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Finance | Project Operations, Human Resources, ...
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Data masking for Sensitive Informations

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Posted on by

Hi,

Good day!

Is there any way to apply data masking to sensitive information like vendor name, vendor address, vendor contacts, vendor bank account, etc (likewise for customers master data) at D365.

How to do the data masking? Thank you.

I have the same question (0)
  • rachelgomez Profile Picture
    on at
    RE: Data masking for Sensitive Informations

    Here are a few common data masking techniques you can use to protect sensitive data within your datasets.

    1. Data Pseudonymization

    Lets you switch an original data set, such as a name or an e-mail, with a pseudonym or an alias. This process is reversible—it de-identifies data yet still enables later use of re-identification if needed.

    2. Data Anonymization

    A method that lets you encode identifiers that connect individuals to the masked data. The goal is to protect the private activity of users while preserving the credibility of the masked data.

    3. Lookup substitution

    You can mask a production database with an added lookup table that provides alternative values to the original, sensitive data. This allows you to use realistic data in a test environment, without exposing the original.

    4. Encryption

    Lookup tables are easily compromised, so it is recommended you encrypt data so that it can only be accessed via a password. The data is unreadable while encrypted, but is viewable when decrypted, so you should combine this with other data masking techniques.

    5. Redaction

    If the sensitive data is not necessary for QA or development purposes, you can replace it with generic values in the development and testing environment. In this case there is no realistic data with similar attributes to the original.

    6. Averaging

    If you want to reflect sensitive data in terms of averages or aggregates, but not on an individual basis, you can replace all the values in the table with the average value. For example, if the table lists employee salaries, you can mask the actual individual salaries by replacing them all with the average salary, so the overall column matches the real overall value of the combined salaries.

    7. Shuffling

    If you need to retain uniqueness when masking values, you can protect the data by scrambling it, so that the real values remain, but are assigned to different elements. Given the salary table example, the actual salaries will all be listed, but it won’t be revealed which salary belongs to each employee. This method is best suited to larger datasets.

    This may help you,

    Rachel Gomez

  • Sharlene Profile Picture
    on at
    RE: Data masking for Sensitive Informations

    Hi Rachel, thanks for the details above. Under what module is data masking at D365? or was it a separate application?

  • Martin Dráb Profile Picture
    236,879 Most Valuable Professional on at
    RE: Data masking for Sensitive Informations

    There is no such a feature. Rachel copies and pastes texts that seem related to the question, although they're often about completely different products and topics. I kept her answer in this thread, because this generic information about data masking is relevant, but it doesn't mean that she said anything about F&O.

  • Sharlene Profile Picture
    on at
    RE: Data masking for Sensitive Informations

    Thanks for the information goshoom . Would you know how to set-up the data masking at D365?

  • André Arnaud de Calavon Profile Picture
    299,940 Super User 2025 Season 2 on at
    RE: Data masking for Sensitive Informations

    Hi Sharlene,

    There is no data masking available out of the box. It would require a customization. What would be the actual business requirement to do some data masking? An alternative would be securing some records, so not all vendors are visible to all users.  

    I was involved in a project on AX 2012 where customer and master data from a country shouldn't be visible for other countries. This was achieved with the Global Address Book security. For one particular country, they made a statement that they needed to have the master data encrypted. This appeared to a huge customization effort for just the reason that a application manager, from another country with system administrator rights, could probably see customer names.

  • Sharlene Profile Picture
    on at
    RE: Data masking for Sensitive Informations

    Thanks Andre Arnaud de Calavon for the update.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    19,280 Most Valuable Professional on at
    RE: Data masking for Sensitive Informations

    Have done data encryption in Ax2012 but you may consider to use xds instead?

  • André Arnaud de Calavon Profile Picture
    299,940 Super User 2025 Season 2 on at
    RE: Data masking for Sensitive Informations

    I forgot to mention that the Global Address Book security was not (yet) moved by Microsoft to Dynamics 365. You can find an example how to get this activated in Dynamics 365 on my blog: About reinstating global address book security in Dynamics 365 Finance and Operations - Dynamicspedia. This GAB security is also implemented using the eXtensible Data Security (XDS) framework.

  • SarikaS Profile Picture
    40 on at
    RE: Data masking for Sensitive Informations

    hello Sharlene  , I have the similar requirement , could you please tell me how you did it

  • NikolajSorensen Profile Picture
    1,788 on at
    Data masking for Sensitive Informations
    But D365FO is not Dataverse.
     
    While the tool might be helpful in a dataverse context (I do not know it and your post looks more like a marketing push), it cannot do anything with regards to  the original issue of masking D365FO data.

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