Microsoft Dynamics CRM 2011 Unleashed

Sample Data

Sample data can be loaded or removed from the Data Management page by selecting Sample Data. Figure 29.22 shows the option box when sample data is not loaded on the system and asks whether you’d like to have it installed.

Figure 29.22 Load sample data.

Sample data loads data into the following entities:

• Account

• Contact

• Lead

• Opportunity

• Case

• Campaign

• Phone call

• Task

When working with the sample data, it is helpful to understand that although it can be removed or added quickly and easily, you will need to assign the data to other users if they would like to work with the data. Additionally, any data that you’ve added ...