Hands On With Microsoft Dynamics GP 2018 R2 New Features: Letter Writing Assistant in Web Client

December 28th, 2018 by

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The eighteenth new feature is Letter Writing Assistant in Web Client. This feature adds one of the few remaining areas that wasn’t previously accessible to the web client.

The Letter Writing Assistant is available via SmartList; for example, run a Vendors SmartList and the click on the Word button and click Prepare a Creditor Letter:

SmartList prepare a Creditor Letter

Select the type of letter to produce and click Next:

Letter Writing Assistant - Letter Templates

Enter the name, title and communication fields and then click Finish:

Letter Writing Assistant - Completing the Letter Writing Assistant

An open/save bar will be displayed, assuming you’re using Internet Explorer; click Open:

Open document

Microsoft Word will open and show the mail merged letter:

Microsoft Word with the mail merged letter

I make little use of the Letter Writing Assistant as it can only produce documents into Word and not email them, but I know some clients have used it in the past. As this was one of the few areas of Dynamics GP not available in the web client, it is good to see it added. It’s always good, in a demo, to be able to say that all the functionality is available in both the desktop and web clients.

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Read original post Hands On With Microsoft Dynamics GP 2018 R2 New Features: Letter Writing Assistant in Web Client at azurecurve|Ramblings of a Dynamics GP Consultant

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