GDPR Compliance: Top Resources for Dynamics 365 / CRM

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The General Data Protection Regulation (GDPR) applies to the use and storage of personal information of European citizens from 25 May 2018.

This regulation has an organization-wide impact and businesses worldwide will need to take action in order to comply with European law.

The new legal framework for this EU regulation makes a series of important changes to the requirements for managing and processing personal data using CRM and other technology. This will directly impact the use of Dynamics 365.

During the last 12 months, Preact has shared a series of resources to help CRM admins and teams involved in meeting the demands of this regulation.

In this post, we've selected some of most popular resources:

Microsoft Trust Center
Microsoft's GDPR hub shares information about how its products will help organizations comply with this regulation. This contains assessments, FAQ's, eBooks and videos

Microsoft Compliance Manager
Helping administrators assess their compliance across Microsoft cloud products.

GDPR Assessment Responses
A Microsoft whitepaper discussing the General Data Protection Regulation its implications, and sharing four steps for the journey to compliance.

GDPR & CRM - Frequently Asked Questions
Answering frequently asked questions and what this means for your CRM system and how you can move forward.

GDPR & What It Means for Dynamics 365 Users
Background about the GDPR and what Microsoft is doing to make Dynamics 365 and its cloud services compliant.

How to Create a GDPR Compliant Double Opt-In Process
Demonstrating email consent is a key part of GDPR compliance. In this post we shared an example of how to track a double opt-in process using Dynamics 365 with ClickDimensions.

How To Track Content Preferences To Help With GDPR Compliance
An example of how to manage marketing subscriptions for different types of content in Dynamics 365 and create a timeline of contact opt-in/out changes.

Managing The Right To Be Forgotten
Demonstrating how a new solution helps CRM admins effectively comply with 'right to be forgotten' instructions and whilst protecting non-personal data.


GDPR: The Impact On CRM & How To Prepare Your Workforce
An introduction to GDPR featuring insight from a technology lawyer about how this will affect organisations - and what it means for the management of data within CRM.

How To Solve CRM Data Quality Problems Before GDPR
Sharing insight about frequently encountered CRM data quality problems and highlighting practical actions to address these issues before GDPR comes into force.

GDPR Management Solution for Dynamics 365 / CRM
Demonstrate a new solution designed to reduce the complexity of complying with the GDPR using Dynamics 365 for easier governance of personal data.

ClickDimensions & E-Marketing: Best Practices for GDPR Compliance
Sharing insight about what ClickDimensions is doing to support its customers demonstrate compliance.

About Preact

Preact is a Microsoft Gold Partner implementing and supporting CRM solutions since 1993.

Check our blog for more information about Microsoft Dynamics 365 and CRM.

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