Overview
You can make contacts within the Microsoft Dynamics account exempt from signing non-disclosure agreements (NDAs) sourced from Microsoft Dynamics.
Bypassing NDAs for Contacts Within Microsoft Dynamics
- In Microsoft Dynamics, create a custom field to denote the NDA status.
- In Responsive, go to Organization Settings > Integration > CRM and click Configure on the Microsoft Dynamics CRM tile.
- Click
next to the Allow association for Profile Center with Microsoft Dynamics checkbox.
- Click the Automatically bypass NDA for matching contacts radio button.
- Enter the newly created custom field name in the Enter custom keyword field.
- Click Save.