Add or remove sample data

Sample data gives you something to experiment with as you learn Microsoft Dynamics CRM, 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 CRM.

    Check your security role

  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.