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Has any body tried to import Advanced Rules in Dynamics 365 using Excel from Data Management ?
I have tested lot of other options in Data Management which is quite adorable and superb actually ! wondering if i could do advanced rules import also using excel from data management.
If you don't find any existing entity then you can create new on and use that in Data management.
Did you try using Excel addins? I used it and it worked for me.
Hi Muhammad Matloob,
Yes I have recently uploaded the advance rule structure using the Microsoft Excel Add in. If you need to upload the advance rule structure using excel it is a two steps method.
1. Import the Advance Rules
2. Import Allowed Values
1. Import Advance Rules, go to Advance Rule Structures form and click on the office ribbon on the top right corner. Select the "Advance rule structures (unfiltered)".
Download and open the excel file. You will see the below format
Enter your Account Structure name and description. Select or enter "Draft" in status and then add the required segments for each structure. Then publish the advance rule structures to the system.
Now to import the allowed values. Once again go to the same advance rule structures form and click on the office icon and click on "Advance rule structure allowed values".
Insert your desired values against each advance rule. For the rules you have just published through excel in the step 1 above you will add new rows in this second excel sheet and give the same rule name as Dimension Tree name.
If you found the solution please mark the answer.
You can go to the original post
I have recently done Advanced Rules import using data management using steps mentioned in below post and it worked for me.
Appreciates all response received.
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