The CData Tableau Connector for Microsoft Dynamics CRM integrates seamlessly into Tableau, offering full support for live data connections to Microsoft Dynamics CRM entities as well as custom SQL queries.

Connecting to a Custom SQL Query

If you only need a specific subset of a given Microsoft Dynamics CRM entity's data, the connector is capable of Using Custom SQL Queries for refined data access.

Creating Visualizations

Visualizing Data with the connector works the same as it does with other Tableau data sources. As a result, you can easily model Microsoft Dynamics CRM data using Tableau's full visualization toolset.