Managing Dynamics 365 Finance & Operations (D365 F&O) environments is never simple. Every time you refresh from production, you face the same challenges: cleaning sensitive data, rerouting workflows, disabling risky integrations, and trimming unnecessary logs.
Instead of handling these steps manually, Clone Commander makes it simple with reusable automation scripts called recipes.
In this post, we’ll highlight the 10 most popular Clone Commander recipes that every D365 admin can start using immediately to secure, streamline, and optimize their environment refresh process.
1. Obfuscate Customer Data
Replace customer names, addresses, phone numbers, and email addresses with anonymized values. Keeps test data realistic without exposing PII.
2. Obfuscate Employee Records
Scrub sensitive employee information like tax IDs, birthdays, and contact details while preserving relationships for testing scenarios.
3. Disable Workflows
Shut down workflows that might otherwise send invoices, approvals, or notifications into the real world.
4. Reroute Vendor Invoice Workflows
Instead of disabling, redirect workflows to safe internal test users to validate processes without external exposure.
5. Wipe Attachments
Clear out DocuRef/DocuValue attachments, freeing database space and reducing capacity usage.
6. Wipe User Logs
Remove SysDatabaseLog entries, which often pile up in non-production environments without adding any value.
7. Clean Workflow Histories
Purge completed approvals that clutter test environments and slow down refresh cycles.
8. Gmail-Plus Email Rewrites
Automatically replace all real customer/vendor email addresses with safe Gmail “plus addressing” (e.g., test+customer123@gmail.com). Prevents real emails but keeps workflows operational.
9. Truncate and Create Test Bank Accounts
Wipe sensitive financial setup and create safe test accounts for simulations. Keeps compliance intact while enabling realistic testing.
10. Schedule Custom Batches
Automate batch jobs that need to run after every refresh, ensuring consistency across environments.
Why Recipes Matter
With recipes, Clone Commander turns a multi-day checklist into a push-button process.
- Consistency → Every refresh follows the same rules.
- Compliance → Data obfuscation and cleanup meet regulatory standards.
- Time Savings → Free up days of IT effort per refresh cycle.
- Flexibility → Create custom recipes tailored to your organization’s needs.
Conclusion
Every Dynamics 365 refresh comes with risk unless you standardize the process. Clone Commander recipes provide admins with a library of proven, reusable automation steps that:
- Obfuscate data for compliance.
- Disable or reroute risky workflows.
- Clean up logs, attachments, and histories.
- Optimize environments for speed and cost efficiency.
Request a Clone Commander demo and see these recipes in action across your D365 environments.
