2013 dynamics-user conference -letter writing assistant

2013

DynamicsUser Conference

September 19, 20138:15 a.m. - 3:30 p.m.

#13ADUC

#13ADUC2013 Dynamics User Conference #13ADUC2013 Dynamics User Conference

Letter Writing Assistant in Dynamics GP

Linda Herron

#13ADUC2013 Dynamics User Conference

Letter Writing Assistant in GP

Why Benefits Windows Demo Files

#13ADUC2013 Dynamics User Conference

Why Utilize Letter Writing Assistant

Vendors • Requesting W9 forms

Customer • Sending past due notices

Employees • Updates to benefit plans

Vendor/Customer • Address Change for company

#13ADUC2013 Dynamics User Conference

Benefits of Letter Writer Assistant

One database

Saves time

Step by step wizard

Integrates with Word

Existing or customize

#13ADUC2013 Dynamics User Conference

Windows to Navigate to Letter Writer Assistant

#13ADUC2013 Dynamics User Conference

• 1. Step by step wizard

• 2. Select a type of letter

• 3. Determine the criteria

• 4. See your results

• 5. Enter your signature information

• 6. Letters displayed in Word

Overview of steps

#13ADUC2013 Dynamics User Conference

Locations of Files

• Program Files

• GP 2013

• Data files

• Letters

#13ADUC2013 Dynamics User Conference

•Questions

Letter Writing Assistant in GP

#13ADUC2013 Dynamics User Conference