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Add or remove sample data

  • Grein

Sample data gives you something to experiment with as you learn customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), 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.

In the Power Platform admin center

  1. Make sure you have the System Administrator security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

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

  2. Sign in to the Power Platform admin center

  3. Select Environments in the left navigation pane, select your environment, and then select Settings on the top menu bar.

  4. Select Data management to expand the category, then select Sample data.

  5. A message appears that tells you whether the sample data is installed.

  6. Select an action at the bottom of the screen:

    • Remove Sample Data, and then select Close.
    • Install Sample Data, and then select Close.
    • To close the screen without making changes, just select Close.

In a Unified Interface app

Follow these steps for Unified Interface apps.

  1. Make sure you have the System Administrator security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

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

  2. Sign in to Power Apps.

  3. Select your environment from the top-right corner, and select Settings (Settings.) > Advanced Settings > Settings > Data Management > Sample Data.

  4. A message appears that tells you whether the sample data is installed.

  5. Select an action at the bottom of the screen:

    • Remove Sample Data, and then select Close.
    • Install Sample Data, and then select Close.
    • To close the screen without making changes, just select Close.