Manual, repetitive tasks like bulk uploads, report distribution, and rekeying data in Microsoft Dynamics are time consuming, highly error prone, and put unnecessary pressure on your finance team every month.
Finding and fixing reconciliation issues is a manually intensive process that leads to more significant data integrity problems. It’s hard to see the big picture and close the month without visibility into your ERP and other data sources.
Out-of-the-box reporting tools provided with Microsoft Dynamics typically require heavy IT involvement to manage. As a result, you’ve got report delays from your finance team and bottlenecks in your IT department.
Easily create and share real-time reports without relying on IT. Atlas connects live data from Microsoft Dynamics and other sources to give you the power to produce accurate financial and operational reports. From there, your finance team can quickly drill into journals, balances, and sub-ledgers directly in Excel.
Atlas comes packed with more than 150 pre-built reporting and uploading templates to jumpstart report creation from the get-go. You can use these out-of-the-box templates immediately or customize them to suit your needs.
Save time with bulk uploads using Atlas’ secure, simple, and intuitive data upload tool for Microsoft Dynamics. Users can choose from a rich library of templates or quickly create a custom upload template, easily append and update data to any table, and automate Excel reports without needing any help from IT.
Whether you want to run your reporting and upload automation tasks every five minutes or on the first business day of the month, Atlas’ flexible scheduling and task automation have you covered. Easily schedule and distribute reports to your team members and automate the upload of your accrual’s journals into Microsoft Dynamics with the click of a button.
With Atlas, you can publish Microsoft Dynamics data into Power BI quickly and easily for faster access to dashboards and visualizations. IT teams can more easily create Power BI dashboards for non-finance users by combining data from multiple Microsoft Dynamics modules in one query and gaining access to record-level reporting.
Fast, accurate and valuable reports are the goal in every reporting process, but sometimes ensuring your reports meet all the criteria is daunting. Let us help you deliver the best Microsoft Dynamics reports you can with this helpful guide to your best practice.
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“Atlas helps to combine the data and provides a way for the end user to create reports by themselves. Time, effort and money are saved.”
