Error opening Word templates from Microsoft Dynamics GP Workflow Action emails

Microsoft Dynamics GPA client reported a problem with workflow approvers opening the batch edit list on a Microsoft Dynamics GP General Ledger Batch Approval workflow action email this morning; only a few users are having problems while everyone else is working without problem. The users with the problem are getting this error when trying to open the Transaction Edit List report on the email:

Word experienced an error trying to open the file...

Microsoft Word

Word experienced an error trying to open the file.
Try these suggestions.
* Check the file permissions for the document or drive.
* Make sure there is sufficient free memory and disk space.
* Open the file with the Text recovery converter.
(C:...transaction Edit List.docx)

I did some research and found there was a recent post on the Dynamics GP Support and Services Blog where they covered this same issue. The blog post was only four days ago and they acknowledge the issue is ongoing and offer the workaround of downgrading Microsoft Office to work around the issue (I did this recently when sending emails using MAPI caused Dynamics GP to crash).

The problem does not just affect the Word template reports from Workflow Batch Approval emails, but also the Word templates used for sending purchase or sales orders, remittances and so on. For the non workflow Word templates, you could reconfigure the templates to use PDF, or one of the other formats, instead of Word, but, unfortunately, this option is not available for the batch edit lists.

Following the initial report, we've had a number of other clients report the issue, so it may be worth preempting problems and block Office updates for Dynamics GP users until a fix is in place from Microsoft.

Replace Microsoft Word formatting with a style

Microsoft OfficeI was working on a new book recently and bolded a lot of important terms. I then remembered that I actually had a style created for key words and should have been using the style rather than simply using bold; I convert the Word document into a number of different formats and styles, rather than simple bold, works a lot better for the conversion process.

A 200 page book was going to be somewhat long-winded to go through and update, but then I remembered seeing some additional options in the Find and Replace window a while ago.

Hit Ctrl+H and then click the More >> button. Click the Format button and select Font...:

Find and Replace window

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Remove Microsoft Word Index Entries

Microsoft WordI've written a few books over the last few years; I use Microsoft Word as it is easy to work in and easy to convert to PDF. Some of the books I have written have been self published. Doing it this ways means that I need to do all of the layout and formatting, such as creating the index.

On occasion, I have had a need to remove the index and re-add; this is most often when I am writing a new edition of a book. I've done a fair bit of searching for ways of doing this and have used a couple of different approaches.

One of the early approaches I came across was to use VBA to strip the index entries out, but more recently I found another, much simpler, way of doing it using find and replace.

Press Ctrl+H to open the Find and Replace dialog; in the Find what box, type ^d XE:

Find and replace

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

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

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Hands On with Microsoft Dynamics GP 2018 R2: Install Microsoft Dynamics GP Add-in for Microsoft Word

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I'll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won't be covering.

The series index will automatically update as posts go-live in this series.

The Microsoft Dynamics GP Add-in for Microsoft Word was introduced with Microsoft Dynamics GP 2010 to allow the Word templates to be amended by adding additional fields (changes to relocate or remove fields do not require the add-in).

It is a nice simple install which is only needed on computers used by the people who maintain the Word templates. To install it, launch the setup utility and, under the Additional Products heading, select Microsoft Dynamics GP Add-in for Microsoft Word:

Setup Utility

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Removing Blank Lines from Microsoft Word

Microsoft OfficeI recently had to read a large Word document which had apparently been written by someone who doesn't know how to use Microsoft Word. Intead of using paragraph spacing they had inserted blank lines.

I know in the scheme of things, this is a relatively minor gripe, but in a large document it is still annoying.

However, there is a simple way in Word to remove blank lines.

Using the Find and Replace tool, in the Find what box type ^p^p and in the Replace with box type ^p; hit Replace All and all double line breaks will be replaced with single line ones:

MS Word Find and Replace

To my eyes this makes the document far more readable which is important for a large one.

Microsoft Dynamics GP Macros: Macro By MailMerge

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

The most common way I update a macro template with the data to be updated, is to use Mail Merge in Microsoft Word.

Make sure you have your data prepared: in the demo system I'm using, I have only four users. I have created some new passwords based on the User Name field and stored them in an Excel spreadsheet:

Microsoft Excel

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Hands On With Microsoft Dynamics GP 2016 R1: Installing the Microsoft Dynamics GP Add-in for Microsoft Word

Microsoft Dynamics GPAs of Microsoft Dynamics GP 2010, Word Templates were introduced as an alternative to the standard reports. The Word templates offer an easier way to format the documents produced from Dynamics GP, such as sales invoices and check remittances. When a new field needs to be added to a Word template, it first needs to be added in Report Writer and then the Word template modified.

To add the field in Word, the Microsoft Dynamics GP Add-in for Microsoft Word needs to be installed. To install it, launch the setup.exe from the download media and select Microsoft Dynamics GP Add-in for Microsoft Word:

Microsoft Dynamics GP 2016

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Hands On With Microsoft Dynamics GP 2015 R2: Install GP Add-in For Microsoft Word

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.

However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.

When using the Word Templates to replace the standard reports for printing reports such as invoices, remittances or purchase orders you can do changes to the format or layout using the standard functionality of Microsoft Word.

However, if you want to add additional fields then you need to install the Microsoft Dynamics GP Add-in for Microsoft Word. Do this by launching the Microsoft Dynamics GP setup utility from the downloaded installation media and, under Additional Products, click on Microsoft Dynamics GP Add-in for Microsoft Word:

Microsoft Dynamics GP 2015 setup utility

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Word Templates XML Update – Make Sure Word Is Closed Before Modifying

Microsoft Dynamics GPWe had a peculiarity the other day when updating a Word template for a client. We added some new fields via Report Writer and then created a new Word Template; when then modifying the Word template the fields usually show in the XML schema, but this time we found they weren't.

After a couple of fruitless minutes checking the modified report and creating a new version of the Word template without success I started wondering about already open applications. In particular MS Word itself was already running with an unrelated document open.

I closed down all open Word documents and, in Template Maintenance (Administration » Reports » Template Maintenance), clicked the Modify button; when the Word template opened the new fields were showing in the XML schema.

This is something I have experienced before without being able to pin down why which caused..shall we say...a certain level of frustration. I'm not sure why having Word open caused the XML schema not to be refreshed when creating a new document, I am pleased that at least I can void the problem by making sure all open instances of Word are closed before starting.