Microsoft Dynamics 365 → Tableau
AI-first ETL from Microsoft Dynamics 365 into Tableau. Governed entities, incremental sync, typed landing tables.
How Datrise loads Microsoft Dynamics 365 into Tableau
Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Tableau as warehouse tables or a refreshed .hyper extract. Flexible or custom fields land in flattened columns for Tableau fields, and timestamps such as created, updated, and status changes are typed as date/datetime fields.
Sync is incremental: Datrise uses incremental refresh of the tables behind a live connection or extract, so re-runs update only what changed. Date-partitioned facts to keep extract refresh quick. Tableau .hyper extracts snapshot data, so Datrise keeps the source tables incremental and lets you choose live vs extract.
Ideal for visual analytics and dashboards in Tableau.
Endpoints
Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.
Tableau: Salesforce analytics platform for interactive dashboards and visual exploration.
How Microsoft Dynamics 365 entities map to Tableau
| Microsoft Dynamics 365 entity | Tableau object | Notes |
|---|---|---|
| accounts | microsoft_dynamics_accounts | id PK · custom fields → flattened columns for Tableau fields |
| opportunities | microsoft_dynamics_opportunities | id PK · linked to microsoft_dynamics_accounts |
| activities | microsoft_dynamics_activities | date/datetime fields events |
| enterprise CRM process data | microsoft_dynamics_enterprise_crm_process_data | id PK · linked to microsoft_dynamics_accounts |
FAQ
How does Datrise handle Microsoft Dynamics 365's custom fields in Tableau?
Flexible values are stored as flattened columns for Tableau fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Tableau types.
How does the Microsoft Dynamics 365 to Tableau sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the tables behind a live connection or extract.
Related pipelines
More destinations for Microsoft Dynamics 365
- Microsoft Dynamics 365 → Apache Superset
- Microsoft Dynamics 365 → Metabase
- Microsoft Dynamics 365 → Amazon QuickSight
- Microsoft Dynamics 365 → Domo
- Microsoft Dynamics 365 → Sisense
- Microsoft Dynamics 365 → ThoughtSpot
- Microsoft Dynamics 365 → Qlik
- Microsoft Dynamics 365 → Mode
- Microsoft Dynamics 365 → Redash
- Microsoft Dynamics 365 → Chartio
- Microsoft Dynamics 365 → Holistics
- Microsoft Dynamics 365 → Birst
Early access
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