Dynamics crm 2013 industry template

We use dynamics crm 2013 N want to download the industry template and look like it is All gone

Do anyone have a copy I can get to download?
My hope is to get the life insurance template

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Chinmay PatelChief Technical NinjaCommented:

As you posted this question second time I thought I will try to acquire these files without using PinPoint. While I was researching I backtracked i.e. what is available for current version and then backtracked from that. During that process I stumbled upon this page where all the versions are available: https://markmargolis.me/solutions/financial-service-demo-toolkit-findemo/

There is a step by step process for each version of Dynamics CRM that you have to follow in case you want to see Demo in action. If you just want to install the template and start your development from that point, that will work as well.


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ITsolutionWizardAuthor Commented:
you are awesome. I just want to get insurance template for 2013 and 2016 into my sandbox.
Can you guide me how to install it?
ITsolutionWizardAuthor Commented:
1) install solutions,(DONE)
2) set currencies and date format(DONE),
3) activate sample data, (Do not what to do)
4) activate processes, (Do not what to do)
5) import data, (Do not what to do)
6) activate draft processes (Do not what to do)

I would like to install life insurance template to my sandbox crm 365 on host
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Chinmay PatelChief Technical NinjaCommented:
Follow these steps:
1. Publish All Customizations
2. Can you check if there are any other zip files given by him with lots of CSV files in them? If yes, you are to import these files in Dynamics 365 by Import Data. If not then do the following
Administration -> Settings -> Data Management -> Sample Data.
3. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/workflow-processes -> Check the first screenshot, that is where you will find all the processes. You will see couple of them are in Draft mode. You have to activate them. Make sure you have completed Step 2 first.
ITsolutionWizardAuthor Commented:
About process, what do I suppose to do? Import again?
Chinmay PatelChief Technical NinjaCommented:
Not at all. If you imported the solutions then processes are imported as part of the solutions already. All you need to do is, after you import data, publish the processes.
ITsolutionWizardAuthor Commented:
Did all you described still nothing
Chinmay PatelChief Technical NinjaCommented:
Share a screenshot of your Top navigation Menu or at least open Account or some other form.
ITsolutionWizardAuthor Commented:
Or do u know any step by step instruction how to install the industrial template. That may help
Chinmay PatelChief Technical NinjaCommented:
In Dynamics, installing a template is as straight forward as the steps you have already mentioned. Major step is importing the solutions. Data is only required if you are planning to do a demo. And that web site is the only source I have w.r.t. Industry Templates.
ITsolutionWizardAuthor Commented:
If I just need life insurance template, can you confirm which ones should be picked up?
Chinmay PatelChief Technical NinjaCommented:
Install them in this order for Dynamics 365

FinDemoClient360Settings2016DATA.8 (*This is not a solution file, please Unzip and import this data file to Client360Setting data. *Please remove any old Client36oDataSettings to avoid duplicate settings)

And once it is all done,
Install this one: FinDemoInsuranceSiteMap_4_0_0_0_managed

And after that,
ITsolutionWizardAuthor Commented:
FinDemo_4_0_0_91_managed - just try to import solution file and it is failed after i attached it.
Chinmay PatelChief Technical NinjaCommented:
Can you provide me the following details
1. Dynamics 365 version - App and DB both - You can get it from Help -> About
2. Online or Onpremise?
ITsolutionWizardAuthor Commented:
Chinmay PatelChief Technical NinjaCommented:
ITsolutionWizardAuthor Commented:
Chinmay PatelChief Technical NinjaCommented:
Hmm. Then it should import just fine. What error it is giving?
ITsolutionWizardAuthor Commented:
Like I told u. When it is uploaded, then a few min later, it display error message.
ITsolutionWizardAuthor Commented:
error attached file above. I do not think the solution from the website is working to us.
Chinmay PatelChief Technical NinjaCommented:
It seems there is a mismatch between your version and the solution file. Try resetting your environment to Dynamics CRM 2016 and then do the import again. If that does not work then your best bet would be to get in touch with the author so he can create compatible solution for you.
ITsolutionWizardAuthor Commented:
How to reset my environment? It looks like my version is too new. Is it a way to downsize crm version. ?
Chinmay PatelChief Technical NinjaCommented:
ITsolutionWizardAuthor Commented:
FinDemoClient360Settings2016DATA.8 (*This is not a solution file, please Unzip and import this data file to Client360Setting data. *Please remove any old Client36oDataSettings to avoid duplicate settings)

Above comment, I do not understand what I need to do. After it is unzipped, I export the xml file but I do not know what to do with CRM.
Do you want me to import into web resource? or please instruct me what to do.

Chinmay PatelChief Technical NinjaCommented:
ITsolutionWizardAuthor Commented:
I still do not get it.
Chinmay PatelChief Technical NinjaCommented:

Here, you have an option of using Import Data Wizard,

Your target entity is FinDemoClient360Settings.
ITsolutionWizardAuthor Commented:
Thank you. finally all import completed.....What is next?
Chinmay PatelChief Technical NinjaCommented:
That is all :). Start exploring Top Menus and Forms.
ITsolutionWizardAuthor Commented:
haha..thank you.

Final questions.
1. What is role of Insurance >> Onboarding?
2. Now I put all in sandbox environment, and how to switch to Production environment?
ITsolutionWizardAuthor Commented:
overall, after the review, it is disappointed. I expect something with this (https://www.youtube.com/watch?v=mrcezUacB3Y) video but it does not seem happening from those solution files.

Do you have any ideas where i can download the solution just shown as video? I understood the video shown 2011 dynamics
but i hope someone has template for latest dynamics crm.
Chinmay PatelChief Technical NinjaCommented:
I am sorry I do not have any idea about 2011 solution files. Also I am sure these new one should be multiple times better than 2011 solution. I am not sure if you are checking all the right areas. Have you checked the dashboards? If you do not see anything on dashboards that means there is no data for them to render charts which can affect the entire experience.

Have you followed Demo Data Instructions given on the blog?
ITsolutionWizardAuthor Commented:
The dashboard has no data. And I download the solution and xml accordingly
Chinmay PatelChief Technical NinjaCommented:
Data has to be separately imported or manually created without it, you won't see dashboards.
ITsolutionWizardAuthor Commented:
I lost....last post you told me to look at dashboard and this latest I don't have to look? Maybe I don't understand ....please let me know what I need to do in order to see some data
Chinmay PatelChief Technical NinjaCommented:
If you have installed data then it will be easily visible on Dashboards that is what I was trying to convey.

If there is no data in Dashboards, check Accounts / contacts, - Do change the view to View All... if there is no data that means you have not installed data and either you have to install or you have to manually create the records (5 to 10 records will also do)
Chinmay PatelChief Technical NinjaCommented:
Author's original question has been answered with this comment.
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