Configure Compliance Profiles in Dynamics 365 Customer Insights

Every marketing message you send carries a hidden question: did this customer actually agree to receive it? Dynamics 365 Customer Insights – Journeys answers that question with built-in Compliance Management capabilities, letting organizations capture consent, honor communication preferences, and stay aligned with privacy regulations like GDPR and CAN-SPAM.

In this guide, we’ll break down Compliance Profiles, Purposes, Topics, and the Preference Center, then walk through a real-world example showing how they work together from form submission to email delivery.

Why Compliance Management Matters?

Customers no longer accept all-or-nothing subscriptions. Someone who wants your Monthly Finance Report may have zero interest in your Newsletter, and forcing them to choose between “receive everything” or “receive nothing” often ends in a full unsubscribe. Compliance Management solves this by letting customers opt in or out of specific communication types while remaining subscribed to the ones they value.

Business Scenario:

Imagine a visitor who lands on your website for the first time after showing interest in one of your products. They subscribe to two types of email communications: Monthly Finance Reports and Newsletters.

Over time, their preferences shift. They still want the Monthly Finance Reports but no longer wish to receive the Newsletter. Rather than unsubscribing from all marketing emails, they should be able to opt out of just the communication they no longer want, while continuing to receive the updates they find valuable.

This is exactly the flexibility that Compliance Profiles, Purposes, Topics, and Preference Centers are built to deliver.

Prerequisites:

Before you begin, make sure the following records are already in place:

• A Compliance Profile
• A defined Purpose (with the correct email enforcement model)
• The relevant Topics under that Purpose

Step 1: Configure the Compliance Profile:

Navigate to Settings > Customer Engagement > Compliance Profiles... Read More