Dynamics GP Tips & Tricks Archive:


E-mail Attachment Options

Module: System

Why this feature is cool!

The email feature for Microsoft Dynamics GP 2010 will provide the user with the option to either embed the document into the body of the e-mail or attach the document to the e-mail. If the user selects to attach the document to the email, they can choose from following file types: PDF, XPS, DOCX or HTML.  Furthermore, if the user chooses to attach the document to the email, they will have the additional option of attaching multiple documents to one email, or sending each document in an individual email. 

  • Embed or Attach options can be defined per customer or vendor.
  • Sending multiple attachments can be defined per customer or vendor.
  • The file type attachment can be selected per customer or vendor, for each document type that they email.
  • When sending as HTML, the report writer version of the report will be attached.  The Microsoft Word forms feature is NOT required for this attachment type.  Microsoft Word 2007 does NOT need to be installed.
  • When sending as DOCX, the Microsoft Word form version of the report will be attached.  Microsoft Word 2007 does NOT need to be installed.
  • When sending as XPS, the Microsoft Word form version of the report will be attached. Microsoft Word 2007 DOES need to be installed on the client.
  • When sending as PDF, the Microsoft Word form version of the report will be attached. Microsoft Word 2007 DOES need to be installed on the client.  (Adobe writer does not need to be installed)

What does it look like?

From the Microsoft Dynamics GP menu, choose Cards > Sales > Customer > E-mail button.

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Excel Report Pivot Tables

Dictionary: SmartList Builder

Why this feature is cool!

You will now be able to capture the Pivot Table functionality in Excel in addition to the standard Excel Reports available today.  In Excel Report Builder, the user can choose whether they want the report to be a standard List or a Pivot Table.

What does it look like?

From the Microsoft Dynamics GP menu, choose Tools > SmartList Builder > Excel Report Builder > Excel Report Builder. Choose Pivot Table for the Report Type.

(click to enlarge) Excel Report

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