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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / electronic document de...
Microsoft Dynamics GP (Archived)

electronic document delivery

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Posted on by Michael Waldrop 290

I upgraded to GP 2010 from version 10.  We were using Electronic Document Delivery via Business Portal to send email invoices.  Apparently this feature has been removed from Business Portal and now is included as a feature with Dynamics.  Is there a way to take the existing customer setup information and append it into the proper tables in Dynamics rather than manually setting up each customer?

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  • Rob Bernhardt Profile Picture
    Rob Bernhardt on at

    Michael,

    Unfortunately there is no tool to automatically import these settings.

    Thanks

    Rob

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Michael,

    There are a couple of similar requests posted on this forum recently.  In the UK, most GP partners now sell one of our products - Spindle Professional. In short, it takes any document from GP (or any other windows app) and dynamically brands it, grabs any attachments (T&Cs) then knows automatically how to get the document where it needs to go (Email/FAX/Mail). It can also auto-archive the document into pretty much any logical file structure. If you want, it can also archive to a network drive or Indexed into SharePoint or CRM.  

    www.draycir.com

  • Michael Waldrop Profile Picture
    Michael Waldrop 290 on at

    Thanks Richards, but I was really looking for a way to take the existing email information from the Business Portal and populate the proper tables in GP.  I set up one customer manually in GP and then was able to discern that I could create the necessary records in SY01200, SY04904 and SY04905 via SQL without having to manually setup each customer.  

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