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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.

Five new SOP templates have been added which can be emailed:

  • SOP Blank History Options Back Order
  • SOP Blank History Back Order
  • SOP Blank Options Back Order
  • SOP Blank Back Order
  • SOP Blank Picking Ticket Bin Sequenced

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:

Screenshot of Dynamics GP 2013 email attachment icon in 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:

Screenshot of SOP Documents that can be emailed in Dynamics GP 2013

In my next blog, I will list all of the templates that can be emailed for other modules.  Until then…

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