Sending GDPR email to Dynamics 365 contact from Power Automate and update contact on unsubscribe

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Posted on by Umer Javed

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Hi,

We want to send GDPR emails to contacts as soon as user updates the contact record (Send GDPR Email = Yes). The email should contain Unsubscribe link therefore if recipient clicks on Unsubscribe, the record in CRM should be updated with "GDPR Opt-out=Yes" and an associated record that confirms recipient clicked Unsubscribed.

We do not have a marketing tool yet, sending email from Power Automate is fine however question about handling "Unsubscribe" link from the email when recipient click on it, whether we need to build a page to confirm "You have been unsubscribe" and a way to automatically update the contact record back in Dynamics 365? or if it is difficult to achieve, then some kind of email message to a CRM team when recipient clicks on "Unsubscribe" therefore CRM team should manually action the unsubscribe for the contact?

Any idea and simpler solution thoughts?

Thanks

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Linn Zaw Win 3,407 on at

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If you have a developer resource, you can host a simple page on Azure (or Power Apps Portal anonymous page) that accepts the Unsubscribe link with GUID to update the mailing settings in the contact.

Another option is including the URL of the Microsoft Forms Pro but the customer will have to manually enter the email address. Based on the email address in the submitted form, you can run a flow in Power Automate to update the contact.

For some kind of email message to a CRM team when recipient clicks on "Unsubscribe", you can add the mailto: link to allow the customer to click on the link and send an email to the queue mailbox. CRM team won't have to manually action the unsubscribe for the contact. You can run an automated flow in Power Automate to monitor the Create email message for the Unsubscribe queue mailbox. Then, get the sender contact and update the mailing setting automatically and auto-reply to the customer that the "Your email address has been successfully removed from our newsletter, blah blah"
https://group-mail.com/managing-email-lists/how-to-add-an-unsubscribe-or-opt-out-link/

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Umer Javed 180 on at

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Thanks Linn for the answer. I'll look more into the options you proposed. Just one question, can we do rich content editing in Dynamics 365 email message(branding, fonts, logo etc)? And use that in Power Automate?

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Linn Zaw Win 3,407 on at

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You can do as far as the rich text editor of the email form can offer in Dynamics 365. If you need more, the next best option is to compose it in another Office application (Word, Outlook, etc.) and copy+paste into it. The logos and images, etc. need to be hosted somewhere the files are publicly available. It is not possible to send an email with an embedded image.

And yes, once you have created those email templates in D365, you can use Power Automate to Send an email using an Email Template by following the tutorial below.

https://www.youtube.com/watch?v=M1eZER1cEuE

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Umer Javed 180 on at

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Hi Linn,

Thanks a lot for provider more information related to using Email template in Power Automate. I'll try that out and give you a shout in case of any further question.

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