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Data Quality Assessment

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Data Quality Studio for Microsoft Dynamics 365 Business Central checks master data against your validation rules and duplicate checks when users create or update records.

However, point-of-entry validation doesn’t automatically check:

  • Records created before you activated a data quality policy

  • Records imported in bulk

  • Existing records that haven’t been edited since a policy changed

Run a data quality assessment to apply your active policies to existing Customer, Vendor, and Contact records. The assessment processes the records in a batch, records each issue in a result log, and lets you review, correct, or accept the issue.

This article explains how data quality assessments work. Before you run an assessment, configure the policies and rules that it uses. For more information, see:

Use a Data Quality Assessment when you want to:

  • Measure the quality of existing master data against your current policies.

  • Find records that were created before a policy was activated.

  • Detect duplicate Customer, Vendor, or Contact records already in the system.

  • Monitor data quality trends over time.

Supported entities

Entity

Table No.

Customer

18

Vendor

23

Contact

5050

Check types

When you create an assessment, select one of the following check types:

  • Validation – runs only the validation rules of the selected policies.

  • Duplicate check – runs only the duplicate checks of the selected policies.

  • Both – runs validation rules and duplicate checks together.

Result statuses

Each assessment result has a status that indicates the required follow-up.

Status

Meaning

Open

The issue is unresolved and requires review, correction, or acceptance.

Accepted Deviation

You reviewed the issue and accepted it without correcting the record.

Resolved

The record was corrected and no longer fails when the assessment is rerun.

Note

  • A Data Quality Assessment reports and tracks data quality issues. It does not change your master data automatically. You decide how to handle each result.

  • A Data Quality Policy can have only one active duplicate check at a time. If you try to activate a second duplicate check on the same policy, Business Central prevents the action and shows the message “Only one active Duplicate Check is allowed per Data Policy.” For details, see Configure duplicate check rules in the policy.

Flow diagram