{"id":37565,"date":"2024-03-11T14:39:21","date_gmt":"2024-03-11T09:09:21","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=37565"},"modified":"2024-03-28T16:05:21","modified_gmt":"2024-03-28T10:35:21","slug":"protect-confidential-information-implement-data-masking-strategies-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/03\/protect-confidential-information-implement-data-masking-strategies-dynamics-365-crm\/","title":{"rendered":"Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM"},"content":{"rendered":"

Masking in Dynamics 365 CRM is essential for safeguarding sensitive personal details from unauthorized access and malicious attacks. By obscuring confidential fields such as Passport numbers users can prevent data breaches and identity theft. For instance, masking a customer’s passport number as C9689XXXX ensures that only authorized personnel can access the complete information, thus enhancing data confidentiality and security in Dynamics 365 CRM systems.<\/p>\n

In our case, the business wants to prevent its support staff from viewing sensitive information such as a customer’s Passport number.<\/p>\n

Consider what the user wants to save. For the purpose of identifying sensitive information and replacing it with masked characters, the user can design a regular expression and create a masking rule.<\/p>\n

Follow the steps below to create and manage data masking rules in Dynamics 365 CRM:<\/p>\n

    \n
  1. Go to powerapps.com,<\/a> then select a table from the sitemap.<\/li>\n<\/ol>\n

    \"Implement<\/p>\n

    2. Select New, then click on the column.<\/p>\n

    \"Implement<\/p>\n

    3. Enable the column security and click on Save.<\/p>\n

    \"Implement<\/p>\n

    Secured masking rule and an Attribute masking rule can be created as follows: <\/strong><\/p>\n