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Microsoft Dynamics CRM (Archived)

Terms and conditions feature not available in Dynamics 365 portal v8.4

Posted on by Microsoft Employee

Hi,

I have set uo Dynamics 365 portal v8.4.2 but still I am not able to view the Terms and conditions and GDPR feature which includes Content snippets for Terms and conditions and a new field on Portal contact which captures the value when user accepts the Terms and conditions. Is there some configuration which I am missing?

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  • Suggested answer
    Justinjose Profile Picture
    Justinjose 2,707 on at
    RE: Terms and conditions feature not available in Dynamics 365 portal v8.4

    Hi CRM,

    I am able see field in contact. See below Images. can you please make sure portal is updated to latest version and look into Portal Contact form.

    minor.PNG

    If Portal Setting or Content snippets are missing, you can create same as mentioned in the document.

    Thanks

    Justin Jose

  • Martin McG Profile Picture
    Martin McG 260 on at
    RE: Terms and conditions feature not available in Dynamics 365 portal v8.4

    Hi Cymbeline.

    The portal update will not create any settings or content snippets for the terms and conditions functionality to work.

    You will need to create them yourself.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Terms and conditions feature not available in Dynamics 365 portal v8.4

    Yeah ,I have gone through the above link but I am not able to find the content snippets in my instance. Also, on the portal contact form, I couldn't find the fields as  mentioned above.

  • Suggested answer
    Justinjose Profile Picture
    Justinjose 2,707 on at
    RE: Terms and conditions feature not available in Dynamics 365 portal v8.4

    Hi CRM,

    Have you go through below link. There are few Portal settings you should enable

    docs.microsoft.com/.../implement-gdpr

    Thanks

    Justin Jose

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