GDPR - Practical Application in Dynamics CRM or Dynamics 365

XRM Architects- Practical application of GDPR in Dynamics CRM or Dynamics 365

This talk is a compilation of what we’ve learned in terms of CRM customisations to facilitate GDPR compliance. We’ll cover off 4 main areas of compliance and we will delve into the parts that can be facilitated by CRM customisations.

If your responsible for your company’s customisations Dynamics CRM system, then this talk will give you inspiration on how to handle

• Capturing Consent
• Capturing GDPR-related Requests
• Right to Request Erasure
• Right to Access Personal Data

Who will benefit from this event? 

Anyone responsible for ensuring that their Microsoft Dynamics CRM system is GDPR compliant or has an interest in how CRM could help with GDPR compliance.

About the Presenter

Simon Jackson is a recognised fintech focused Microsoft Dynamics CRM implementation consultant working in the multi-jurisdiction offshore arena. His clients are usually in the fields of wealth management, financial services, trust companies, offshore banks, local governments and legal led financial organisations of all sizes.

With 20 years of experience in business solutions consultancy, including over 10 years working with Microsoft Dynamics CRM and products for the FinTech market, Simon is able to help businesses reduce costs and increase profitability. The optimisation of customer intelligence, marketing, sales and customer service automation delivers high return on investment for all clients.

Providing consultancy at all levels for executives, business decision makers and technical decision makers, Simon has a background in software development and project delivery. This enables him to not only be a great all-rounder but to truly shine when creating and implementing innovative solutions. He is also particularly skilled in security models and multi- jurisdiction models.

A ‘can do’ attitude blended with going the extra mile means clients report receiving outstanding value from working with Simon. While much of his work is done in the Channel Islands he regularly travels further afield when required.