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 Microsoft Dynamics 365 for Finance and Supply Chain Management environment.

The XML file contains the exported data quality policy version, with all related settings, like rules, organization assignments, and conditions.

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.


Standard procedure

1. Click Data quality management.
2. Click the Data quality policies tile.
3. Click Import.
4. On the dialog, browse for and select the desired XML file, and click Upload.
  Click OK.
5. Close the page.

Notes

You can also import a data quality policy version from the Data quality policy versions dialog.

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