Book Image

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve
Book Image

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

Overview of this book

The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. 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 you 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, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more!
Table of Contents (20 chapters)
Microsoft Dynamics GP 2016 Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
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 pre-built letters to create the most common type of mailing, collection letters.

How to do it…

To use Letter Writing Assistant, follow these steps:

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

  2. Select Prepare...