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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / gp 2015 setting up ema...
Microsoft Dynamics GP (Archived)

gp 2015 setting up email with office 2013

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Posted on by pinewood 2

trying to setup using email with gp 2015. just updated to office 2013. Did all the reading and thought i had all the settings correct. where in gp 2015 do you enter the email address for a customer?  under the options button for customer maintenance the email is grayed out.  when i create a quote and try to email to customer "test" the error says i need to assign a template (which i thought i did)  and that no to, cc, or bcc can be found. 

thank you for any help

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  • Suggested answer
    pinewood Profile Picture
    pinewood 2 on at

    i found out where to enter the email address.  select the internet button next to the address id window. there the email address window can be found.

    but i still get the template not assigned  error. i guess i didn't assign it correctly. can someone help with the exact set of steps?

  • Suggested answer
    Tristan Clores Profile Picture
    Tristan Clores 2,812 on at

    Hi,

    Go to Microsoft Dynamics GP >> Tools >> Setup >> Company >> Email Settings.  

    Click on the hyperlink of Sales/Purchasing Series from the Company E-mail Setup window and this opens up the E-mail Setup window of the module selected where one can set which type of documents can be emailed.

  • Suggested answer
    Tristan Clores Profile Picture
    Tristan Clores 2,812 on at

    Hi Pinewood,

    You can check out this useful link:

    blog.ignify.com/.../microsoft-dynamics-gp-2010-word-templates-and-e-mail-capabilities

    Very detailed. :)

  • pinewood Profile Picture
    pinewood 2 on at

    thank you.....i tried all this, line by line to be sure i didn't miss anything but i continue to receive the error "a word template must be assigned before sending this documentation"

    all templates are enabled

    i assigned the sop blank quote form template by right clicking, select assign, company where i selected the company and made the form a default

    it still did not work

    so i then tried assigning the form to all the customers

    but still having the same error.....

    any other suggestions?   thanks for the help

  • pinewood Profile Picture
    pinewood 2 on at

    i am able to email an html file but the alignment is all messed up.   so emailing is working but not with a word template

  • pinewood Profile Picture
    pinewood 2 on at

    i seem to be able to email an order, but not a quote.....

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