This 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:
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The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.
The twenty-first Feature of the Day is Letter Writing Assistant works in the web client.
This feature is the Letter Writing Assistant now works in the web client; when in the SmartList window and you click on the Word option, the templates are available as they are in the windows client:
Letter Writing Assistant was one of the few pieces of functionality which did not work in the web client, so it is nice to see it being made available.
Belinda Allen brought my attention to a suggestion on MS Connect asking that the Letter Writing Assistant be updated to allow debtors and creditors (customers and vendors to my US readers) be emailed directly from the Letter Writing Assistant based on the email address on the Primary Address.
I think this would be a very good feature to add. I’m sometimes reluctant to show people the Letter Writing Assistant due to having to print the letters rather than emailing them. I often end up showing them how to export a SmartList and use Word to mail merge and email the letters instead, but having the feature included would be far better.
Please vote for this suggestion here so we can get Microsoft to include this update.