Dynamics 365 Portals - Site Settings
There are many Site Settings records available to control portal configuration. Here are some related to authentication.
SettingNote
Authentication/OpenIdConnect/
Image Browsing for CKEditor
CKEditor includes an image button so that images can be added to articles. However, to add an image, a user
Remove from Marketing List using WebApi
You can manage adding and removing contacts from Marketing Lists in JavaScript. Reviewing the WebApi documentation showed that this can
Portal Solutions
Dynamics 365 Portals are a complex beast to manage with many parts. These including the following:
* The content and layout
Rich Text Controls in Dynamics 365
Rich text editing has been an ask of Dynamics 365 for a long time. Now, such controls have appeared in
Duplicate Detection Rules can use lookups
I recently configured a duplicate detection rule that used a lookup field as the match field. I surprised at first
Portal Managament
Portal Management
Entitlement to Portal
Any subscription with 5 or more Dynamics 365 licenses is entitled to one portal add-on
Outlook client for version 9.0
Version 9.0 of the Outlook client is available to use against version 9.0 organisations and this supports offline
Waiting for a page to be retrieved - Dynamics add-in for Outlook
Describes issues with the add-in for Outlook not showing web pages and showing a "waiting for page" message.
Clearing out Trace records
Dyanmics 365 maintains Trace records for troubleshooting things like Server-Side Sync. Inspired by this article, https://blogs.msdn.microsoft.com/