Friday, June 21, 2013
New Dynamics GP 2013 Email Capabilities
Posted by Judy Clarke
Good news – the email capabilities of Microsoft GP2013 are being greatly enhanced.
64 bit Office is now compatible with GP2013, unlike GP2010 which required 32 bit Office. To do this, Microsoft Exchange needs to be selected from System Preferences to use 64 bit Office. If Exchange is selected, you must be using Exchange 2007 Service Pack 1 or greater with Exchange Web Services. The Autodiscover service must be turned on to connect to the Exchange server. Our software company clients love this – they did not want to roll back to 32 bit Office.
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A new icon is used in Dynamics GP 2013 to indicate whether or not an email has been sent with the document. Here is an example of the icon when using a navigation list:
From that same navigation list, you can now email multiple documents to a given customer or vendor. Yes, you understood that correctly – one email can have multiple attachments. Exciting! Attachments can be PDF, DOCX, HTML, or XPS formats. Or you may prefer to embed the document within the email. You have choices. And that’s good.
The following SOP documents can be emailed:
In my next blog, I will list all of the templates that can be emailed for other modules. Until then…
Judy has over 20 years of financial consulting experience, ranging from public accounting to ERP implementations of Microsoft Dynamics GP. Throughout her career, she has developed expertise in project management, systems analysis, and process flow and systems integration. Judy has managed or participated in over 150 implementations including The Hewlett Foundation, Peet’s Coffee & Tea, Ellie Mae, Stanford Hotels, Round Table Pizza, Shutterfly and The Oakland Athletics. Judy holds a Bachelor of Science degree in Accounting from San Francisco State University.