E-mail Module: System Why this feature is cool!
This feature allows users to quickly and easily e-mail single documents, batches of documents, and/or multiple documents from a list within the system. The user can select which documents they would like to send and also select which customers/vendors should receive their documents in e-mail. This feature also integrates to the Microsoft Word forms feature shipping in Microsoft Dynamics GP 2010 (coming in a later Feature of the Day update!). Therefore, the user can send the customized Microsoft Word forms that they have created to their customers and vendors.
· Documents Supported: Sales Quote, Sales Order, Sales Fulfillment Order, Sales Invoice, Receivables Invoice, Receivables Return, Receivables Debit Memo, Receivables Credit Memo, Receivables Finance Charges, Receivables Warranty, Receivables Service/Repair, Standard Purchase Order, Blanket Purchase Order, Drop Ship Purchase Order, Drop Ship Blanket Purchase Order, Vendor Remittances
· Documents can be sent as either an HTML, XPS, PDF, or DOCX attachment
· Documents can be embedded into the body of the e-mail.
· Customized messages can be created for each document and customer/vendor combination.
· Multiple documents can be combined and sent in a single e-mail.
· Documents can be sent to a To, CC or BCC address.
· Can direct replies to a specific individual or address.
What does it look like?
Setup (Microsoft Dynamics GP | Tools | Setup | Company | E-mail Settings):
E-mail Detail Entry (the E-mail Detail Entry expansion off of Customer ID):
E-mailing from a List (Send in E-Mail button)
This is very much required feature...
This is great freature included in Dynamics GP 2010.
My company is currently on GP 10 but I don't see this feature. What service pack should I be on to see this feature?
Sorry Timothy, this is a NEW feature coming in Microsoft Dynamics GP 2010, set to release later this year.
does it support other mail systems apart from outlook?
Yes, this feature will work with any MAPI compliant email client. Thanks!
Do you know if this allows a batch of invoices to be emailed and then automatically add attachments from a file share?
You can email a group of invoices from a List in Dynamics GP, and it will include as an attachment the Microsoft Word invoice (or in the format of PDF/XPS/HTML). It does not include capabilities to add additional file attachments from a file share however.
Well it seems like it should be something relatively easy to add. I created a solution in excel years ago using VBA that would create an email programmatically and attach a file based on the path in a cell in the spreadsheet.
When we invoice a customer we need to include backup for the invoice, which might a pdf scan of timesheets, receipts or something similar. Your solution doesn't solve a basic need and we are forced to either buy a separate product or do this manually. Is this something you are interested in working on? If so I would give you my contact info.
In the screenshot for Sales E-mail Setup, I do not see an Enable Checkbox for "Sales Returns". Can SOP Return Documents be able to be setup for e-mail?
SOP Return documents are not currently included.
As for your feedback Trevor, I'll pass this along to development so they can add these features to the list for future consideration. Thank you!
Unfortunately, the inability to setup e-mails for SOP Returns, or SOP Backorders (that's missing from the screenshot too) means that we will need to continue to use a third-party software to fulfill those business needs. I completely respect the development team, and the hard work they have done to get GP as far as they have gotten it. But I must say I'm very disappointed. Providing a feature for only 4 out of the 6 SOP document types seems illogical. Please convey my disappointment to the development team.
Thank you for everything else, though.
Thanks for the feedback Jeffrey...I will most definitely pass this feedback along.
Nice feature, but it would be useful if this was more comprehensive and included Field Service Quotes and Service Call reports.
It looks a bit of a lottery regarding only extending into email for certain apps and reports.
Can these be added through the SDK for other reports easily?
Maybe I am missing something basic, but when I tried to email a report, I was given a message "you must activate word template functionality to send documents." I can't find where to activate the word template functionality.
in addition, it would be great to include AP inovices as well. There is a thriving cottage industry out there (3rd parties) addressing this issue - not sure why MS isn't getting into the game.