Using JavaScript Download or save any report to Sharepoint or notes Latest 2020

This Post contains unexplained and with not best practice code, in the coming days I will refine this.

This is not Step by Step Guide and not connected, will update the post again

Also not necessary use this in UCI , it only for knowledge sharing and for UCI there many other OOB alternatives as well, will share the link Soon

1. Get Report Session

    getReportingSession: function () {

        var retrieveEntityReq = parent.document.getElementById("IFRAME_expiryreport").contentWindow.document.getElementById("resultFrame").contentWindow.document.documentElement.innerHTML;
        var x = retrieveEntityReq.lastIndexOf("ReportSession="); var y = retrieveEntityReq.lastIndexOf("ControlID=");
        var ret = new Array();
        ret[0] = retrieveEntityReq.substr(x + 14, 24); ret[1] = retrieveEntityReq.substr(x + 10, 32);
        return ret;
    },
    convertResponseToPDF: function (newPth) {
        //Create query string that will be passed to Report Server to generate PDF version of report response.
        //var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + arrResponseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + arrResponseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
        var pth = newPth;

        //Create request object that will be called to convert the response in PDF base 64 string.
        var retrieveEntityReq = new XMLHttpRequest();
        retrieveEntityReq.open("GET", pth, true);
        retrieveEntityReq.setRequestHeader("Accept", "*/*");
        retrieveEntityReq.responseType = "arraybuffer";
        retrieveEntityReq.onreadystatechange = function () { // This is the callback function.
            if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {
                var binary = "";
                var bytes = new Uint8Array(this.response);
                for (var i = 0; i < bytes.byteLength; i++) {
                    binary += String.fromCharCode(bytes[i]);
                }
                //This is the base 64 PDF formatted string and is ready to pass to the action as an input parameter.
                var base64PDFString = btoa(binary);
                //4. Call Action and pass base 64 string as an input parameter. That’s it
                Xrm.Utility.showProgressIndicator("Converted report to PDF. Please Wait..");

                var note = {};
                var recordId = Xrm.Page.data.entity.getId();
                recordId = recordId.replace('{', '').replace('}', '');

                var NotificName = Xrm.Page.getAttribute("uniquefield").getValue();

                var refInvoice = new Object();
                refInvoice.LogicalName = "Logical name";
                refInvoice.Id = recordId;

                note.ObjectId = refInvoice;
                note.ObjectTypeCode = refInvoice.LogicalName;

                note.Subject = "ContractExpiryLetter: " + NotificName;
                note.MimeType = "application/pdf";
                note.DocumentBody = base64PDFString;
                note.FileName = NotificName + ".pdf";

                XrmServiceToolkit.Rest.Create(
                    note,
                    "AnnotationSet",
                    function (result) {
                        //Alert user
                        //alert("Note Created");
                        Xrm.Utility.closeProgressIndicator();
                        //Refresh data so user sees newly created note
                        Xrm.Page.data.refresh(false);

                    },
                    function (error) {
                        Xrm.Utility.closeProgressIndicator();
                        alert(error.message);
                    },
                    true
                );
            }
        };
        //This statement sends the request for execution asynchronously. Callback function will be called on completion of the request.
        retrieveEntityReq.send();
    }

2. Run Report to Print

runReportToPrint: function () {


        var params = quoteInvoice.getReportingSession();
        var newPth = Xrm.Page.context.getClientUrl() + "/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";
        quoteInvoice.convertResponseToPDF(newPth);
        //window.open(newPth, "_self");
    },

    callActionOnButtonClick: function (data) {

        //// GUID Validation
        if (!quoteInvoice.isGuid(entityId)) {
            alert("ID is Invalid GUID.");
            Xrm.Utility.closeProgressIndicator();
            return;
        }
    },

    isGuid: function (value) {
        /// <summary>
        /// Checks whether value is type of GUID or not.
        /// </summary>
        /// <param name="value" type="type"></param>
        /// <returns type=""></returns>
        var validGuid = new RegExp("^({|()?[0-9a-fA-F]{8}-([0-9a-fA-F]{4}-){3}[0-9a-fA-F]{12}(}|))?$")
        if (value && typeof value === "string" && validGuid.test(value)) {
            return true;
        }
        return false;
    }

};

3. Get Doc Library or Create Doc Library Sharepoint

DocLibrary = {
    CheckDocumentLibraryAvailable: function () {

        var fetchXmlQuery =
            "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
            "  <entity name='sharepointdocumentlocation'>" +
            "    <attribute name='relativeurl' />" +
            "    <attribute name='regardingobjectid' />" +
            "    <attribute name='parentsiteorlocation' />" +
            "    <attribute name='absoluteurl' />" +
            "    <attribute name='name' />" +
            "    <attribute name='sharepointdocumentlocationid' />" +
            "    <order attribute='name' descending='false' />" +
            "    <filter type='and'>" +
            //"      <condition attribute='ownerid' operator='eq-userid' />" +
            "      <condition attribute='statecode' operator='eq' value='0' />" +
            "      <condition attribute='locationtype' operator='eq' value='0' />" +
            "      <condition attribute='servicetype' operator='eq' value='0' />" +
            "      <condition attribute='regardingobjectid' operator='eq' uiname='test' uitype='" + Xrm.Page.data.entity.getEntityName() + "' value='" + Xrm.Page.data.entity.getId() + "' />" +
            "    </filter>" +
            "  </entity>" +
            "</fetch>";

        var req = new XMLHttpRequest();
        req.open(
            "GET",
            Xrm.Page.context.getClientUrl() +
            "/api/data/v9.0/sharepointdocumentlocations?fetchXml=" +
            encodeURIComponent(fetchXmlQuery),
            false
        );
        req.setRequestHeader("Prefer", 'odata.include-annotations="*"');
        req.onreadystatechange = function () {
            if (this.readyState === 4) {
                req.onreadystatechange = null;
                if (this.status === 200) {

                    var results = JSON.parse(this.response);
                    //console.dir(results);
                    if (results.value.length > 0) {
                        return;
                    }
                    else {
                        DocLibrary.CreateDocumentLibrary();
                    }
                } else {
                    alert(this.statusText);
                }
            }
        };
        req.send();

    },

    CreateDocumentLibrary: function () {
        debugger;
        var locationid = '';
        var fetchXmlQuery =
            "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
            "  <entity name='sharepointdocumentlocation'>" +
            "    <attribute name='relativeurl' />" +
            "    <attribute name='regardingobjectid' />" +
            "    <attribute name='parentsiteorlocation' />" +
            "    <attribute name='absoluteurl' />" +
            "    <attribute name='name' />" +
            "    <attribute name='sharepointdocumentlocationid' />" +
            "    <order attribute='name' descending='false' />" +
            "    <filter type='and'>" +
           // "      <condition attribute='ownerid' operator='eq-userid' />" +
            "      <condition attribute='statecode' operator='eq' value='0' />" +
            "      <condition attribute='locationtype' operator='eq' value='0' />" +
            "      <condition attribute='servicetype' operator='eq' value='0' />" +
            "      <condition attribute='relativeurl' operator='eq' value='" + Xrm.Page.data.entity.getEntityName() + "' />" +
            "    </filter>" +
            "    <link-entity name='sharepointsite' from='sharepointsiteid' to='parentsiteorlocation' link-type='inner' alias='ac' />" +
            "  </entity>" +
            "</fetch>";

        var req = new XMLHttpRequest();
        req.open(
            "GET",
            Xrm.Page.context.getClientUrl() +
            "/api/data/v9.0/sharepointdocumentlocations?fetchXml=" +
            encodeURIComponent(fetchXmlQuery),
            false
        );
        req.setRequestHeader("Prefer", 'odata.include-annotations="*"');
        req.onreadystatechange = function () {
            if (this.readyState === 4) {
                req.onreadystatechange = null;
                if (this.status === 200) {

                    var results = JSON.parse(this.response);
                    //console.dir(results);
                    if (results.value.length > 0) {
                        locationid = results.value[0].sharepointdocumentlocationid;
                    }
                    else {
                        alert('Unable to check the Sharpoint integration. Please contact administrator.');
                    }
                } else {
                    alert(this.statusText);
                }
            }
        };
        req.send();



        var relativepath = Xrm.Page.data.entity.getId().replace("{", "").replace("}", "").replace("-", "").replace("-", "").replace("-", "").replace("-", "");
        var absolutepath = DocLibrary.ConstructPath(locationid);

        var locationdetails = {
            "LocationName": "Location 1",
            "AbsUrl": absolutepath + relativepath,
            "RelativePath": relativepath,
            "ParentType": "sharepointdocumentlocation",
            "ParentId": locationid,
            "IsAddOrEditMode": true,
            "IsCreateFolder": true,
            "DocumentId": "",
            "ParentEntityReference": { "@odata.type": "Microsoft.Dynamics.CRM." + Xrm.Page.data.entity.getEntityName() }
        };
        locationdetails["ParentEntityReference"][Xrm.Page.data.entity.getEntityName() + "id"] = Xrm.Page.data.entity.getId();

        var createReq = new XMLHttpRequest();
        createReq.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/AddOrEditLocation", false);
        createReq.setRequestHeader("OData-MaxVersion", "4.0");
        createReq.setRequestHeader("OData-Version", "4.0");
        createReq.setRequestHeader("Accept", "application/json");
        createReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
        createReq.onreadystatechange = function () {
            if (this.readyState === 4) {
                createReq.onreadystatechange = null;
                Xrm.Utility.closeProgressIndicator();
                if (this.status === 200) {
                    //Success - No Return Data - Do Something
                } else {
                    Xrm.Utility.alertDialog(this.statusText);
                }
            }
        };
        createReq.send(JSON.stringify(locationdetails));
    },

4. Upload Function

UploadDocument: function (filename, base64PDFString) {

        var parameters = {
            "Content": base64PDFString,
            "Entity": {
                "@odata.type": "Microsoft.Dynamics.CRM.sharepointdocument",
                "locationid": "",
                "title": filename + ".pdf"
            }, "OverwriteExisting": true,
            "ParentEntityReference": {
                "@odata.type": "Microsoft.Dynamics.CRM." + Xrm.Page.data.entity.getEntityName()

            }, "FolderPath": ""
        };

        parameters["ParentEntityReference"][Xrm.Page.data.entity.getEntityName() + "id"] = Xrm.Page.data.entity.getId();


        var req = new XMLHttpRequest();
        req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/UploadDocument", true);
        req.setRequestHeader("OData-MaxVersion", "4.0");
        req.setRequestHeader("OData-Version", "4.0");
        req.setRequestHeader("Accept", "application/json");
        req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
        req.onreadystatechange = function () {
            if (this.readyState === 4) {
                req.onreadystatechange = null;
                if (filename.indexOf("OppSummary") == -1)
                    Xrm.Utility.closeProgressIndicator();
                if (this.status === 204) {
                    //Success - No Return Data - Do Something
                } else {
                    Xrm.Utility.alertDialog(this.statusText);
                }
            }
        };
        req.send(JSON.stringify(parameters));
    }
};

As Mention above is not in Steps or Connected, I Will add steps soon. thanks