Dynamics GP 2010 R2 Feature of the Day: Ability to Copy Email Messages

Why this feature is cool!

Our latest release will allow the end-user to create dynamic email messages that automatically pull in information from the document that is being emailed based on the substitute fields inserted into accompany email message. When creating the email message using substitute fields an end-user will need to assign a Document Type.

 An end-user may want to copy the same email message to other Document types (for example, an email message might be created for the Document type Sales Quote and they may want to use same message along with fields for Sales Order).

What does it look like?

Email Message Setup: (Microsoft Dynamics GP>>Tools>>Setup>>Company>>Email Message Setup; enter a new Message ID and click Copy)

The Copy Email Message form will appear:

At this point, you will be able to select an existing message using the lookup for the Message ID.

Once selected the Copy Email Message will display the selected Message ID as well as the description of the email message (description will display blank if email message has no description).

Clicking OK will close the Copy Email Message form and the Message Setup window will now display the Message ID copying all information from the chosen message ID except for the Document Type. The user will need to select a Document Type prior to saving the email message.