A data quality policy has one or more versions. A data quality policy version contains all elements of a data quality policy, except for the data quality policy header.
These data quality policy elements are version-specific:
  • Validation rule: Checks if the data is in line with the defined standards.
  • Duplicate check rule: Checks if the data doesn't already exist in the table.
  • Action rule: Uses an action to set a value to complete or enrich data.
  • Organization assignment: Defines to which organizations the data quality policy applies.
Element-specific setup:
  • For each rule, you can use conditions to define the data to which the rule applies.
  • For each validation rule, you can define a validation message that is shown if the validation rule is not met.
  • To define the organization association, you can use legal entities or an organization hierarchy.

Data quality administrator Data quality administrator Start Start Create a new version of  the data quality policy? Create a new version of  the data quality policy? Create data quality policy version Create data quality policy version You can create a new version for a data quality policy. If you create a new version, you can choose to:Use an existing version as basis. As a result, all elements of the selected version are copied to the new version.Create a blank version.Note: If you create a data quality policy, automatically its first version is created.A data quality policy version contains all elements of a data quality policy, except for the data quality policy header.These elements are version-specific:Validation rulesDuplicate check rulesAction rulesOrganization association 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. On the Action Pane, click Version. 4. Click Create new version. 5. In the Version name field, type a value. 6. In the Version comments field, type a value. 7. In the Version number field, enter or select a value. 8. Click OK. 9. Close the page. Set up validation rules

Set up validation rules

Use validation rules to check if the data is in line with the defined standards.

To validate data, you can use these validation types:
  • Mandatory: Makes it mandatory to fill a field.
  • Blank: Validates if no value is entered in a field.
  • Range expression: Validates if a field value is within a defined range.
  • Data pattern: Validates if a field value matches a data pattern.
  • Web service: Validates if a field value matches a value in another internal or external source, using a web service.
  • Configurable lookup: Adds a custom lookup to a field and validates if the field value matches a value as defined by the configurable lookup.
  • Custom: Validates a field value using a custom validation class.
For each validation rule, you can set up:
  • A validation message that is shown if the validation rule is not met.
  • Conditions to define the data to which the rule applies.

Set up duplicate check rules

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.

Set up action rules

Set up action rules

Use action rules to set field values in a target field in D365 FO.
To fill in data, you can use these action types:

  • Fixed value: Sets a pre-defined fixed value in the target field.
  • Data query: Uses an inquiry or dynamic query to find a value and set it in the target field.
  • Transformation list: Uses a transformation list to find a value and set it in the target field.
  • Number sequence: Uses a number sequence to set a value in the target field.
  • Web service: Uses a web service to get a field value from another internal or external source and set it in the target field.
  • Custom: Uses a custom action class to set the target field value.

For each action rule, you can set up conditions to define the data to which the rule applies.

Set up organization association for data quality policy

Set up organization assignment for Data quality policy

By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment.

You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.

Activate data quality policy version Activate data quality policy version When the full setup of a data quality policy version is finished, to apply the defined rules, you must make the version active. Note: You cannot edit an active data quality policy version. 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. On the Action Pane, click Version. Note: If you want to activate another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Policy tab, click Versions. On the dialog, select the desired version and click OK. 4. Click Make active. 5. On the dialog, click OK. Note: You can schedule when the data quality version must be made active. On the dialog, expand the Run in the background section and enter the desired settings. 6. Answer the question with Yes. 7. Close the page. End End Yes No

Activities

Name Responsible Description

Create data quality policy version

Data quality administrator

You can create a new version for a data quality policy. If you create a new version, you can choose to:
  • Use an existing version as basis. As a result, all elements of the selected version are copied to the new version.
  • Create a blank version.
Note: If you create a data quality policy, automatically its first version is created.
A data quality policy version contains all elements of a data quality policy, except for the data quality policy header.
These elements are version-specific:
  • Validation rules
  • Duplicate check rules
  • Action rules
  • Organization association

Set up validation rules

Data quality administrator

Use validation rules to check if the data is in line with the defined standards.

To validate data, you can use these validation types:
  • Mandatory: Makes it mandatory to fill a field.
  • Blank: Validates if no value is entered in a field.
  • Range expression: Validates if a field value is within a defined range.
  • Data pattern: Validates if a field value matches a data pattern.
  • Web service: Validates if a field value matches a value in another internal or external source, using a web service.
  • Configurable lookup: Adds a custom lookup to a field and validates if the field value matches a value as defined by the configurable lookup.
  • Custom: Validates a field value using a custom validation class.
For each validation rule, you can set up:
  • A validation message that is shown if the validation rule is not met.
  • Conditions to define the data to which the rule applies.

Set up duplicate check rules

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.

Set up action rules

Data quality administrator

Use action rules to set field values in a target field in D365 FO.
To fill in data, you can use these action types:

  • Fixed value: Sets a pre-defined fixed value in the target field.
  • Data query: Uses an inquiry or dynamic query to find a value and set it in the target field.
  • Transformation list: Uses a transformation list to find a value and set it in the target field.
  • Number sequence: Uses a number sequence to set a value in the target field.
  • Web service: Uses a web service to get a field value from another internal or external source and set it in the target field.
  • Custom: Uses a custom action class to set the target field value.

For each action rule, you can set up conditions to define the data to which the rule applies.

Set up organization assignment for Data quality policy

Data quality administrator

By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment.
You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.

Activate data quality policy version

Data quality administrator

When the full setup of a data quality policy version is finished, to apply the defined rules, you must make the version active.

Note: You cannot edit an active data quality policy version.

Activities

Name Responsible Description

Create data quality policy version

Data quality administrator

You can create a new version for a data quality policy. If you create a new version, you can choose to:
  • Use an existing version as basis. As a result, all elements of the selected version are copied to the new version.
  • Create a blank version.
Note: If you create a data quality policy, automatically its first version is created.
A data quality policy version contains all elements of a data quality policy, except for the data quality policy header.
These elements are version-specific:
  • Validation rules
  • Duplicate check rules
  • Action rules
  • Organization association

Set up validation rules

Data quality administrator

Use validation rules to check if the data is in line with the defined standards.

To validate data, you can use these validation types:
  • Mandatory: Makes it mandatory to fill a field.
  • Blank: Validates if no value is entered in a field.
  • Range expression: Validates if a field value is within a defined range.
  • Data pattern: Validates if a field value matches a data pattern.
  • Web service: Validates if a field value matches a value in another internal or external source, using a web service.
  • Configurable lookup: Adds a custom lookup to a field and validates if the field value matches a value as defined by the configurable lookup.
  • Custom: Validates a field value using a custom validation class.
For each validation rule, you can set up:
  • A validation message that is shown if the validation rule is not met.
  • Conditions to define the data to which the rule applies.

Set up duplicate check rules

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.

Set up action rules

Data quality administrator

Use action rules to set field values in a target field in D365 FO.
To fill in data, you can use these action types:

  • Fixed value: Sets a pre-defined fixed value in the target field.
  • Data query: Uses an inquiry or dynamic query to find a value and set it in the target field.
  • Transformation list: Uses a transformation list to find a value and set it in the target field.
  • Number sequence: Uses a number sequence to set a value in the target field.
  • Web service: Uses a web service to get a field value from another internal or external source and set it in the target field.
  • Custom: Uses a custom action class to set the target field value.

For each action rule, you can set up conditions to define the data to which the rule applies.

Set up organization assignment for Data quality policy

Data quality administrator

By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment.
You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.

Activate data quality policy version

Data quality administrator

When the full setup of a data quality policy version is finished, to apply the defined rules, you must make the version active.

Note: You cannot edit an active data quality policy version.

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