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Field Service/ Sample Data

Posted on by Microsoft Employee

Hi to all,
I am looking for example data for field service in microsoft dynamics crm. It would be nice if you give me a link to download and maybe explain a bit how I can use that in microsoft dynamics crm, because I do not know it well.

Thanks.
Best Regards

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Field Service/ Sample Data

    The upload worked, but I'm a bit surprised. I imagined it differently.

    There are many contacts added, each have no addresses, but I can completely understand it.

    Now I am in "Schedule Board" and there is no resource activity added and I can't see the resources in the map view. I ge, the error that the address are wrong, although I've also checked with geo code and that's all ok.

  • Shayan Soheili Profile Picture
    Shayan Soheili 940 on at
    RE: Field Service/ Sample Data

    Hi J.He 

    Which kind of error did you get?

    Regards.

    Shayan

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Field Service/ Sample Data

    Thanks for the answer. The website is really good, although I could not upload that because I get an error.

  • Verified answer
    Shayan Soheili Profile Picture
    Shayan Soheili 940 on at
    RE: Field Service/ Sample Data

    Hello J.He,

    Here you can find the instruction and the link for downloading Fieldservice/PSA sample data file into your organization. (follow the steps carefully) 

    https://blogs.msdn.microsoft.com/crm/2017/10/24/microsoft-dynamics-365-for-field-service-and-project-service-automation-sample-data/ 

    I highly suggest you before downloading the sample data file from Download Center, check the version of your Dynamics365 and the version of fieldservice installed on your organization, otherwise you may receive errors during the import process. There are more sample data files for different versions of Dynamics 365 and Fieldservice, so you might search on google to find the appropriate sample data file on Microsoft download center based on the version of your org. and fs.

    Regards,

    Shayan

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