Clone Commander Recipes

Use Cases

Protect People & Customers
(PII safe by default)

Obfuscate customer, vendor, and people data
Swap names, phone numbers, emails, and addresses with realistic placeholders while keeping relationships intact.
Obfuscate sales & purchasing data
Remove sensitive counterparties and free-text PII in orders, quotes, and invoices.

Clean Up Scaffolding & Noise

Right-size your database: remove bulky histories and replace large blobs with safe placeholders to cut storage, speed refreshes, and improve query performance.
Wipe attachments & document refs so no IP/PII leaks into lower tiers.
Wipe user logs and “parm/scaffolding” tables to remove clutter and speed validation.
Wipe batch & workflow histories to keep performance tight and results relevant.

Control Workflows with One Click

Disable or reroute standard approvals (journals, allocations, budgets, vendor invoices, payments, bank accounts, agreements, purchase reqs, POs, quotations, credit limits, expenses, timesheets).
Send everything to a test approver or shared mailbox so QA moves fast.

Lock Down Access
(Least-privilege by default)

Disable all users post-refresh.
Remove all roles from all users (except admin) or bulk add/remove a specific role to stage controlled access for testers.

Shut Down Risky Comms
(No surprises to production)

Gmail-plus all email addresses or erase them entirely.
Wipe email, print, and business-event histories so every test run starts clean.

Finance Test Setup, Fast

Truncate & create test bank accounts with known balances and formats for payment runs and reconciliation tests.

Scheduling & Integrations

Schedule custom batches to re-seed or re-mask on a cadence.
Connect Power Platform so Dataverse/Power Apps and flows point at safe data immediately.

Drop In Ready Recipes

Clone Commander includes a full catalog of pre-built masking, cleanup, and workflow control templates designed for common D365F&SCM scenarios. Each recipe is configurable and field-tested across real production environments so you can move faster with confidence.

Identity & Access

Disable all users
Remove all roles from all users except admin
Remove or add a specific role for all users (bulk)

Data Obfuscation

Obfuscate all customer data (names, addresses, phone numbers)
Obfuscate employee and user data (workers/contacts)
Obfuscate Global Address Book Contact information
Obfuscate purchase and sales data (counterparties, trade agreements, and PII)
Obfuscate vendor master data (names, addresses, phone numbers)
Obfuscate product information (product names, Warehouse locations)
Obfuscate trade agreements (purchase, sales and cost prices)

Cleanup / Histories / Scaffolding

Wipe attachments (DocuRef / DocuValue strategy)
Wipe user logs (SysDatabaseLog)
Wipe scaffolding / parm tables
Wipe print job history
Wipe email histories
Wipe business event histories
Wipe batch history
Wipe workflow history

Workflow Control — Disable/Reroute

Disable

Disable General journal workflows
Disable Allocation workflows
Disable Budget register workflows
Disable Budget plan workflows
Disable Vendor invoice workflows
Disable Payment workflows
Disable Bank account workflows
Disable Agreement (purchase agreement) workflows
Disable Purchase requisition workflows
Disable Purchase order workflows
Disable Quotation (sales quotation) workflows
Disable Credit limit workflows
Disable Expense workflows
Disable Timesheet workflows

‍

‍Reroute

Reroute General journal workflows
Reroute Allocation workflows
Reroute Budget register workflows
Reroute Budget plan workflows
Reroute Vendor invoice workflows
Reroute Payment workflows
Reroute Bank account workflows
Reroute Agreement (purchase agreement) workflows
Reroute Purchase requisition workflows
Reroute Purchase order workflows
Reroute Quotation (sales quotation) workflows
Reroute Credit limit workflows
Reroute Expense workflows
Reroute Timesheet workflows

Communications

Gmail-plus all email addresses (rewrite or sink)
Randomize phone numbers
Invalidates email addresses
Reset mail server connections

Scheduling

Automatically re-enable batch jobs
Schedule custom batches

Finance Setup

Truncate and create test bank accounts
Reset ledger periods to open for testing
Configure test currencies and exchange rates
Clear financial dimension values for anonymization

Integrations

Update integration endpoints (Production URLs)
Reset FTP server credential (Production servers)
Change Azure Entra ID app registrations
Reset BYOD Export Test Database connection strings
Reset and reconfigure ISV integration solutions
Rotate credentials
Enable/disable specific API connectors

Ready-made Recipes for Safer, Cleaner D365 Test Environments

Use Cases

Protect People & Customers
(PII safe by default)

Clean Up Scaffolding & Noise

Control Workflows with One Click

Lock Down Access
(Least-privilege by default)

Shut Down Risky Comms
(No surprises to production)

Finance Test Setup, Fast

Scheduling & Integrations

Drop In Ready Recipes

Identity & Access

Data Obfuscation

Cleanup / Histories / Scaffolding

Workflow Control — Disable/Reroute

Communications

Scheduling

Finance Setup

Integrations

Ready To Transform
Your Business?

Address:

Contact:

Services

Products

Platforms

Navigation

Ready-made Recipes for Safer, Cleaner D365 Test Environments

Use Cases

Protect People & Customers (PII safe by default)

Clean Up Scaffolding & Noise

Control Workflows with One Click

Lock Down Access (Least-privilege by default)

Shut Down Risky Comms (No surprises to production)

Finance Test Setup, Fast

Scheduling & Integrations

Drop In Ready Recipes

Identity & Access

Data Obfuscation

Cleanup / Histories / Scaffolding

Workflow Control — Disable/Reroute

Communications

Scheduling

Finance Setup

Integrations

Ready To Transform Your Business?

Address:

Contact:

Services

Products

Platforms

Navigation

Protect People & Customers
(PII safe by default)

Lock Down Access
(Least-privilege by default)

Shut Down Risky Comms
(No surprises to production)

Ready To Transform
Your Business?