CSM notifications are stored in a dedicated CSM Upgrade Notification table. If a new version of a CSM extension requires action on your part, Suite Engine will include the relevant information in this table. You can access this table via standard Business Central search functionality. In addition, any users who are set up to receive upgrade notifications will be presented with a notification directly in their respective role centers when they log into Business Central. This notification will continue to be displayed in the role center until the new upgrade notifications are marked as having action taken.
To take action against a CSM upgrade notification:
- Choose the looking glass and search for CSM Upgrade Notifications
- In the CSM Upgrade Notifications page, review the line for the new upgrade notification. Each line contains information about the application for which the notification was created, the version number, and basic description information.
- If a check mark appears in the Action Required field, there is some action you must perform to accommodate changes made with the new product version. Instructions on the steps you need to perform are presented in the notification line’s informational fields. In addition, there are two actions on the ribbon that may assist you:
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- Open Page: if an action page name is assigned to the notification line, you can choose this action to open the page in Business Central on which you need to perform the necessary upgrade activity.
- How-to-Instructions: if an address is entered in the notification line’s How-to Instructions URL field, you can choose this action to visit that URL. This allows you to access supporting material that is supplied by Suite Engine, such as a how-to-video or blog post containing instructions and information.
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- When you have performed the necessary action, place a check mark in the Action Taken field
CSM will automatically record the date, time, and user who marked the action as having been taken. If any upgrade notifications are not completed in this way, the designated CSM notifications users in your organization will continue to receive upgrade notifications alerts in their role centers when accessing Business Central.