Ever pondered how it will be to learn a product or demonstrate a feature if there isn’t any sample data available? Sample data is an effective tool that helps you show demonstrations with virtually real data, test the functionality of the product, or even try customizations.
Microsoft Dynamics CRM 2011 provides out-of-the-box sample data for some basic entities like Account, Contact, Lead, Opportunity, Activity.
But, what do you do if you want to demonstrate or learn the functionality of other entities, say, an appointment? Simple… You can easily create your own sample data by using the data import templates and Import feature of Microsoft Dynamics CRM.
We’ve recently published an article on the CRM Resource Center that describes how you can use data import templates in CRM to develop your custom sample data, and then import this data in CRM to start using it. Here are the links to the article:
- For CRM On-Premises: http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/createcustomsampledata.aspx
- For CRM Online: http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/createcustomsampledata.aspx