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Advanced Rules Import Using Data Management in Dynamics 365

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Posted on by Matloob

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Hi Folks,

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.

Regards

Muhammad Matloob

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Data Integration

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Matloob 781 on at

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RE: Advanced Rules Import Using Data Management in Dynamics 365

Hello All,

I have recently done Advanced Rules import using data management using steps mentioned in below post and it worked for me.

www.linkedin.com/.../advance-rules-structure-import-using-data-management-d365-hirwani

Appreciates all response received.

Regards

Muhammad Matloob
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AffanFarooqi 4 on at

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RE: Advanced Rules Import Using Data Management in Dynamics 365

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.

2. Import Allowed Values

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".

Download and open the excel file. You will see the below format

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

Thanks

Regards,

Affan Farooqi
Community Member Microsoft Employee on at

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RE: Advanced Rules Import Using Data Management in Dynamics 365

Did you try using Excel addins? I used it and it worked for me.
Sukrut Parab 71,671 Moderator on at

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RE: Advanced Rules Import Using Data Management in Dynamics 365

If you don't find any existing entity then you can create new on and use that in Data management.