{How to} Restrict and Protect Customer data on Dynamics 365 Customer Insights.

Today I am going to share new feature benefits of how to protect customer data on Dynamics 365 Customer Insights.

Let’s get’s started.

Day to day businesses have difficulties to maintain the privacy of customer personal data.

Customer Insights now you can protect the personal data by restricting access and visibility of certain data fields in the Customer Profile, ensuring that data can be used for generating insights that needed across sales, service and marketing.

With this new feature your company can safely use the confidential data more efficiently,so your customers can trust you with data you can then use to better personalize their experience.

Restrict access to data:

1. Customer Profile fields for Dataverse roles can be restricted.

2. Dynamics 365 Customer Insights follows field level security set up in Dataverse, so you dont need to manage these for every Dynamics 365 app separtely.

3. Dynamics 365 Customer Insights marketing professional can continue to build segements based on the restricted fields without seeing the data of the field, such as the email address, in Dataverse and in Customer Insights.

4. Users can continue to use the fields to generate segments, measures and other insights or create personalized journeys and contents, however they will not see any data in those restricted fields.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

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