tips & tricks blue round grunge vintage ribbon stamp

Here is a situation many Dynamics 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 Sample Data to test your system and remove when done through some very simple steps.

1. CRM Admin goes to Settings

2. Under Settings look to the System Menu

3. Select Data Management

Sample Data 1

4. Select Sample Data

Sample Data 2

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, be sure to share them with your admin!

Contact Us Today

To learn more about Ledgeview’s Expertise

Related Articles

Read More