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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Load Consent records

Customer experience | Sales, Customer Insights,...

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Load Consent records

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Posted on by Marco van der H

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Dear Community,

For a customer I am loading the consent records via the standard option /Load Consent/ in Dynamics.

How/where can I find an overview of all contacts/leads for which NO consent records have been created? Based on my calculations I am missing consent records.

What settings do I need to check if consent records have NOT been created for a Lead / Contact?

Hope anyone can help

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RudyZhang Microsoft Employee on at

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Hi,

Based on the out-of-the-box functionality, we have tested your needs. Unfortunately, there seems to be no OOB features that will fulfill your needs.

Below is another alternative solution we propose.
According to our tests, the entity that stores /Contact Point Consents/ is /Contact Point Consent/, an OOB entity. You can use the CDS4 tool to lookup, de-duplicate, and de-duplicate the data of this entity. Then manually do the filtering.

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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