Tableau for Microsoft Dynamics(TM) CRM debuts with powerful visual analytics and interactive dashboards

Product Designed to Enable People to Easily Ask Questions and Get Answers From Their CRM Data

SAN DIEGO, March 12, 2007 -- Today at Convergence 2007, Tableau Software, the global leader in visual analysis software, announced Tableau for Microsoft Dynamics CRM, the most powerful and easy to use software available for analyzing CRM data. The new product, scheduled for general availability on April 17, 2007, is designed for use by Information Workers in all job functions and industries. Tableau for Microsoft Dynamics CRM enables people to summarize and analyze CRM data with an intuitive interface that generates crisp visual displays and reports.

This is the newest product from Tableau Software and it is designed to integrate with Microsoft Dynamics CRM. Like all other Tableau products, the software can be installed in minutes and enables people to be productive immediately. The unique drag and drop interface enables people to create ad hoc pipeline analyses, sales trends, won/loss reports, etc. as well as standard business performance summaries and dashboards. Since there are no "canned" templates or charting wizards in the product, people have an unlimited ability to view and explore their CRM data.

"Tableau and Microsoft Dynamics CRM are perfect partners," said Christian Chabot, CEO and Co-founder. "The CRM system holds the highest value data in a company so it's imperative that people, especially executives and managers, be able to see and understand the important trends, outliers, and relationships that are not easy to coax out of canned reports and templates. Tableau makes this easy to accomplish without the need for programming or complicated procedures."

"Microsoft is committed to providing CRM solutions that work the way people and businesses work," said Brad Wilson, general manager of Microsoft Dynamics CRM. "Tableau shares this vision, and is building truly integrated solutions tailored to meet the unique needs of our mutual customers."

"There is tremendous value in the data stored in our customers' CRM systems, but they struggle to find elegant tools to help them make sense of it and to reveal the patterns and trends that should drive business decisions," said Scott Kostojohn, Principal at Madrona Solutions Group, a certified Microsoft CRM Partner based in Seattle. "With Tableau, we've found a Microsoft Partner that delivers great visual analytics and dashboards for sales, support, and marketing managers. Tableau is a fantastic tool that can show analysts the impact of business activities, from new product launches, to marketing campaigns, to customer service initiatives."


Integration with Microsoft Dynamics CRM is fast and intuitive. People have access to the full range of CRM data and can begin to create visual displays and reports within minutes of installation. In addition, the integration enables people to "drill down" to the underlying data tables for closer inspection. Linking from a Tableau display or report to the information referencing a prospect, account, or opportunity in the CRM system can be done with one click.


Getting started with the product is made easy with the ShowMe!(TM) (patent pending) suite of tools. They are designed to help people automatically create useful views of CRM data they care to investigate. People simply select CRM data fields then click the ShowMe! Button on the tool bar. The software automatically generates the best analytical view of that data.


Tableau for Microsoft Dynamics CRM delivers a new class of interactive dashboards which can be created by any CRM user in minutes. An interactive dashboard can be created when any visual display or report is selected and placed in it via the drag and drop interface. A person can then monitor or interact with multiple displays or reports simultaneously. The dashboards are fully interactive and enable full filtering, zooming, and drill down capabilities.

Microsoft Partners

Tableau Software, a Microsoft Gold Certified ISV, announced that the new product will be sold through the Microsoft Dynamics Certified Partner channel. The company expects to have 25 partners signed and trained by the product launch date.

About Tableau Software

Tableau Software, a privately held company based in Seattle, Washington, is the global leader in visual analysis software. Its products are used by managers, business intelligence professionals, business analysts, strategic consultants, financial professionals, market researchers, scientists and engineers in nearly every industry. For more information, visit

NOTE: "Tableau Software," "Tableau for Microsoft Dynamics CRM," "Visual Analysis for Databases," and "ShowMe!" are registered trademarks or trademarks of Tableau Software. Microsoft Dynamics CRM is a registered trademark of Microsoft Corporation. References to other companies and their products use trademarks owned by the respective companies and are for reference purposes only.

SOURCE Tableau Software

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