Applies to: July 2017 update for Dynamics 365 (online)
To become familiar with Dynamics 365 for Field Service and 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 here:
Running the Package Deployer install performs the following actions:
Important: There is no way to un-install this sample data. Therefore, you should only use this package on demonstration, evaluation, training and test systems.
The installation protocol assumes the following about your target installation instance (org):
If your instance does not have both of these solutions, you can install missing items as follows:
Note: If you wish to install sample data on top of existing FS and PSA content, you will need to suspend safety pre-checks performed by the installer. Details are available in the Technical Notes section.
The installation process must run from a device running a recent Windows Operating System (Windows 10 preferred). This device should have the "Screen saver" function turned off as session credentials for the installation process can be lost when the screen saver engages (you will otherwise need to keep your session active throughout the installation). You should also plan for the device to remain connected to the network and for the installation to run for as long as 4 hours.
We distribute the Field and Project Service (FPS) sample data installer via the Microsoft Download Center (search for "Dynamics 365 for Field Service and Project Service Automation Sample Data" or follow this link) as a self-extracting FPSDemoData_v2_0_0_2.exe. After downloading to a machine running a recent Windows operating system, run the EXE and accept terms and conditions to unpack the compressed "PackageDeployer_FPSSampleData.zip" file. You will then need to extract contents of that file to a folder on your machine. Depending on your operating system and security settings, you may need to perform the following steps after unpacking the zip:
We designed FPS sample data to enable exploration of role-specific service delivery experiences. To install correctly, you will need to create (or temporarily rename) Users in your Dynamics 365 organization (via Settings > Security > Users) to match the incoming sample data configuration, as follows:
You will also need to update a mapping file with email addresses of these users in your system. To do this, open the "PkgFolder" then find and open the ImportUserMapFile.xml file with Notepad (or Visual Studio or another XML editor). Within the file, set the DefaultUserToMapTo= field to the email address of your "Spencer Low" User, and the New= fields to the email addresses of corresponding Users in your system. As per the pictured example, the "First name Last name" user should also map to your "Spencer Low" User.
Go to Settings > Security > Users and select each of the above 6 Users, then click on the "Manage Roles" option in the menu bar. Find and select the "System Administrator" role and click "OK" to grant full admin rights to these users. This is necessary to ensure that sample records are created with the correct User ownership and thereby populate views appropriately.
Finally, in the Enabled Users view, select and open the System Administrator whose credentials you will use for the sample data installation ("Spencer Low" suggested). Go to the navigation bar at the top of the page and open the "Work Hours" option.
Edit the existing Work Hours, schedule, selecting the "Entire recurring weekly schedule from start to end" option, and make sure that the work hours are set to "9:00 AM - 5:00 PM (8 Hours)" with Monday through Friday and the Time Zone set to "Pacific Time (US & Canada). This is required to ensure that Schedule Board settings and already schedule Work Order and Project work appear correctly post installation.
Recommendation: At this point, consider creating a Backup of your Org so you can revert to your starting point if something goes wrong during the sample data installation (online instructions here).
After the demo data completely loads, log in as the "Spencer Low" User defined in the “Modify Users” step above, and confirm the following:
The Field and Project Service sample data package installs the "Fabrikam Manufacturing Demo Data" (v184.108.40.206) solution along with approximately 50K records across 148 entities.
Our fictional hero company, Fabrikam Robotics, is a manufacturer of electronic device assembly line robots and is known for their product quality, innovation and solid customer service, including installation planning and implementation as well as ongoing maintenance services. Fabrikam is headquartered in the United States (Fabrikam US) and has project-based service operations in France, India, the United Kingdom, and Switzerland. Field service operations are US-centric and largely centered around the greater Seattle area. The company is undergoing a digital transformation effort, leveraging Internet of Things connectivity to monitor customer asset performance and deliver increasingly proactive onsite services.
A high-level overview of sample content is as follows:
The above data enables a number of rich exploratory experiences, including Schedule Board views with pre-booked field service entries (on 10/2/2017 in the data set) and project service bookings.
Sample data aligned demo scenarios and scripts (forthcoming) publish separately.
We are working on improvements to the sample data package and installation experience. If you have requests or recommendations, please email: firstname.lastname@example.org
If you wish to install sample data on top of existing FS and PSA content (not recommended), you will need to suspend safety pre-checks performed by the installer. To do this, go to the PkgFolder folder to find and open the DemoDataPreImportConfig.xml file with Notepad (or your preferred XML editor).
Find the following value and change the setting from true to false:
This will bypass a number of safety checks, including:
There are a number of other configuration components in this pre-import configuration file. For technical users, some of these include:
For more information see:
- Elliott Ichimura