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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Idea: Ability to mask ...
Finance | Project Operations, Human Resources, ...
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Idea: Ability to mask Confidential data and Fields

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Posted on by Hi10ERP 16
Hello Friends, 
 
Please review this and add your vote to have have full-stack solution around Data compliance, Regulatory and Data security perspective. 
 
Regards,
HP 
Categories:
Dynamics 365 Finance
Dynamics 365 Human Resources
  • Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,195 Super User 2025 Season 1 on at
    Idea: Ability to mask Confidential data and Fields
    Your idea to enhance Dynamics 365 Finance and Operations (D365FO) would be a game-changer for ERP users, delivering robust data protection and seamless compliance out-of-the-box.
  • Suggested answer
    Hi10ERP Profile Picture
    Hi10ERP 16 on at
    Idea: Ability to mask Confidential data and Fields
    @André Arnaud de Calavon @Jonas "Jones" Melgaard—Thanks for all the input. I am aware of these resources as well. That's why I have added the idea to the portal to the product team to enhance some functionality around ERP. All this custom Or detail security/XDS/Permission level work is time-consuming and cost-consuming. Thanks for your input. Please help to support this  idea so we could have that functionality in D365FO product.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 295,143 Super User 2025 Season 1 on at
    Idea: Ability to mask Confidential data and Fields
    Hi HP,

    Is your idea about a production environment where data should not be visible or a test environment where particular data needs to be obfuscated? If it is about production, note that with XDS you can only hide complete records. To hide field values, you can achieve this by using table and field permission overrides on security privileges and roles.
    In case your idea is related to a non production environment, it is possible to create a script that changes sensitive data values in the database after restoring a copy from production.
     
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard Super User 2025 Season 1 on at
    Need support to add this feature to the D365F&SCM.
    Out of curiosity, do you want to port/replicate the Dataverse masking feature to F&O?
    https://learn.microsoft.com/en-us/power-platform/admin/create-manage-masking-rules
     
    As a stop gap measure, it's possible to restrict access to fields that causes compliance issues.
    https://alexdmeyer.com/2019/07/08/field-level-security-in-dynamics-365-for-finance-operations/

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