Epicor Mobile CRM BAQs

Attempting to get the Epicor Mobile CRM App working. I have managed to get the app connected to our server but when i try to load anything (Customers, Orders, etc) I receive an error “Failed to initialize CRM BAQs. Please verify the latest CRM BAQ solution has been installed”. We are on version 10.2.100.7 and according to the documentation for installing the app, these BAQs should already be loaded on any 10.2.100 release. Has anyone else run into this issue?

I have Mobile CRM working on 10.1.6, but I had to load the CAB file containing the BAQ’s using the Solution Workbench.

Can you check whether you have BAQ called ‘zCRM-CustomerActions’ on your system, if not then you’ll need to manually import the CAB file?

Obviously, try it on test first :slight_smile:

Thanks for the reply. That BAQ is already there unfortunately.

Just a thought - but are the BAQ’s visible to the user you are logging in with - i.e. are they shared?

Hi Jason,

I hope you can help me. I have issue with connecting IOS app to the server for mobile CRM. when I use browser I can connect without any issue but app just not doing anything. Only stuck on the screen “Enter the server name to your ERP”. Is the format Server\AppPoolName for mobile CRM extension correct?

Many Thanks
Jarek

Hi,

The following link works for me

https://domain name of server/epicorerp

Cheers,

Andrew.

I have the same error, but it’s seems like an IOS app (2.0.1673) bug, because the error I wasn’t able to reproduce on Android app (1.0.X), I’m currently waiting for Epicor tech suggestions to solve the problem.

The format that Andrew has listed is the correct format for the server url. https://servername/yourepicorinstance

You will also need to make sure that you have a certified ssl certificate. A self-signed one will not work. You also need to make sure that your server is accessible externally otherwise it will only work on your local network which is pretty pointless. There are a number of ways to go about that depending on your security setup (vpn, static public ip, dyndns, etc.).

I was finally able to fix the BAQ error message with some “assistance” from Epicor support. They sent me a file that was supposed to clean up all older versions of the zCRM BAQs. It removed all of them (as in not just the old ones but ALL of them). I convinced them to send me the cab file to reinstall the BAQs and everything worked fine afterwards.

There has been an update to the app since then that includes Inventory but I have not seen the updated file for the BAQs to make that part work yet,

Thank you very much for all suggestions but unfortunately mobile app still not working :frowning: I have run out of ideas…

Can you call the rest services from your browser?

The format should be

https://servername/yourepicorinstance/api/help/

Hi Andrew, yes I can call rest services from my browser.

Any ideas guys? :frowning: