---
title: "Optional setup for Customer policy"
slug: "optional-setup-for-customer-policy"
tags: ["Accelerator information"]
updated: 2026-03-20T11:26:29Z
published: 2026-03-20T17:44:45Z
canonical: "docs.staedean.com/optional-setup-for-customer-policy"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Optional setup for Customer policy

You can consider some optional setup for the 'Customer policy'.

## Run duplicate check manually

***Data quality studio*** *>* ***Setup*** *>* ***Dynamic menu form setup***

So far, you have checked for duplicate customer accounts using a data quality assessment project. You can run the 'Customer_DC' duplicate check rule of type '**Fuzzy matching**' manually as well. To do so, set up the dynamic menu form setup.

For more information, refer to [Define to which forms fuzzy duplicate check rules apply](/data-management/docs/define-to-which-forms-fuzzy-duplicate-check-rules-apply).

## Organization assignment

***Data quality studio*** *>* ***Data quality policies*** *>* ***Data quality policies*** *> Click the link of the 'Customer policy' >* ***Organization assignment tab***

By default, a data quality policy version is applied to all organizations as defined in the current D365 F&SCM environment. If you want to apply the 'Customer policy' only to specific organizations, set up the organization assignment for it.

For more information, refer to [Set up organization assignment](/data-management/docs/set-up-organization-assignment-for-data-quality-policy).

## Related

- [Data Quality - Customer policy](/data-quality-customer-policy.md)
- [Define to which forms fuzzy duplicate check rules apply](/define-to-which-forms-fuzzy-duplicate-check-rules-apply.md)
- [Set up organization assignment for Data quality policy](/set-up-organization-assignment-for-data-quality-policy.md)