Connect Microsoft Dynamic 365 to Tableau Without SQL

Improvado: your copilot for all marketing data ops.

Book a call

What is Microsoft Dynamic 365?

Microsoft Dynamic 365 is a suite of integrated, cloud-based business applications designed to streamline and enhance the way large enterprises manage their customer relationships, operations, and financials. It offers advanced tools for sales, customer service, field service, human resources, finance, and more. By leveraging Microsoft Dynamic 365, enterprise companies can improve their decision-making, achieve greater efficiency, and drive better business outcomes.

What is Tableau?

Tableau is a powerful, user-friendly data visualization platform that enables organizations to transform raw data into meaningful insights. With its intuitive drag-and-drop interface and extensive library of visualizations, Tableau allows users to create interactive dashboards and reports that facilitate data-driven decision-making. Large enterprises benefit from Tableau's ability to handle vast amounts of data, seamless integration with various data sources, and robust security features. Overall, Tableau empowers organizations to unlock the full potential of their data and drive business growth.

Connecting Microsoft Dynamic 365 to Tableau

Connecting Microsoft Dynamic 365 to Tableau can be achieved through several methods:

  • Use Microsoft's native connector, available in Tableau, to establish a direct connection between Microsoft Dynamic 365 and Tableau. This method requires basic configuration, such as entering the appropriate server details, user credentials, and selecting the desired data tables.
  • Export Microsoft Dynamic 365 data to a flat file (e.g., CSV or Excel), then import the file into Tableau for analysis and visualization. This method is suitable for one-time data analysis or when data needs to be combined with other data sources before being visualized in Tableau.
  • Utilize a third-party data connector for Tableau, such as CData or Skyvia, to connect Microsoft Dynamic 365 to Tableau. These connectors provide additional features like data filtering and incremental data updates.
  • Consider using Improvado for a seamless, scalable solution that simplifies the process of extracting and loading data from Microsoft Dynamic 365 to Tableau.

Request a quote, and we'll
follow up with you shortly

We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
Free onboarding
Free marketing stack analysis

Connecting Microsoft Dynamic 365 to Tableau with Improvado

Improvado stands out as the best solution to connect Microsoft Dynamic 365 to Tableau due to its numerous advantages. With its advanced data extraction and transformation capabilities, Improvado ensures that data from Microsoft Dynamic 365 is seamlessly integrated with Tableau for accurate and detailed visualizations. By examining the metrics and dimensions that can be automatically extracted, it becomes clear that Improvado supports a wide range of data types from Microsoft Dynamic 365, making it highly customizable to suit individual business needs.

Furthermore, Improvado's platform is built to handle large volumes of data, ensuring that even the most extensive datasets can be processed and visualized. Its ability to centralize marketing and sales data from multiple sources makes Improvado an invaluable tool for large enterprises seeking a comprehensive view of their operations. Finally, Improvado's exceptional customer support ensures that users have access to expert guidance and assistance throughout the entire process of connecting Microsoft Dynamic 365 to Tableau.

Summary of connection Microsoft Dynamic 365 to Tableau

In summary, connecting Microsoft Dynamic 365 and Tableau is a crucial step for large enterprises seeking to leverage the power of both platforms for data-driven decision-making. Improvado offers a seamless, scalable solution that simplifies the process of connecting these two powerful tools. With its customization options, ability to process large volumes of data, and centralized approach to marketing and sales data, Improvado is the ideal choice for organizations looking to harness the full potential of their Microsoft Dynamic 365 data in Tableau. To learn more about Improvado and how it can benefit your organization, book a call with one of their experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

Do more with
Microsoft Dynamic 365

Do more with

Take your marketing reporting to new heights