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Looking for Data Management templates/directions to do complete copy of sample "legal entity" to a new "legal entity"

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Posted on by DonBowden1

Looking for the complete list of Data Management templates besides the 010 - System Setup template. In a YouTube video, I saw many templates including "Finance" and "Supply Chain" data management templates.

I also need confirmation what template or collection of templates may be required to make a comprehensive copy of the "legal entity" Contoso Retail USA sample data into a new, never used "legal entity". We want to make sure we copy everything needed to support the sample data for the "Adventure Works Business" ecommerce site.

Thank you for your assistance.

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Don,

There is no public template apart from what is available on LCS. Can you tell which YouTube video you are referring to?

Do you need to copy setup and master data only or also transactions?

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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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Hi DonBowden1,

There are som standard entity templates that can be found via Workspaces > Data management > Templates

If you cannot find the standard templates, you need to run "Load default template" and import required templates.

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DonBowden1 15 on at

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Hi Alireza. When I clicked the "Load default temples" button as you have highlighted above, I only got the first template listed, "010 - System setup". I did not get the other templates and that is exactly what I was looking for.

Thank you very much for your help.

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DonBowden1 15 on at

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Hi Andre,

Dynamics 365 Finance & Operations - Copy Into Legal Entity - YouTube

I did the "Load default templates", but only got one template loaded,, the "010 - System Setup" template. I need the others.

My objective though is to completely copy the sample "legal entity" Contoso Retail USA to our own "legal entity" and need the template or templates need to accomplish that. .

Thank you for your help.

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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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Hi DonBowden,

Please try to refresh entity list to check if template get populated.

You can get template from LCS (https://lcs.dynamics.com/V2/) > Share asset library > Data package as follows:

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