GDPR Compliance in Dynamics 365: Configuring Consent Forms

GDPR Compliance in Dynamics 365

Table of Contents

Overview

Ensuring GDPR compliance requires obtaining explicit consent from customers before sending them marketing communications. A double opt-in workflow enhances compliance by requiring users to confirm their subscription after initially signing up.

Step 1: Enable Double Opt-In

  1. Go To Setting in Customer insight journey
DPR Compliance in Dynamics 365: Configuring Consent Forms

2. Click on Feature Switches and enable the Double Opt-in

2. Click on Feature Switches and enable the Double Opt-in

3. Go To Complaince Profiles and Click on Default or Create Complaince Profile

Go To Complaince Profiles and Click on Default or Create Complaince Profile

4. Move to Double opt-in Tab and enable the Double opt-in Option

Move to Double opt-in Tab and enable the Double opt-in Option

The Double Opt-in Configuration Completed

  1. Open any form
  2. On the Right pane there is a Purpose consent add it to the form
Open any form

On the Right pane there is a Purpose consent add it to the form

3. Add the Compliance Profile and Purpose

 now as the form is submitted by contact the Confirmation email will send to the customer for verify the Consent.

DPR Compliance in Dynamics 365: Configuring Consent Forms

Using Subscription Centers for Customer Preferences

A subscription center allows customers to manage their marketing preferences, enabling compliance with GDPR and other data protection regulations.

Steps to Configure a Subscription Center

Step 1: Create a Subscription Center Page

  1. Navigate to Real-time Marketing > Marketing Pages.
  2. Select New Marketing Page.
Steps to Configure a Subscription Center  in Dynamics CRM

3. Choose Subscription Center as the page type.

4. Add necessary fields:

Email address field

Multiple subscription options (e.g., newsletters, promotional offers, regional updates)

Opt-out option

        DPR Compliance in Dynamics 365: Configuring Consent Forms

        5. Save and and publish the page.

        Step 2: Link Subscription Center to Emails

        1. Navigate to Real-time Marketing > Emails.
        2. Open an email template.
        3. Insert a link to the subscription center page.
        4. Save and publish the email.

        Step 3: Enable Preference Management Across Brands and Regions

        1. Use segments to categorize customers by region or brand.
        2. Configure customer journeys to send region-specific content.
        3. Ensure subscription center reflects relevant options based on customer attributes.

        Benefits of GDPR-Compliant Consent Forms & Subscription Centers

        • Ensures legal compliance with data protection laws.
        • Reduces email spam complaints and increases engagement.
        • Improves customer trust and transparency.
        • Enables targeted marketing based on user preferences.

        Readmore : Best Practices for Managing Business Units For Large Organization in CRM

        FAQ’s

        Why is a double opt-in required for GDPR compliance?

        A double opt-in ensures explicit consent by requiring users to confirm their subscription via email after signing up, reducing spam complaints and ensuring compliance with GDPR regulations

        How can customers update their marketing preferences?

        Customers can manage their preferences through the subscription center, where they can choose the types of communications they want to receive or opt out entirely.

        Can different subscription options be tailored for different customer segments?

        Yes, you can use customer segments to personalize subscription options based on region, brand preferences, or engagement history, ensuring relevant and targeted communications.

        Picture of SkySoft Connections

        SkySoft Connections

        SkySoft Connections is a software solution company that was established in 2016. Our quality services begin with experience and end with dedication. Our directors have more than 15 years of IT experience to handle various projects successfully. Our dedicated teams are available to help our clients streamline their business processes, enhance their customer support, automate their day-to-day tasks, and provide software solutions tailored to their specific needs. We are experts in Dynamics 365 and Power Platform services, whether you need Dynamics 365 implementation, customization, integration, data migration, training, or ongoing support.

        Conatct us