
      lFilter,
      lCommaSeparatedAttributeNames,
      isAdmin
    ) {
      let lResponse = null;
      let lXMLHttpRequest = new XMLHttpRequest();
      lXMLHttpRequest.open(
        "GET",
        this.GetClientUrl() +
          "/api/data/v9.2/" +
          lEntityName +
          "?$select=" +
          lCommaSeparatedAttributeNames +
          "&$filter=" +
          lFilter,
        false
      );
      lXMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
      lXMLHttpRequest.setRequestHeader("OData-Version", "4.0");
      lXMLHttpRequest.setRequestHeader("Accept", "application/json");
      lXMLHttpRequest.setRequestHeader(
        "Content-Type",
        "application/json; charset=utf-8"
      );
      lXMLHttpRequest.setRequestHeader(
        "Prefer",
        'odata.include-annotations="*"'
      );
      // If IsAdmin is true, it is executed as an administrator
      if (isAdmin) {
        lXMLHttpRequest.setRequestHeader(
          "MSCRMCallerID",
          this.GetConfigurationValue(this.Constants.SystemAdminId)
        );
      }
      lXMLHttpRequest.onreadystatechange = function () {
        if (this.readyState === 4) {
          lXMLHttpRequest.onreadystatechange = null;
          if (this.status === 200) {
            lResponse = JSON.parse(this.response);
          } else {
            Xrm.Navigation.openAlertDialog(
              "An exception has occurred, please contact the system administrator."
            );
            console.log("Error:");
            console.log(this.statusText);
          }
        }
      };
      lXMLHttpRequest.send();
      return lResponse;
    },
    RetrieveSingleRecord: function (
      lEntityName,
      lEntityId,
      lCommaSeparatedAttributeNames,
      admin
    ) {
      let lResponse = null;
      let lXMLHttpRequest = new XMLHttpRequest();
      lXMLHttpRequest.open(
        "GET",
        this.GetClientUrl() +
          "/api/data/v9.2/" +
          lEntityName +
          "(" +
          lEntityId +
          ")" +
          "?$select=" +
          lCommaSeparatedAttributeNames,
        false
      );
      lXMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
      lXMLHttpRequest.setRequestHeader("OData-Version", "4.0");
      lXMLHttpRequest.setRequestHeader("Accept", "application/json");
      lXMLHttpRequest.setRequestHeader(
        "Content-Type",
        "application/json; charset=utf-8"
      );
      lXMLHttpRequest.setRequestHeader(
        "Prefer",
        'odata.include-annotations="*"'
      );
      if (admin) {
        lXMLHttpRequest.setRequestHeader(
          "MSCRMCallerID",
          this.GetConfigurationValue(this.Constants.SystemAdminId)
        );
      }
      lXMLHttpRequest.onreadystatechange = function () {
        if (this.readyState === 4) {
          lXMLHttpRequest.onreadystatechange = null;
          if (this.status === 200) {
            lResponse = JSON.parse(this.response);
          } else {
            Xrm.Navigation.openAlertDialog(
              "An exception has occurred, please contact the system administrator."
            );
            console.log("Error:");
            console.log(this.statusText);
          }
        }
      };
      lXMLHttpRequest.send();
      return lResponse;
    },
    /**
     * Get Configuration Value
     * P.S: This is my own new configuration entity, there are two main fields: (1) name , (2) value.
     * if you need to use, please create and modify the following field information
     * @param {any} configName
     * @returns
     */
    GetConfigurationValue: function (configName) {
      let lValue = "";
      let lResponse = this.RetrieveMultipleRecord(
        "Your Config Entity Logical Collection Name",
        "gdh_name eq '" + configName + "'",
        "gdh_value"
      );
      if (
        lResponse !== null &&
        lResponse !== undefined &&
        lResponse.value.length > 0
      ) {
        lValue = lResponse.value[0][this.Constants.ConfigurationsField.Value];
      }
      return lValue;
    },
  };
})();

如果本文对你有所帮助，可以请我喝杯咖啡

（完）

Table of Contents

背景#

解决方案对比#

实现效果#

实现步骤#

项目假设#

步骤一：添加 JavaScript 脚本#

步骤二：配置自定义按钮#

技术实现详解#

为什么不使用 Convert to PDF 功能？#

关键技术点#

附录#

Account/Account.js#

背景