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data protection data request from Customer

Posted on by 105

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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: data protection data request from Customer

    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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