Author Archives : Candice Evertowski

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How to Look up Values Behind a Static List

How to Look up Values Behind a Static List – Epicor 9 For this Epicor tech tip, I wanted to show you how to look up the values behind a static list  I found this useful when working in  Epicor 9.05 and you need to pass a code value from…

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 files and then change permissions on the file. However, they were using .NET framework 2.0. The usual way to do this would be to use FTPWebRequest, but it doesn’t support the CHMOD command, so we had to find another way.

Keys to Success: Why We Implement Processes Not Software

Implement Processes Not Software Even the best Enterprise Resource Planning (ERP) is only a tool. It will not magically solve the problems your company is facing. It will most likely not automatically fit with your existing processes. Some of these processes may even need revision or, in other cases, the software…

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…

Mapping Opportunity Products to Quote Products in MSCRM 2011/ 2013

 The creator of CRM 2011-2013 Entity Maps 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 easily create mappings between opportunity products and quote products. Instead, a third party solution exposes those mappings allowing for easy mapping of fields between screens that would otherwise be unavailable.