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The Resource Group

Word Forms and Email Delivery are a Knock-out in Microsoft Dynamics GP 2010


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By Mike Smith, Implementation Consultant, The Resource Group

The Microsoft Dynamic GP team has delivered a 1-2 punch in version 2010 with the release of the new Microsoft Word business form templates and robust email business form delivery.

Prior to Microsoft Dynamics GP version 2010, advanced business form development and email delivery functionality relied on 3rd party Independent Software Vendors.  Microsoft Dynamics GP now has this functionality included in an out-of-the-box deployment.

The new Word business form templates allow the rendering of a collection of business related forms including: Quotes, Orders, Invoices, Purchase Orders, and Vendor Remittances on Microsoft Word based forms.  The Word templates can be edited without advanced knowledge in previously utilized reporting tools such as Crystal Reports or SQL Reporting Services.  Want to add the Customer’s Email field or remove those unused columns from the Invoices form?  Just open the form in Word, make the changes, and load the form into Microsoft Dynamics GP.

Once your business forms have been customized to your liking, Microsoft Dynamics GP can now deliver these electronically through email to your Vendors and Customers in DOCX, HTML, PDF, and XPS formats.  Email messages can be customized for your company as well as providing customized email messages for your select Customers and Vendors.  Attachment formats can also be customized for specific Customers and Vendors if they want a defined email attachment type.

The new Word templates and email delivery in Microsoft Dynamics GP 2010 combine to create an integrated solution that will save your company money by reducing expenses (less postage for mailing Invoices and Remittances and less staff expense for envelope stuffing and manually creating emails and attachments), increasing cash receipt turn around speed as Customer Invoices can be immediately sent via email, and reduced inventory delay as Purchase Orders can be delivered through email.

To learn more about Word Forms and Email Delivery in Microsoft Dynamics GP 2010 contact The Resource Group at 425-277-4760.

by Mike Smith, Implementation Consultant, The Resource Group – Seattle, Washington Microsoft Dynamics GP Partner

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