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Import the setup data package

This article shows you how to import the PD - PO Core - Setup Data package into your Dynamics 365 environment by using Package Deployer, and how to confirm that the import succeeded. Import the setup data package before the transactional data package, because the transactional records depend on records this package creates. Complete the steps in this article before you move on to importing the transactional data package.

Before you begin, ensure you complete the steps in Prerequisites for core package import.

Prepare the package files

  1. Download the PD - PO Core - Setup Data package to your computer, and wait until the download finishes completely.

  2. Right-click the downloaded zip file and select Properties. On the General tab, select the Unblock checkbox near the bottom-right (next to Security), then select Apply and OK.

    Important

    Windows blocks files you download from the internet. If you skip this step, Package Deployer might report that no packages were found.

  3. Right-click the file again and select Extract All, choose a destination, and select Extract.

  4. Open the extracted folder, then open the PD - PO Core - Setup Data folder inside it.

Run Package Deployer

  1. Locate PackageDeployer and double-click it. When the Package Deployer for Microsoft Power Platform window opens, select Continue.

  2. On the Connect to Microsoft Power Platform screen, set Deployment Type to Microsoft 365, select Show Advanced, enter valid credentials, and select Login.

  3. Enter the full Dynamics 365 instance URL when prompted, then select OK.

    Screenshot of the Connect to Microsoft Power Platform window with Microsoft 365 selected, Show Advanced checked, credentials entered, and Login highlighted.

  4. On the Welcome screen, select Next. On the Ready to Install screen, confirm that the solution package and organization are correct, then select Next.

  5. Package Deployer reads the configuration file and validates readiness. When every validation item shows a green check mark, select Next to start the import.

    Screenshot of the installer configuration validation screen listing import configuration, solution, and connection thread messages.

  6. Wait for the import to run. When it finishes, the screen shows Import Process Completed and each step has a green check mark. Select Next.

    Screenshot of the Executing Install Actions screen with Import Process completed and Next highlighted.

  7. On the Installation Completed screen, select Finish. The PD - PO Core - Setup Data package is now imported.

Common issues

If Package Deployer reports that no import packages were found, confirm that the download finished completely and that you unblocked the file. Then, import the package again.

Validate the Setup data

  1. Sign in to the organization and open the Project Operations app.

  2. Go to Sales > Price Lists and select the Active Price Lists view.

  3. Confirm that the record count at the bottom-left shows 13 rows, and that the End Date is in the year 2035.

    Screenshot of the Active Price Lists view in Project Operations showing 13 rows with Name, Currency, Start Date, and End Date columns.

If the record count and end date match, the setup data package imported correctly. You're ready to import the transactional records.

Next steps

Continue with Import the transactional data package.

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