Add or remove sample data

This content also applies to the on-premises version.

Sample data gives you something to experiment with as you learn Dynamics 365 for Customer Engagement apps, and helps you see how data is organized in the system. At some point, you’ll probably want to remove the sample data.

Or, if sample data isn’t installed on your system, you may want to add it for training purposes. Later, when you’re ready, you can remove it.

Important

Use sample data to learn and play around with system features. However, to avoid unwanted results, don’t associate it with any data you actually need.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Data Management.

  3. Click Sample Data. You’ll see a message that tells you whether the sample data is currently installed.

  4. Do one of the following:

    Click Remove Sample Data, and then click Close.

    -OR-

    Click Install Sample Data, and then click Close.

See also

Work with accounts and contacts Create or edit an opportunity