Custom workflow to send e-mail after some specific working days provided at account creation

This post is to send an email on account creation to the account holder after some specific days(in this code: 7). The email will be sent after 7 working days as described in the organization's Calendar and presuming every Saturday & Sunday as holiday.

Step 1: Create new project in Visual Studio and select 'Class Library'. Then copy the code as below and save. Build the solution to get library file(*.dll)

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Workflow;

using System;
using System.Activities;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;

namespace BusinessClosure
{
public class BusinessClosure : CodeActivity
{
[Output("SendDate")] // Name of variable to send output to CRM on registering the workflow
public OutArgument<DateTime> SendDate { get; set; } //This is the name that will showup when we use this custom workflow in CRM

IWorkflowContext wc;
IOrganizationServiceFactory serviceFactory;
IOrganizationService service;

/// <summary>
/// Self executable function from which execution will start
/// </summary>
/// <param name="context"></param>
protected override void Execute(CodeActivityContext context)
{
int actualDays = 0; //Counter to calculate actual days to delay the email
int workingDays = 0; //Counter to calculate working days
int delayDay = 7; //Variable to hold no. of days by which we need to delay the mail

///To get service and context from CRM
wc = context.GetExtension<IWorkflowContext>();
serviceFactory = context.GetExtension<IOrganizationServiceFactory>();
service = serviceFactory.CreateOrganizationService(wc.InitiatingUserId);

//To retrieve businessclosurecalendarid from the CRM
var organization = service.Retrieve("organization", wc.OrganizationId, new ColumnSet("businessclosurecalendarid"));

///To retrieve date of creation of account and no. of days to delay the email sending
Entity account = (Entity)service.Retrieve("account", wc.PrimaryEntityId, new ColumnSet(new String[] { "createdon","first_delayemail" }));
DateTime date = ((DateTime)account.Attributes["createdon"]);

// Checking if the user has filled the days to delay the mail
try
{
delayDay = Convert.ToInt32(account.Attributes["first_delayemail"].ToString()); //setting delayDay with the specified value
}

catch (Exception)
{
}

///To check working days should not be greater than delay days
while (workingDays < delayDay)
{
date = date.AddDays(1); //Increasing date by one day
actualDays++; //Increasing actual no. of days

if (IsWeekDay(date) && IsNotClosure(date)) //Condition to check if the date lies on a holiday or not
{
workingDays++; //Increasing working days
}
}

SendDate.Set(context, date); //Setting out variable to the actual date on which the email will be sent
}

/// <summary>
/// Function to check if the date lies on weekdays
/// </summary>
/// <param name="date"></param>
/// <returns></returns>
protected bool IsWeekDay(DateTime date)
{
var day = date.DayOfWeek;
return day != DayOfWeek.Saturday && day != DayOfWeek.Sunday;
}

/// <summary>
/// Function to check if the date does not lie on planned holidays
/// </summary>
/// <param name="date"></param>
/// <returns></returns>
protected bool IsNotClosure(DateTime date)
{
var organization = service.Retrieve("organization", wc.OrganizationId, new ColumnSet("businessclosurecalendarid")); //Getting business closure calendar ID

///Query to fetch calendar ID
QueryExpression qe = new QueryExpression();
qe.EntityName = "calendar";
qe.ColumnSet = new ColumnSet();
qe.ColumnSet.Columns.Add("calendarid");
qe.Criteria = new FilterExpression();
qe.Criteria.AddCondition("calendarid", ConditionOperator.Equal, organization["businessclosurecalendarid"].ToString());

EntityCollection ec = service.RetrieveMultiple(qe); //Fetching all holidays records

var ds = ec.Entities[0].GetAttributeValue<EntityCollection>("calendarrules").Entities; //Fetching calendar rules from CRM

foreach (Entity e in ds) //Iterating each holiday duration
{
DateTime start = (DateTime)e["effectiveintervalstart"]; //Getting start date of holiday
DateTime end = (DateTime)e["effectiveintervalend"]; //Getting end date of holiday

if (date >= start && date <= end) //Checking if the date lies in between holiday duration
{
return false;
}
}
return true;
}
}
}

Step 2: Register workflow in CRM

2.1 Open Plugin registration tool