Dataverse/MSCRM: Work with Masking Rule

 Introduction:

In this blog, we will see how to work with Masking Rule in MSCRM or Dataverse.

Issue : I don't want to show the Email values in Contact table. For example if i have email as ram@contosso.com i need to only show ram* (here * denotes masking).

Steps to Achieve:

1. Navigate to https://make.poweapps.com
   
   
2. Choose your respective Environment
   
   
3. Go to your solution and open the solution
   
   
4. Now if you click on New you will see 2 Options
   
   
   1. Attribute Masking Rule - You can mask the attribute based on SECURED MASKING RULE
      
      
   2. Secured Masking Rule - RULE TO BE DEFINED
      
      
      
      
5. Now first Click on SECURED MASKING RULE
   
   
6. Once you clicked it will prompt a page
   
   
   1.  You need to define your rule like below
      
      
      
      Name : Input your valid name with _
      Display Name : Input your display Name
      Description : Explain about your Rule
      Regular Expression : You can input your expression, for me i need to hide my domain so i used (?<=@).*$
      Masked Character : How you want to show your Masked Character
      Enter Plain Text : For testing you can input your Name
      Masked Plain Text : You can see your demo Value
      
      
7.  Once done click Save
   
   
8. Now Create an Attribute Masking
   
   
9. Before Creating Attribute Masking you need to make sure your Column Security is Enabled
   
   
   
   
   
10.  You can Use Attribute Masking in 2 Places ( you can directly Select here) or You can click on New and create like below
    
    
    

 Now save this and test it

Conclusion:

Following above steps we can achieve Masking for an Attribute.