Tag Archive GDPR

By365KAdmin

Anonymising Data in Dynamics 365 with SSIS

So I don’t want to get in to the whole GDPR discussion in this article, but with GDPR in mind, I think it’s important, and potentially reduces risk, to anonymise data in a non production environment.

Again, there are plenty of articles on whether it should be a process of anonymising or pseudonymisation, but for the purpose of this article, I am going to go through the steps of using SSIS for the purpose of Anonymising Dynamics 365 Data.

Firstly, a few assumptions…..

You have Visual Studio and SSIS setup. I’m personally using VS 2015 Pro Update 3, SSDT.

You will also need a couple of essential Dynamics tools from the lovely people at KingswaySoft

SSIS Integration Toolkit for Microsoft Dynamics 365

SSIS Productivity Pack

They provide a developer license model to get you started.

Once you have everything downloaded and setup, then you’re ready to go.

Create a new SSIS Project

In Connection Manager, create a new connection

 

 

 

 

 

 

 

Next, drag over the following components:

  • Dynamics CRM Source
  • Data Anonymizer
  • Dynamics CRM Destination

 

 

 

 

 

 

 

In the Dynamics Source Component, Enter the Connection you just created, the Entity (in this case Lead).

 

 

 

 

 

 

Click on the columns section, and choose which fields from Dynamics you want to anonymise…… In this case I chose things like FirstName, LastName, Email etc.

 

 

 

 

 

 

Connect the Dynamics CRM Source component to the Data Anonymiser component by dragging the connector.

Open the Data Anonymiser Component.

 

 

 

 

 

Here you will see the fields/columns you have decided to anonymise, and the option to choose the data type

So for example the email address will be anonymised with data of email type

 

 

 

 

Do this for all your fields/columns.

Once this is done, open the CRM Destination Component

 

 

 

 

 

 

Next click on the columns section and map the source to the destination

 

 

 

 

 

 

So to summarize….

  • CRM Connection
  • Choose Source entity and Fields
  • Choose Anonymise options
  • Set Destination Mapping

Once this is all done, save your solution and run it:

 

 

 

 

 

 

 

 

So in the instance above 274 Lead records were anonymised.

I hope you found this quick tutorial helpful.