D365 In Focus - General Data Protection Regulation [VIDEO]

GDPR (General Data Protection Regulation) is a new European Union regulation that came into effect on May 25, 2018. The objective of this new regulation is to redefine how we capture and process personal data. PowerObjects is committed to ensuring your Microsoft Dynamics 365 data is handled securely and is compliant with GDPR. In today's Dynamics 365 In Focus video, PowerObjects CTO, Marco, answers some frequently asked questions about GDPR and how it impacts our Dynamics 365 customers.

GDPR-friendly Web Forms that Feed into Dynamics 365

With the deadline to meet the GDPR (General Data Protection Regulation) fast approaching, we want to make it easier for our customers to collect the consent they need from their clients, and track that in Dynamics 365. We're going to be using the PowerWebForm add-on, which allows users to quickly and easily create a web form to post on their website, and feed the web form submissions directly into Dynamics 365. The GDPR-friendly form can be accomplished in just a few easy steps.

1. Import the PowerWebForm add-on if you don't already have it in your system, and register for a free, 30 day trial.

2. Create two new fields on your lead and contact entities: Consented, and consent date (or whatever you'd like to call them). The "Consented" field should be a Two Option type field, with the values Yes and No. The Consented Date field should be a Date type field.

3. Build the web form. To do this, navigate to the web form entity, under the PowerPack area and click New. Fill in the required information and Save (more details on exactly what each field does, can be found in the user guide). We're choosing to create leads with our web form submissions, but you can create whatever you'd like. The cool thing about PowerWebForm is that duplicate detection is built in – for multiple record types! – so if the lead (or contact) already exists in the system, it won't create a duplicate.

GDPR

4. Create fields for the web form, by scrolling down to the form fields section of the web form record and clicking the + sign on the grid. Make sure to create a Consent checkbox, which will be mapped to the field you created above. If you make this a required field, the person filling out the form will have to check the check box, in order to submit their inquiry. We're going to choose to leave ours as not required.

GDPR

5. (Optional) If you'd like to set up duplicate detection for not just leads (which is what the web form above is currently checking on) but also for contacts, navigate to the related Duplicate Check entity, and create a Duplicate Check for contacts as well.

GDPR

To recap, here's what we've done so far: Created a web form that looks for a duplicate lead in the system based on the email address entered on the form, and the email address entered on the lead, when a form is submitted. If a duplicate is not found, it will then go and look for a duplicate contact, based on the email address on the contact. If a duplicate is still not found, a new lead will be created and a web form activity will be created and associated to the newly created lead. If a duplicate lead OR contact is found, a web form activity will be created and associated to the existing lead. (note: the information on the lead/contact will NOT be updated).

The next step is going to be to create a workflow that updates the "Consented Date" and "Consented" fields on the newly created, or existing lead or contact, if they've checked the "Consented" check box on the web form. This workflow will only update those two fields, if the person submitting the form DID consent. So, we'll need a parent workflow that checks the value of the form submission, and then a child workflow that updates the related lead or contact.

Parent workflow:

GDPR

Child workflow:

GDPR

Update step:

GDPR

Note: If you are doing this on multiple web forms, make sure that the "consented" field on the web form is exactly the same across all web forms. If it is, then you only have to build one set of workflows, as listed above, since the value will be the same if someone consents, no matter what form it's on.

As always, it's important to test your entire process, so you know that it's working correctly. But that's it! You now have a process that asks specifically for consent and tracks it back to the leads/contacts in your system.

For more helpful tips and tricks - subscribe to our blog!

Happy D365'ing!

Financial Services Event Roundup: GDPR & PSD2 Regulations Webinar Panel, Microsoft Cloud Workshop

In a world where technology seems to change faster than we can keep up, and where regulations impact how we use it, keeping abreast of the latest industry trends is critical. As a leader in offering end-to-end Dynamics 365 solutions for the financial services industry, we are committed to giving you the information you need to make smart business decisions. Join us for two upcoming events and keep ahead of pressing issues in financial services.

[Webinar] GDPR, PSD2 and the Opportunity to Strengthen Customer Relationships

October 5th, 2:00 pm GTD

Join industry leaders from One Connected Community, Civilised Bank, OakNorth, Metro Bank, Nordea & Nationwide as they discuss industry regulations and how they impact businesses in the financial sector. Specifically, webinar panelists will discuss The General Data Protection Regulation (GDPR) and the Payment Services Directive 2 (PSD2), two regulations designed to create trust between financial institutions and the people they serve.

Industry experts from PowerObjects and Microsoft will also be on the webinar to talk about how platforms such as Dynamics 365 can provide the foundation for strong customer relationships, while adhering to regulatory standards.

Topics will range from how data sharing impacts new business models, how open banking impacts customers, and how to handle data protection when third parties have more access to customer data than ever.

Learn More and Register

Microsoft Cloud Workshop: Driving High-Performance Customer Service in Financial Services

October 20, 9:00 am – 2L00 PM UTC

Join PowerObjects and Microsoft for an in-person workshop to explore how innovative omni-channel approaches to customer care can help you retain existing customers and acquire new ones. Discover how Microsoft Cloud technologies including Dynamics 365, Azure, Business Intelligence, and analytics can help your organisation secure customer retention.

Topics will include financial services industry trends, using segmentation to help you foster exceptional customer service, and how the Microsoft Stack can power high-performance customer service.

This free event includes coffee, lunch, and networking with other industry leaders.

Learn More and Register

Happy Dynamics 365'ing!