D365 Marketing Consent and Microsoft Bookings

This article discusses how to use Microsoft Bookings and D365 Marketing to ensure that individuals who book appointments are opted in for future marketing communication. The author provides step-by-step instructions on how to set up Bookings to include terms and conditions, as well as how to create a flow in Power Automate that triggers when someone books an appointment. The flow checks if the person is already a lead in Dynamics 365 and creates a new lead if necessary. The author also explains how to populate various fields in the lead record, such as first name, last name, topic, email, phone number, company name, and description. Overall, this article provides a detailed guide on integrating Microsoft Bookings and D365 Marketing for consent and lead generation purposes.

Article 10m Megan V. Walker

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