My Adventures with CRM 2013 and HTML5: Progress bar control

Recently, I was seeing the newer HTML 5 tags which have been coming through, I was looking for ones which are accepted across most browsers which CRM 2013 supports. One of the controls I want to discuss here is Progress bar control. There are many times we require progress bar control depending on conditions on Forms, Dashboards, etc. Here is one which one of my old company buddy was been asked by for client. It is totally supported and will work for newer browsers which support HTML 5 tags.

Scenario: Show progress bar based on Business stages completed in Business Process.

Implementation: Implement an HTML web resource for Business process progress:

Output:

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Code:

<html><head>

<script src=”ClientGlobalContext.js.aspx” type=”text/javascript”></script>

<script type=”text/css”>

progress {

background-color: #f3f3f3;

height: 18px;

}

</script>

<script type=”text/javascript”>

function onload()

{

//debugger;

var stageid = window.parent.Xrm.Page.getAttribute(‘stageid’).getValue();

var percent;

if(stageid == “f99b4d48-7aad-456e-864a-8e7d543f7495”)

{

percent = “25”;

}

else if (stageid == “”) //Stage 2

{

percent = “50”;

}

else if (stageid == “”) //Stage 3

{

percent =”75″;

}

else if (stageid == “”) //Stage 4

{

percent = “100”;

}

document.getElementById(‘p’).value = percent;

}

</script>

<meta charset=”utf-8″></head>

<body onload=”onload()”>

<p>Business Process Progress:</p>

<progress id=”p” value=”0″ max=”100″><span>0</span>% played</progress>

</body></html>

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Hope it helps!

{Tips and Tricks} Show Marketing List count on Forms in CRM 2011/2013

One of the cool thing to try out on marketing list is that the count can be shown on CRM 2013/2011 form. Refer Form editor for Marketing list, highlighted field below:

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Once on form, it refers to Member count, also work for counts more than 5000. Form screen with Member count highlighted below.

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Note: This will only work for static Marketing lists.

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Hope it helps!

{Tips and Tricks} Multiple column sorting in Views for Dynamics CRM 2011/2013

One of the recent queries by an old pal was how can we sort more than 1 column dynamically as needed on views.

I was trying to find through this and found that if you click shift while clicking column header on a view you can dynamically sort with as many columns as you want:

Just need to press shift while clicking column headers. Taking example of My Open Leads view in below screen:

· Multiple columns ascending:

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· Some columns ascending, some columns descending:

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Please note that this is dynamic, will not persist once you navigate away from the views. But very useful, just in case you need them.

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Hope it helps!