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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Making Dynamics GP ema...
Microsoft Dynamics GP (Archived)

Making Dynamics GP email work like QB. Need to edit email before sending via MAPI

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Posted on by Spectrum IT 120

We have successfully set up Dynamics GP 2013 R2 to email Invoices via MAPI.

While in Outlook I see it show up and then disappear from the Outbox.

What my accounts would like is for the email to show up in the Outlook window where they can add or remove recipients or attach other files. This is how they are used to doing it in QuickBooks.

How can I configure GP or Outlook to not auto-send the message. Often times we have to send invoices to people who may not be in the accounting system.

Users are on Win7 Pro 64 bit, with the 32 bit Outlook 2013. All attachment options have been enabled.

thanks in advanced.

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  • Spectrum IT Profile Picture
    Spectrum IT 120 on at
    RE: Making Dynamics GP email work like QB. Need to edit email before sending via MAPI

    thanks for pointing me in this direction. This looks like a viable option for us.

  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Making Dynamics GP email work like QB. Need to edit email before sending via MAPI

    I would look into Binary Stream eMail Manager for Dynamics GP. Much more functionality than GP's version.

  • Spectrum IT Profile Picture
    Spectrum IT 120 on at
    RE: Making Dynamics GP email work like QB. Need to edit email before sending via MAPI

    I think I have a fix. Hopefully this will be useful to someone else making the move to GP from QB.

    Blackice makes a product called Print2Email it works with Outlook 2013 and I am assuming other versions as well.  It generates an email with an attachment in PDF format. From this point you can set a default subject line and use the signature insert to add a cookie cutter email body. 10 licenses was only $240.

    Hope this helps. On another note, it would be nice if GP could do this out of the box. The email integration seems a bit unrefined.

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Making Dynamics GP email work like QB. Need to edit email before sending via MAPI

    You can not configure GP for that.

  • Verified answer
    Jothi Krishnan N Profile Picture
    Jothi Krishnan N 1,865 on at
    RE: Making Dynamics GP email work like QB. Need to edit email before sending via MAPI

    Just a thought....not sure if it will work as I never tried it... See the pattern of those emails n try to set a rule to move those emails from Outbox to another folder OR see if you can write a VBA code in Outlook that will cancel the "Send" event in outlook only for those emails.

  • Verified answer
    soma Profile Picture
    soma 24,406 on at
    RE: Making Dynamics GP email work like QB. Need to edit email before sending via MAPI

    I think no such type of option available in GP. It may be available in Outlook. Or better you can send all mails to your own(one particular local internal mail id) mail id and manually forward from outlook to appropriate persons with necessary attachments.

    Otherwise, get the invoice/statement from GP and save it with pdf and manually send from your outlook.

    Hope this helps!!!

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