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 Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | 
Mar 12, 2024 |
- | - |
Business value
The enhanced contact and lead forms enable you to quickly see and update a customer's 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. See if a customer has opted out of all commercial communication from your business. Explore which topics a contact has opted in 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 at a glance.
- Easily modify the consent for the email addresses, phone numbers, and custom channels of a contact or lead 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 consent provided to each compliance profile configured for your organization, giving you the ability to understand customer consent for each line of business.
