How to Add and Remove Sample Data from Microsoft Dynamics 365

https://www.youtube.com/watch?v=nIM-OGq_daA

Microsoft Dynamics 365, out-of-the-box, comes with sample data installed, to help you get a feel for the product and its functionality, without affecting your actual data.

You probably won’t want this sample data to be there forever, though, since you’ll eventually have your own data to use. At the same time, though, you may, at some point, want the sample data to be there, such as to train new employees on the platform.

Lucky for you, adding sample data back in is just as easy as removing it.

First, check to be sure you have System Administrator privileges; you’ll need them for this. To do this, start by clicking Settings (the gear icon) in the upper right corner of the screen, then selecting Options from the dropdown list.

Scroll down in the window that appears, and click View your user information.

Along the top of the screen, click the down arrow to the right of your name, then choose Security Roles.

If System Administrator is not already shown, click Manage Roles, find it in the list and check the box to select it, and click OK.

Click the Save icon in the bottom right corner of the screen.

Please note that depending on your current roles, you may not have the appropriate privileges to change your role; if this is the case, contact your system administrator.

Close the window, then click OK in the window that remains open.

Now, let’s remove that sample data.

Click the down arrow to the right of the current app name along the top of the screen, then choose the Settings tile and click Data Management within the System column.

On the page that appears, click Sample Data.

Next, click Remove Sample Data in the window that appears, then click Close.

That’s it! You’ve successfully removed sample data. If you ever want to add it back, just follow the same steps, clicking Sample Data, and then clicking Install Sample Data instead of remove. Close the window when finished.

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