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Get a summary view of the consent provided by each contact or lead to understand if the customer is contactable at a glance. Partners can view the microsoft seller’s contact information to drive engagement with the customer. You will might find a magical new ‘communication’ tab on the out of the box contact and lead form where you can ‘quickly see and update customer consent’ across multiple compliance profiles, topics and purposes.
The ability to manage consent from lead & contact records is here Partners can access these leads in the “sales & marketing” tab under the referrals workspace This post shows how to use it, security levels needed, and adding to a custom form.
Learn how to use partner center to respond to customer leads, manage new, existing, and closed leads, and get more leads in the future.
If you want to reuse contact consent data for leads or profiles, or wish to add new consents, you can use one of three methods Add new consent records for email and text messages manually by selecting the corresponding option from the top ribbon Import consent settings from an excel file. This comprehensive view gives you one place to manage consent across every channel and line of business for your organization
See if a customer has opted out of all commercial communication from your business. This feature is part of the wave 1 2024 release plan and allows users to view and manage consent records for commercial and transactional purposes. On the out of the box contact from for dynamics 365 marketing you will find a section called ‘contact point preferences where you can see the consent given to each contact point for the contact It’s likely this kind of control and information is useful beyond just marketing.
This module provides an overview of what leads are, and describes the different options for creating leads, managing them, and working with them throughout their lifecycle.
Microsoft sellers identify and share joint planning leads from microsoft crm with partners
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