CRM 2011 – How to Quickly add sample data

You create a new organisation in CRM, go into the system and find that it’s completely empty. How are you are meant to practise CRM Development without any information.

CRM 2011 makes importing the sample data quick and easy. Importing the Sample Data isn’t difficult but it is frustrating when you are not sure where to look

You log in with Administrator rights

go to

Settings

Systems/Data Management

Sample Data

it then asks if you want to install it, press Install Sample Data button.

now you can look around CRM, the dashboards have sprung into life and your organisation has enough data for you to do some customer demo’s or practise development.

The feature provides the following sample data:

Entity	Records
Accounts	14
Campaigns	8
Cases	14
Contacts	14
Leads	10
Opportunities	15
Phone Calls	10
Subjects	2
Tasks	14
Goals	4