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Finance | Project Operations, Human Resources, ...
Suggested Answer

Idea: Ability to mask Confidential data and Fields

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Posted on by 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 
I have the same question (0)
  • Jonas "Jones" Melgaard Profile Picture
    5,010 Most Valuable Professional on at
    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/
  • André Arnaud de Calavon Profile Picture
    303,756 Super User 2026 Season 1 on at
    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.
     
  • Suggested answer
    Hi10ERP Profile Picture
    16 on at
    @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.
  • Saif Ali Sabri Profile Picture
    2,354 Moderator on at
    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.

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