This post refers to “Epicor Identity” in 10.2.700: https://epicor-manufacturing.ideas.aha.io/ideas/ERP-I-248, resolving some SSO issues. Has anyone else heard anything about this yet, or played with it?
Found this: Unable to Load Online Help
Our big issue is that after going through all the work of setting up the SSO (hint: SSO in E10 Public Cloud doesn’t work with on-prem AD), we had to turn it off, as it doesn’t work with Information Worker.
But it does work with Azure AD and you can use AD Connect to keep the two in sync.
But you’re right about Info Worker but that doesn’t use REST and I can’t see a future in it while Microsoft is moving away from Windows Communication Foundation and towards Web APIs.
Hopefully Epicor Identify will make integrating with the Microsoft Graph easier!
Yeah, we finally got that part sorted (Epicor Support screwed up the initial config on their end) - we do use Azure AD Connect. But we still couldn’t use it once we got Information Worker set up…
We didn’t find another viable solution for e-mail integration with E10 Public Cloud - it would be nice if Epicor (or a partner) had an e-mail integration product (primarily for Epicor CRM) that worked well with Office 365 and E10 Public Cloud…
Whatcha trying to do? That is, describe the integration that you would like to do.
It’s been a while since I looked at it, but we were moving our Customer Success team over from Salesforce to using Epicor CRM. They wanted to be able to see copies of the sent e-mail on the CRM record. Pretty basic stuff. We looked at a few options, but most of what I found required on-prem E10. Our Inside Sales team also uses it for a similar function. We could also use Service Connect, but it seemed like overkill, and the setup would be more complex (but would give us action triggers based on e-mail events).
So the question is how do they live? In Outlook? Since we were already in O365, most users lived in Outlook. But, do they use the Windows app or do they also use Mobile/Web?
To be real “cloudy” I was suggesting to my old company that we could use the JavaScript Outlook Add-ins which work across app, mobile, and web. I was going to send the email address to Epicor (REST call) and return the Company Info I would need to log a call. Add an OnSend event (API version 1.8) to copy whatever you want to capture in the email (subject, body, date/time, maybe even a link to open the email back up in Outlook) and use a REST call to POST that CRM call back into Epicor.
If they live in Epicor CRM, you could create the CRM call in Epicor and then use the MS Graph to email the message from there. You’re going to have to do the authentication work in Epicor but it should be doable. 
Mark W.
They live primarily in the Outlook desktop app. I am not sure how much they use mobile / web, but desktop is definitely the primary space.
I don’t do dev work, but I will pass this along to my ERP tech guy. Thanks for the suggestions!