Updated for 2025 – Because legacy systems deserve modern solutions
The landscape of document automation in Microsoft Dynamics GP has evolved significantly with the release of GP 18.7 (also known as GP 2025) in October 2024. This version brings powerful enhancements that make PDF creation and email automation more robust and user-friendly than ever before.
Key 2025 Improvements for PDF and Email Automation:
GP 18.7 adds several new Word templates, including ones for multicurrency forms. These templates expand your options when emailing documents, improving flexibility in vendor and customer communication. Users can now select and email multiple documents directly from Navigation Lists.
The update also addresses critical security requirements that have become essential in 2025. Updated security to support MFA (multi-factor authentication) and TSL 1.2 ensures that your automated email processes remain secure and compatible with modern Office 365 environments. This is particularly important as SSL / TLS 1.2 security has changed in Office 365, making upgrades essential for organizations still using older GP versions.
Important 2025 Context for Dynamics GP Users:
While Microsoft announced that new sales of Dynamics GP perpetual licenses will stop in 2025 and new sales of GP subscriptions will stop in 2026, existing customers can continue leveraging these powerful automation features. Microsoft has extended support through 2029, showing their commitment to the GP community and ensuring that investments in automation processes like PDF creation and email workflows remain valuable.
Why PDF Automation Matters More in 2025:
With remote work becoming the norm and digital-first business processes essential, the ability to automate document creation and distribution has shifted from a convenience to a business necessity. Organizations that haven’t implemented these features are finding themselves at a significant disadvantage in terms of efficiency and customer responsiveness.
Eliminate Manual Entry in Dynamics GP Tip #6 – Automatically Create and Email PDF Documents
One of our Dynamics GP users said, “For years I did the laborious task of creating PDFs from invoices every month, one by one. Until one day, CAL showed me how to set up the auto-creation of PDFs and recurring billing. It changed my life!”
Once your PDF is created, you can then use the email messaging feature to send out invoices, orders, and quotes right from Dynamics GP.
The Manual Way to Do This
The old way was to print a document and put it in the mail. However, many Dynamics GP users are still stuck in the habit of saving individual documents (such as invoices or quotes) as a PDF, opening Outlook, attaching the document, and sending an email. Often this will be done over and over again and wastes a considerable amount of time.
The Smart Way to Do This in Dynamics GP
Without leaving Dynamics GP you can set up the system to auto create a PDF and then email that PDF to the address on file underneath your customer/vendor card. You never have to leave Dynamics GP.
If you are interested in setting up this feature in your Dynamics GP system, contact CAL Business Solutions 860-485-0910 x4 or sales@calszone.com
By CAL Business Solutions Inc., Connecticut Acumatica & Microsoft Dynamics GP / 365 BC Partner, www.calszone.com
