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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP Workflow - Email
Microsoft Dynamics GP (Archived)

GP Workflow - Email

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Posted on by Community Member

Hello,

I'd like to be able to configure GP 2013 to automatically send emails to our customers regarding their orders. Currently, we are just sending it by clicking on the email button from the sales transaction entry window. The trigger for the email to fire off would be whenever a user inputs a value in the Sales User Defined Fields. Once a user updates a value here, then the email can fire off. The email needs to include the order details or the PDF attachment of the order. Is this possible to include on the email? If so, can this be accomplished using the standard GP workflow and Sharepoint?

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  • Suggested answer
    Keith Schmidt Profile Picture
    Keith Schmidt 5 on at

    Hi Jay... Integrity Data's U-LINC (u-linc.com) can do exactly what you described. U-LINC comes with 60 ready to go workflows and of course, you can build your own workflows too. U-LINC – The most comprehensive and flexible workflow and notification solution designed for use anytime, anywhere within Microsoft Dynamics!

  • Community Member Profile Picture
    Community Member on at

    Hi Jay,

    We have a product called BluWare ( thenorthlakepartners.com/bluware ) that is a browser based Dynamics GP Sales Order Entry (SOP) add on module which manages the distribution of emails automatically without any dependency on SharePoint. We can manage multiple document types such as sales confirmations and invoices as well as many other features of the sales order process involving status, workflow and more.

    Let me know if I can get you any more information.

    Thanks,

    Adam

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