If there’s a problem relating to Epicor or CRM integration or development, we’ve likely run across it. This blog has powerful time-savers we developed because we couldn’t find the answer anywhere else. Now we’re shaing with you!
Reasons to Upgrade to Epicor 10: Engineering In part one of our newest series of posts centered around the many reasons businesses should consider an upgrade to Epicor, we covered the application’s agility and ease of use when it comes to production manufacturing. In second first part, we’re going to be focusing on …
CRM and ERP Training Strategy for Your Next Software Project It’s no secret that enterprise software like CRM and ERP can truly revolutionize the way your business operates, connecting your shop floor with your sales team in entirely new (and more efficient ways) to share data and streamline processes across your entire operation. Partly because …
CRM and ERP Training Strategy for Your Next Project Read More »
5 IPaaS Integration Myths: Busted To receive an integration demo and pricing… Contact Us Today IPaaS (Integration Platform as a Service) is just the latest up-and-coming technology trend that the mainstream enterprise hasn’t caught on to yet. The idea is simple; taking the integration platforms that have existed for a long time within the enterprise world i.e. …
The 5 Essential Stages of Software Process Integration Modern business in all sectors of the economy are these days becoming more invested in connecting their back office with their customer-facing services through integration of their enterprise software systems; largely because this connectivity provides greater, more valuable insight into the relationship between the company and the …
The 5 Essential Stages of Software Process Integration Read More »
Why You Need Salesforce and Epicor Integration Salesforce and Epicor are two of the most talked about giants in their respective software corners, providing CRM and ERP solutions for businesses of all sizes and industries. As certified partners of both vendors, we have extensive experience with each system and often come across clients running both …
Salesforce and Epicor Integration: What’s Stopping You? Read More »
How to Clean CRM Data Before a Software Integration One of our favorite topics on the Datix blog continues to be the power of enterprise software integration. The power gained from a total view and insight into your shop floor and inventory right through to your customer and target markets is invaluable. However, one simply …
How to Clean CRM Data Before a Software Integration Read More »
The Questions You Need to Ask Every Epicor Consultant So, you’ve finally selected the ERP software you’re going to implement, where to host it, and convinced everyone else of the long list of benefits that that system will provide your company. It’s all smooth sailing after that, right? Probably not. As we’ve mentioned before on …
The Five Questions You Need to Ask Your Epicor Consultant Read More »
3 Reasons Your Go Live Date Should Never Be January 1st We’ve encountered quite a few companies that want to, or already have, selected January 1st as their planned go live date—and why not? After all, the first day of a new year seems like an intuitive day to pick: the start of a …
3 Reasons Your Go Live Date Should Never Be January 1st Read More »
Why Epicor 10 Cloud ERP Could Be What Your Business Needs As more and more of the technology and software industry have been turning to the cloud, the world of Enterprise Resource Planning has been slower to catch up. In fact, the majority of ERP instances for manufacturing companies are still deployed on premise. …
Epicor 10 Cloud ERP Could Be What Your Business Needs Read More »
Visualforce Remote Objects HTML Encode | XSS Analysis As a certified Salesforce partner, a common subject that we’ve noticed popping up is the act of a Visualforce Remote Objects HTML Encode; an XSS analysis. XSS stands for Cross Site Scripting and is in the OWASP Top 10 Vulnerability list. An unprotected system is vulnerable to attacks …
Visualforce Remote Objects HTML Encode | XSS Analysis Read More »
We Don’t Have Flying Cars & It’s Affecting Your Business Growth Over the last 50 years, just about every sci-fi movie in existance has included the futuristic innovation of a flying automobile. Why? The thought of this kind of innovation was — and still is — the embodiment of innovative travel; a theoretical revolution in how …
We Don’t Have Flying Cars & It’s Affecting Your Business Growth Read More »
Epicor SSRS Report Setup and Overview As a leading Epicor consultant for the mid market, we’ve noticed that a lot of Epicor customers have recently reached out to us regarding Epicor SSRS reports. As with any new system, Epicor 10 has some great new innovations; however there are always new items that take a little …
How to Modify an Out of the Box SSRS Report In Epicor 10 SQL reporting systems is a reporting platform integrated into Epicor version 10. Users may need to modify an out of the box report for one of their many business needs. Here, the Datix Epicor consulting experts show you “how to” modify an out …
SSRS Report In Epicor: How to Modify an Out of the Box Report Read More »
Transfer account records across users without transferring ownership of all prior activities A common question we regularly get from CRM users is how to transfer account records from one user to another without transferring ownership of all prior activities. For example; say you transferred 100 accounts to a new account rep, but in doing so, all …
Transfer Account Records Without Transferring Ownership – MS Dynamics CRM Read More »
Upgrading Epicor Software to Version 10 There are a lot of benefits to upgrading Epicor software to the new Epicor version 10. We’ve actually covered those previously, and are quite confident that Epicor does as good of a job as anyone selling the benefits of doing so. The question we commonly get is, “what are …
