The CData Tableau Connector for Microsoft Dynamics CRM is built on top of a JDBC driver. This section discusses how to install the connector, set up a data source, and connect from Tableau.

Installing the Connector

Installing the Connector describes how to install the CData Tableau Connector for Microsoft Dynamics CRM.

Connecting from Tableau

Configuring a Connection shows how to create a Microsoft Dynamics CRM Data Source from Tableau's Connect To Server window.

Tableau Version Support

The connector supports Tableau Desktop 2020.1 or later and Tableau Prep 2020.4.1 or later. Versions between 2020.1 and 2020.3 of Tableau Desktop are supported via the legacy connector file (cdata.dynamicscrm.legacy.taco) and versions 2020.3 and higher are supported using the modern connector file (cdata.dynamicscrm.taco).

For older versions of Tableau, use the CData ODBC Driver for Microsoft Dynamics CRM or the CData JDBC Driver for Microsoft Dynamics CRM to connect.

Microsoft Dynamics CRM Version Support

The connector models CRM on-premise or hosted Microsoft Dynamics 365 instances as read/write, relational databases. The connector uses versions 2011+ of the CRM Web Services APIs to connect to Dynamics CRM data. The connector supports forms-based and claims-based authentication to the API.