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.

Certificate error in the Deployment Manager

24 Jan 2019

If you receive an error of the form certficate cannot be found in the local computer store during the claims-based authentication or the internet-facing deployment wizard then check that there are no duplicates in the certificate store.

Open certificates for local computer and check that there are no duplicates on "Issued To".  This is likely to be a problem when renewing a certificate where you have the old and the new one present. Ensure that there are no duplicates and try the CBA and IFD wizards again.

Dynamics Portal Authentication

08 Apr 2019

This video by Dileep Singh 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


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: