I'm looking for a way to mask all but four of the social security number field in dynamics365 crm.
Add a security field profile for this column and the field is not able to be read.
Can you be more specific and include instructions?
Hi Emilu,
Not directly possible. You can refer to this article ledgeviewpartners.com/.../ on how to setup the field security profile in CRM but what this does is masks all the characters on the field. What you could additionally do is to write a script to copy the last 4 digits of SSN into another field and keep that visible and mask the actual SSN field.
That's the work around that I can suggest. Hope it helps!
Hello,
The best option will be to use field security because you can control whom it will be visible. Also don't use JavaScript on the form for masking because user can still able to see the data from Advanced find.
Thank you,
Amit Katariya
Hi
Sorry if I was vague. Here is a link how to use my recommendation.
https://docs.microsoft.com/en-us/power-platform/admin/field-level-security
if you disallow read for a field for all users except those who has the security profile means that they won’t see the field data. It won’t be masked by asterisk but it will be masked by emptiness.
Is this the solution for D365 F&O as well. The link provided in another response appeared to be for D365 CE.
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