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Microsoft Dynamics CRM (Archived)

CRM Demo solution options

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Posted on by Ben Watt

Is there a demo CRM solution I can set up, with data pre-loaded?

I have built a customer BI solution with Power BI using ODATA feeds at a customer site, but would like to demo this without using their data.

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Priyesh 7,396 User Group Leader on at

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Hi,

You can setup Sample Data from here - Settings > Data Management > Sample Data as shown in screenshot below

Besides that, if you're also using modules like Project Service Automation or Field Service, you can refer these links -

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/project-service/use-demo-data

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/project-service/install-sample-data-3-x

Hope this helps.

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Adrian Begovich 1,027 Moderator on at

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Hi Ben Watt,

I recommend setting up a Dynamics 365 trial instance for your demo and then adding sample data to the instance.

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