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Subscribe
About Me
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ABN Lookup for Dataverse
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Subscribe

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Segments in Customer Insights - Journeys: Consent, Purposes and Topics
Dynamics 365 Marketing Amey Holden 30/4/24 Dynamics 365 Marketing Amey Holden 30/4/24

Segments in Customer Insights - Journeys: Consent, Purposes and Topics

A quick tip on how to create real-time segments in Customer Insights - Journeys based on marketing consent Opt In or Opt Out for a Contact or Lead.

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Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms
Dynamics 365 Marketing Amey Holden 3/4/24 Dynamics 365 Marketing Amey Holden 3/4/24

Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms

Contact point consent is used to manage consent in Customer Insights - Journeys. This post shows you how to add the ‘Communication’ tab onto a custom Lead form, so that you can manage topics and consent from any Lead form in your system across all Compliance Profiles.

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Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms
Dynamics 365 Marketing Amey Holden 20/6/23 Dynamics 365 Marketing Amey Holden 20/6/23

Add the Contact Point Preferences control for Dynamics 365 Marketing to Contact forms

Contact point consent is the new way to manage consent in Dynamics 365 real-time marketing. This post shows you how to add the contact point preferences control onto a custom contact form, so that you can manage consent from any Contact form.

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Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing
Dynamics 365 Marketing, Power Automate Amey Holden 20/9/22 Dynamics 365 Marketing, Power Automate Amey Holden 20/9/22

Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing

Use Dynamics Marketing subscriptions, with your nicely branded and styled subscription centre form with the amazing new features of Realtime Marketing. Whilst ensuring the Contact Point Consent and Compliance is kept up to date too. Not very ‘exciting’ but also very important!

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Amey ‘anything but code’ Holden

Dynamics 365 Customer Insights - Journeys (Marketing) & Power Platform Experience Specialist

Microsoft Most Valued Professional