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Microsoft Dynamics CRM (Archived)

Mask SSN field

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Posted on by 247

I added a field called SSN on the form in CRM 2016. I want to mask the SSN so that once user tabs out of the field, all the numbers becomes "*********". Also I dont want user to paste anything in that SSN field, so I need to disable the past options for that field.

I looked alot online but havent found solution for this. Somebody please help. I know it needs to be done using Javascript but not sure how. 

Thanks in advance. 

SJ

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  • Community Member Profile Picture
    on at

    You need to be looking at Field Level Security, but that won't fix the pasting problem.

    But before you even go there, you need to consider if you should even be storing SSNs in any way at all in a database that is not encrypted at rest.

  • Suggested answer
    Biplab Singha Profile Picture
    on at

    To add what Adam said . you can achieve field Level encryption in CRM using msdn.microsoft.com/.../dn481562.aspx

    and More Details on dynamicscrmcoe.com/irap-assessment-dynamics-crm

    Although I am not Sure about the Legality of storing field like SSN  .

  • Community Member Profile Picture
    on at

    Hi Sam,

    It better to have a Webresource for the field.

    If the field level security is enabled then no user will be able to type in the values in the field as well as cannot control the paste option.

    Please use the following jQuery web resources:

    <script src="jquery.js" type="text/javascript"></script>

    <script src="jquery.maskedinput.js" type="text/javascript"></script>

      $("#filedName").mask(“*****”);

    I hope this helps. If my post answers your question, please mark as "Verified"

    Thanks,

    MTC Team,

    Management Technology,

    www.mtccrm.com

  • Verified answer
    Community Member Profile Picture
    on at

    You can enable field security and give users access to write but not read. This will exactly achieve the objective of letting a user type in a value but immediately rendering it as aterisks / blobs.

    And FLS is honoured by the platform wherever the user can access the data (in a view, or advanced find, or a report, Eccel export etc).

    Javascript only works on the form and is MOST DEFINITELY NOT the write way to secure extremely valuable personal data such as SSNs.

  • Verified answer
    Community Member Profile Picture
    on at

    Hi Adam,

    I appreciate your response. Please refer the below steps to answer your question.

    • You have to encrypt the values you get in the pre-state of the plugin and store it in a different field and the SSN value will be ******** so that the view don't get the data.

    • Based on who can view or when to view, it can be managed in the retrieve plugin by decrypting the value and sending it to SSN.

    Thanks,

    MTC Team,

    Management Technology Consulting,

    www.mtccrm.com

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