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Authenticating Custom Clients to Microsoft Dataverse

This article describes things I recently learned about how custom clients should authenticate to Dataverse. Introduction I was prompted to...

Portal records not showing in related items

In Unified Interface apps, I noticed that Forum Posts (and some other portal records) do not show in the related...

Unified Interface

Microsoft announces new deadline for removing the web client of 1st December 2020 in this blog and this article Why...

Organization Settings Editor

There are many settings in Dynamics 365 Online that can be changed via the PowerShell, such as this one,  https://docs.microsoft.com/en-us/power-platform/admin/enable-rich-text-experience, for...

Line Items

An earlier version of Dynamics 365/CRM introduced an inline edit view for Opportunity, Quote, Order and Invoice Products (line item...

Creating Instances

Under the new storage model Storage Changes additional instances can be created free of charge provided you have sufficient disk space available...

Dynamics 365 Portal tracking

Dynamics 365 Portals include site settings for tracking logins and page view (though in a simple way only). However, these...

Changes to storage costs for the Common Data Service

Starting April 1st 2019, a new pricing model is available for storage costs for the Common Data Service (this applies...

Certificate error in the Deployment Manager

If you receive an error of the form certficate cannot be found in the local computer store during the claims-based...

Dynamics Portal Authentication

This video by Dileep Singh https://youtu.be/4r3sl8oQkHg has some useful information on portal authentication. Portal Authentication Models The portal authentication model...

Dynamics 365 Portals – Site Settings

There are many Site Settings records available to control portal configuration. Here are some related to authentication. Setting Note Authentication/OpenIdConnect/OpenIdProvider/AllowContactMappingWithEmail...

Image Browsing for CKEditor

CKEditor includes an image button so that images can be added to articles. However, to add an image, a user...