Comparison of the CRM 2011 and CRM 2013 Filter Functionality

    One of the differences between the CRM 2011 and CRM 2013 systems is how you can filter views. In 2013, new functionality was brought in that allows you to pre-filter from the columns currently existing in default view. This works really well when you don’t have a complex query from which to...

    Quick Epicor Tip to Resolve Posting Status

    Quick Epicor Tip to Resolve Posting Status

    Mapping Opportunity Products to Quote Products in MSCRM 2011/ 2013

    The creator of CRM 2011-2013 Entity Maps 2.0.0.0 made a simple utility to display the common mappings between entities in one interface. This is meant to expose mappings that are hidden from the user. Meaning they are not available in the normal interface.  In our case, we were not able to...

    How to Import Marketing List Contacts into Microsoft Dynamics 365

    In this how-to, I will show you the process one of our Datix consultants used to assign a client’s contacts to marketing lists in Microsoft Dynamics 365. The client he was working with had approximately 7,500 contacts that needed to be assigned to one or several of 77 marketing lists in their...

    How to Use the Tracing Feature in Epicor

    Gain Crucial Insight with Epicor's Tracing Feature

    In my experience with Epicor ERP, I found it helpful to examine background tasks. By performing this process, you learn the ins and outs of debugging and other important functions. For this, I recommend using the Tracing feature.

    Crystal Reports Technique: Passing Data from Subreport to Parent

    On a couple of occasions, we've needed to sum data or concatenate a string within a Crystal Reports subreport, and then pass the data back to the parent report for display. The key to doing this is passing the data in a variable within a Formula Field that exists on both the Crystal Reports...

    How to Update Job Operations from Customer Shipment Entry in Epicor ERP

    Update Job Operations from Customer Shipment Entry

    Using customizations in Epicor you can update a completely different object from the screen you are currently working on.

    For example, when I set a Customer Shipment Entry as “Shipped” by checking the “ReadyToInvoice” checkbox, I was then able...

    Save Time in Epicor ERP: Add Sign Off Line to Job Traveler Reports

    On November 23, 2013, Posted by TJ McDowell, In Power Tips: Epicor ERP, Technology Tips & Tricks With 1 Comment

    Save Time in Epicor ERP: Add Sign Off Line to Job Traveler Reports

    Time saving tips for Epicor are always helpful. I wanted to share a tip that has helped our clients save time in Epicor ERP. In this brief tutorial, I show how easy it is to add a sign off line to job traveler reports. Check out...

    How to Create a Sales Order from a Quote in Epicor 9

    Create a Sales Order from a Quote in Epicor 9

    Here’s a tip for creating a sales order from a quote in Epicor 9 when the customer is not allowed to have duplicate PO numbers:

    If you want to create a sales order from a quote in Sales Order Entry (Actions – Get Opportunity/Quote) when a customer...

    How to Call a BAQ from Script Editor in Epicor ERP

    Call a BAQ from Script Editor

    For this Epicor tutorial, I wanted to share a tip I have learned while working with a Business Activity Query (BAQ) in Epicor: how to call a BAQ from Script Editor.

    After a BAQ has been created, you can then call the BAQ from code within the script editor inside of...

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