You are a business analyst and work for an international bank. You want to export all account data from Microsoft Dynamics CRM to .tde file, and analyze the account activities by using Tableau.
Configure a mapping task to use the insert operation. You use the following objects in the Microsoft Dynamics CRM mapping:
Source Object
Use the Microsoft Dynamics CRM connection to connect to Microsoft Dynamics CRM and read data from the Microsoft Dynamics CRM account object. Use the account object as a single source in the mapping task.
Target Object
Use a .tde file as the target object in the mapping task. The target in the mapping task is the Tableau. The target includes the AccountCategoryCode, AccountClassificationCode, AccountId, AccountNumber, AccountRatingCode, Address1_AddressId, Address1_AddressTypeCode, Address1_City, Address1_Composite, and Address1_Country fields.
Mapping
Map the fields of the Microsoft Dynamics CRM account source to the Tableau target.
The filter condition filters the data in the Microsoft Dynamics CRM file based on the AccountId field.
The following image shows the mapped fields of Microsoft Dynamics CRM source with the Tableau target object:
When you run the mapping, the Secure Agent writes the account activities to the Tableau.
The following image shows the account activities that the Secure Agent writes based on the fields you mapped in the mapping task:
