Microsoft Dynamics GP (Archived)

Word templates functionality emailing customers

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Posted on by Community Member

We have just recently upgraded from GP 10 to GP 2013, and I am trying to get customer emailing working.

System preferences show the Server Type as MAPI (I have Outlook 2013 32-bit installed).

Company email setup does not embed the dodocuments, and I have all formats selected (DOCX, HTML, PDF, and XPS).

Sales email setup currently has only Sales Quote enabled (while I'm testing), with no message id selected.

The customer I'm testing with has Sales Quote enabled with format DOCX, and the email address is setup for the customer address in use.

When I open a quote for this customer, the email icon in the toolbar becomes active, but when I click it I get the following error:

"You must activate Word template functionality to send documents."

I have gone to Reports > Template Configuration and enabled ALL the templates for Fabrikam (which I'm currently using). Also the Enable Report Templates checkbox IS checked.

Despite all the templates being active, I still receive the above error.

How can I get this working?

Thanks.

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Thomas Newcomb 1,810 on at

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Hi Chris!

I have been able to research the error message that you have mentioned in which this error usually related to GP setup or that the GP add-in is not enabled in Word.

Is the GP Add-in enabled in Word? This can be checked by going into Word>>Home>>Options>>Add-ins>>COM Add-ins

Below are some links that you can use to get going with the Word Add-in. I would start with the first one but the second link will be if you have difficulty getting it to install.

Microsoft Dynamics GP Add-in for Microsoft Word

community.dynamics.com/.../microsoft-dynamics-gp-add-in-for-microsoft-word.aspx

Microsoft Dynamics GP Add-In for Microsoft Word not enabling despite several attempts to install

community.dynamics.com/.../microsoft-dynamics-gp-add-in-for-microsoft-word-not-enabling-despite-several-attempts-to-install.aspx

Please let me know if you have and additional questions for this issue!

~Thomas Newcomb

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Dynamics GP Support

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This posting is provided "AS IS" with no warranties, and confers no rights

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Community Member on at

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The "Dynamics GP Add-in for Microsoft Word" is listed under the Active Application Add-ins.

It's my understanding that the Word add-in is only required for modifying the report templates, and regular users wouldn't need it installed.

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Ian Grieve 22,784 on at

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Yes, the GP Word add-in is only required when editing the templates.

Have you enabled the functionality on the customer record? Email button in bottom right corner of Customer Maintenance.

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Community Member on at

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Yes, the form I am trying to send is enabled.

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Community Member on at

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In case people misunderstood my last post: On the customer record I have "Sales Quote" (the form I'm attempting to send) enabled, with no message id, and format DOCX. Despite this (and all the above), it is still not working - with the message that I "must activate Word template functionality".

Anyone have any more thoughts on this?

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Lyn Barr 1 on at

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Is your Sales Quote form modified, or are you using the canned version? Also, are you using the Blank format?

Assuming you are using a modified SOP Blank Quote form, you need to make sure that you have a modified Word Template assigned to that form. Go to Reports>>Template Maintenance and then look up SOP Blank Quote (modified). Create a template for this form, and then assign it to the company (Assign>>Company) and then set it as the default for the company.

Once you've done that, try emailing again and post back if you need more help.

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Community Member on at

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Ok, this is starting to make some sense - at least I think I remember reading something about report templates and modified reports before.

It is indeed a modified report. I created a new template (via the instructions you mentioned), using the "Blank Template" option - as opposed to from an existing template. It is assigned, and set to default.

I am still getting the error.

I also tried clicking on Modify after creating the template (I do have the Word add-in installed), and I'm getting a File Not Found error: "C:\Users\username\AppData\Local\Temp\Test SOP Blank Quote Form Template.docx".

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Community Member on at

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Well, I can suggest you to try ready made templates for this purpose. For instance; you can try Report Templates or Free Report Templates.

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