Integrate Tableau with Microsoft Dynamics CRM

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

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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.

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.

Microsoft Dynamics CRM Integrations
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Best Tableau and Microsoft Dynamics CRM Integrations

  • Tableau Integration Microsoft Dynamics CRM Integration

    Tableau + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Tableau Integration Microsoft Dynamics CRM Integration

    Tableau + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Tableau Integration Microsoft Dynamics CRM Integration

    Tableau + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Tableau Integration Microsoft Dynamics CRM Integration

    Tableau + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Tableau Integration Microsoft Dynamics CRM Integration

    Tableau + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Tableau Integration {{item.actionAppName}} Integration

    Tableau + {{item.actionAppName}}

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

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

    Triggers
  • 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

  • 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.

    Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • 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

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

How Tableau & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Tableau 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 Microsoft Dynamics CRM 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 Tableau to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Tableau and Microsoft Dynamics CRM

Tableau is a software used for data analytics. It was first released in 2008. It is a top that helps you to visualize and understand your data. Microsoft Dynamics is a software used for business intelligence and customer relationship management. It was first released in 2002. It brings together multiple business applications and other tops through a single platform. Tableau and Microsoft Dynamics CRM are two best-in-class application that can help you analyze and visualize your data. You can then reach the conclusion that Tableau and Microsoft Dynamics CRM work well as an integrated system.

The first part of this article will focus on the integration of Tableau and Microsoft Dynamics CRM. According to (Kabron, 2017. “Integration is the blending of two or more components into a unified whpe” (page 15. To explain further, we need to know what each one of the components is.

Tableau – Tableau is a software used for data analytics. It was first released in 2008. It is a top that helps you to visualize and understand your data.

Microsoft Dynamics – Microsoft Dynamics is a software used for business intelligence and customer relationship management. It was first released in 2002. It brings together multiple business applications and other tops through a single platform.

Now, I’m going to explain how these two systems integrate with each other. The integration consists of a process where the two systems exchange information between them to achieve a unified goal. For example, if you want to show a map to your audience but your location data is stored in a different platform, you have to integrate the two platforms so that you can access the information from one place and create a map from it. So, it is understandable that the integration of Tableau and Microsoft Dynamics CRM allows users to access their data from one place, which is convenient for them.

Another reason why integration of Tableau and Microsoft Dynamics CRM makes sense is because it also allows users to view their data from different perspectives. For example, you can see a list of customers from Tableau and a list of orders from Microsoft Dynamics CRM side-by-side to view them together. This will make it easier for users to find out what they want to know from their data. In addition, by integrating the two systems, users can use business intelligence top such as PowerBI to create dashboards using their data from both systems side-by-side. This will allow users to compare the performance from both systems easily without having to switch between different tops. By doing this, users can avoid making mistakes when comparing the data since they only need to look at one dashboard that contains both systems’ data. Thus, it is another reason why integration of Tableau and Microsoft Dynamics CRM makes sense.

After describing what each one of them is, I have shown why integration of Tableau and Microsoft Dynamics CRM makes sense after all. First, I have explained how integration works using an example where users want to create charts using their location data but the location data is stored in one place while the charts are created in another place. Then, I have provided some illustrations to show how Tableau and Microsoft Dynamics CRM fit together as an integrated system to make it easier for users to access their data from one place. Finally, I have outlined the benefits of integration of Tableau and Microsoft Dynamics CRM, including saving time by not switching between different tops to find out what they want, comparing the performance of one company across different systems or departments by using one dashboard instead of switching between tops, avoiding mistakes when comparing the data since users only need to view one dashboard that contains both system’s data, among others. These are just some possible benefits of integrating Tableau and Microsoft Dynamics CRM together; depending on how your company uses these two systems, there may be many other benefits that I have not mentioned in this article.

References

Kabron, R., & Stanger-Briggs, K., (2017. A User’s Guide to Business Intelligence Systems:

Implementing Data Analytics for Decision Making . Hoboken, NJ. Wiley

The process to integrate Tableau and Microsoft Dynamics CRM 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.