How to Mask Customer Information in Dynamics 365 Finance and Operations for Non-Production Environments

By Max Barthel | February 8, 2024

Learning to mask customer information in Dynamics 365 Finance and Operations is an important step you can take to protect your business and customers.

Whether you are a Chief Information Officer or Information Technology (IT) Intern, protecting sensitive information and data is a priority for IT and Security teams across the globe. The last thing you want to do is accidentally expose private customer information while working or presenting in a Dynamics 365 production environment.

Unfortunately, no out-of-the-box functionality accomplishes this. However, the script below can protect your customer information in nonproduction environments for Dynamics 365 Finance and Operations:

  • Update CUSTACCOUNTNAME set NAME = 'Microsoft'
  • Update logisticselectronicaddress set locator = '111-222-3333' where type in (1, 5)
  • Update LOGISTICSPOSTALADDRESS set ADDRESS = '1 Microsoft Way Seattle, WA 11111'
  • Update LOGISTICSPOSTALADDRESS set STREET = '1 Microsoft Way'
  • Update vendtable set tax1099regnum = '11-1111111'

Once the system runs the script against the database, customer names, contact information (phone and fax), location, and Federal Tax ID will be masked. You’ll notice in the provided script that the example used is Microsoft and their default address.

However, the script can be customized to be set to other companies and addresses. Additionally, you can add more fields if you want to mask additional customer information. You can also learn more about creating masking rules here. 

Want to Learn More About Protecting Data in Dynamics 365 Finance and Operations?

Please reach out to our team! Our experts can help you and your business stay up-to-date with compliance regulations, ensuring customer happiness and loyalty by keeping them protected.

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