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 pre-built letters to create the most common type of mailing, collection letters.
How to do it…
To use Letter Writing Assistant, follow these steps:
- From the menu bar, select Reports | Letter Writing Assistant to start the wizard and click Next to get started...
