Consents for Dynamics 365
Make consent management for personal data processing easier directly in your CRM. With Consents for Dynamics 365, you will meet GDPR and anti-spam legal requirements, while also ensuring that no business opportunity is unnecessarily missed.
Key Features
- Tracking consent validity
- Hyperlink to consent (typically for scanned documents or web form data)
- Detailed consent information – including how consent was given (selection from a predefined list), the method of consent (further specification depending on the form, e.g. identification of a web form or type of contract/document), and the date the consent was granted
- Overview of active and inactive consents – a consent becomes inactive when it is withdrawn, or when the same consent is granted with different validity conditions
- Consent level settings based on individual needs (e.g. personal data processing, product updates, marketing communications)
- Processing level settings (e.g. company, company partners, group)
- Definition of consent granting and withdrawal methods (e.g. web form, contract form, service order document, etc.)
- Option to restrict consent to selected communication channels only (e.g. email only)
- Detailed information on consent withdrawal – including how it was withdrawn (selection from a predefined list), the method of withdrawal (e.g. identification of a web form or type of contract/document), and the date of withdrawal
Benefits for You
Keeping records of individual consents is a legal requirement for processing personal data. Ensure your records are fully compliant with GDPR regulations as well as the so-called anti-spam legislation from 2004, while keeping everything easily manageable directly in your CRM system. How can you achieve this?
The Consents application does exactly that and takes care of it for you. Directly within your CRM contacts (Microsoft Dynamics 365 Sales or Marketing), it provides a clear overview of collected consents, including:
- Date of consent, including validity and withdrawal date
- Purpose of consent (personal data processing, marketing communication, product updates, etc.)
- Communication channel distinction (email, phone)
- Level of consent (company-wide, holding group, etc.)
- Stored specific form of consent given