What exactly are you doing when you get this message? We need more information....
If this is from the 'Test E-Mail Action' in the Workflow Setup window, to test the Web Services, verify you've entered the correct server name that Web Services is installed onto, along with the port number being used, which is normally 48620 by default.
If you've done this, verify your Web Services is installed and working correctly, using the following:
1. Verify that you can successfully access these four URLs:
a. http://<webservername>:48620/Dynamics/GPService
b. http://<webservername>:48620/DynamicsGPWebServices
c. http://<webservername>:48620/DynamicsSecurityService
d. http://<webservername>:48621/
Note: Replace <webservername> with the actual server name that Web Services for Dynamics GP is installed onto. Port 48620 and 48621 are default and could possibly be different on your machine if changed during installation.
Note2: In each of these pages, there will be a wsdl link(s), clicking on them should take you to an XML page.
2. If you can access these URLs without error, then launch the Dynamics Security Console under Control Panel > Administrative Tools:
**NOTE: You’ll need to be logged on as a Security Admin for Web Services to have access to the Dynamics Security Console and Exceptions Console.
a. On the right-hand side, click on 'Select Applications'. A small window showing 'Dynamics GP Web Services' marked inside should show. Click OK on this window.
b. On the left-hand side of the Dynamics Security Console, expand 'Dynamics GP Web Services'
c. Click on 'Policy' and verify that you can see a list of policies in the middle pane without any errors.
d. Click on 'Entity ID Assignments' and verify that no error shows in the middle pane of the Console. Try adding a Salesperson, sales territory, Customer, Vendor, etc., just to verify that Web Services can pull the company information from Dynamics GP. You don’t have to actually create the entity ID.
3. Lastly, in Control Panel > Administrative Tools, launch the Dynamics GP Web Services Exceptions Console and verify you can click on both the 'System' and 'Validation' exceptions link without seeing any errors in the middle pane of the Console.
4. Lastly, run the following script against your DYNAMICS/system database for Dynamics GP:
Select * from WSInstallStatus
You should see 5 records in this table for the DYNAMICS/system database and 4 records each for all company databases that have Web Services installed on them. If you're on GP 2018, they all should show a version of 18.0.xxxx and the Status should be 0 (zero) for all of them, indicating the loaders successfully installed.
Make sure you see the company database(s) that you need/want to approve workflows through email listed in this table, otherwise it won't work.
Thank you
