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Dynamics GP Email Functionality

Download PDF version October 19, 2010

By using the e-mail functionality in Microsoft Dynamics GP, you can embed documents into the body of an email message or send documents as attachments. You can send a single document, batches of documents, or send multiple documents using lists. When setting up the e-mail functionality, you can select which documents you can send and which customers and vendors should receive their documents in e-mail.

You can send the following documents in e-mail.

Sales Quote Receivables finance charges
Sales Order Receivables warranty
Sales Fulfillment Order Receivables service/repair
Sales Invoice Standard purchase order
Receivables Invoice Blanket purchase order
Receivables Return Drop-ship purchase order
Receivables Debit Memo Vendor remittances
Receivables credit memo  

A document can be sent in either an HTML, XPS, PDF, or DOCX file format type. You also can combine multiple documents to be sent in a single e-mail.

Sending customized messages

You can create predefined messages to send to your customers and vendors. These messages can be assigned to the documents that you want to send in e-mail so all customers or vendors receive the same message for selected documents. For example, you can send a promotional message to your customers when sending sales quotes in e-mail. You also can assign a specific message to an individual customer or vendor. For example, you can send a holiday greeting message to a customer. When you create a message, you can enter an e-mail address so your customer or vendor can reply to your e-mail.

Setup Customer Emails

  1. Open the Customer Maintenance screen
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  2. Click on the Address button
  3. Select your customer ID and Address ID support

  4. Click on the Internet Button support tip

  5. Enter the email address for this Customer/Address combination
  6. Click Save to save your changes.

Setup Customer Email Preferences

  1. Open the Customer Maintenance screen (Cards>>Sales>>Customer) tech tips

  2. Select your customer and click on the Email button dynamics gp email

  3. Select the options for this customer, including a Message ID and Format for the Form you enable
  4. Select OK to save your changes.

You can follow similar steps on the Vendor Maintenance window.

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