Monthly Archives: November 2011

CRM 2011: Using Sample Data

As you may know, Microsoft Dynamics CRM has a log of parts and pieces and sometimes it is difficult to determine what data goes into what box.

Part of the problem is that when Dynamics CRM is first installed, it is a blank canvas, with no data to show you the interactions between the various Entities within the system.

Since you don’t have any data, it can be a little intimidating as you try and navigate through the system.

Thankfully, Microsoft provides a way to install Sample Data into the system so that you can get a better idea of what CRM will look like after being used for a short amount of time.

Installing Sample Data

To enable Sample Data, follow these steps:

1) Click Settings, Data Management, Sample Data, which will display the following dialog:

image

2) Click the Install Sample Data button.

The installation process occurs in the background so after clicking the button, you may go on about your business.  In a few minutes, CRM will be populated with a variety of sample data.

 

Removing Sample Data

Once you are comfortable with the new system, and it’s relationships and methods of work, you can remove the sample data using exactly the same process:

1) Click Settings, Data Management, Sample Data, which will display the following dialog:

image

2) Click the Remove Sample Data button to have the Sample Data removed from the system.

 

Good luck and happy CRMing.