Using the Connector
The CData Tableau Connector for Dynamics 365 Sales integrates seamlessly into Tableau, offering full support for live data connections to Dynamics 365 Sales entities as well as custom SQL queries.
Connecting to a Custom SQL Query
If you only need a specific subset of a given Dynamics 365 Sales entity's data, the connector is capable of Using Custom SQL Queries for refined data access.
Visualizing Data with the connector works the same as it does with other Tableau data sources. As a result, you can easily model Dynamics 365 Sales data using Tableau's full visualization toolset.