This article does not explain how Word Template work in GP 11 Beta.

This is intended to inform that there may be Consultants /…

Microsoft Office Word Template Maintenance

Modules: Sales Order Processing, Receivables Management, Purchase Order Processing, Payable Management.

Why this feature is cool!

Building off the previous Microsoft Office Word Template feature of the day,…

We have done several Dynamics GP2010 upgrades now and I have had occasion to modify several of these templates. The manual for this functionality is actually part of the report writer manual for dynamics GP 2010 however it is not as simple as it seems.


Below are several tips to make life easier.

1. Do not use logos in the base report writer report. If you have a logo any modified fields will not come across…

The Word template forms in GP2010 have some nice advantages to Report Writer forms such as…

The new Word Forms functionality in Dynamics GP 2010 is going to really be popular.  It allows you to modify the format of sales orders, quotes, invoices, and purchase orders in Microsoft Word.

The two…

You may have used the standard Letter Writing Assistant templates that come out-of-the-box with GP, that allow you to create Word documents from SmartList data.  There are actually some nice ones that I like to show when I demo GP.

But you can also modify the standard templates, and create your own.:

• To access the Letter Writing Assistant, navigate to:  Reports …

This article seems like an extension to what Inside Dynamics GP explained us on GP2010 Word Templates (Feature of the Day…

I had mentioned in my previous article about OpenXML Plugin that must be installed on our system to run Word Template Report.

Once this was done on my test environment, I still could not see my Word Template…

Hi folks as promised in the previous article, here are the steps to use Microsoft's Word mail merge to create an import macro for Dynamics GP. The below will work for any repetative task in Dynamics GP.

Before starting this you will need an excel spread sheet with the values you wish to update. See below example of content.


Segmentid Number description

Segment1 100 Administrator

Segment2 100 Manager

Segment3 100 Tickets

Segment4 100 revenue



Open the window you wish to update. In this case Tools setup financial segment

Then go to Tools Macro Record

Give the macro a name e.g. Segment.

Save macro (the macro is now recording and all your key strokes will be recorded).

Enter one set of data you wish to update e.g. Segment ID , number and description.

Then select save.

Then go to Tools  macro  stop record

Go to where you saved the macro (.mac file) and right click and open Macro with word. You should have text similar to below example.

# DEXVERSION=10.0.193.0 2 2

ActivateWindow dictionary 'default' form 'GL_Segment_Maintenance' window 'GL_Segment_Maintenance'

MoveTo field 'Segment ID'

TypeTo field 'Segment ID' , '100'

MoveTo field Description

TypeTo field ' Description ' , 'Administration'

MoveTo field 'Save Button'

ClickHit field 'Save Button'

ActivateWindow dictionary 'default' form sheLL window sheLL



Now in the word document goto mailings and start the mail merge wizard.



Select directory as document type and got to next starting document



Select current document as starting document and go to next select recipients.



Use an existing list and the browse option to browse out to your spread sheet with the values you wish to update.



Do not go to the next stage of the wizard.



Highlight the value…

We all have the need to customize external facing documents. Some of these customizations may be something as small as changing the company logo on the document, but all changes, big or small, require users to create a modified Report Writer report within Microsoft Dynamics GP.

In Microsoft Dynamics GP 2010, users are now able to make these types of modifications without creating a modified Report Writer report using instead the familiar Microsoft Office Word application! For example, if you need to change the company logo, you can just assign that picture to the company within GP…