Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Updating choices in global option msdynmkt_reason for Contact Point Consent records

(2) ShareShare
ReportReport
Posted on by 98
Hi - I want to be able to add/edit the choices that are in the global optionset for msdynmkt_reason to include other Opt-in or Opt-out reasons. This seems to be non-customizable. Is there any way to achieve this? I can understand why most of the consent related options seem locked down to protect the overall functionality, but this field seems very information and something that should have different choices based on the client.
 
My use case is to add some means of capturing "implied consent" which is a valid option in my client scenarios, but there is not way to document this currently. My only alternative that I can think of to work within the options available for Consent Records is to use the Not Set value for consent value to represent implied since the person did not expressly indicate opted in or out. 
 
If anyone knows of a way to provide additional reason choices, I would greatly appreciate it.
 
Mike
  • Suggested answer
    Jugurta Profile Picture
    Jugurta 20 on at
    Updating choices in global option msdynmkt_reason for Contact Point Consent records
    Hi,
    Currently, there are only 3 options. I think if you put them on non-restrictive, it will allow you to send your communications until the client refuses (beware of GDPR rules). You must let your customer choose with the preference center.
    if you want to explain your condition, maybe I can help you more
  • CindyHaast2205 Profile Picture
    CindyHaast2205 5 on at
    Updating choices in global option msdynmkt_reason for Contact Point Consent records
    Hi,
    The first thing coming to my mind is to create a custom choice set for your specific consent reasons and include that in your comms and processes for reporting. Then you have full control over the values. 
     
    Then if you still want/need to benefit from the out of the box provided compliance functionality, you create a workflow to set the values of the out of the box fields based on what the person selected in your custom field. 

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Share Your Event with the Community

Jump start your event engagement! 📢

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,961 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,724 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans