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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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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 ...

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