1. To-Increase Dynamics 365 for Finance & Operations
  2. Data quality studio
  3. Activities

Create data quality policy
Application task

Use data quality policies to ensure that your data is of the desired quality. You can organize data quality policies, for example, by functional area, business process owner, or organization assignment.
If you create a data quality policy, its header and first version are created.


Standard procedure

1. Click Data quality management.
2. Click New data quality policy.
3. Enter the data quality policy identification.
  In the Policy ID field, type a value.
4. Enter a descriptive name of the data quality policy.
  In the Policy name field, type a value.
5. Enter a descriptive name of the data quality policy version.
  In the Version name field, type a value.
6. Click the Version details tab.
7. You can enter any desired information on the data quality policy version, like a brief description, notes, or comments.
  In the Version comments field, type a value.
8. Sub-task: Check execution settings.
  8.1 For each data quality policy, you can indicate when it is applied.
  Click Execution triggers.
 

Note: In the Data quality policy parameters, you define the default execution settings that are applied to new data quality policies.
  8.2 You can apply a data quality policy:
- Only on entering or updating a record on a form. To do so, only select the Enable by default check box for the 'Form' execution trigger.
- Only on doing a quality assessment. To do so, only select the Enable by default check box for the 'Quality assessment' execution trigger.
- In both cases. To do so, select the Enable by default check box for both the 'Form' execution trigger and the 'Quality assessment' execution trigger.
  Clear or select the Enabled check box as desired.
  8.3 Close the page.
9. Close the page.

Notes

A new data quality policy version gets the Draft status. To apply a data quality policy version, make it active. Automatically, the currently active version is made inactive. You can also make the currently active version inactive. As a result, none of the data quality policy versions is active.

Related to Notes

Set up data quality policies

 		 

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