The Reference Data Manager tool is a solution added to Dynamics 365 business applications and Power Platform model driven solutions, which allow developers and configurators a way to reduce the number of custom entities required for Lookup and Option Set values.
If you have ever wanted to give your users the ability to manage their own dropdowns, this is the tool for you.
By allowing data managers to control the data displayed in lookups and option-sets, developers can spend their time on more technical endeavors.
Extend on the built-in lookup capabilities of Dataverse with nested and hierarchical lookup capabilities. Automated to help generate custom filtered views quickly.
Includes a custom model driven application and sitemap to access Reference Data manager entities and other common reference data areas in the Dataverse eco-system.
Getting started with the Reference Data Manager utility is easy using the documentation provided below. Learn how this solution can help your organization implement a robust, consolidated reference data management strategy.
Reference data is known by many different names; lookup values, picklists, name-value pair, code tables, drop-down values, domain tables, taxonomies, hierarchies or glossaries to name a few. At its core reference data is the discovery and classification of a specific set of data, standardized for identifying, categorizing, and tagging data elements.
All applications use reference data in some way to classify and categorize records. Good reference systems allow for variations of code sets to define the same thing in different ways for different applications.
Check out the video series below and see how our solution can help your organization implement a robust, consolidated reference data management strategy.
Site Map w/New Entities.
Form Updates.
Updated Hierarchy Information Card.
Updated MDA Site Map.
Updated Model App.
Fixed Views.
Renamed Lookup Manager Entity.
New release for 2024.
Automate Deployment - Solution.
Automate Deployment - Data Sets.
Added Territory and Site options.
Added option for generating views.
Added Category, Subject and ID fields.
Added Parental and Hierarchal Relationships.
Plugin to auto-generate views.
Original concept development.
What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits. What are the benefits.
Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data. Video: Setting Up Reference Data.