Exploring Pascalcase Data Mask App for masking data for Dynamics 365 and Power Platform Environments


You have probably used the copy environment feature in the Microsoft Power Platform admin centre to copy data and customizations between environments.


However, there is a crucial aspect to consider data privacy and security. When transferring data, especially to sandbox environments which typically have less stringent access controls, there is an inherent risk of sensitive information becoming exposed to unauthorized personnel. Such scenarios pose a threat to compliance with stringent data privacy regulations, including GDPR, HIPAA, and CCPA.

However, there is no out-of-box to mask data. Here comes Datamask App which helps with data protection by replacing sensitive information with dummy data.

Diving into the Strength of Data Masking

In the Power Platform sandbox environments, developers, and testers often grapple with the challenge of handling real data without compromising privacy and security. The Data Mask App steps in as a powerful solution to this dilemma. Its primary mission? To mask, anonymize, and obfuscate Dataverse data, offering a shield against potential data breaches.

How does Data Mask app work?


  • You can download the app from Microsoft AppSource, Download Data Mask app, and the app is available as managed solution.
  • Upon importing the solution, you need to configure the data mask app.
  • With configuration, users can selectively mask specific fields, choosing from options, such as replacing with dummy names, generating random strings, or employing asterisks for a discreet approach.


    Configuration settings for masking Account number field in Account table.

  • Various configuration options for table records provide versatile ways to protect sensitive data configurations, it collectively empowers users to customize data protection strategies based on specific needs and compliance requirements.
  • This dynamic approach ensures that sensitive information, like full names and contact details, is transformed into a secure and privacy-preserving version while retaining its integrity.
  • When a data mask run is created the masking process starts and we can track the masking of records in the logs section.


Free plan and paid plan

If you would like to test, there is a ‘Test Drive’ option. Otherwise, you can install the app in your environment, but there is a 1000-record limit. If you would like to buy the tool, you can contact https://pascalcase.com for a license.

Advertisements

Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)


Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days.

For this, we can use the “What’s newly assigned to me” prompt

To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the Sales Copilot to be enabled.

To see it in action, open the Sales Copilot Help Pane, select the Sparke Icon to open the Prompt Guide, then Ask questions >> What’s newly assigned to me



The result shows the list of leads and opportunities assigned to you in the last 15 days.

We can than select the record and click on Summarize to get the summary or can open the record to see the details.


Hope it helps..

Advertisements

Use Sales Copilot to see the pipeline (Dynamics 365)


Using the “Sales Copilot” we can get the list of opportunities assigned to us.

For this, we can use the “Show my pipeline” prompt

To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the Sales Copilot to be enabled.

To see it in action, open the Sales Copilot Help Pane, select the Sparke Icon to open the Prompt Guide, then Get Info >> Show my pipeline

The result shows the opportunities sorted based on the estimated close date.

Clicking on “Show all” opens the corresponding opportunity view.

Hope it helps..

Advertisements

Use the theme assistant Copilot to style emails (Dynamics 365 Customer Insights – Journey / Marketing)


Using Copilot’s theme assistant we can fetch the styles from a website and apply it to our email. Microsoft strongly recommends using Theme Assistant only on websites owned and not on 3rd party websites.

To use this feature, open an existing email record, enter the Website’s URL in the theme assistant section, and click on the Fetch Styles button.

The theme assistant will fetch the styles from the website and apply them to the theme of the email. We can also see the changes in the email editor.

If we are happy with the theme applied we can select the Keep and
close option or we can select Start over to specify another website.

We can further edit the theme as required.

Get all the details

Hope it helps..

Advertisements

Fixed – InvalidStateError: Failed to read the ‘responseText’ property from ‘XMLHttpRequest’: The value is only accessible if the object’s ‘responseType’ is ” or ‘text’ (was ‘arraybuffer’).


Recently we got the below error when we tried to download and zip the files from within CRM’s Web Resource. The files were stored in Azure Blob Storage. We were using JSZipUtils for it.


Access to XMLHttpRequest at ‘https://abcnon…..’ from origin https://abc-dev-abc.crm6.dynamics.com’ has been blocked by CORS policy: No ‘Access-Control-Allow-Origin’ header is present on the requested resource.
BlobAttachmentPreview.js:663 Uncaught Error: InvalidStateError: Failed to read the ‘responseText’ property from ‘XMLHttpRequest’: The value is only accessible if the object’s ‘responseType’ is ” or ‘text’ (was ‘arraybuffer’).
    at f.onreadystatechange (jszip-utils.min.js:1:1544)

As we can see in the details, the error turned out to be the CORS issue.

Mistakenly we had the forward slash added to end of the URL specified in the Allowed origins.


Before – https://abc-dev-abc.crm6.dynamics.com/
After – https://abc-dev-abc.crm6.dynamics.com
Removing the slash at the end fixed the issue, as the Azure Blob Storage CORS rules typically require exact matching for allowed origins
.

Hope it helps..

Advertisements


 

Advertisements

Fixed – Invalid type. Expected Integer but got Number (Power Automate)


In one of our Cloud Flows, for Parse JSON action, we got the below error –

ValidationFailed. The schema validation Failed.

“Invalid type. Expected Integer but got Number”

The generated schema had data type defined as integer instead of number type for certain properties, and the response was having decimal value to it.

So replacing the “integer” with “number” in the Schema of Parse JSON action fixed the issue.

Hope it helps..

Advertisements

Nishant Rana's Weblog

Everything related to Microsoft .NET Technology

Skip to content ↓