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Post deployment activities

After the deployment of any new version of Eftsure inside Dynamics 365, you will also need to perform the following actions:

Data entity refresh

New or updated entities are likely to be published in between new versions. In order to make sure that new entities are deployed, please run the standard entity refresh script available in Data Management > Framework Parameters > Entity Settings > Refresh Entity List.

Check Batches

New or updated batches are likely to be published in between new versions. In order to make sure that you make the most of the new version, please run the Check Batches script available in Eftsure > Admin > Batches > Check Batches and this process will check all batches and create missing batches according to your configuration.

Cross company data sharing

If the configuration is using cross company data sharing, check for new PES fields on VendTable, VendBankAccount. Deprecated fields to be deleted, otherwise will result in SQL error - See Cross Company Data Sharing.

Go to Eftsure parameters and run init on all enabled legal entities: