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.
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Thanks
Regards,
Affan Farooqi
