Thursday, April 28, 2011

CRM 2011 – Sample data

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 organization has enough data for you to do some customer demo’s or practice 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

Sources

http://www.avanadeblog.com/xrm/2010/09/crm-2011-feature-of-the-week-9202010-sample-data.html

and

http://crmbusiness.wordpress.com/2011/02/03/crm-2011-how-to-quickly-add-sample-data/

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