Customising Dynamics GP Workflow Emails: Adding An Image

Microsoft Dynamics GPI thought I had posted about this a littler while ago as part of my Customising Dynamics GP Workflow Emails series, but it seems I missed it. The reason it came back to mind, was when I was onsite with a client doing some training on Workflow, they asked if it was possible to add a company logo to a Workflow task assignment email.

It is. In fact, you can add any image you want to a workflow email. In this example, though, I am going to stick with using a company logo.

In the Message Setup (Administration area page >> Setup >> Company >> Workflow >> Message Setup) window load the message you want to amend and simply add the HTML image tag:

Message Setup

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Customising Dynamics GP Workflow Emails: Not Just Workflow Emails

Microsoft Dynamics GPOne point I forgot to make when writing the other posts of this series, which was perhaps obvious to all, is that the formatting I have shown in this series, applies not only to the workflow emails, but also to the standard emails sent by Microsoft Dynamics GP. This would include the emails sent to vendors with a PO or remittance or to a customer with an invoice or statement.

While I haven’t gone much beyond what I have covered in this series, it should be possible to do a lot more in formatting terms to the emails. One thing I have thought of, but not tried yet, is wrapping a table around the fields at the top of the table to align them into a neat layout.

A couple of things I have tried, and which did not work, are:

  1. Adding styles to the approval links – any style I added to these links, such as padding or line-height, was ignored.
  2. Adding a div around an image and setting float: left – the image did not float in Outlook.

The final point I would make around formatting the emails, is that just because you can, doesn’t mean you should. If you do format the emails, keep it simple.

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Customising Dynamics GP Workflow Emails: Creating a Hyperlink

Microsoft Dynamics GPI’ve been showing how to format the Microsoft Dynamics GP Workflow notification emails in this series. I’ve covered some formatting to change the font size or weight in the previous posts, but I want to show how you can apply other html tags to a Workflow email.

The example below shows how we could contruct a hyperlink to a web page using the Vendor ID field to make the link unique:

Message Setup

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Customising Dynamics GP Workflow Emails: Extending Styles to Other Elements

Microsoft Dynamics GPIn this series of posts, I am showing how the email notifications sent by Microsoft Dynamics GP Workflow can be formatted using HTML text formatting tags. In this post, I’m going to show how we can appyl formats to mutliple elements within the email by building on the embedded stylesheets I covered in the last post.

In Message Setup (Administration area page >> Setup >> Company >> Workflow >> E-mail Message Setup), I added a new span class of title to the stylesheet at the top of the message body (this time setting the font-weight to 900, which is a bold font), and then wrapped all of the field headers in span tags with a class of title:

Message Setup

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Customising Dynamics GP Workflow Emails: Applying an Embedded Stylesheet

Microsoft Dynamics GPIn this series of posts, I’m taking a look at the formatting of emails sent by the Microsoft Dynamics GP Workflow module. In the first post I showed how the font-size could be changed on the email, and in the second post how an embedded style sheet can be used to format the document line fields.

It is best practice not to use different methods of applying styles within a single page, or in this case email. So with both normal fields and the document line fields needing to be formatted, I revisited the email message and changed the original span tags to use a class and added the format of this to the embedded stylesheet:

Message Setup

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Customising Dynamics GP Workflow Emails: Increasing the Font Size in the Document Line Fields

Microsoft Dynamics GPAs I mentioned in the series index, on a recent Workflow project I had a few users comment to me that the text on the emails was a little too small to read. My initial reaction was that it was not possible to change the font size. However, while driving a little later, I had a thought of how I could tackle this.

In the first post of this series, I covered increasing the font-size of the email by wrapping a span test formatting tag around the text, but I found when doing this with the task assignment email which had the Document Line Fields mail merge on it, the formatting didn;t work correctly.

On this email I wrapped the span tags around all of the message body:

Message Setup

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Customising Dynamics GP Workflow Emails: Increasing the Font Size

Microsoft Dynamics GPAs I mentioned in the series index, on a recent Workflow project I had a few users comment to me that the text on the emails was a little too small to read. My initial reaction was that it was not possible to change the font size. However, while driving a little later, I had a thought of how I could tackle this.

The emails sent from Workflow are HTML emails, and HTML emails can have text formatting tags embedded within them.

This is a standard Workflow task assignment email which shows the same font size used on all of the emails sent by Workflow:

Workflow task assignment email

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Customization Maintenance: “Unable to open customizations dictionary”

Microsoft Dynamics GPI ‘ve been involved in quite a few upgrades recently and have had a few issues arise. One of them was on one site after I had installed Microsoft Dynamics GP, the web client and web services and also Management Reporter.

I did some work to upgrade the customised forms and reports and then imported them through Customisation Maintenance (Microsoft Dynamics GP menu ¯ Tools ¯ Customisation ¯ Customisation Maintenance). Or at least I tried to as I got an error with the SOP_Entry form:

Errors

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Problem Adding Fields To VBA in Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GPI had a colleague (actually the First Minion, Erebus) using Modifier with VBA to create a customisation of the Account Maintenance window (Financial area page ¯ Cards ¯ Account) in Dynamics GP 2013 R2 (for a client who does not and will not be using the web client). This customisation required a small number of fields and the save button to be added to VBA.

When he was adding the fields everything was fine, but as soon as he tried to add the save button the cursor changed to a standard one and did not allow the save button to be added. Microsoft Dynamics GP 2013 R2 saw the introduction of the action pane (or ribbon bar as I keep on calling it):

Account Maintenance action pane

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Customisation Import – Component Write Exception

Microsoft Dynamics GPWhile importing a customised Form with VBA I encountered a problem and received a Component write exception;

Component Write ExceptionComponent Write Exception

The form itself had imported but the VBA element had not.

Not having seen this error before I hit up Bing and soon found a blog post from Dex Master David Musgrave where he discusses this exact issue on GP9 (I was loading a customisation from GP9 to GP 2010 to upgrade).

The answer was not quite what I wanted. I was hoping for something nice and simple, but instead I needed to export all the customisations, delete the forms.dic, reports.dic and dynamics.vba files and then reimport all of the customisations.

After I did this the import worked fine.