Tableau Connector for Dynamics 365 Sales

Build 21.0.7930

Getting Data

After Installing the Connector you can connect and create a Data Source for data within Dynamics 365 Sales.

Setting Up a Data Source

Complete the following steps to connect to the data:

  1. Under Connect | To a Server, click More....
  2. Look for the data source you want to connect to. It will have a name like Dynamics 365 Sales by CData.
  3. Enter the information required for the connection, as well as any connection string you created in the previous section.
  4. Click Sign In.
  5. If necessary, select a Database and Schema to discover what tables and views are available.

Next Step

See Using the Connector to create data visualizations.

Copyright (c) 2021 CData Software, Inc. - All rights reserved.
Build 21.0.7930