Knowledgebase

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.

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Recently updated articles

Organization Settings Editor


30 Oct 2019

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 enabling rich text in the description field of appointments.

There is an alternative to using the PowerShell which is to use Organization Settings Editor managed solution released by Sean McNellis of Microsoft.

Line Items


15 Oct 2019

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

But the inline edit view was a  "special" view that could not be edited, for example, to show additional fields.

But the editable grid control is available in the unified interface for line item products which means that custom public views can be used instead of the special inline edit view.

D365 Focus - Oct 22/23 2019 - Brussels


16 Sep 2019

I'm delighted to announce that I'll be presenting at D365 Focus in Brussels this Oct 2019.

My topic is Back to Basics: Security in Dynamics 365 Customer Engagement.

My presentation is on Oct 22nd at 9.30 CET in the CRM track, have a look at https://www.ugfocus.com/learn for details and the other sessions.

Dynamics 365 Portal tracking


05 Jun 2019

Dynamics 365 Portals include site settings for tracking logins and page view (though in a simple way only). However, these settings are now deprecated and we need to look to other methods.

From my research the method recommended by Microsoft is to use Azure Application Insights as described at Portal Deprecated Features.

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:

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