Create and manage data masking rules

Omnichannel for Customer Service is a paid add-on to Dynamics 365 Customer Service apps that use the Unified Interface. It is available only when you purchase a subscription to Chat for Dynamics 365 Customer Service. For information about pricing, see the Customer Service page.

Data masking allows you to block sensitive data such as credit card information, social security numbers (SSN), or even profanity in a conversation. You can create a masking rule and define a regular expression to identify the sensitive information and replace it with the masked characters. The masking rule applies to every message sent by a customer through a chat or an SMS channel. If an agent sends any sensitive data to a customer, it will not be masked.

The following masking rules are provided out of the box:

  • Credit Card: Masks the credit card number, if provided in a message.
  • Email: Masks the email address, if provided in a message.
  • SSN: Masks the social security number, if provided in a message.

As an administrator, you can delete or modify out-of-the-box masking rules and create new masking rules.

Note

  • Only an administrator can access data masking rules.
  • Only 10 data masking rules, including out of the box masking rules, can exist in Omnichannel for Customer Service.

Create a data masking rule

  1. Sign in to Omnichannel Administration.

  2. Go to Settings > Data Masking.

  3. Select New to add a data masking rule.

  4. On the New Masking Rule page, provide the following information:

    • Name: Name of the masking rule.

    • Description: Optional description of the masking rule.

    • Regular expression: Regular expression to identify the data to be masked.

      Note

      By default, the # symbol is used to mask the sensitive data.

  5. To test the data masking as per the specified regular expression, enter a value in the Enter test data field. The masked value is displayed in the Masked test data field.

    Data masking rule

  6. Select Save.

Manage data masking rules

Once a masking rule is created, you can activate a rule, deactivate a rule, or delete it permanently.

  1. Sign in to Omnichannel Administration.

  2. Go to Settings > Data Masking Settings.

  3. Open the masking rule to be managed.

  4. To activate a masking rule, select Activate from the toolbar at the top of the screen.

  5. To deactivate a masking rule, select Deactivate from the toolbar at the top of the screen.

  6. To delete a masking rule, select Delete from the toolbar at the top of the screen.