CData Tableau Connector for Microsoft Dynamics 365

Overview

The CData Tableau Connector for Microsoft Dynamics 365 offers self-service integration with Tableau. The connector facilitates live access to Microsoft Dynamics 365 data in Tableau using the connection window. The connector also provides direct querying to visualize and analyze Microsoft Dynamics 365 data.

The connector supports Tableau Desktop 2020.1 or later and Tableau Prep 2020.4.1 or later. For older versions of Tableau, the CData ODBC Driver for Microsoft Dynamics 365 or the CData JDBC Driver for Microsoft Dynamics 365 can serve as an alternative means of connecting to Microsoft Dynamics 365 data in Tableau.

Getting Started

See Getting Started for a guide to create a Microsoft Dynamics 365 Data Source in Tableau. The guide will walk you through Installing the Connector and then Configuring a Connection via the connection builder.

Once a connection has been configured, see Getting Data to set up a data source that offers live connectivity to Microsoft Dynamics 365.

Advanced Features

Advanced Features details additional features supported by the connector, such as defining user defined views, ssl configuration, remoting, caching, firewall/proxy settings, and advanced logging.

Using the Connector

See Using the Connector to customize data access and visualize data. You can further customize the exact Microsoft Dynamics 365 data pulled by Using Custom SQL Queries.

Refer to Visualizing Data to create and work with Tableau visualizations.

See User Defined Views to construct virtual tables whose contents are determined by a pre-configured query, which will then be discovered among existing table metadata.

Data Model

See Data Model for information on the available database objects and how to use SQL to work with Microsoft Dynamics 365 APIs. This section provides more detailed information on querying specific Microsoft Dynamics 365 entities.

Connection String Options

The Connection properties describe the various options that can be used to establish a connection.