Insights 2025 - After Action Report

This session with @amurdock and @emcgee was excellent. I wish we’d had access to Activity Tracker when we moved to Kinetic. Still useful now though, to see what dashboards/menus/etc. are and are not being used.

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https://epicor.swoogo.com/EpicorInsights2025/session/2898270/customer-led-using-activity-tracking-to-help-with-your-transition-to-the-kinetic-ui

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@tpogue thank you for the positive feedback!

We will post a generic version of our dashboard and BAQ next week for others to use.

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Yessss!

Activity Tracker was the biggest take away for us this year I think.

2025.2 is the last release with classic and no amount of prodding pushing or begging appears to have changed that. So Spark some Action and get a move on! :rofl:

I was hoping to see more real action from Prism but it seems it just isn’t there yet, which is ok with me as a SaaS only offering I had been dreading the fight with execs but honestly it doesn’t do much of anything yet so we have a year or two before it becomes a serious point to consider me thinks.

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I learned more from the group here and the customer led sessions.

As was discussed during the first EPIUsers.Help session, we need to do a better job volunteering to do more sessions. Maybe we should do a poll on what we think needs to be covered and get that arranged with Epicor. @timshuwy :safe_harbor: said :safe_harbor: that is the way to get more of what we are wanting versus the “sales” sessions.

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Funny that…Dedicated software better than some hand rolled proprietary thing. I’m sure I mentioned that Epicor should just stop wasting their time trying to build a better mouse trap…

As far as sessions are concerned… I think I mentioned to Kerrie that perhaps the bulk of the real content is on Tuesday afternoon and Wednesday and booked endedwith the keynote/road ahead on Tuesday
Morning, and guest speaker/EUG on Thursday., even having the EUG in the afternoon. To be honest, I’d rather see the last one to just be replaced with classes, or at least overlap.

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Yes! This!

It might be nice to have, as an interim step at least, an editable json code view in AppStudio. If it validates to schema then it’s good > preview > publish.

Then all we need is ‘save solution to folder’ and ‘open solution from folder’ which downloads/uploads json layers to a local folder. Initialize your repo on any source control you want.

Like so:
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Source:

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Take aways:
BAQ: T-SQL import in preview; (As cloud-only, wish I had an empty SQL db to play with)
SSRS: Generate > Download > Design > Preview > Publish now works in Kinetic. ( :thinking: why not save a stored procedure having guid param for every RDD table to avoid messy SQL expressions, joins in RDL)
AppStudio: Auto-load checkbox makes preview hot-reload at design time!!! (prolly not new but learned someting and love it)
Functions: Next on tools roadmap for Kinetic. (@Olga , was doing dynamic BAQs on the fly from SQL via BAQ REST endpoint, I think, - need source code on this session)
APR: Last on the list for Kinetic, in PowerTools for interim, must redo all routings to pickup RDD changes - Ouch!

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Sort of but not really there yet. Still many open PRBs that are not planned for resolution until 2025.2 which I think is cutting it very close - what if it still doesn’t work in 2025.2?

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I think I will write a post. soon-ish…
Endpoint was DynamicQuerySvc,and query text was coming from Azure instance of gpt-4o

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thanks! Great session! PS - while I have you, I had asked you about using multi-select search result in BAQ criteria and then found convertDelimListToSQL function which appears to format for T-SQL IN() clause. Is there docs on this? could it do more then Just IN()?
ie: Function: convertDelimitedListToSQL?

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I thought this Demo was great. A mini version of Prism for us on-prem folks to play with.

I can see us implementing our own AI agent before moving from on-prem to cloud and purchasing Prisim.

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Yes I really enjoyed the presentation. Hope you will share the code / examples. I’m especially interested in the copy user functionality

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thank you. Copy employee in copy user is simplified - only EmpBasic stuff is copied. But yes, I will share the code.

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They have to provide a funny picture first. We work for memes here.

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Here they are:

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Here’s @klincecum After Action Report.

Happy Hour Drinking GIF

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That’s impressive.

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Obligatory Brag Shot :star_struck:

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It’s clearly AI.
Fake news!

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