Dynamics Community Forum Thread Details

Hello,

It sounds like the verification process was successful and were able to log in with your Exchange Credentials. I would approach this like the following:

First, review the article below to verify that you set the Application ID up correctly as it is version specific what option you can use.

Multi-Factor Authentication - Dynamics GP | Microsoft Learn

I would test emailing the User Report to see if this emails.
1. This is to rule out if we have an issue with the email process itself or if it is just the statements that are having an issue.
  1. Open the User Reports window.
    1. Reports | System | User.
    2. Select the User Notes Report and click New.
    3. Enter a Report Option name.
    4. Enter a Restriction for one user.
    5. Click the Email Options.
      1. You might be prompted to enter your Outlook credentials at this time if you have not entered them yet during this session.
    6. Enter the Email address.
    7. Click Ok.
    8. Click the email button back on the User Note report window.
  2. Does this process send correctly, or do you see the same Generating Email?
2. If the email goes go, then we know its specific to the Statements.
Next, what button are using to email?
1. Are you using the Email button in the Ribbon or are you attempting to email through the Email Option button?

1. The email Options button is the old way and the Email button in the ribbon is the new way.
2. The Email Options button is available if you do not have Customer Statements marked in the Sales Email Settings.
3. If using the Email Options button, can you mark the Customer Statements in the Sales Email Settings and try the other button to see if it emails?
  1. Sales >> Setup >> E-mail Settings
  2. Mark the checkbox for the Customer Statements.
  3. Click Ok.
  4. Close all window and re-open the Statement window.
  5. Select the Blank Form you are using to email and test the email button.
  6. Was this successful?
  7. Try the other way if it was not successful. Was the other way successful?
Next, the best approach is to strip everything down to very basic setup and test as there are multiple things that can cause emails to not send.
1. First, if using a Modified Report/Template, set these back to the core version and determine if the problem still occurs.
  1. Set security back to the Core Report.
    1. Open the User Security window,
      1. Administration >> Setup >> System >> User Security
    2. Select the user you are testing with.
    3. Select the company that you are testing in.
    4. Click the Alternate/Modified Forms and Reports hyperlink at the bottom of the window.
    5. In the Alternate/Modified Forms and Reports window, select the following:
      1. Product = All Products.
      2. Type = Reports.
      3. Series = Sales.
    6. Expand the Sales folder.
    7. Locate the RM Statement form you are using and expand it. Likely this is Blank.
    8. Are you marked to use the Modified Version?
      1. If yes, mark the Microsoft Dynamics non modified.
      2. Save the changes in all windows.
      3. Close the window.
  2. Set security back to the core Template.
    1. Open the Template Maintenance window.
      1. Administration >> Reports >> Template Maintenance
    2. Report Name =Click the drop down and select the Non Modified version of the Statement you are using.
      1. You might need to click More Reports if it is not listed.
    3. In the Reports window, select the following.
      1. Product = Microsoft Dynamics GP.
      2. Series = Sales
      3. Status = Original
      4. Locate the Statement you are using and select it.
        
        Likely this is RM Statement on Blank Paper.
      5. Verify that Security is assigned to the company and it is set as Default.

1. 1. Once the Core Report and Template have security assigned, test the email process again to see if it is successful.
    1. If it is, then the problem lies with your modification to the Report and Template and will need to dig into that aspect.
      1. If you have an image, remove the image and try again if it fails.
The last thing that comes to mind is the Email Address.
1. Strip out the Email Address for the Customer you are testing with.
2. Once cleared out, Manually type the Email Address into the Customer To Email field.
  1. Do not use the lookup. This can cause problems at time and manually entering it will rule these issues out.
  2. If you have a CC or BCC, clear these out and leave them blank.
3. Does this now email?
  1. If so, you will need to manually type in each email address instead of using the lookup.
4. Remove any Reply To address that you have setup.
  1. Message ID window for the Message ID being used.
    1. Administration >> Setup >> Company >> E-mail Message Setup
  2. Sales Email Setup.
    1. Sales >> Setup >> E-mail Settings
  3. Try again to see if this makes a difference.
If the email box being used shared?
1. If so, try without a Shared Email Address.
Lastly, are you using the Email based upon Doc Type?
1. If so, turn this off and try again.
  1. Open the Customer Maintenance window and select the customer you are attempting to email for.
  2. Click the Email Button to open the Customer Email Options window.
  3. Set Email address based on Doc Type to Disabled.
  4. Click Ok and save to close the windows.
2. Test the email process now to see if it works.

If the above does not help, please review the articles below.

Dynamics GP Email Troubleshooting Guide - Dynamics GP | Microsoft Learn

Troubleshoot issues that occur when you send e-mail statements - Dynamics GP | Microsoft Learn

If the above does not help, you will likely need to capture logs to see what is going on during this process.

I hope this helps!

Brandon
Enavate | Functional Consultant.
Microsoft Dynamics 365 Implementation & Support | Cloud ERP Consultant (enavate.com)

Community site session details

When sending statement emails, it gets stuck on generating email.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

Announcing Our 2025 Season 1 Super Users!

Kudos to the February Top 10 Community Stars!

Leaderboard

Featured topics

Product updates