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    Has anyone integrated Tableau into Microsoft Dynamics CRM?

    Andy Piper



      Has anyone incorporated Tableau Server workbooks into Microsoft Dynamics CRM? Though there is a media article on this topic, I have not found any documentation on how to do this. Any suggestions, recommendations, and documentation on the process would be greatly appreciated. I'm a newbie to the CRM space (I have yet to see the tool), but will need to find a way to display appropriate workbooks based on the customer being viewed within CRM.




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