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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Looking for Data Manag...
Finance | Project Operations, Human Resources, ...
Suggested Answer

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 15

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.  

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

    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?

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

    Hi DonBowden1,

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

    pastedimage1652939983165v1.png

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

    pastedimage1652940060119v3.png

    pastedimage1652940155511v4.png

  • DonBowden1 Profile Picture
    DonBowden1 15 on at

    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.

  • DonBowden1 Profile Picture
    DonBowden1 15 on at

    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.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

    Hi DonBowden,

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

    pastedimage1652986827646v2.png

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

    pastedimage1652986752401v1.png

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