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data protection data request from Customer

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Posted on by Thomas Serpollet

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Hi all,

How do you manage when Customer is requesting right to access all his/her data in CRM (contact info, cases,...)?

Do you have a specific query to extract data and/or you have built Power Automate flow, to be compliant with data privacy?

Thanks

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Hi Thomas Serpollet,

There are serval ways to do this:

1. You could create a portal to display their data, please refer to this thread:

Retrieve login user records on Portal - Microsoft Dynamics CRM Forum Community Forum

2. You can create a User in your environment and share their info to them.

3. You can build a website and query their data with application user by Web API.

Query data using the Web API (Microsoft Dataverse) - Power Apps | Microsoft Docs

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