Set System-Wide Marketing Options

If you need to back up your settings or export your settings for use in a different implementation of Microsoft Dynamics CRM, export your settings as part of exporting customizations of a solution. More information: Export a solution

Can I do this task?

1. To enable users to send e-mail as a campaign activity using the mail merge feature, click Yes next to Enable Direct E-mail via Mail Merge.

   Note

   To enable this option, the security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. assigned to users for whom you want to enable mail merge must also include the Mail Merge privilege.

2. To enable Microsoft Dynamics CRM to create campaign response records automatically when e-mail messages are received in response to a specific marketing campaign, click Yes next to Create campaign responses for incoming e-mail.
3. In the Set the auto-unsubscribe options area, define how you want to handle requests from accounts, contacts, or leads who no longer want to receive marketing communications from your organization.
4. Click OK.