Tableau Connector for Microsoft Dynamics CRM

Build 24.0.9060

Fine-Tuning Data Access

Fine Tuning Data Access

Use the following connection properties to control column name identifiers and other aspects of data access useful in more advanced integrations:

  • IncludeCalculatedColumns: This option controls whether the driver returns the Calculated Columns defined on a table. Only applicable for CRM 2015+.
  • UseNameForPicklistValue: Whether the string value should be used for picklist field values instead of integers.
  • UseDisplayNames: Whether the display names for the columns should be used instead of the API names
  • UseSimpleNames: Simplify the names of tables and columns returned. It will enforce a naming scheme such that only alphanumeric characters and the underscore are valid for the displayed table and column names.
  • DefaultPrecision: The currency precision that is used for pricing throughout the system. Valid values are 0-4 and Auto.
  • CallerId: The Id of a user to impersonate when inserting or updating new records.

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Build 24.0.9060