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1. Microsodft word templates install#
2. Microsodft word templates update#
3. Microsodft word templates windows#

This is done in the Template Configuration Window. Role ID: Word Template Editor, has the Task IDs Word Template User and Word Template Editor selected.Īfter the security is setup, you will need to enable the templates in Dynamics GP. Role ID: Word Template User, has the Task ID Word Template User selected.

Microsodft word templates windows#

Task ID: Word Template Editor, has the following windows selected: In System: Message Setup (This you may want to restrict to an editor user).Task ID: Word Template Use, has the following windows selected: In Sales: Here are my recommended configurations for the two Tasks and Roles: This also makes it easy to take rights away if necessary. This way you can just add these roles to your users, rather than trying to add the tasks to existing roles. What I have found works best is to create two Tasks and Roles: one for general Word Template Users, and one for Word Template Editors. By default, only power users will have access to any of the Word Template editing or emailing functionality. Next: Configure Security SettingsĪfter all the add-ins have been installed, the next thing to setup are the security settings in GP. Word Templates are included in GP, but they are not installed. This is something your system engineer or hosting provider will need to do. This will need to be installed both in GP and in Microsoft Word. The first step to setting up and configuring Word Templates in Dynamics GP is to make sure the Microsoft Dynamics GP Add-in for Microsoft Word is installed.

Microsodft word templates install#

First Step: Install and Configure Word Templates Below I have listed the main pitfalls I have seen while developing word templates, and what I have found that works to avoid the pain that they can cause. It is also important to know whether the current documents are the original or modified versions of the report from Report Writer. Before starting, you will need to know which users will need access to use and edit the templates. Top among them are security settings and report settings. I have found several things that can trip you up when working with word templates in Dynamics GP. However, getting them to that point can be frustrating if you are not willing to put in the time and effort to make them what you need them to be. All this sounds great… right? Word templates are great, once they are setup and fully functioning. You can even have separate document types for different companies and customers.

Microsodft word templates update#

Word templates make it really easy to update the look and feel of your customer facing documents, and you can email them directly out of Dynamics GP. The word template functionality in Microsoft Dynamics GP is pretty awesome.