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 What's new in Dynamics 365 Customer Insights - Journeys. For the latest release plans, go to Release plans for Dynamics 365, Power Platform, Cloud for Industry, and Copilot.

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

Business value

Enhanced contact and lead forms give you a clear view of customer consent, so you can quickly update it. With these forms, managing the types of messages your customers receive is simple. This comprehensive view provides one place to manage consent across every channel and line of business for your organization. You can quickly see if a customer opts out of all commercial communication from your business. You can explore which topics a contact opts into or out of receiving across all channels: email, text, and custom channels. You 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.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Related Content

View and manage consent records (docs)