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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Setting up Contact cre...
Customer experience | Sales, Customer Insights,...
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Setting up Contact creation and related Contact preferences - Best Practices

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Posted on by MariannaK 75

Hello,

I was wondering, if due to compliance, the fields as Email and Bulk Email need to be set up to Do Not Allow by default, what is the best practice here to update these fields?

What I mean is that if I include an Email and Do Not Email check boxes on a landing page form and the customer does not click on these, the fields should be changed to Allow, I'm assuming that there is an automatic workflow required for this? If so, how should this workflow be set up in relation to settings and steps?

Thanks in advance.

All the best, Marianna

  • Verified answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi Marianna,

    If you're sure that directly modifying this field conforms to your compliance, you can create an on-demand workflow to update the contact records and insert the workflow into the customer journey.

    pastedimage1632118714297v1.pngpastedimage1632118732745v2.png

    It allows to update the field of the customer journey audience.

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