13 Jun

Academy - Emailing in GP

Academy - Emailing in GP

Thursday, June 13, 2019 (12:45 PM) to Thursday, June 13, 2019 (5:00 PM) (Eastern Time)

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Jo deRuiter

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Learn how to get emailing in GP working for you quickly! What does it take to set it up, shortcuts to setting up document types for vendors and customers. Tips and tricks for emailing and customization of messages and templates.

Learning Objectives:
  • Learn the setup options for emailing in GP
  • Learn how to customize email messages to help you out
  • Learn some tips around Word Templates
  • Learn to email transactions and make on-the-fly changes
  • Learn how to find out who received what and to which email address and other tips and tricks

Audience: Accountants

Level: Intermediate

Jo deRuiter
Jo is an accomplished, action-oriented Microsoft Certified/Advanced Certified GP Professional who currently serves as the Chairman of the GPUG Partner Advisory Board, sits on both the Dynamics Pro Credentialing Council and Exam Committee and is a die-hard volunteer for all things GP. She has over 30 years of experience in the fields of accounting, finance and business intelligence software with 21 years of that exclusively Dynamics GP (Great Plains). Prior to joining the partner community Jo was a Senior Accountant and Controller who utilized GP extensively. Jo has worked with a number of other Microsoft Gold Partners. Jo has focused on implementing and supporting Dynamics GP and many of its various 3rd party tie-ins. With a great understanding of SQL (especially the GP tables), networking and functional GP Jo loves to share her knowledge.​​