Mail Merge donotsendmm CRM Boolean Property (‘Send Marketing Materials’)

In CRM 4.0, a user may wish to have a contact or an account included in a mail merge, email or bulk email. To set these options, a user would select ‘allow’ or ‘Do Not Allow’ on the Administration tab on the Contact or Account. It has come to my attention that on a number of occasions, users have not been clear on what the properties of donotsendmm, donotemail, and donotbulkemail are, and how to correctly set to allow mail merge items to be sent or not.

These are defined as the below:

Donotbulkemail - Gets or sets a value that indicates whether to allow sending direct e-mail to the account

Donotemail - Gets or sets a value that indicates whether to allow sending e-mail to the account

Donotsendmm – Gets or sets a value that indicates whether to allow sending marketing mail to the account.

More infomration on all properties can be found at the below:

https://msdn.microsoft.com/en-us/library/bb887885.aspx

An example situation is if  you have selected a list of CRM contacts for a Mail Merge (MM).  However, the list of recipients in the Mail Merge do not equal the number of contacts that you had selected for that MM.  The recipient list, although correct, is incomplete.

To understand this, you need to understand how CRM uses several out-of-the-box fields to select which contacts should and which contacts should not be selected to receive MM material.

There are two levels of control that CRM uses to decide if a contact should be selected.

The first field, donotsendmm (‘Send Marketing Materials’) is the overriding option.  This option controls whether a contact could be selected in a MM (value = Yes), or not (value = No) altogether.  If donotsendmm is set to ‘Yes’, CRM then looks at a subset of other fields that outline which type of MM activity the contact can be included in.  The list of MM types include Letter, Email, Fax, Envelope, and Label.  This granular level of detail is necessary if, for example, a contact may wish to subscribe to MM e-mails, but not MM faxes.  These settings are controlled by individual fields.

The table below summarizes what field and option set is needed for a contact record to be included in a MM. 

Note: The table above assumes the field donotsendmm has been set to ‘Yes’

Best Regards

EMEA Dynamics CRM Team