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How do I connect Tableau to Dynamics CRM?

Execute the following steps to connect Tableau to Dynamics CRM. You only need knowledge of Tableau and your own business.

Microsoft Dynamics CRM is cloud software for managing your customer activities such as sales and support cycles.

No technical knowledge is needed nor knowledge on the Dynamics CRM APIs to connect Dynamics CRM to Tableau. This step-by-step plan will tell you exactly which steps you need to go through on Invantive Cloud to create your own Azure data warehouse with data from Dynamics CRM.

The steps to connect Tableau to Dynamics CRM are:

  1. Register an Invantive Cloud account.
  2. Create a Dynamics CRM database.
  3. Make the Dynamics CRM database available through the Tableau OData connector.
  4. Connect Tableau to Dynamics CRM through the connector.
  5. Load data from Dynamics CRM into Tableau.

Invantive Cloud offers a Dynamics CRM connector to download data from Dynamics CRM into Tableau, but there are over 75 other connectors available also for SQL, Power BI, Power Query, Tableau y Azure Data Factory.

Do you have a large environment? For effective downloads, you can of course also filter the data.

When you are having questions, please check the forums for Dynamics CRM. Every organisation is entitled to 1 hour of free training to help you get started. This free hour also applies to free plans.

Register Account on Invantive Cloud

Skip this step when you already have an account on Invantive Cloud. Otherwise execute the following steps one time to register an account on Invantive Cloud:

  1. Go to Invantive Cloud start page.

  2. Select the Log on-button.

  3. Select the Sign Up-button. Sign Up to Invantive Cloud.

  4. Enter your business email address. Enter business email address.

  5. Select the Next-button.

  6. Enter your personal data. Enter personal data.

  7. Select the Next-button.

  8. Enter your password and repeat the provided password.

  9. Select the Next-button. Enter two identical passwords.

  10. You will receive a six-digit verification code by email within 2 minutes.

  11. Enter the six-digit verification code. Six-digit verification code to validate email address.

  12. Select the Sign Up-button.

  13. Log on now. Sign Up.

  14. Make sure you have an authentication app installed on your phone. Select the Next-button. Prepare TOTP-configuration.

  15. Add the displayed QR code to the authentication app, enter the current verification code, and choose "Finish". Scan QR-code into TOTP-app and enter current code.

  16. Skip registration of the organization. Skip company registration.

  17. Complete your personal data and choose 'Save'. Complete personal data.

  18. Go to the dashboard. Navigate to dashboard.

  19. The Invantive Cloud dashboard will be shown.

You now have a login code on Invantive Cloud with which you can set up the connection with Dynamics CRM and numerous other platforms. You will use the same Invantive login code and workflow for all other platforms.

Create Dynamics CRM database

In this step, we set up a database with data from Dynamics CRM. The database is "virtual" because it is not a traditional database, but is fed real-time from Dynamics CRM. Invantive Cloud provides Tableau with a real-time link to Dynamics CRM. The database will be used for all your Dynamics CRM reporting with Tableau. So you only need to perform these steps once.

  1. Click the Add Database button. Add database.

  2. Select Dynamics CRM from the list. Select Dynamics CRM connector.

  3. Please fill out the form with login information for Dynamics CRM.

  4. Select the OK-button.

Congratulations! You can now process data from Dynamics CRM within the Invantive Cloud website. You can do this for example with the interactive SQL editor.

Grant connection from Tableau access to Dynamics CRM

To retrieve the data from Tableau we create a link via Invantive Bridge Online. This creates a "bridge" between the cloud of Invantive and the standard OData connector that is available in every version of Tableau. You do not need to install anything locally: no connector, no ado.NET provider and no Tableau add-on neither.

Execute the following steps to safely use the data from Dynamics CRM outside of Invantive Cloud:

  1. Next to the database you will find an orange text requesting you to allow access from your current location (IP address). Select the nearby orange button.

  2. You can completely disable IP address checking by entering an asterisk ("*").

You are now ready to import the Dynamics CRM data into Tableau.

Configure Tableau connector for Dynamics CRM

You will now pull in Tableau data from Dynamics CRM through the established link.

Please note again that Invantive Cloud under the hood handles all complexity such as setting up credentials such as a refresh token, acquiring an access token, optimizing and parallelizing access, accessing an API within the rate limits, scopes and security restrictions. There is absolutely no need for knowledge on complex technical topics such as OAuth access tokens or API.

Execute the following steps:

  1. Start Tableau and choose "More..." from the "To a Server" menu on the left menu "Connect". Prepare import of Dynamics CRM data into Tableau.

  2. Search and select the OData connector.' Select the Tableau OData connector to import data from Dynamics CRM.

  3. Enter in the window the Bridge Online URL of the Tableau database. This URL containing the data can be found in the Database-form of Invantive Cloud. Choose authentication type "Username and Password". Enter the Invantive Cloud user name and password. OData URL for Dynamics CRM with log on credentials

  4. The list of available Dynamics CRM tables appears. Select the desired tables and construct your Tableau dashboard. Select Dynamics CRM tables and process them in Tableau.