Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

GP 18.3 email PDF with Exchange type

(0) ShareShare
ReportReport
Posted on by 245

Hello,

I have a customer interested in upgrading to GP 18.3/18.4. They would like to use Office 365 x64, and to be able to email PDF's. In the past, the modern lifecycle system requirements stated "The Exchange server type only supports XPS and DOCX". Now the system requirements state Before you can send documents as DOCX, PDF, or XPS attachments, the Word template for the document must be enabled in the Template Configuration Manager window. https://docs.microsoft.com/en-us/dynamics/s-e/gp/mdgp2018_system_requirements Can you use x64 Office 365 with GP 18.3/18.4, have the system preferences set to Exchange, and email PDF's?

Regards,

Kayla

 

Categories:
  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: GP 18.3 email PDF with Exchange type

    Dear Kayla,

    The specs haven't changed much since modern lifecycle was introduced and it is still true that Office 365 is only supported in 32-bits mode when you want to use the MAPI mode to send e-mails.. if using O365 64-bits, you have to set GP to use the EXCHANGE mode, which implies that there is no e-mail client (Outlook) installed and all e-mails are sent thru the Exchange server directly.

    Below from the latest GP requirements:

    Microsoft Office 32-bit & x64

    Microsoft Office 2013 32bit & x64

    Microsoft Office 2016 32bit & x64

    NOTES:

    1. If using Office x64, the server type in System Preferences

    (Microsoft Dynamics GP>Tools>System>Setup>System

    Preferences) must be set to Exchange.

    2. Before you can send documents as DOCX, PDF, or XPS attachments,

    the Word template for the document must be enabled

    in the Template Configuration Manager window.

    3. If using Office 32bit, the server type in System Preferences

    can either be MAPI or Exchange

    4. Microsoft Dynamics GP 18.3 and later releases only supports Exchange 2013 or later.

    Sending documents in PDF format requires to use the Word Templates, as it's the only way GP can produce PDF files natively, unless you go the expensive route of purchasing a full Adobe Acrobat Writer license... not worth the money IMHO.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans