Custom Workflow to send Email to All Team members

There was a requirement in project to send email to all Team members of a certain Queue, whenever a new item is added to that Queue.
To achieve this requirement, I have developed custom workflow so that configuration can be done from the Dynamics Workflow interface / window.

Below is Dynamics Workflow screen
For Beginners: Solution -> Processes -> Create New Process as workflow

This is code:

using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Workflow;
using System;
using System.Activities;
using System.Collections;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;

namespace MT.Workflow.SendEmailTeam
{
    public class SendEmailTeam : CodeActivity
    {

        [Input("Email Template")]
        [RequiredArgument]
        [ReferenceTarget("template")]
        public InArgument<EntityReference> EmailTemplate { get; set; }

        [Input("From User")]
        [RequiredArgument]
        [ReferenceTarget("systemuser")]
        public InArgument<EntityReference> EmailSender { get; set; }

        [Input("To Team")]
        [RequiredArgument]
        [ReferenceTarget("team")]
        public InArgument<EntityReference> ToTeam { get; set; }

        [Input("Case")]
        [RequiredArgument]
        [ReferenceTarget("incident")]
        public InArgument<EntityReference> Case { get; set; }



        protected override void Execute(CodeActivityContext executionContext)
        {
            string DebugDesc = " Started...";
            // Create the tracing service
            ITracingService tracingService = executionContext.GetExtension<ITracingService>();

            if (tracingService == null)
            {
                throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
            }

            // Create the context
            IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();

            if (context == null)
            {
                throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
            }

            IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
            IOrganizationService privService = serviceFactory.CreateOrganizationService(null);

            EntityReference _EmailTemplate = EmailTemplate.Get(executionContext);
            EntityReference _EmailSender = EmailSender.Get(executionContext);
            EntityReference _ToTeam = ToTeam.Get(executionContext);
            EntityReference _Case = Case.Get(executionContext);

            var TeamMembers = new List<Guid>();
            var IsTeam = true;
            if (IsTeam) {

                TeamMembers = GetTeamMembers(service, _ToTeam.Id.ToString());

                Entity email = new Entity("email");
                email.Attributes["directioncode"] = true;

                Entity FromActivityParty = new Entity("activityparty");
                FromActivityParty.Attributes["partyid"] = _EmailSender;
                email["from"] = FromActivityParty;

                foreach (Guid userid in TeamMembers) {


                    Entity ToActivityParty = new Entity("activityparty");
                    ToActivityParty["partyid"] = new EntityReference("systemuser", userid);
                    EntityCollection EntCol = new EntityCollection();
                    EntCol.Entities.Add(ToActivityParty);
                    EntCol.EntityName = ToActivityParty.LogicalName;

                    email["to"] = EntCol;




                 

                }

                SendEmailFromTemplateRequest EmailTemplateReq = new SendEmailFromTemplateRequest
                {
                    Target = email,
                    TemplateId = _EmailTemplate.Id,
                    RegardingId = _Case.Id,
                    RegardingType = "incident"
                };
                service.Execute(EmailTemplateReq);


            }

        }

        public List<Guid> GetTeamMembers(IOrganizationService service, string TeamId)
        {
            var UserIds = new List<Guid>();
       

            // Id of the specific Team
            Guid teamId = new Guid(TeamId);
            // main query returing users
            QueryExpression userQuery = new QueryExpression("systemuser");
            // take all columns
            userQuery.ColumnSet = new ColumnSet(true);
            // this is the intersect condition
            LinkEntity teamLink = new LinkEntity("systemuser", "teammembership", "systemuserid", "systemuserid", JoinOperator.Inner);
            // this is the condition to use the specific Team
            ConditionExpression teamCondition = new ConditionExpression("teamid", ConditionOperator.Equal, teamId);
            // add the condition to the intersect
            teamLink.LinkCriteria.AddCondition(teamCondition);
            // add the intersect to the query
            userQuery.LinkEntities.Add(teamLink);
            //get the results
            EntityCollection retrievedUsers = service.RetrieveMultiple(userQuery);
            // fetch the results
            foreach (Entity user in retrievedUsers.Entities)
            {
                // Id of the user
                var userId = user.Id;
                UserIds.Add(userId);
            }

            return UserIds;
        }
    }
}

For Beginners: Create New project in visual studio as class library, Build Project, sign it, Open Plugin Registration Toll and register the dll.















㉺㉼㉴㉳㉽㉾㈕㈔㈆㈅㈄㈄㈃㈁㈀㉤ Ali Hamza Wadood Microsoft Dynamics CRM Developer | Software Engineer - Microsoft Technologies(Asp.Net, Asp.Net MVC) LinkedIn