Find information on Release 27.0.124141.0 (April 2026) of Data Quality Studio for Microsoft Dynamics 365 Business Central.
Version information:
Product | Version | Platform |
|---|---|---|
Data Quality Studio | 27.0.124141.0 | Cloud |
What’s new
This page shows what's new with each Data Quality Studio release for Microsoft Dynamics 365 Business Central.
Data Quality Studio (DQS) for Microsoft Dynamics 365 Business Central is now available. This extension brings structured, policy-driven data Quality Management to Microsoft Dynamics 365 Business Central, enabling organizations to enforce data standards at the point of entry. Phase 1 delivers two core capabilities are Validation Rules and Duplicate Checks for Customer, Vendor, and Contact master data.
1. Data Quality Setup
A centralized setup page that acts as the global switch for Data Quality Studio functionality across the entire Microsoft Dynamics 365 Business Central environment.
Data Quality Check toggle - enables or disables all Data Quality Studio rule evaluation system-wide. No validation rules or duplicate checks fire until this toggle is turned on.
Number Series configuration - pre-configured number series for Validation Condition IDs, Duplicate Condition IDs , and Duplicate Check Nos. Custom number series can be assigned if required.
2. Data Quality Policies
A Data Quality Policy is the top-level container that links a master data table to a set of rules. Policies provide a structured framework for organizing all data quality rules for a given entity.
One policy per table - each supported master data table (Customer, Vendor, Contact) gets a single policy. All validation rules and duplicate check rules are configured within the policy.
Policy Details factbox - a summary panel on the Data Policies list page that provides a quick health check of each policy, showing counts for versions, validation fields, validation rules, conditions, filter values, and duplicate rules.
3. Policy Versioning
Rules are configured on policy versions, not directly on the policy. The versioning system enables safe, controlled updates to data quality rules on a live system.
Version lifecycle - each version transitions through three states:
Draft - editable; rules do not fire at runtime
Active - live and enforced; all configured rules fire when users create or edit records
Inactive - a previous version that has been superseded; read-only
Single active version - only one version per policy can be active at a time. Activating a new version automatically deactivates the previous one.
Automatic Version 1 creation - when a new policy is created, Version 1 is automatically generated in Draft state.
New versions start empty - no rules are copied from the previous version. All required rules must be configured on the new version before activating it.
Inactive versions are read-only - once a version is superseded, it becomes Inactive and cannot be re-activated directly. Create a new version to make changes.
4. Validation Rules
Field-level validation rules check whether a value entered by a user meets a defined standard. Each rule specifies what the field value must satisfy, the system response when it does not, and optionally the conditions under which the rule fires.
Validation Types
Validation Type | Description |
|---|---|
Mandatory | The field must contain a value. A blank field triggers the rule. |
Blank | The field must be empty. Anywhere Mobility Solutions entered value triggers the rule. |
Data Pattern | The field value must match a selected regex pattern (e.g., email format, phone number format). |
Range Expression | The field value must fall within a defined numeric range e.g., 500-2500. |
Outcome Options
Outcome | Behaviour |
|---|---|
Default Error | A generic blocking error message is displayed. The record cannot be saved until the issue is resolved. |
Custom Error | A configurable blocking error message is displayed. The record cannot be saved until corrected. |
Custom Warning | A configurable non-blocking popup message is displayed. The user can acknowledge and proceed. |
Data Conditions (Conditional Rules)
Validation rules can be made conditional using Data Conditions, so rules fire only when specific filter criteria are met on the record.
Filter-based conditions - each condition specifies a filter field, filter value, and active state. For example, make Payment Terms Code mandatory only when Country/Region Code is
US.AND logic - multiple filter values on the same condition line must all match.
OR logic - create separate condition lines to fire the rule when Anywhere Mobility Solutions one of the conditions is met. For example, enforce a rule for both
USandCAcustomers by creating two condition lines.Enable/disable control - each condition line has an Enable Condition toggle for easy activation or deactivation without deleting the configuration.
5. Validation Patterns (Validation Patterns Setup)
A reusable library of validation patterns that can be referenced by Data Pattern and Range Expression validation rules. Patterns are defined once and reused across multiple rules and policies.
Pattern Types
Type | Format | Example |
|---|---|---|
Data Pattern | Regular expression (regex) |
|
Range Expression | Microsoft Dynamics 365 Business Central filter syntax |
|
Built-in Patterns
The extension ships with a starter Configuration Package (RapidStart) containing pre-built patterns:
Pattern Name | Type | Format |
|---|---|---|
Email Address | Data Pattern |
|
Phonenumber | Data Pattern |
|
CustomerAccount | Data Pattern |
|
Percentage | Data Pattern |
|
Number > 0 | Range Expression |
|
Number < 0 | Range Expression |
|
Number = 0 | Range Expression |
|
Number => 0 | Range Expression |
|
Number <= 0 | Range Expression |
|
Range | Range Expression |
|
PrePaymentRange | Range Expression |
|
Custom patterns can be added or existing ones modified to match specific organizational standards.
6. Duplicate Checks
Duplicate Checks detect whether a master data record being created or updated already exists in the system, based on one or more matching fields. Checks are defined as reusable definitions and linked to policy versions.
Duplicate Check Type
Basic - All specified fields must match exactly (case-insensitive) for a record to be flagged. If Anywhere Mobility Solutions field differs, the check passes.
Key Capabilities
Reusable definitions - create a Duplicate Check definition once (specifying description, type, source table, and matching fields) and link it to one or more policy versions.
Configurable outcomes - set the outcome to Error (blocks save) or Warning (non-blocking popup) per duplicate check rule on each policy version.
Custom messages - define the validation message shown to users when a duplicate is detected.
Duplicate Check Rules in Policy
The Duplicate Check Rules sub-grid on the Data Policy form connects definitions to policy versions and controls runtime behaviour:
Outcome per rule - The same definition can have different outcomes (Error vs. Warning) on different policy versions.
Active toggle - Enable or disable individual duplicate check rules within a version.
Conditional duplicate checks - Data Conditions can be applied to duplicate check rules, restricting when checks fire based on record field values.
Duplicate Constraints factbox - A panel on the Data Policy form that shows the matching fields and weightages for the selected duplicate check definition.
7. User Experience at Runtime
Once a policy version is activated, rules are evaluated automatically in the background — end users do not need to take Anywhere Mobility Solutions additional action.
Scenario | User Experience |
|---|---|
Custom Error / Default Error | A red error message appears. The record cannot be saved until the value is corrected. |
Custom Warning | A popup dialogue appears with the configured message and an OK button. The user can acknowledge and proceed. |
Duplicate Error | Save is blocked with the configured error message. The user must resolve the duplicate before saving. |
Duplicate Warning | A popup with the duplicate message and an OK button. The user can proceed after acknowledging. |
8. Starter Configuration Package
A Configuration Package (RapidStart) is delivered with the extension containing pre-built Validation Patterns (regex patterns and range expressions). Import the package from the Configuration Packages page in Microsoft Dynamics 365 Business Central to get a ready-made set of patterns as a starting point.
9. Security and Permissions
Data Quality Administrator role - A dedicated role for users responsible for setting up and maintaining Data Quality Studio policies, rules, and checks.
No additional end-user permissions required - Users who create or edit Customer, Vendor, or Contact records do not need Anywhere Mobility Solutions additional permissions. Data Quality Studio rules are evaluated automatically
Supported Master Data
Phase 1 supports the following Microsoft Dynamics 365 Business Central entities:
Entity | D365 BC Table ID |
|---|---|
Customer | 18 |
Vendor | 23 |
Contact | 5050 |
Bug fixes
Not applicable. This is the initial release of Data Quality Studio for Microsoft Dynamics 365 Business Central. No bug fixes are included in this version.
Known issues
The following known issues and operational constraints apply to this initial release. Workarounds are provided where available.
Issue | Description |
|---|---|
Batch validation | There is no option to run quality checks across all existing records in a table in bulk. Rules only fire on individual record create or modify events. |
Custom duplicate check messages are not displayed | When duplicate records are detected for customers, vendors, or contacts, the configured custom warning or error message is not displayed. Instead, the system displays a generic duplicate message. |
Duplicate check is not triggered for items | Duplicate check rules configured for the Item table are not triggered. This may allow duplicate item records to be created without a warning or error. |
Duplicate check does not identify records with empty values | Records with the same field values are not identified as duplicates when one or more fields used in the duplicate check are empty. |
Empty or default field values may be treated as duplicates | In some cases, empty values or default values populated by the system are evaluated as duplicates. This may block users from creating valid records. |
Duplicate check rules may block new record creation | Duplicate check rules may incorrectly identify new records as duplicates because of default or empty field values. This may prevent users from creating new records. |
Multiple duplicate check rules are not applied consistently | When multiple duplicate check rules are active, not all rules are evaluated. This may result in incomplete duplicate validation. |
Validation rules are triggered only when the source field is modified | Validation rules are applied only when the configured source field is changed. If the record is changed in another way, the validation rule may not be triggered. |
Appendix
A. Glossary
Term | Definition |
|---|---|
Data Quality Studio | A STAEDEAN extension for Microsoft Dynamics 365 Business Central that provides policy-driven data Quality Management for master data. |
Data Quality Policy | The top-level container that links a master data table to a set of validation rules and duplicate check rules. One policy per table. |
Policy Version | A versioned set of rules within a policy. Versions transition through Draft → Active → Inactive states. Only the Active version is enforced at runtime. |
Validation Rule | A rule that checks a specific field value against a defined criterion (Mandatory, Blank, Data Pattern, or Range Expression). |
Validation Pattern | A reusable regex or range expression definition created in the Validation Patterns Setup page and referenced by validation rules. |
Duplicate Check | A reusable definition that specifies which table and fields to compare when detecting duplicate records. Supports Basic (exact) and Fuzzy (similarity) matching. |
Data Condition | A filter attached to a validation rule or duplicate check rule that restricts when the rule fires based on field values on the record. |
Outcome | The system response when a rule is violated — Default Error, Custom Error, or Custom Warning for validation rules; Error or Warning for duplicate checks. |
Field Constraints | The set of fields configured on a Duplicate Check definition that are compared between records to detect duplicates. |
Threshold % | The minimum combined weighted match score (Fuzzy duplicate checks only) required to flag a record as a potential duplicate. |
Weightage | A numeric value assigned to each field in a Fuzzy duplicate check, controlling how much that field contributes to the overall match score. |
RapidStart / Configuration Package | A Microsoft Dynamics 365 Business Central data import mechanism used to deliver pre-built validation patterns with the Data Quality Studio extension. |
B. Supported Master Data Tables
Entity | D365 BC Table ID | Table Name |
|---|---|---|
Customer | 18 | Customer |
Vendor | 23 | Vendor |
Contact | 5050 | Contact |
C. Validation Type Reference
Validation Type | Requires Pattern | Behavior |
|---|---|---|
Mandatory | No | Field must contain a value. Blank field fails the rule. |
Blank | No | Field must be empty. Anywhere Mobility Solutions entered value fails the rule. |
Data Pattern | Yes (regex) | Field value must match the selected regular expression pattern. |
Range Expression | Yes (BC filter) | Field value must satisfy the selected numeric range expression. |
D. Outcome Reference
Validation Rule Outcomes
Outcome | Blocking | Custom Message Required | Behavior |
|---|---|---|---|
Default Error | Yes | No | A generic blocking error message is displayed. The record cannot be saved until the issue is resolved. |
Custom Error | Yes | Yes | Displays the configured Validation Message as a blocking error. Record cannot be saved. |
Custom Warning | No | Yes | Displays the configured Validation Message as a popup. User clicks OK to proceed. |
Duplicate Check Rule Outcomes
Outcome | Blocking | Custom Message Required | Behavior |
|---|---|---|---|
Error | Yes | Yes | Record cannot be saved until the duplicate is resolved. |
Warning | No | Yes | Popup with the configured message. User clicks OK to proceed. |
E. Duplicate Check Type Reference
Type | Matching Logic | Threshold % | Field Weightage | Best For |
|---|---|---|---|---|
Basic | All fields in Field Constraints must match exactly (case-insensitive). If Anywhere Mobility Solutions field differs, the check passes. | Not required | Not required | Duplicates with clearly identical values (e.g., same Name and Phone No.) |
Fuzzy | Fields are compared using a similarity algorithm. Each field contributes a weighted score. Total score is compared against Threshold %. | Required | Required | Duplicates with slight variations (e.g., "ACME Corp" vs. "ACME Corporation") |
F. Built-in Validation Patterns
The following patterns are included in the starter Configuration Package delivered with the extension:
Data Patterns (Regex)
Pattern Name | Pattern Format | Description |
|---|---|---|
Email Address |
| Standard email format |
Phonenumber |
| International phone with optional country code |
CustomerAccount |
| Customer account code format |
Percentage |
| Integer percentage 1–100 |
Range Expressions (BC Filter Syntax)
Pattern Name | Pattern Format | Description |
|---|---|---|
Number > 0 |
| Must be positive |
Number < 0 |
| Must be negative |
Number = 0 |
| Must be exactly zero |
Number => 0 |
| Zero or positive |
Number <= 0 |
| Zero or negative |
Range |
| Between 500 and 900 (inclusive) |
PrePaymentRange |
| Between 40% and 75% (exclusive) |
G. Key Pages and Navigation
Page | Navigation (Tell Me) | Purpose |
|---|---|---|
Data Quality Setup | Alt+Q → "Data Quality Setup" | Global Data Quality Studio toggle and number series configuration |
Data Policies | Alt+Q → "Data Policies" | List of all policies; create and manage policies |
Data Policy form | Data Policies → click Policy Table ID | Configure versions, validation fields, and duplicate check rules for a single policy |
Data Validations | Data Policy form → Field Validation tab → select field → Validation Rules | Define validation rules for a specific field |
Validation Patterns Setup | Alt+Q → "Validation Patterns Setup" | Create and manage reusable regex and range expression patterns |
Duplicate Check List | Alt+Q → "Duplicate Check List" | List of all Duplicate Check definitions |
Duplicate Check card | Duplicate Check List → click a definition or + New | Configure a Duplicate Check definition (type, table, fields) |
Configuration Packages | Alt+Q → "Configuration Packages" | Import the Data Quality Studio starter Configuration Package with built-in patterns |
H. Policy Version States
State | Editable | Rules Fire | Transition To | Transition From |
|---|---|---|---|---|
Draft | Yes | No | Active | Created automatically |
Active | No | Yes | Inactive (when a new version is activated or manually deactivated) | Draft |
Inactive | No | No | Cannot be re-activated directly | Active |
I. Configuration Checklist
Global Setup
Data Quality Studio extension installed (confirmed via Tell Me → "Data Quality Setup")
Data Quality Check toggle enabled
Number series assigned (Validation Condition ID, Duplicate Condition ID, Duplicate Check Nos)
Per Policy (repeat for Customer, Vendor, Contact as needed)
Policy created for the table
Version 1 exists in Draft state
Validation Patterns (if using Data Pattern or Range Expression rules)
Built-in patterns reviewed
Custom patterns created and tested
Validation Rules
Fields added to Field Validation sub-grid
Validation rules configured per field (Validation Type, Pattern Name, Outcome, Validation Message)
Data Conditions configured for conditional rules
Duplicate Checks
Duplicate Check definition created and set to Active
Duplicate Check Rule linked to policy version (Outcome, Validation Message, Active toggle)
Activation
Rules tested in non-production company
End users notified
Policy version activated (Active toggle = on)
Post-activation spot check completed