Sample Data for Testing

Are you ready to learn how to use Microsoft Dynamics 365/CRM Sample Data for Testing?

Here is a situation that many Microsoft Dynamics 365/CRM Administrators may run into when trying to do updates to their system. You may need to test out some of your changes, customizations, views, and looks in the system but do not have any data and are not ready to put in live data. You can use built in Microsoft Dynamics 365/CRM Sample Data for testing your system and remove when done through some very simple steps.

Follow these steps to starting using Sample Data for Testing within your Microsoft Dynamics 365/CRM environment… 

1. CRM Admin goes to Settings

2. Under Settings look to the System Menu

3. Select Data Management

CRM Sample Data for Testing

4. Select Sample Data

Sample Data 2 - Microsoft Dynamics 365/CRM

5. Install Sample Data

6. When done, repeat steps 1-4

7. Delete Existing Sample Data

Now you are all set to test new changes with sample data to be sure it is working properly before pushing live to real data.

For more technical/admin Dynamics 365/CRM tips and tricks like the one posted today, be sure to visit our archive of technical blog posts here, and share them with your Microsoft Dynamics 365/CRM admin and fellow users.

When it comes to succeeding with Microsoft Dynamics 365/CRM, knowing the technical side of the system is only one part of what makes a project successful. In order for things to come full circle, you must work to gain high and continuous CRM user adoption throughout your whole project. That’s why our experts have crafted five complimentary eBooks on the topic to help you succeed.

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>>> 10 Expert CRM Tips on Achieving High User Adoption from the Start

>>> 10 Expert CRM Tips on Gaining User Adoption During Rollout

>>> 10 Expert CRM Tips on Gaining User Adoption After Rollout Day

>>> 10 Expert CRM Tips to Get Your Users Excited About CRM (Again)

>> 10 CRM Misconceptions on Gaining User Adoption

Our Support Team is ready to help you solve any Microsoft Dynamics 365/CRM challenge, whether it’s an everyday concern or big-picture challenge. Learn more about what our team can do for you here.

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