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GDPR Resources

The General Data Protection Regulation (GDPR) comes into force in 2018. The new legal framework for this EU regulation makes a series of important changes to the requirements for managing and processing personal data using CRM and other technology.

On this page we have listed a series of resources that Preact has produced to help businesses prepare for GDPR, and take action now.

GDPR Frequently Asked Questions

[PDF GUIDE]

In our free guide we answer a series of FAQ's about the GDPR to explain what this means for your CRM system and email marketing strategies, and how you can move forward...DOWNLOAD NOW

GDPR: The Impact On CRM & How To Prepare Your Workforce

[RECORDED WEBINAR]

The countdown to GDPR coming into force is well underway but many are still trying to get their heads around what this means for their business.

As a CRM partner that implements and supports Microsoft Dynamics 365, Preact frequently speak to businesses that are looking for practical advice about GDPR to understand how it will impact on their management of personal data. That's why we were delighted to host a webinar with guest speakers to offerclarity about this regulation...WATCH NOW

GDPR & What It Means For CRM & Microsoft Dynamics 365 Users

[BLOG POST]

Further background about the GDPR and information about what Microsoft is doing to make Dynamics 365 and its cloud services will be compliant with this regulation...READ MORE

Microsoft: GDPR Assessment

[EBOOK]

An eBook published by Microsoft in September 2017 discussing GDPR and its implications, and featuring 4 steps towards GDPR compliance...DOWNLOAD NOW

Microsoft GDPR Guides

[WHITE PAPERS]

In January 2018, Microsoft released a series of white papers that provide a basic overview of the GDPR and relate this to its Dynamics 365 role based apps:

Sales App for Dynamics 365 White Paper

Customer Service App for Dynamics 365 White Paper

Project Service App for Dynamics 365 White Paper

Field Service App for Dynamics 365 White Paper

How To Solve Your CRM Data Quality Problems Before GDPR

[RECORDED WEBINAR]

With the prospect of increased fines for non-compliance in data collection and processing, GDPR sets a higher standard and means that data quality is something that B2B and B2C organisations can't afford to ignore.

In this presentation we shared insight about some of the most frequently encountered data quality problems in CRM systems and highlighted some practical actions to be carried out before GDPR comes into force address these issues...WATCH NOW

How to Create a GDPR Compliant Double Opt-In Process

[BLOG POST]

Email consent is just one aspect of GDPR but for marketing teams this is a crucial consideration to make sure their processes are compliant.  

In this post we share an example of how Dynamics 365 and ClickDimensions can be used to create a double opt-in process for email subscribers that is recommended for GDPR compliance...READ MORE

GDPR E-Learning Training

[TRAINING COURSES]

Details of the e-learning courses developed by Me Learning to help organisations prepare for, and comply with GDPR which comes into force in May next year...READ MORE