Dynamics 365 – Full List of Dynamics Portals Site Settings

It’s not easy finding an up-to-date list of the available site settings utilised by Dynamics Portals or at least I’ve not had much luck in finding one, so this is a first attempt at creating a list. If I’m missing any feel free to comment below and I’ll get them added in.

Unfortunately, WordPress doesn’t lend itself very well to showing tables with a large quantity of information so I would suggest using your browsers search functionality if you’re looking for a specific setting.

And finally, I’m sure there are many more Site Settings that are supported but I’m yet to use them and can’t find a single reference point which lists all of the currently available values.

 

Authentication/LoginThrottling/IpAddressTimeoutTimeSpan

The amount of time the IP address will have to wait if Authentication/LoginThrottling/MaxInvaildAttemptsFromIPAddress occur within Authentication/LoginThrottling/MaxAttemptsTimeLimitTimeSpan amount of time. Default: 00:10:00 (10 mins)

Authentication/LoginThrottling/MaxAttemptsTimeLimitTimeSpan

The amount of time the Authentication/LoginThrottling/MaxInvalidAttemptsFromIPAddress are to be within before the IP address has to wait Authentication/LoginThrottling/IpAddressTimeoutTimeSpan. Default: 00:03:00 (3 mins)

Authentication/LoginThrottling/MaxInvaildAttemptsFromIPAddress

The default number of unauthenticated login attempts from an IP address before the IP address is blocked for Authentication/LoginThrottling/IpAddressTimeoutTimeSpan if the attempts occur within Authentication/LoginThrottling/MaxAttemptsTimeLimitTimeSpan amount of time. Default: 1000

Authentication/LoginTrackingEnabled

Enables or disables tracking the user’s last sign-in. When set to true, the date and time are displayed in the Last Successful Sign-in field on the contact record. By default, this is set to false.

Authentication/OpenAuth/Facebook/AppId

The Facebook application App ID.  Used to configure login via Facebook.

Authentication/OpenAuth/Facebook/AppSecret

The Facebook application Secret.  Used to configure login via Facebook.

Authentication/OpenAuth/LinkedIn/ConsumerKey

LinkedIn Login Configuration – More info

Authentication/OpenAuth/LinkedIn/ConsumerSecret

LinkedIn Login Configuration – More info

Authentication/OpenAuth/Microsoft/ClientId

Windows Live ID Login Configuration – More info

Authentication/OpenAuth/Microsoft/ClientSecret

Windows Live ID Login Configuration – More info

Authentication/OpenAuth/Twitter/ConsumerKey

Twitter Login Configuration – More info

Authentication/OpenAuth/Twitter/ConsumerSecret

Twitter Login Configuration – More info

Authentication/OpenIdConnect/AzureAD/Authority

Azure AD B2C Login Configuration – More info

Authentication/OpenIdConnect/AzureAD/ClientId

Azure AD B2C Login Configuration – More info

Authentication/OpenIdConnect/AzureAD/ExternalLogoutEnabled

support a federated sign-out if set to true

Authentication/OpenIdConnect/AzureAD/RedirectUri

Specifies the URL within the portal to redirect to after a user signs out.

Authentication/Registration/AzureADLoginEnabled

Enables or disables Azure AD as an external identity provider. By default, it is set to true.

Authentication/Registration/DenyMinors

Denies use of the portal to minors. By default, it is set to false.

Authentication/Registration/DenyMinorsWithoutParentalConsent

Denies use of the portal to minors without parental consent. By default, it is set to false.

Authentication/Registration/EmailConfirmationEnabled

Specifies whether email validation is required. By default, it is set to true.

Authentication/Registration/Enabled

If set to true, enables user registration, if set to false users cannot register

Authentication/Registration/ExternalLoginEnabled

Enables or disables external authentication.

Authentication/Registration/InvitationEnabled

Enables or disables the invitation code redemption form for registering users who possess invitation codes. Default: true

Authentication/Registration/LocalLoginDeprecated

A true or false value. If set to true, the local account will be marked as deprecated. The portal user will be required to migrate to a non-deprecated account.

Authentication/Registration/LocalLoginEnabled

Enables or disables local account sign-in based on a username (or email) and password. Default: false

Authentication/Registration/LoginButtonAuthenticationType

If a portal only requires a single external identity provider (to handle all authentication), this allows the Sign-In button of the header nav bar to link directly to the sign-in page of that external identity provider

Authentication/Registration/OpenRegistrationEnabled

Enables or disables the sign-up registration form for creating new local users. The sign-up form allows any anonymous visitor to the portal to create a new user account. Default: true

Authentication/Registration/ProfileRedirectEnabled

Sets whether or not the portal can redirect the user to the profile page after successful sign-in. By default, it is set to true.

Authentication/Registration/TermsAgreementEnabled

A true or false value. If set to true, the portal will display the terms and conditions of the site. Users must agree to the terms and conditions before they are considered authenticated and can use the site.

Authentication/Registration/TermsPublicationDate

A date/time value in GMT format to represent the effective date of the current published terms and conditions. If the terms agreement is enabled, portal users that have not accepted the terms after this date will be asked to accept them the next time they sign in. If the date is not provided, and the terms agreement is enabled, the terms will be presented every time portal users sign in.

CustomerSupport/CaseEntitlementEnabled

If set to true, forces user to select a product and related entitlement at case creation.

CustomerSupport/DisplayAllUserActivitiesOnTimeline

Forces all user records to appear on case

DisableValidationWebTemplate

Set to false by default, if enabled allows user to enter XML or HTML into Portal comments.

Footer/OutputCache/Enabled

Set whether the footer web template is output cached.

Footer/Template

Sets the partial view that will be used to render the portal footer. By default, there are 3 options available for this setting:

– FooterCopy: This template will produce a footer composed of a single HTML Content Snippet (named “Footer”). This is ideal for a simple footer with total HTML control.

– FooterMenu: This template will produce a footer composed of a two-level Web Link Set menu (the web link set is named “Footer”), with the Web Link Set copy above it, and an HTML Content Snippet below it (also named “Footer”). This allows the creation of a rich footer menu to help users navigate your site.

– FooterMenuWithCopy: This template is the default, and will be rendered is this setting is not present or set to an invalid value. It is a variation of FooterMenu, with the addition of an HTML copy block to the left of the menu links. This copy block is ideal for content like a site description, or social media functionality.

Header/OutputCache/Enabled

Set whether the header web template is output cached.

HTTP/X-Frame-Options

The X-Frame-Options HTTP response header can be used to indicate whether or not a browser should be allowed to render a page in a <frame>, <iframe> or <object>

KnowledgeManagement/Analytics/CaptureKnowledgeArticleReferrer

Determines if the different ways users access knowledge articles are tracked in a Dynamics 365 portal.

KnowledgeManagement/Analytics/ExternalSearchEngines

External search engines that will be tracked as knowledge article referrers for a portal.

KnowledgeManagement/Article/CaptureViewCount

Set to “True” to capture view count data for Knowledge Management.

KnowledgeManagement/ContentAccessLevel/Enabled

Controls whether Content Access Level is enabled or disabled.

KnowledgeManagement/DisplayNotes

Setting controls whether attachments will be displayed on Knowledge articles

KnowledgeManagement/NotesFilter

The Prefix entered here will be used to filter Notes Text, allowing you to control notes exposed on the Portal ex: *WEB*

MultiLanguage/DisplayLanguageCodeInURL

Site setting that determines if the language code is included in the portal URL.

MultiLanguage/MaximumDepthToClone

Site setting that controls the depth of the webpage hierarchy that’s cloned in a newly-added supported language. Web link sets and content snippets are cloned in the newly-added language when webpages are cloned.

OnlineDomains

Not entirely sure

ProductFiltering/AccountToProductRelationshipNames

Relationship to use to query the Accounts Product association. If you use a custom intersect ex: like an Asset entity, then you can include the relationship names from Account to Asset and Asset to Product, separated by “;” delimiter.

ProductFiltering/ContactToProductRelationshipNames

Relationship to use to query the Contacts Product association. If you use a custom intersect ex: like an Asset entity, then you can include the relationship names from Contact to Asset and Asset to Product, separated by “;” delimiter.

ProductFiltering/DisplayArticlesWithoutAssociatedProducts

Determines if users will see knowledge articles that aren’t associated with products when product filtering is turned on.

ProductFiltering/Enabled

Determines if product filtering is turned on (enabled) or off (disabled).

Profile/ForceSignUp

Set to “True” to force the user to submit the profile information before accessing the website contents.

Profile/ShowMarketingOptionsPanel

Set to true by default, if disabled it hides the Marketing Options panel found on the users Profile Page.

Search/Enabled

Set to true by default, enables search functionality in portal

Search/FacetedView

Determines if faceted search is used for this portal.

search/filters

A collection of search logical name filter options. Defining a value here will add dropdown filter options to site-wide search.

This value should be in the form of name/value pairs, with name and value separated by a colon, and pairs separated by a semicolon. For example: “Forums:adx_communityforum,adx_communityforumthread,adx_communityforumpost;

Issues:adx_issueforum,adx_issue,adx_issuecomment;”.

Search/IndexNotesAttachments

 

Search/IndexQueryName

The name of the system view used by the portal search query. Default: Portal Search

search/query

Override query for site search, to apply additional weights and filters. @Query is the query text entered by a user. Lucene query syntax reference: http://lucene.apache.org/core/old_versioned_docs/versions/2_9_1/queryparsersyntax.html

Search/RecordTypeFacetsEntities

Used to group a set of entities under an entry in the record type facet view.

 

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