1. To-Increase Dynamics 365 for Finance & Operations
  2. Data quality studio
  3. Set up data quality policies
  4. Set up data quality policy versions

Set up duplicate check rules

Use a duplicate check rule to check if the data doesn't already exist in the table.

Before you can set up a duplicate check rule, set up the duplicate check to be applied. A duplicate check defines which combination of table fields is checked on duplicate values.


Data quality administrator Data quality administrator Start Start Duplicate check exists? Duplicate check exists? Set up duplicate check Set up duplicate check To set up a duplicate check rule, a duplicate check is required. If the desired duplicate check does not exist, set up a new duplicate check.For each duplicate check, define which combination of table fields is checked on duplicate values. So, the combination of field values must be unique in the table. Procedure 1. Click Data quality management. 2. Click Duplicate checks. 3. Click New. 4. In the Duplicate check name field, type a value. 5. In the Table name field, enter or select a value. 6. Sub-task: Select the fields to be checked on duplicate values. 7. In the Fields section, click Add. 8. In the Available list, find and select the desired fields. 9. Click -> (Add) to add the fields to the Selected list. 10. Click OK. 11. Sub-task: Make the duplicate check active. 12. If the duplicate check setup is finished, you can make it available for selection on the duplicate check rules. Select Yes in the Active field. Note: - If active, you cannot edit the duplicate check. - If active and used in an active data quality policy version, you cannot make the duplicate check inactive. 13. Close the page. Set up duplicate check rule Set up duplicate check rule Use a duplicate check rule to check if the data doesn't already exist in the table. Before you can set up a duplicate check rule, set up the duplicate check to be applied. A duplicate check defines which combination of table fields is checked on duplicate values. So, the combination of field values must be unique in the table. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. Click the Duplicate check rules tab. Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK. 4. Click Add. 5. In the Duplicate check field, enter or select a duplicate check. 6. In the Warning/Error field, select an option. 7. Close the page. Does the duplicate check rule  apply to specific data? Does the duplicate check rule  apply to specific data? Set up duplicate check rule conditions

Set up duplicate check rule conditions

For each duplicate check rule, you can set up conditions. The duplicate check rule is only applied if the conditions are met.

To define a duplicate check rule condition, you use a query. The duplicate check rule is applied only to the records that are found by the query.
You can use these types of queries:
  • Inquiry: Use the standard D365 FO Inquiry (SysQueryForm) page to define the records to which the duplicate check rule applies. The inquiry only queries the table as defined for the duplicate check rule.
  • Dynamic query: Use a dynamic query to define the records to which the duplicate check rule applies. Before you can set up a condition with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the duplicate check rule table, to define table relations, and to have only one record returned.

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Activities

Name Responsible Description

Set up duplicate check

Data quality administrator

 		To set up a duplicate check rule, a duplicate check is required. If the desired duplicate check does not exist, set up a new duplicate check.
For each duplicate check, define which combination of table fields is checked on duplicate values. So, the combination of field values must be unique in the table.

Set up duplicate check rule

Data quality administrator

Use a duplicate check rule to check if the data doesn't already exist in the table.

Before you can set up a duplicate check rule, set up the duplicate check to be applied. A duplicate check defines which combination of table fields is checked on duplicate values. So, the combination of field values must be unique in the table.

Set up duplicate check rule conditions

Data quality administrator

 		For each duplicate check rule, you can set up conditions. The duplicate check rule is only applied if the conditions are met.
To define a duplicate check rule condition, you use a query. The duplicate check rule is applied only to the records that are found by the query.
You can use these types of queries:
  • Inquiry: Use the standard D365 FO Inquiry (SysQueryForm) page to define the records to which the duplicate check rule applies. The inquiry only queries the table as defined for the duplicate check rule.
  • Dynamic query: Use a dynamic query to define the records to which the duplicate check rule applies. Before you can set up a condition with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the duplicate check rule table, to define table relations, and to have only one record returned.

Set up duplicate check rule conditions

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