title | description | author | ms.author | ms.date | ms.topic | ms.custom | ms.reviewer | |
---|---|---|---|---|---|---|---|---|
Apply demo setup and configuration data - lite |
This article provides information about how to apply demo setup and configuration data for Project Operations. |
rumant |
rumant |
05/24/2024 |
how-to |
|
johnmichalak |
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**Lite deployment - deal to proforma invoicing
Before you begin the configuration, you must have a Dataverse environment provisioned for Dynamics 365 Project Operations.
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Download the Setup Data Package.
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Navigate to the folder ProjOpsSampleSetupData - CE only CMT and run the executable file, DataMigrationUtility.
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On page 1 of the Common Data Service Configuration Migration (CMT) Wizard, select Import Data and then select Continue.
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On Page 2 of the CMT Wizard, select Microsoft 365 as the Deployment Type.
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Select the Display a list of available organizations and Show Advanced check boxes.
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Select the region of your tenant, enter your credentials, and then select Login.
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On page 3, from the list of Organizations on the Tenant, select which organization you want to import the demo data into and then select Login.
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On page 4, select the zip file, SampleSetupAndConfigData from the unpacked folder, ProjOpsSampleSetupData - CE only CMT.
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After the zip file is selected, select Import Data.
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Import will run for approximately two-ten minutes depending on your network speed. After it completes, exit the CMT Wizard.
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Check your organization for data in the following 18 entities:
- Currency
- Account
- Organizational Unit
- Contact
- Unit
- Unit Group
- Price List
- Project Parameter Price List
- Invoice Frequency
- Bookable Resource Category
- Transaction Category
- Expense Category
- Role Price
- Transaction Category Price
- Characteristic
- Bookable Resource
- Bookable resource category Assn
- Bookable Resource Characteristic
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