Experiment with demo data (Project Service)

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

To become familiar with Dynamics 365 Project Service Automation, it’s useful to have a pre-configured environment to explore. For this purpose, we’ve created a separate sample data installation package (English-language only at this time) that makes it easier to learn about these solutions.

The installation package is available on the Microsoft Download Center.

Running the Package Deployer install performs the following actions:

  • Creates or sets default parameters that drive behavior of Project Service

  • Imports sample data such as Bookable Resources, Roles, Sales and Cost Price lists, Organizational Units, relevant sales process records, Work Orders and Projects

Important

There is no way to un-install the demo data. Therefore, you should only use this package on demonstration, evaluation, training and test systems.

For more information, see this blog.

See Also

Administrator Guide
Account Manager Guide
Project Manager Guide
Resource Manager Guide
Time, Expense, and Collaboration Guide