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We have lots of emailing documentation out there, but I have found that some of it can be a bit hard to find depending on how exactly you search.
To help everyone find what they need, I wanted to get this article out, which will serve as a master list of links to other emailing documentation.
Please note that these steps are outlined for Documents first, with Workflow coming at the end.
If you run into issues, or errors, see the troubleshooting guide here: Dynamics GP Email Troubleshooting Guide - Microsoft Dynamics GP Community
Mass Update Vendor Email Settings
Mass Update Customer Email Settings
To start off, when it comes to setup of the system, the first step is to pick MAPI or Exchange in System Preferences.
System Preferences can be found under GP -> Tools -> Setup -> System -> System Preferences.
(keep in mind this setting is stored in the DYNAMICS database and is system wide, so changing this setting will affect all users)
If you pick Exchange, are past GP 18.3, and want to use MFA, you can find the setups for setting up Azure for MFA here: Multi-Factor Authentication - Dynamics GP | Microsoft Docs
The GP side of the setup can be found here: (+) Microsoft Dynamics GP Fall 2020 - Multi-Factor Authentication - Microsoft Dynamics GP Community
Step 2 (a + b) of this article: Quick Step Guide to E-mail PM EFT Remittances in Microsoft Dynamics GP 2015/GP 2016
Make sure the document is enabled as a template in Template Configuration Manger (Reports -> Template Configuration). Also make sure that the Enable Report Templates checkbox at the bottom is marked:
Full Guide can be found in the link below (Make sure to complete System setups first!):
Quick Step Guide to E-mail PM EFT Remittances in Microsoft Dynamics GP 2015/GP 2016
Make sure you have the documents enabled by going through Step 2 of the Quick Step guide above.
Make sure to complete System setups, then go further:
Make sure you have the documents enabled by going through Steps 1-2 for either document option above (Invoices or Statements).
Workflow setup comes down to the Workflow Setup window (GP -> Tools -> Setup -> System -> Workflow Setup)
You will want to make sure the Enable E-Mail for Workflow checkbox is marked. Then enter in your SMTP server’s information. Depending on the SMTP server, you may need to mark the “This server requires a secure connect (SSL)” checkbox.
You can use the Test E-Mail option to see if you get the emails. This does not confirm Workflow emails will work, just that the SMTP setup is correct.
Web Services are required to use the Enable E-Mail Actions checkbox:
You will need to setup each step to have the Send Message checkbox marked:
You can then select any of the default messages and try some approvals to make sure users get the emails. Its important to note that Active Directory is used a lot in this process.
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