Blog Series on Emailing in Dynamics GP

  • Blog Series on Emailing in Dynamics GP

    Posted by Jo deRuiter on June 2, 2018 at 4:21 pm
    • Jo deRuiter

      Member

      June 2, 2018 at 4:21 PM

      Hi All:

      Part 2 of my 3 part blog series on emailing in Dynamics GP has been posted.Ā  Ā I hope you find it helpful!!

      Jo’s Did You Know “You can email from Dynamics GP” Post 1 Setting up email in Dynamics GP – Microsoft Dynamics GP Community

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      Jo’s Did You Know “You can email from Dynamics GP” Post 1 Setting up email in Dynamics GP – Microsoft Dynamics GP Community
      Setting up the email functions in dynamics GP can be a true game changer. Now that GP is highly integrated with other Microsoft Office programs you can utilize your Word Templates in Conjunction with emailing capabilities to really automate and customize communications. This is the first part of a three part blog series on emailing in Dynamics GP.
      View this on Dynamics >

      Jo’s Did You Know “You can email from Dynamics GP” Post 2 Using email in Dynamics GP – Microsoft Dynamics GP Community

      Dynamics remove preview
      Jo’s Did You Know “You can email from Dynamics GP” Post 2 Using email in Dynamics GP – Microsoft Dynamics GP Community
      Now that we have learned how to setup emailing in Dynamics GP (Click Here for Post 1), let’s look at how to use the email functionality in Dynamics GP! The first question on the typical user’s mind when questioning how to begin using email in Dynamics GP is how to update all of your vendors or customer with their email addresses.
      View this on Dynamics >

      ——————————
      Kindest Regards,

      Jo deRuiter
      “That GP Red Head”
      Advanced Credentialed Professional-Dynamics GP
      Member, GPUG GP Credentialing Exam Committee
      Chairman, GPUG Partner Advisory Board
      “……what isn’t she up to?”
      Heartland Business Systems, LLC
      Senior Financial Systems Consultant
      Milwaukee, WI
      770-906-4504 (Cell)
      ——————————

    • Neil MacDonald

      Member

      June 4, 2018 at 10:01 AM

      Great series, Jo! Your step by step instructions are very clear!

      Re your 2nd blog post, and this comment: (little caveat – the Document Format in SOP Setup must be Blank Paper to be able to email). Ā 
      I talked to a VAR last week, whose customer needed to use a multi-currency format in GP, but when that document type was chosen, GP email capability was disabled. If someone really needs to use any other format besides Blank Paper, there are third party eMail products to do that. Binary Stream’s eMail Manager is one such product. Ā 

      Feel free to reach out t me if anyone reading this great blog series needs additional info on how to email other formats…

      ——————————
      Neil MacDonald
      Solutions Consultant
      Binary Stream
      Middle Sackville NS
      @NeilTheDemoGuy
      http://www.binarystream.com
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    • Jo deRuiter

      Member

      June 4, 2018 at 10:05 AM

      Hi !

      Great notes!Ā  You are 100% correct.

      I encourage you to also add a comment to the blog itself so that others reading it can see this very helpful suggestion!!?

      ——————————
      Kindest Regards,

      Jo deRuiter
      “That GP Red Head”
      Advanced Credentialed Professional-Dynamics GP
      Member, GPUG GP Credentialing Exam Committee
      Chairman, GPUG Partner Advisory Board
      “……what isn’t she up to?”
      Heartland Business Systems, LLC
      Senior Financial Systems Consultant
      Milwaukee, WI
      770-906-4504 (Cell)
      ——————————
      ——————————————-

    Jo deRuiter replied 7 years, 12 months ago 1 Member · 0 Replies
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