Dynamics Data Protection

In This Topic

Business value

Nearly every company is processing and working with personal data on a regular basis. Hence it is critical for organizations to protect the privacy and personal data of their customers and to comply with Data Protection Regulations such as GDPR.

The General Data Protection Regulation is a European Union law that was implemented May 25, 2018, and requires organizations to safeguard personal data and uphold the privacy rights of anyone in EU territory. The regulation includes seven principles of data protection that must be implemented and eight privacy rights that must be facilitated. It also empowers member state-level data protection authorities to enforce the GDPR with sanctions and fines. The GDPR replaced the 1995 Data Protection Directive, which created a country-by-country patchwork of data protection laws. The GDPR, passed in European Parliament by overwhelming majority, unifies the EU under a single data protection regime.

Any organization that processes the personal data of people in the EU must comply with the GDPR. “Processing” is a broad term that covers just about anything you can do with data: collection, storage, transmission, analysis, etc. “Personal data” is any information that relates to a person, such as names, email addresses, IP addresses, eye color, political affiliation, and so on. Even if an organization is not connected to the EU itself, if it processes the personal data of people in the EU (via tracking on its website, for instance), it must comply. The GDPR is also not limited to for-profit companies.

With the introduction of the GDPR, the European Union introduced one of the toughest privacies and security law in the world. Though it was drafted and passed in Europe, it imposes obligations onto organizations anywhere, so long as they target or collect data related to people in the European Union. Dynamics Data Protection supports also acts like the California Consumer Privacy Act (CCPA) and New York SHIELD Act (NYSA), hence we rebranded the solution name.

Dynamics Data Protection enables Data Protection Officers to store and manage Data Subjects Consents, Data Policies, Data Processing Contracts and Data Processing Activities for Contacts, Leads and Accounts. Data Protection Officers have the ability to anonymize Leads and Contacts, resulting in all active consents from a Lead or Contact being cancelled and all related data being anonymized according to the setup definition of anonymization.

This document describes the functional changes that have been developed in Microsoft Dynamics 365 for Customer Engagement for the solution HSO Innovation Dynamics Data Protection.

Features

Data Subjects

Leads
Contacts
Data Consents
Consent Level Substatus
Marketing Lists

Data Management

Data Processors
Data Processing Contracts
Data Processing Activities
Data Policies

Anonymization

Lead Anonymization
Contact Anonymization
Allow anonymization of any other (custom) entity

Case Enhancements

Data Protection Cases
Data Protection Case Types
Data Protection Case Type Priorities with SLA
Contact Validation

Dashboards & Reporting

Data Consent Dashboard
Data Protection Cases Dashboard
DPO Dashboard
Data Protection Consents Report for Contacts
Lead Right to Access document
Contact Right to Access document
All Data Processing Activity Report
Data Processing Activity Details Report

Integration HSO Innovation solutions

Dynamics Data Protection is delivered together with 1 other solution from HSO Innovation AG.

Dynamics License

The solution Dynamics License is always part of our solution and controls the license validation of our intellectual property.

For further explanation on how to install Dynamics Data Protection and request a license file, we refer to the topics Installation via AppSource and HSO Innovation Licensing.

Release notes

Feature	Introduced in version
Data Consents for Leads Data Consents for Contacts Marketing Lists Data Processors Data Processing Contracts Business Process Flow for Data Processing Contracts Data Processing Activities Data Policies Enable Data Protection Anonymization by Business Unit Anonymization Settings and Setting Values Lead Anonymization Contact Anonymization Data Protection Cases Data Protection Case Types Business Process Flow for Data Protection Cases Data Consent Dashboard, DPO Dashboard & Reporting Power Automate to update Data Protection fields for existing Contacts & Leads Power Automate to update Data Protection fields for existing Accounts Security role Data Procection Officer and Data Protection User	1.0

Feature

Introduced in version

Data Consents for Leads
Data Consents for Contacts
Marketing Lists
Data Processors
Data Processing Contracts
Business Process Flow for Data Processing Contracts
Data Processing Activities
Data Policies
Enable Data Protection Anonymization by Business Unit
Anonymization Settings and Setting Values
Lead Anonymization
Contact Anonymization
Data Protection Cases
Data Protection Case Types
Business Process Flow for Data Protection Cases
Data Consent Dashboard, DPO Dashboard & Reporting
Power Automate to update Data Protection fields for existing Contacts & Leads
Power Automate to update Data Protection fields for existing Accounts
Security role Data Procection Officer and Data Protection User

1.0

Feature	Introduced in version
Data Consent confidentiality New field 'Type' in Data Subject Type Appointed DPO in Data Processing Contract Master Contract Number & Data Processing Contract Number in Data Processing Contract Improved Business Process Flow for Data Processing Contract New Business Process Flow for Data Policy & Publish function Fields for Country Data Sharing Agreement in Data Processor New views by status for Data Policies and Data Processing Contracts Allow anonymization of any other (custom) entity Automatic load of form fields in Anonymization Setting Values Random Value for 'Text' Attribute Value Types Allow setting of Status and Status Reason via Anonymization Setting Values Contact validation via a Case (Business Process Flow) Default SLA in Data Protection Cases based on Data Protection Case Type & Priorities New view Data Protection All Cases Past Year New view Data Protection All Cases Anonymized Contacts New Data Protection Cases Dashboard New security role Data Procection Coordinator	2.0

Feature

Introduced in version

Data Consent confidentiality
New field 'Type' in Data Subject Type
Appointed DPO in Data Processing Contract
Master Contract Number & Data Processing Contract Number in Data Processing Contract
Improved Business Process Flow for Data Processing Contract
New Business Process Flow for Data Policy & Publish function
Fields for Country Data Sharing Agreement in Data Processor
New views by status for Data Policies and Data Processing Contracts
Allow anonymization of any other (custom) entity
Automatic load of form fields in Anonymization Setting Values
Random Value for 'Text' Attribute Value Types
Allow setting of Status and Status Reason via Anonymization Setting Values
Contact validation via a Case (Business Process Flow)
Default SLA in Data Protection Cases based on Data Protection Case Type & Priorities
New view Data Protection All Cases Past Year
New view Data Protection All Cases Anonymized Contacts
New Data Protection Cases Dashboard
New security role Data Procection Coordinator

2.0

Feature	Introduced in version
Rebranded solution Dynamics GDPR to Dynamics Data Protection New entity for Consent Level Substatus New field Consent Level Substatus in Data Policy auto loading the default Substatus Consent Level Substatus from related Data Policy is defaulted on Data Consent New views Inactive Data Consents (Anonymized, Cancelled & Expired) New fields Month & Years for calculating Data Life Span in Months in Data Policy New fields Month & Years for calculating Data Life Span in Months in Data Processing Activity Consent Expiry Date setting Business Required/Optional in Data Policy for Data Consents with no end date New Attribute Value Type in Setting Value to allow type Floating Point Number fields New Attribute Value Type in Setting Value to allow type Lookup fields Two new custom workflow activities DeleteAuditHistoryGeneric and DeletePostsGeneric New field 'Default' in Data Protection Case Type Priorities which sets the value of the Priority at case creation New: Data Processing Activity (Details) Report are processed through Power Automate Several Power Automates updating existing records with additional new fields values	3.0

Feature

Introduced in version

Rebranded solution Dynamics GDPR to Dynamics Data Protection
New entity for Consent Level Substatus
New field Consent Level Substatus in Data Policy auto loading the default Substatus
Consent Level Substatus from related Data Policy is defaulted on Data Consent
New views Inactive Data Consents (Anonymized, Cancelled & Expired)
New fields Month & Years for calculating Data Life Span in Months in Data Policy
New fields Month & Years for calculating Data Life Span in Months in Data Processing Activity
Consent Expiry Date setting Business Required/Optional in Data Policy for Data Consents with no end date
New Attribute Value Type in Setting Value to allow type Floating Point Number fields
New Attribute Value Type in Setting Value to allow type Lookup fields
Two new custom workflow activities DeleteAuditHistoryGeneric and DeletePostsGeneric
New field 'Default' in Data Protection Case Type Priorities which sets the value of the Priority at case creation
New: Data Processing Activity (Details) Report are processed through Power Automate
Several Power Automates updating existing records with additional new fields values

3.0