Managing Email Opt-Outs within Your CRM


The article discusses how to keep email opt-outs up to date in Dynamics 365 using the Dataversifier App. It explains the process of importing a list of opt-outs into the app and linking them to the CRM system. The app then processes the records and updates the Bulk Email field to "Do Not Allow" for each opt-out. This ensures that marketing efforts are not targeted towards individuals who have opted out of receiving emails. The article also mentions that other CRM tools like ClickDimensions or Marketing4Dynamics can automatically keep opt-outs in sync, but if the marketing tool is disconnected from the CRM, the Dataversifier App provides a more efficient solution.


Article 18m

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