Book Image

Microsoft Dynamics GP 2010 Cookbook

By : Mark Polino
Book Image

Microsoft Dynamics GP 2010 Cookbook

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is an Enterprise Resource Planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively.This book picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP system.The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2007, exposing hidden features in Dynamics GP, and much more!By following the clear recipe steps and screenshots in this book, you will learn what is required to improve your efficiency with the Dynamics GP system
Table of Contents (17 chapters)
Microsoft Dynamics GP 2010 Cookbook
Credits
About the Author
Acknowledgement
About the Reviewers
Preface
Index

Communicating with customers using Letters from Microsoft Word


SmartList exports to Word are useful but the Letter Writing Assistant feature is where the connection between Dynamics GP and Microsoft Word really shines. The Letter Writing Assistant uses built-in or user developed Word templates to create letters using information in Dynamics GP. Since the letters are based on the Mail Merge feature in Word, creating and manipulating templates follows the Word Mail Merge standards. Even better, the Letter Writing Assistant uses a wizard-style interface to build letters.

Dynamics GP comes with a selection of prebuilt letters for Collections, Customers, Vendors, Employees, and Applicants. In this recipe, we’ll look at using the prebuilt letters to create the most common type of mailing—collection letters.

How to do it...

To use the Letter Writing Assistant:

  1. From the menu bar, select Reports | Letter Writing Assistant to start the wizard and click on Next to get started.

  2. Select Prepare the letters...