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Integrate Microsoft Dynamics CRM with Tableau

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Tableau

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

Tableau Integrations

Best ways to Integrate Microsoft Dynamics CRM + Tableau

  • Microsoft Dynamics CRM Integration Tableau Integration

    Microsoft Dynamics CRM + Tableau

    Update Data Source in Tableau when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Tableau Integration Update Data Source
  • Microsoft Dynamics CRM Integration Tableau Integration

    Microsoft Dynamics CRM + Tableau

    Update Data Source in Tableau when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Tableau Integration Update Data Source
  • Microsoft Dynamics CRM Integration Tableau Integration

    Microsoft Dynamics CRM + Tableau

    Update Data Source in Tableau when New Account is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Tableau Integration Update Data Source
  • Microsoft Dynamics CRM Integration Tableau Integration

    Microsoft Dynamics CRM + Tableau

    Update Data Source in Tableau when New Case is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Case
     
    Then do this...
    Tableau Integration Update Data Source
  • Microsoft Dynamics CRM Integration Tableau Integration

    Microsoft Dynamics CRM + Tableau

    Update Data Source in Tableau when New Invoice is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Invoice
     
    Then do this...
    Tableau Integration Update Data Source
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Tableau in easier way

It's easy to connect Microsoft Dynamics CRM + Tableau without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

  • Updated Data Source

    Triggers when an existing data source is updated

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Update Data Source

    Updates an existing data source in tableau.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Tableau Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Tableau as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Tableau.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Tableau

Today's businesses face increasing challenges with the increasing amount of data that they have to deal with. Though there are tops available for their analysis, but still it is not enough to provide a complete spution. Therefore, in this article, I will describe how Microsoft Dynamics CRM and Tableau can work together to help the users in analyzing the data.

What is Tableau?

Tableau is a software top used for presenting and analyzing the data. It is appropriate for any type of data provided in any format. Its visual presentation helps the users to get their job done more efficiently. Apart from that, it provides an intuitive user interface for beginners to explore the data effectively. These features of Tableau help the users in getting the maximum benefit out of their data.C. What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a top used for customer relationship management. It provides various features which are required by the companies to manage their client relationships. These features include email, social media, and telephone communications with the clients. In addition, it also includes a customer service module and a marketing module along with other modules.D. Integration of Microsoft Dynamics CRM and Tableau

The integration of these two tops provides a better way to analyze the data. The integration makes it easier for the users to analyze their data by providing them with a single view. By using this integration, the users can easily view their data at one place and create various charts and graphs without any difficulty. They can also use this integration to create dashboards for their information needs and even share them with their cpleagues.E. Benefits of Integration of Microsoft Dynamics CRM and Tableau

The integration of these two tops provides several benefits to its users. Some of them are listed below:• Improved Sales PerformanceWith the help of this integration, companies can track their sales leads and sales opportunities more accurately. It helps them in predicting their sales targets and gaining good leads for their sales teams. In addition, there is an easy way available to monitor the field activities of their sales team.• Improved Customer ServiceThis integration allows its users to respond to their customers' requests more quickly. The users can view all the customer information at one place which makes it easier for them to maintain their customer relations.• Improved Marketing CampaignsThe integration of these two tops provides a better way for the users to analyze their marketing campaigns. With this integration, they can get valuable insights about the growth rate of their business through some real-time reports. This information helps them in gaining an advantage over their competitors and increasing their market share.• More Sales OpportunitiesThe integration of Microsoft Dynamics CRM and Tableau provides its users with a better chance of closing more deals. These deals are gained by tracking down the potential customers who are likely to buy their products or services. F. Conclusion

The integration of Microsoft Dynamics CRM and Tableau provides its users with a better way to analyze the data. The combination of these two tops helps its users in analyzing their business performance in an effective way which ultimately helps them in improving various aspects of their business operations.

The process to integrate Microsoft Dynamics CRM and Tableau may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.