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Explore the sales accelerator with sample data

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Sample data helps you visualize a product and its features. Learn how to add or remove sample data to explore sales accelerator.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Add sample data

You can add sample data any time you need, during or after the configuration of the sales accelerator.

Note

  • The sample data adds basic Dynamics 365 Sales and Sales Premium record types. More information: Record types updated with sample data
  • To prevent unwanted results, sample data is available only in non-production environments.
  • You can also add sample data from the quick setup panel (with the Dynamics 365 Sales Enterprise license). More information: Set up sales accelerator

  1. Sign in to your sales app, and in the lower-left corner of the page, go to Change area > Sales Insights settings.

  2. Under Sales accelerator, select Workspace.

  3. On the Sales accelerator workspace page, under the Manage access and record type section, select Configure.

    Note

    If you're add the sample data during the first-run set up, on the Sales accelerator quick setup pane, select Add sample data.
    More information: First-run set up

  4. From the Sample data section, select Add sample data.

    Screenshot for select Add sample data from the Manage access and record type page.

  5. Select Update.

Adding of sample data may take few minutes. You can continue to work on the application while the sample data is being added. After the sample data is added, a confirmation message is displayed with the date and time it was added.

Screenshot for confirmation message of sample data added later.

Sample data availability

By default, sample data is available for the administrator who adds it. The administrator can assign the records that are associated with sample data for other users to explore.

Remove sample data

As an administrator, you can remove sample data that your organization no longer needs.

Note

You can always add the sample data again, whenever you need it.

To remove sample data

  1. Sign in to your sales app.
  2. Go to Change area in the lower-left corner of the page, and select Sales Insight settings.
  3. Under Sales accelerator, select Workspace.
  4. On the Sales accelerator workspace page, under the Manage access and record type section, select Configure.
    Screenshot for sales accelerator setup page.
  5. Under the Sample data section, select Remove sample data.
    Screenshot for confirmation message of sample data added later.
  6. On the confirmation message, select Remove sample data.
    Screenshot for confirmation message to remove sample data.
  7. Select Update.

The application takes a few minutes to remove the sample data from your organization.

Record types updated with sample data

When sample data is added to your organization, the following record types are updated with sample data:

  • Account
  • Action Card
  • Appointment
  • Competitor
  • Contact
  • Lead
  • Opportunity
  • Phone Call
  • Price List
  • Price List Item
  • Product
  • Sequence
  • User

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Configure sales accelerator