How to FTP a File to a Remote Server and Change Permissions

    How to FTP a File to a Remote Server and Change Permissions

    Are you trying to FTP a file but require a bit more functionality than the standard method offers? Having an especially difficult time finding that solution in the .NET 2.0 framework?

    Recently, we worked with a client who needed to FTP...

    How to Use BPM Messages in Epicor ERP

    How to Use BPM Messages in Epicor ERP

    BPM messages can be used to both debug BPMs and show information to Epicor users. The code shown below gives two examples of how messages can be used in your BPMs.

    Configuring Default Site Address for Shipped Epicor Reports

    Sometimes small configuration steps are overlooked when upgrading or migrating to a new ERP system. Most clients use several of the shipped Epicor reports and might assume a customization is required to get the correct default site address to populate on common forms such as sales order...

    Setting Up Routine Backup for Epicor Progress Database

    Looking to set up and schedule a routine backup for your Epicor Progress database? How about one that will remove old backups after a specified number of days and compresses the backup file to save space?

    This week's Tech Toolbox has an example of a batch file that does just that. It also...

    Reporting Revenue by Product Type in Microsoft Dynamics CRM

    Reporting Revenue by Product Type in Microsoft Dynamics CRM

    Many businesses want to examine revenue for various product lines or item types such as units versus accessories separately. However, by default Dynamics CRM (Customer Relationship Management) uses Closed Opportunities when reporting...

    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...

    Crystal Reports Technique: Passing Data from Subreport to Parent

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