This video by Dileep Singh https://youtu.be/4r3sl8oQkHg has some useful information on portal authentication. Portal Authentication Models The portal authentication model will fall into one of the following categories: Fully authenticated – no public pages, everything is behind a sign-in Fully anonymous – no private pages Mixed – most common, some public pages, some private pages, …
There are many Site Settings records available to control portal configuration. Here are some related to authentication. Setting Note Authentication/OpenIdConnect/OpenIdProvider/AllowContactMappingWithEmail true or false Maps an external identity to an existing contact using emailaddress1. The external identity must supply an email address. Must also configure RegistrationClaimsMapping to specify the email address field name in the external …
CKEditor includes an image button so that images can be added to articles. However, to add an image, a user must type in the URL to the image. There is no browse facility. But, CKEditor does allow third-party plugins to hook into the image properties window and show a browse button. Having looked around, I …
You can manage adding and removing contacts from Marketing Lists in JavaScript. Reviewing the WebApi documentation showed that this can be done, but there was a contradictory article on an SDK page which stated that removing a record from a marketing list does not work in the WebApi and I had seen some posts also …
Dynamics 365 Portals are a complex beast to manage with many parts. These including the following: The content and layout – all stored as records in Dynamics 365 The webserver that renders the website – automatically created and managed in Azure Solutions to install in an instance To install a portal, in the administration center, …
Rich text editing has been an ask of Dynamics 365 for a long time. Now, such controls have appeared in the Unified Interface but only in a limited way. In my moderately brief review, I see the position as this: Rich text controls are available in the Unified Interface for Dynamics 365 Online version 9.0 …
I recently configured a duplicate detection rule that used a lookup field as the match field. I surprised at first that duplicate detection did not appear to work when adding duplicated records. I had checked that the entiy was enabled for duplicate checking and published the rule. However, after a while, I found that the …
Portal Management Entitlement to Portal Any subscription with 5 or more Dynamics 365 licenses is entitled to one portal add-on at no charge. Team Member licenses do not count for the requirement. It seems that although this is a contractual obligation, it is not enforced (does this mean that if you get the portal add-on …
Version 9.0 of the Outlook client is available to use against version 9.0 organisations and this supports offline working. Version 8.0 of the Outlook client can be used against version 9.0 organisations but this does not support offline working. I have seen the version 9.0 client successfully deployed on a Windows Server 2012 R2 terminal …
There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365. Relationship Insights Embedded Intelligence Features include: Relationship assistant Email engagement Auto capture https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence (As of 22nd Jan 2018) This is still in preview and is enabled in System Settings on the Previews tab Dynamics 365 for Customer Insights Azure based SaaS …