Atlas
Real-Time Financial Reporting for Dynamics AX & D365 F&SCM
Get instant access to your Microsoft Dynamics data with Atlas. Create flexible Excel-based reports in minutes, drill down into transactions, and connect directly to Microsoft Fabric with no IT requests required.
IT Capacity Freed
Real-time project reporting in Atlas helped our business in making timely decisions. It would have taken significant time and money to design these reports externally.
Reporting Time Cut
We couldn’t live without Atlas, so it’s not a matter of time or cost saved, but existence. We can’t imagine our ERP without it.
Saved Per Year
Atlas helps combine data and provides a way for end users to create reports themselves. Time, effort, and money are saved.
Features That Make Financial Reporting Faster & Easier
Real-Time Data Access
Stay ahead with live Dynamics connections that provide real-time data access. No more stale reports or waiting for overnight updates.
Excel-Based Reporting
Work in the tool you already know. Create financial reports directly in Excel without exports, manual entry, or learning new software.
Drill-Down Capabilities
Click any number to explore underlying transactions instantly. Identify errors fast and answer follow-up questions in the same report.
Bulk Data Upload
Upload data back into Dynamics with a single click. Streamline accruals, journals, and bulk updates without technical intervention.
Reporting Automation
Schedule reports to run and distribute automatically on your timeline. Set it once and your team gets the right data at the right time.
Pre-Built Data Entities
Access 50+ transactional entities without customizing your Dynamics environment. Create reports across GL, inventory, sales, procurement, and projectswith no coding required
Seamless Integration With Your Microsoft Ecosystem
Connect Atlas directly to Microsoft Fabric endpoints, including Synapse Data Warehouse. Uses advanced SQL compatibility and modern data architecture while maintaining your familiar Excel reporting experience.
Business Agility Delivered by Atlas
Future-Proof Your Reporting With Microsoft Fabric Integration
Connect Atlas directly to Microsoft Fabric endpoints, including Synapse Data Warehouse. Uses advanced SQL compatibility and modern data architecture while maintaining your familiar Excel reporting experience.
Explore Atlas: In-Depth Guides & Expert Insights
Dive deeper into Atlas capabilities with our comprehensive whitepapers and webinars. Learn best practices, implementation strategies, and advanced techniques from our experts.
Why Report Portability Matters – Avoid Reporting Mayhem During Your Microsoft Dynamics Upgrade
Ditch Static Spreadsheets for Real-Time Reporting
Simplicity in D365 & AX Excel Reporting with Self-Service Capabilities
Built for Every Finance Team Member
Strategic Insights
Get real-time visibility into financial performance without waiting for IT. Make data-driven decisions with current information, not stale exports.
Month-End Close
Accelerate your close process with automated reports that update in real-time. Eliminate manual data gathering and focus on analysis, reconciliation, and strategic decision-making.
Process Efficiency
Build reports once and refresh instantly. AI spots anomalies automatically, so you catch issues before they escalate.
Self-Service Reporting
Create ad-hoc reports yourself without IT tickets. Drill down to transaction details instantly. Respond to stakeholder questions in real-time.
Frequently Asked Questions
You can be up and running within hours. Atlas delivers more than 150 pre-built reporting templates that work immediately, and you can start generating production reports within days.
No. Atlas enables self-service reporting directly in Excel. Finance teams can create custom reports in minutes using over 50 transactional entities without programming or IT assistance.
Yes. Atlas connects directly to Fabric endpoints, including Synapse Data Warehouse, leveraging SQL compatibility and advanced integration techniques for efficient reporting with Microsoft’s latest data management solutions.
Atlas maintains the same security measures inherent to the Microsoft Dynamics ecosystem, respecting existing role-based permissions and data governance policies to keep your financial data secure.
Absolutely. Atlas includes bulk upload functionality that lets you update data directly from Excel back into Dynamics ERP, streamlining processes like accrual journals and bulk data updates with a single click.
