Here are the steps to connect Dynamics CRM data with Tableau:-
1 ) Download Dynamics CRM ODBC Driver
2) Install & configure it by using your CRM credentials. In this you have to put Username, Password, URL, Organization Name, CRM Version (as CRM Online)
3) This will create an ODBC connection that can be used in Tableau directly with the use of ODBC connection available.
Would you give an screenshot are link please.
Muthu Krishnan. M
For a project i was created this document but i do not have any snapshot of this. But i think it is simple. If you know all the credentials then you can achieve the same with simple steps.
Hi Prashant ,
I also tried RSSBus ODBC Driver For Dynamics CRM V2 this driver but this is also giving same result i.e
connection but DynamicsCRM is disabled.
I am giving the
Is it right ?
This is working successfully with my credential. Also check Version of Dynamic Crm you are using.
After clicking on Search option, i am getting all my CRM entities.
Hope this helps ! Please put proper CRM version in CRM version credential.
Thanx Prashant ,
Now am able to Connect.
But can you guide me to connect Microsoft Dynamic CRM via OData ?