Setting Up Sample Organization

A sample CRM Organization can be downloaded that contains the customizations of the Adxstudio Portals for Microsoft Dynamics CRM 2011 and data for demonstration purposes. Importing this organization into your CRM server is the quickest method to easily review the sample portals without having to manually create data in CRM.

1. Download the Sample Organization

1. The sample CRM Organization backup database file AdxstudioPortals_MSCRM-x-x-xxxx.zip can be downloaded here.
2. Extract the AdxstudioPortals_MSCRM.bak backup file from the AdxstudioPortals_MSCRM-x-x-xxxx.zip archive

2. Restore the Sample Organization Database

1. Open Microsoft SQL Server Management Studio
2. Connect to your SQL Server
3. In Object Explorer, expand your Server
4. Right-Click on Databases

5. Click Restore Database…

   

6. Enter AdxstudioPortals_MSCRM in the To database: field.
7. Select From device:

8. Click the button labeled "…"

   

9. Click Add

   

10. Navigate to the location you extracted the backup and select the AdxstudioPortals_MSCRM.bak file.

11. Click OK

    

12. Click OK

    

13. Check Restore

14. Click OK

    

When restore has completed, Click OK

3. Import the Sample Organization

1. Open Microsoft Dynamics CRM Deployment Manager (C:\Program Files\Microsoft Dynamics CRM\Tools\Microsoft.Crm.DeploymentManger.exe)
2. Click Organizations

3. Click Import Organization…

   

4. Specify SQL Server
5. Select AdxstudioPortals_MSCRM from the Organization database dropdown.

6. Click Next

   

7. Enter AdxstudioPortals into the Display name and Unique Database Name fields

8. Click Next

   

9. Specify a Report Server URL or use the default provided

10. Click Next

    

11. Select Automatically Map Users (recommended)

12. Click Next

    

13. Click Next

    

14. Click Next

    

15. Click Import

    

16. Wait for import to complete

    

17. Click Finish

    

    The sample demo organization AdxstudioPortals is now available to be used.

    The demo AdxstudioPortals organization includes all the necessary data to demo the sample portals.

    The sample organization has a single CRM Contact record with administrator for the Web Authentication Username and pass@word1 for the Password. Once you have setup the website(s) you can login using these credentials.

    The next step is to set up the sample websites.