Knowledgebase

Welcome

Welcome to my knowledgebase, which started as a place for me to file information that I find (mostly about Microsoft Dynamics 365/CRM) and are likely to forget. Many times I searched for something only to find my own article.

Feel free to browse and if any of the information helps you in your work then that is great.

Use the search box or the tag links to search for articles.

I’m an experienced Microsoft Dynamics 365/CRM Consultant and Microsoft Certified Trainer available for hire on an ad-hoc basis. Please contact me to see how I can help with your Microsoft Dynamics project. Find out more about me.

Dynamics Portal Authentication


08 Apr 2019

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:

Dynamics 365 Portals - Site Settings


21 Jan 2019

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.

Image Browsing for CKEditor


27 Nov 2018

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 found the following:

Remove from Marketing List using WebApi


20 Nov 2018

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 stating this to be the case.

I checked this and it seems that removing a record from a marketing list is supported in the WebApi.

Here is how I achieved both. In the sample JavaScript below, ensure that you set these variables:

Portal Solutions


16 Oct 2018

Dynamics 365 Portals are a complex beast to manage.

There are two parts to a portal:

Pages