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GDPR: How a double opt-in is recorded within Dynamics 365


This is the second part of our two-part GDPR double opt-in blog series, we suggest that you read our first blog detailing how to create the necessary forms to capture this information if you haven’t already.

With that out of the way, let’s proceed with discussing how Dynamics 365 records and stores the information captured in our newly created forms. As before, we’re using Click Dimensions for this demonstration.

We first start this process off by accessing Dynamics 365’s marketing component of the system, as we are using Click Dimensions, this information may be stored in another location but will follow a similar process nonetheless.

After entering the ‘active posted forms’ section of Dynamics 365’s marketing component that the GDPR form is held within, we can see that the signup form we created earlier is active and has been successful in recording the information of an applicant.

By clicking on this applicant’s records, we can see exactly what information they provided to and was then recorded within Dynamics 365. In this instance, we can see that the applicant’s email has been recorded, as well as their first and last name, signifying the first ‘step’ in the double opt-in process has been successful.

Next, we can check to see that the associated confirmation email has received a similarly successful response. In this instance, the applicant has received the email, opened it and clicked the provided link confirming that they are happy to receive further emails from us concerning Dynamics 365 for Accountants. This marks the second ‘step’ in the two-step double opt-in process, it’s that simple!

With this information recorded, we have the necessary double opt-in consent from this contact required for our future correspondence with this contact to be GDPR compliant. As well as this, Dynamics 365 has provided a quick and easy way to access this information, making it simple for us to retrieve should the applicant request it. This is important as GDPR rules that companies holding a customer’s personal information must be able to provide what information they hold on that customer should the information owner request it within a 1-month time limit.

If you’re looking for more information on GDPR, or want to know how to improve other areas of your business practice to ensure they remain GDPR compliant, visit our website’s blog page where all our latest content can be found.

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