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Easily manage customer consent from contact and lead forms

Important

This content is archived and is not being updated. For the latest documentation, go to the Dynamics 365 Customer Insights - Journeys documentation. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Jun 24, 2024

Business value

Enhanced contact and lead forms allow you to quickly see and update customer consent, helping you effortlessly manage what types of messages are sent to your customers. This comprehensive view gives you one place to manage consent across every channel and line of business for your organization. Quickly see if a customer has opted out of all commercial communication from your business. Explore which topics a contact has opted into or out of receiving across all channels: email, text, and custom channels. Get a complete understanding of each contact and lead's consent preferences in one easy-to-use screen.

Feature details

  • Get a summary view of the consent provided by each contact or lead to understand if the customer is contactable.
  • Easily modify the consent for a contact or lead's email addresses, phone numbers, and custom channels directly from the contact or lead forms, giving you control over the type of messages sent to the customer on each channel.
  • Drill down into the consent provided to each compliance profile configured for your organization, giving you the ability to understand the customer's consent for each line of business.

See also

View and manage consent records (docs)