The Enable Masking ensures that customer contact information, such as phone numbers, remains hidden from agents while still allowing seamless communication.
When masking is configured, agents can send and receive messages, as well as initiate and receive calls, without having access to the actual customer phone numbers. This helps maintain data privacy while ensuring uninterrupted communication.
If the phone number field is secured (masked) in CRM using Column Security, WhatsApp4Dynamics supports messaging and calling without exposing the actual phone number, provided that the Enable Masking toggle is turned ON in the configuration.
Steps to Enable Masking
Step 1: Configure Masking in CRM
1. Go to CRM (Dynamics 365 / Power Apps)
2. Open the relevant entity (e.g., Contact / Lead)
3. Apply Column Security Profile on phone number fields
Restrict access as required
Step 2: Enable Masking in WhatsApp4Dynamics
1. Go to WhatsApp4Dynamics
2. Open Configurations
3. Locate the Enable Masking option
4.Turn the toggle ON
Save Configuration
Note: When column security is enabled on the phone number field, ensure that the “Enable Masking” toggle is turned ON. This is required to continue sending messages without interruption.
