Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms
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Dynamics CRM
Jul 4, 2023 9:00 AM

Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms

by HubSite 365 about Amey Holden [MVP]

Dynamics 365 Marketing & Power Platform Customer Experience Specialist : ABC "Anything But Code" : Microsoft MVP

Citizen DeveloperDynamics CRMLearning Selection

One of the biggest changes in real-time marketing for Dynamics 365 is how consent is stored and managed. In outbound marketing the ‘Bulk Email’ field on the Con

Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms. One of the biggest changes in real-time marketing for Dynamics 365 is how consent is stored and managed. In outbound marketing, the 'Bulk Email' field on the Contact record was the key determinant of consent, also known as 'Record (row)/Contact based consent'. However, with the ability to market to Leads and Contacts, comes a need for a new way to manage consent.

Real-time marketing captures consent as 'Contact Points'. Each contact detail, such as an email address or a phone number, has its own consent of Opted In or Opted Out. If there are duplicate contacts or leads with the same email address, there will still be only one contact point consent for the email address. Further information on compliance and consent can be found at https://learn.microsoft.com/en-us/dynamics365/marketing/real-time-marketing-email-text-consent.

Understanding Consent Management in Dynamics 365 Marketing

Consent management plays a crucial role in Dynamics 365 Marketing, as it ensures that marketing activities are fully compliant with data protection regulations. Real-time marketing has introduced a new approach to managing consent through the use of Contact Points. This approach not only streamlines the process of obtaining and managing consent but also reduces the likelihood of compliance issues arising from duplicate contacts or leads. By thoroughly understanding how consent is managed within Dynamics 365 Marketing, businesses can ensure that they are carrying out marketing activities in a compliant and efficient manner.

Read the full article Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms

Learn about Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms

In order to understand real-time marketing in Dynamics 365, it is important to understand how consent is stored and managed. Previously, 'Bulk Email' field on the Contact record was the key determinant of consent. However, with the ability to market to Leads and Contacts, a new way of managing consent is needed. This is done through 'Contact Points', which capture consent as Opted In or Opted Out for each contact detail like an email address or a phone number. Even if there are duplicate contacts or leads with the same email address, there will still be only one consent for the contact point. To help users understand compliance and consent, Microsoft has provided a link to learn.microsoft.com/en-us/dynamics365/m… for further reading on the topic. In addition, Dynamics 365 Marketing also has the Contact Point Preferences control for Contact forms, which allows users to manage consent in real-time.

More links on about Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms

Add the Contact Point Control to custom forms Dynamics 365
How to add the Dynamics 365 real-time marketing contact point preferences control onto a custom Contact form, so that you can manage consent from anywhere.
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Keywords

Dynamics 365 Consent, Dynamics 365 Real-time Marketing, Dynamics 365 Bulk Email, Dynamics 365 Contact Points, Dynamics 365 Compliance