Update Dynamics 365 Accounts based on responses from bulk email

Question

We are rolling out a new CRM solution. We will require consent from all Accounts to store and share information about their business.

There are about 2500 Accounts.

Is it possible to send out a bulk email to all these Accounts, which will include wording asking for their consent etc, and then to update the 'consent' field on an Account depending on their response to that email?

GDPR impact? :) – Arun Vinoth-Precog Tech - MVP May 04 '18 at 02:09 — Arun Vinoth-Precog Tech - MVP, May 04 '18 at 02:09
Could be! I don't know – Sam Whillance May 04 '18 at 04:36 — Sam Whillance, May 04 '18 at 04:36

score 0 · Answer 1 · answered May 04 '18 at 02:07

0

One approach (that too no code solution) is sending out survey using “Voice of Customer”, capturing survey response against Account, using UI workflow to update the consent field in Account.

answered May 04 '18 at 02:07

Arun Vinoth-Precog Tech - MVP

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Thank you Arun! I'll investigate further and of course mark yours as the answer if it works out – Sam Whillance May 04 '18 at 04:37
@SamWhillance how did it go? – Arun Vinoth-Precog Tech - MVP Jun 06 '18 at 02:23

Update Dynamics 365 Accounts based on responses from bulk email

1 Answers1