web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Moving from opt out to opt in consent Dynamics Real Time Journeys

(1) ShareShare
ReportReport
Posted on by 2

We are in the process of moving how we get consent from inferred (opt out) to expressed (opt in), want to see if there are any recommended ways to commence this process and if anyone who has done similar your advice would be appreciated. Noting we are doing this for our ‘required’ communications first - all of which will now fall into the commercial communication category (as advised by our team). For context, this is a membership database.

Would the best recommendation be to create a form which ties to the contact and then that link to the compliance profile? This way we are ensuring opt-ins are created for the purpose/topics we are changing to expressed consent (opt in consent)?
 

Thanks!

  • CU08091726-0 Profile Picture
    2 on at

    Yes. The recommended approach is to use a Real-Time Journeys preference/consent form linked to the Contact and Compliance Profile, so it creates explicit opt-in consent records for the relevant purposes/topics. Keep existing consent records for audit purposes, and use the form to capture new expressed consent rather than converting inferred consent automatically.

  • Suggested answer
    Syed Aqib Raza Profile Picture
    152 on at

    Yes, using a consent form linked to the Contact and the Compliance Profile is a good approach, especially if you are moving from inferred/opt-out consent to explicit/opt-in consent.

    I would recommend treating this as a new consent collection exercise rather than simply converting the existing opt-out records to opt-in. Existing inferred consent should not automatically be changed to expressed consent unless you have a valid basis for doing so.

    A practical approach would be:

    1. Create a Customer Insights - Journeys form specifically for obtaining express consent.
    2. Link the form submission to the appropriate Compliance Profile.
    3. Configure the relevant purpose/topic as requiring explicit consent.
    4. Use the form to capture the person's affirmative opt-in.
    5. Make sure the submission is recorded against the correct contact and communication channel (email, SMS, etc.).
    6. Keep the existing opt-out/inferred-consent data intact for audit/history rather than overwriting it.

    Since these communications are now being treated as commercial communications, I would also recommend reviewing the compliance profile, purposes and topics before launching the consent campaign. Make sure the consent model is configured consistently with your organization's legal/compliance requirements.

    For an existing membership database, you could run a targeted journey to contacts who need to transition to expressed consent and direct them to the consent form. Once they actively opt in, Customer Insights - Journeys can use that expressed consent for subsequent communications.

    So yes — a dedicated consent form feeding the appropriate Compliance Profile/purpose/topic is generally a cleaner and more auditable approach than trying to bulk-convert inferred consent into opt-in.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Syed Aqib Raza Profile Picture

Syed Aqib Raza 96

#2
11manish Profile Picture

11manish 88 Super User 2026 Season 2

#3
ParthPatel249 Profile Picture

ParthPatel249 84

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans