Initial Data, Demo Data, and Licensing

Purpose

Initial Data, Demo Data, and licensing functions support the first-time provisioning of Professional Services in a new company. They help provide a usable base setup, import demo master data for testing, and review the licensing state of the installed modules at the same time.

Prerequisites

• a new or otherwise suitable target company exists
• it is clear whether only the base setup or additional demo master data is needed
• the existing Business Central configuration is understood so productive tables are not overwritten unintentionally

Functional focus

Initial data for the base setup

The Initial Data function can import setup tables, sales setup, customer setup, posting matrix data, and other core configuration elements for Professional Services. This option is suitable when a company should become operationally ready without creating additional demo master data.

Demo data for testing and evaluation

Demo Data extends the base setup with sample master data such as customers or billing-type templates. This makes it easier to test the solution or prepare demos. It is especially useful for evaluation, training, and non-productive rollout environments.

Import options and protection of existing data

During import, you control whether only Professional Services tables should be added or whether existing Business Central tables may also be overwritten. This decision is critical when Professional Services is introduced into an already used company.

Licensing information and module review

The licensing function allows licensed modules to be reviewed and licensing information to be checked or refreshed. This makes license validation an immediate part of the technical and business go-live preparation process.

Outcome

Initial Data, Demo Data, and license validation make it possible to provision Professional Services in a controlled way. These functions create a reliable basis for rollout, testing, and the next setup steps.