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URL: https://www.cdata.com/kb/tech/dynamicscrm-tableau-desktop.rst

⇱ Visualize Live Dynamics CRM Data in Tableau

Visualize Live Dynamics CRM Data in Tableau

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Tableau Connectors and Tableau Desktop to visualize live Dynamics CRM data.

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Dynamics CRM, you can easily get access to live Dynamics CRM data within Tableau. This article shows how to connect to Dynamics CRM in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Dynamics CRM data in Tableau. Once you install the connector, you simply authenticate with Dynamics CRM and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Dynamics CRM data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Dynamics CRM data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver. If you wish to connect to Dynamics CRM data in Tableau Cloud, you will need to use CData Connect AI.

About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Connect to Dynamics CRM in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Dynamics CRM by CData," then configure the connection and click "Sign In."

The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

👁 Configuring the Connector (Sage Intacct is shown)

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select DynamicsCRM from the Schema pull-down menu.
  3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables. 👁 Selecting table(s)
  4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
  5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
  6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
  7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
    8. 👁 Visualizing live Dynamics CRM data

Using the CData Tableau Connector for Dynamics CRM with Tableau, you can easily create robust visualizations and reports on Dynamics CRM data. Download a free, 30-day trial and get started today.

Ready to get started?

Download a free trial of the Dynamics CRM Tableau Connector to get started:

 Download Now

Learn more:

👁 Dynamics CRM Icon
Dynamics CRM Tableau Connector

The fastest and easiest way to connect Tableau to Dynamics CRM data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support.