web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Reference data sources on the form data source

(0) ShareShare
ReportReport
Posted on by

Hi  I have questions on Reference data source:

(1) What it is for?

(2) How to add it?  I tried to add a reference data source to a main data source on a new form, even though I have the relationship specified on the tables, the relation doesn't show up.

pastedimage1588314623706v1.png

I have the same question (2)
  • Sergei Minozhenko Profile Picture
    23,095 on at

    Hi Yvonne,

    There is a documentation where you can find more information reference data source docs.microsoft.com/.../reference-data-sources-for-forms

    What do you want to achive with reference data source?

  • Community Member Profile Picture
    on at

    Thank you.  I have a header/line form that header data coming from main header table and CustTable.  On the "Line View", the first half of the form is part of the header data, and users want to be able to add any available fields in the header view to the line view, but when I right click on "Personalize this page" and "Add field", only the fields in header table show up, not fields from table related to the header table such as Customer.  I am wondering is that because I don't have CustTable added as the reference data source under the main data source??

  • Sergei Minozhenko Profile Picture
    23,095 on at

    Hi Yvonne,

    Have you added CustTable as data source to the form itself?

  • Community Member Profile Picture
    on at

    Yes I did.  But when trying to add column, still only the fields in the main data source show up.

  • Verified answer
    Sergei Minozhenko Profile Picture
    23,095 on at

    Hi Yvonne,

    What is the link type between header data source and CustTable on the form?

  • Community Member Profile Picture
    on at

    Sergei,  thank you for the reminder on checking the link type!  I updated to "InnerJoin" and it works!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 658

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 468 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 333 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans