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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics CRM to Tablea...
Microsoft Dynamics CRM (Archived)

Dynamics CRM to Tableau Integration

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Posted on by Itz_Me_Ram 155

I would like to Integrate Tableau with CRM. May i know how can i pass context to Tableau and display the information in Dynamics CRM (in an Iframe)??

Also, please post some good links for CRM to Tableau integration (If any)

Thanks...

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  • Betty Pcheska Profile Picture
    Betty Pcheska on at
    RE: Dynamics CRM to Tableau Integration

    Skyvia platform is completely web-based and allows to integrate data from clouds into BI tools for analysis through DWH. This solution has a user-friendly interface and exposes your data without writing a code. Take a look skyvia.com/data-integration/analyze-dynamics-crm-with-tableau

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Dynamics CRM to Tableau Integration

    Again, it's not CRM-related question. It's Tableau question. On CRM side using JS you can build any filter you need and it Tableau question how to pass it inside.

    Good luck.

  • Itz_Me_Ram Profile Picture
    Itz_Me_Ram 155 on at
    RE: Dynamics CRM to Tableau Integration

    Do you know how we can pass some filters??

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Dynamics CRM to Tableau Integration

    You can get user id from context using following JS - Xrm.Page.context.getUserId() after that build Url and pass it to IFrame.

    Good luck.

  • Itz_Me_Ram Profile Picture
    Itz_Me_Ram 155 on at
    RE: Dynamics CRM to Tableau Integration

    User

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Dynamics CRM to Tableau Integration

    Hello,

    Can you please define what the context is? Is it user, or is it some specific filters?

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