You can import a data quality policy version from an XML file. This XML file must be the result of a data quality policy version export on another or the current D365 F&SCM environment.
The XML file contains the exported data quality policy version, with:
All its settings, like rules, organization assignments, and conditions, are included.
All its related general setup, like configurable lookups, data patterns, transformation lists, and duplicate check rules are included. During import, you can choose to overwrite existing general setup.
Note
If general setup is used in an active data quality policy version, it is not overwritten.
If, in the environment, the imported data quality policy:
Exists, the imported version is added to this data quality policy as a new version.
Exists as a retired data quality policy, you cannot import the data quality policy. However, you get a message with the question if you want to restore the retired data quality policy. If you click OK, the retired data quality policy is restored. Also, the imported version is added to the restored data quality policy as a new version.
Does not exist, the imported data quality policy is created with a first version.
Steps
Click Data quality management.
Click the Data quality policies tile.
Click Import.
On the dialog, browse for and select the desired XML file.
Click Upload.
You can choose to overwrite existing general setup like configurable lookups, data patterns, transformation lists, and duplicate check rules.
Select Yes in the Overwrite existing setup field.
Note
If general setup is used in an active data quality policy version, it is not overwritten.
Click OK.
Close the page.
Note
You can also import a data quality policy version from the Data quality policy versions dialog.