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Bypassing NDAs for Contacts Within Microsoft Dynamics

Overview

You can make contacts within the Microsoft Dynamics account exempt from signing non-disclosure agreements (NDAs) sourced from Microsoft Dynamics. 

Select the applicable tab for your edition of Responsive.

  • Bypassing NDAs for Contacts Within Microsoft Dynamics

    1. In Microsoft Dynamics, create a custom field to denote the NDA status.
    2. In Responsive, go to Organization Settings > Integration > CRM and click Configure on the Microsoft Dynamics CRM tile.
    3. Click image41.png next to the Allow association for Profile Center with Microsoft Dynamics checkbox.
    4. Click the Automatically bypass NDA for matching contacts radio button.
    5. Enter the newly created custom field name in the Enter custom keyword field.
      image30.png
    6. Click Save.
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Bypassing NDAs for Contacts Within Microsoft Dynamics

    1. In Microsoft Dynamics, create a custom field to denote the NDA status.
    2. In Responsive, go to Organization Settings > Integration > CRM and click Configure on the Microsoft Dynamics CRM tile.
    3. Click image41.png next to the Allow association for Profile Center with Microsoft Dynamics checkbox.
    4. Click the Automatically bypass NDA for matching contacts radio button.
    5. Enter the newly created custom field name in the Enter custom keyword field.
      image30.png
    6. Click Save.

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