Data protection and privacy
Dynamics 365 Customer Insights - Journeys is prepared to help organizations work in compliance with privacy laws and regulations when using the system, but some development work, consultancy assistance, or both, is still necessary. As part of a comprehensive, organization-wide effort, most organizations need to review and update all their information systems to come into complete compliance.
Learn more about privacy laws and regulations
Here are some resources where you can learn more about how to bring your Dynamics 365 systems into compliance with privacy laws and regulations:
Supporting Your EU GDPR Compliance Journey with Customer Insights - Journeys. This white paper (downloadable PDF) will help you build a basic understanding of privacy regulations and relate that to Dynamics 365 Customer Insights - Journeys.
Data Protection Resources. This webpage includes links to compliance guides, white papers, FAQs, security reports, penetration tests, risk assessment tools, and other resources that apply to a wide range of Microsoft products.
Microsoft Trust Center. This webpage includes links to information about how new features in Microsoft 365 help you secure personal data and meet strict privacy requirements.
Microsoft Purview Compliance Manager. This webpage includes links to information about control management, integrated task assignment, evidence collection, and audit-ready reporting tools to streamline your compliance workflow.
Prepare Customer Insights – Journeys for compliance
Most Dynamics 365 installations are customized to meet the specific needs of each organization that uses it. Some organizations have in-house developers, and some organizations work with external partners or consultants to implement their customizations. Either way, you must customize your Customer Insights - Journeys system to enable its built-in privacy compliance tools to function correctly.
Among other things, you must be able to identify all data structures, including tables, entities, and fields that include personal information. You should establish mechanics that allow you to easily discover, deliver, update, and delete this data when requested by your customer.
For more information on how Dynamics 365 helps you with essential data tasks like discovering, managing, protecting, and reporting for your privacy compliance see the Microsoft Trust Center.
If you're looking for a partner to help you come into compliance, try searching in our Microsoft Solution Providers database.
Overview of privacy features in Dynamics 365 Customer Insights - Journeys
The topic of consent has become a core tenet and is included in the data protection law. Consent is understood as "any freely given, specific, informed, and unambiguous indication of the data subject's wishes by which they, by a statement or by a clear affirmative action, signifies agreement to the processing of personal data relating to them."
Dynamics 365 Customer Insights - Journeys allows you to request, capture, and store consent. It also lets you design your marketing activities to respect the consent given by your audience. It is important that you include relevant information in your marketing activities, such as landing pages and email marketing messages, that unambiguously inform your audience about the data you collect and the purpose of your processing. Your audience must have the option to give consent freely, make an informed decision, and be able to review, update, or revoke consent at any time.
For more information, see Data protection and privacy and Consent management overview.