Business value

Data is the oil of the 21st century. Almost every company operation involves the handling of personal data on a daily basis. Data Protection Regulations prohibit the use of real sensitive personal data in non-production environments.

Personal data is any information that can be used to identify an individual, either directly or indirectly. Personal information such as names and email addresses is obvious. Personal data can include things like ethnicity, gender, biometric data, religious convictions, web cookies, and political attitudes.

A Dynamics 365 Customer Engagement production database is practically copied by every company during an implementation or even in a live circumstance. As a result, real sensitive personal information will be visible in i.e. the contact entity, within for example a test environment. This is against Data Protection Regulations, and your organization should ensure that this sensitive information is anonymized or randomized in a proper way.

Our solution closes the functional gap between standard Microsoft Dynamics 365 and the process necessary to anonymize or randomize your sandbox data in a way that enables your organization to become compliant to for example GDPR.

This document describes the functional changes that have been developed in Microsoft Dynamics 365 Customer Engagement for the solution HSO Innovation Dynamics Data Masking.

 

Features

Bulk Anonymization

• Bulk Anonymization Settings
• Bulk Anonymization Setting Values
• Processing Type: Anonymization
• Allow Random Value
• Entity filter query
• Bypass Custom Business Logic
• In-App notification on start and completion

 

Bulk Randomization

• Bulk Anonymization Settings, used for randomization
• Bulk Anonymization Setting Values, used for randomization
• Processing Type: Randomization
• Allow Random Value
• Allow Random Select (Use Sample Data)
• Entity filter query
• Bypass Custom Business Logic
• In-App notification on start and completion

 

Bulk Delete

• Bulk deletion of Audit History
• Bulk deletion of Notes
• Bulk deletion of Posts

 

Sample Data

• Sample Adresses
• Sample Names

 

Dashboards

• Data Masking Dashboard
• Accounts, Contacts & Leads processed by Data Masking

 

Integration HSO Innovation solutions

Dynamics Data Masking is delivered together with 1 other solution from HSO Innovation AG.

 

Dynamics License

The solution Dynamics License is always part of our solution and controls the license validation of our intellectual property.

For further explanation on how to install Dynamics Data Masking and request a license file, we refer to the topics Installation via AppSource and HSO Innovation Licensing.

 

Release notes

Feature	Introduced in version
Bulk Anonymization Bulk Randomization (based on sample data) Allow Random Value Allow Random Select Sample Addresses Sample Names Bulk deletion of Audit History, Notes & Posts Entity Filter Query Bypass Custom Business Logic In-App notification on start and completion Data Masking Dashboard	1.0