Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to use Topics in R...
Customer experience | Sales, Customer Insights,...
Answered

How to use Topics in RTM as replacement for Subscription Lists

(1) ShareShare
ReportReport
Posted on by Adner 33
Hi!
 
I am working on a transition from Outbound Marketing =OBM) to Customer Insights Journeys - Realtime Marketing (RTM) . I intend to follow the recommendation from the transition guidance that Topics in RTM should be the replacement for Subscription Lists in OBM. So I migrate all the members of the subscription list to "contact point consent"-opt-in records in RTM, using the "Load Consent" feature. So far, so good.
 
However, since the Purpose associated with the Topic has the enforcement model "non-restrictive" this means that all contacts can receive an email on the Topic, even if they haven't opted in. 
 
I try to create a Segment targeting the people who have actually opted in for the Topic but it seems i can't - I can only target contacts in the segment that has "will send" for the Topic - and this includes also the people that doesn't have an opt-in record!
 
How to handle this scenario? Seems to work if the enforcement model is "restrictive", but how to do this for a "non-restrictive" model?
 
Rgds,
Andreas
Categories:
Dynamics 365 Customer Insights - Journeys
  • Suggested answer
    Adner Profile Picture
    Adner 33 on at
    How to use Topics in RTM as replacement for Subscription Lists
    For anyone who is interested in this topic, I have received out to Microsoft and the answer is:
     
    - If Topics are to be used as subscription lists in OBM, a restrictive enforcement model is recommended. 
     
    - There is no way to create a segment targeting only people who actually opted in for a Topic, if the enforcement model is "non-restrictive". The segment can target people who the system "will send" mails to - but this also includes people with no contact point consent-record (as well as the ones with an opt-in record).
     
    - An alternative approach that was suggested was to "reverse" the consents, so that contacts that are not on the subscription lists get opt-out consent records created. That would allow for a "non-restrictive" enforcement model. However, this is not a feasible approach in our scenario.
     
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    How to use Topics in RTM as replacement for Subscription Lists
    The "Contact Point Consent" (msdynmkt_contactpointconsent) table can still be used in segments even if it is not directly related to the Contact table. However, its usability depends on how you plan to link it with the Contact table. Here are some ways to resolve the issue:
     
    A. Verify Table Availability
    Ensure the "Contact Point Consent" table is available for segmentation:
    Go to Advanced Find or Power Apps Maker Portal and confirm that the "Contact Point Consent" table is set to be searchable.
    Check its metadata in the Dataverse table settings to ensure the table is enabled for querying or use in segments.
     
    B. Create a Custom Relationship
    If no existing relationship connects the "Contact Point Consent" table with the Contact table, you can create a custom relationship:
    1. Go to Power Apps Maker Portal
    2. Open the "Contact Point Consent" table and click Relationships.
    3. Add a 1:N or N:1 relationship to the Contact table using a meaningful linking field, such as email address or contact ID.
     
    Once this relationship is created, you can directly reference related records in your segment.
     
    C. Use FetchXML or Dataverse Query Builder
    If adding a relationship is not possible, you can use advanced querying to build relationships based on data:
    Use FetchXML to create a query that links records in the "Contact Point Consent" table to the Contact table using common fields (e.g., email address, phone number).
    You can embed FetchXML queries in Dynamics 365 segments or other parts of the system (if your use case allows it).
  • Adner Profile Picture
    Adner 33 on at
    How to use Topics in RTM as replacement for Subscription Lists
    Hi Amit!
     
    Thanks for your reply. I tried following your suggestion, however the entity "Contact Point Consent" (msdynmkt_contactpointconsent4) is not available for selection when I try to add the related table to the segment. Do you have any idea on how to resolve this? Will the table be usable even though this table doesn't have a relationship with the contact table?
     
    Thanks and regards,
    Andreas
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    How to use Topics in RTM as replacement for Subscription Lists
    In Real-time Marketing (RTM) for Customer Insights Journeys, the behavior you’re observing with the "non-restrictive" enforcement model is expected. The "non-restrictive" model allows communication to all contacts regardless of their explicit opt-in consent, while still providing the ability to honor opt-out preferences. To target only those who have explicitly opted in for a specific Topic, you’ll need to take a more segmented approach.
     
    Target Only Explicit Opt-Ins for a Non-Restrictive Topic
     
    A. Use the "Contact Point Consent" Entity in Segment Conditions
     
    The Contact Point Consent table stores explicit opt-in records for contacts. You can leverage this to build a segment targeting only contacts who have opted in for a specific Topic.
     
    Steps:
     
    1. Go to Segments in Real-time Marketing.
    2. Create a new segment and add a condition based on the Contact Point Consent table.
    3. Set the condition to filter records where:
     
    Topic Name equals the desired Topic.
    Consent Given is set to True (or equivalent for opt-in).
     
    This ensures that the segment includes only those contacts who have an explicit opt-in record for the Topic.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,489 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans