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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Trouble with emailing ...
Microsoft Dynamics GP (Archived)

Trouble with emailing customer statements

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Posted on by Community Member

I am new to Dynamics and am trying to help our company by emailing customer statements instead of mailing.  I would appreciate a step by step.  Do we have to have Adobe PDFWriter or will a different PDF writer work??

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  • Rosemary Profile Picture
    Rosemary 10 on at

    Hi Kala,

    http://blog.encorebusiness.com/email-statements-customers-microsoft-dynamics-gp/

    https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/07/09/draft-microsoft-dynamics-gp-2013-r2-email-document-new-features

    Yes, you need a licensed Adobe PDF version. Have a read and try to set up in a test environment first, verify the versions of GP and Office are compatible. We use Office 2013 64-bit with GP 2013.

  • Rosemary Profile Picture
    Rosemary 10 on at

    My apologies, the version of office is Office 2007.

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