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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Setting the Name of th...
Finance | Project Operations, Human Resources, ...
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Setting the Name of the PDF That is E-Mailed

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Hi:

A GP 2016 end user is on Outlook 2016.  When she e-mails sales invoices in PDF to customers from GP, the file name of the PDF is a long "drawn out" name beginning with the following path: c:\username\appdate\local.

She said that, prior to about a year ago, the file name was much shorted and simply composed of "obvious data" such as the invoice number.  She does not know if a recent upgrade or anything along those lines could have caused this change.

Is there a way of setting the format of the e-mailed file name of the PDF, or will this situation require say an upgrade to Office 365?

Thank you!

John

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Microsoft Dynamics GP
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  • Verified answer
    Isaac Olson Profile Picture
    Isaac Olson on at
    RE: Setting the Name of the PDF That is E-Mailed

    Hi John,

    There isn't a way to change the naming convention within GP.  By default GP will not use the C:\username\appdata\local in the file name, but it can be a side effect if you are using MAPI and the user went through the steps in the following blog post to resolve the message from Outlook stating that an application is trying to send an email on your behalf.  

    community.dynamics.com/.../draft-a-program-is-trying-to-send-an-e-mail-message-on-your-behalf-when-trying-to-send-a-template-via-e-mail

    There are 2 ways to fix this.  

    1. Revert the changes that were applied from the blog above, and resolve the actual message in Outlook (because this is an Outlook message not a GP message)

    Here is a KB directly from Outlook on how they recommend resolving this message:

    support.microsoft.com/.../a-program-is-trying-to-send-an-e-mail-message-on-your-behalf-warning-i

    2. The other option would be to change the system settings in GP to use a server type of Exchange instead of MAPI.  After you make the change you have to close out of GP and come back in for it to take effect.  This change affects all users but you can test it, and then switch it back without hurting anything.  

    Thanks!

    Isaac Olson

    Microsoft Support

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