Real-Time Reporting and Uploads for Microsoft Dynamics Inside Excel
Atlas satisfies all your Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations reports financial and operational reporting and uploading needs from inside the familiar Excel environment. It comes with a host of pre-built content to get you up and running fast, and it saves you time by automating tedious manual processes.
Start in Excel. Stay in Excel.
Do you want an easier way to access, analyze, and report on your Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations data? Do you want to do away with data dumps and slow, manual processes? Atlas for Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations installs in a couple of hours. It enables you to blend live data from Microsoft Dynamics and other sources to create financial and operational reports with the ability to drill into journals, balances, and sub-ledgers in Excel in real time.
Close your books faster
Finance teams can quickly find and fix reconciliation and data integrity issues with the ability to drill into live balances, journals, and sub-ledgers from within Excel to investigate variances.
Track orders and shipments more effectively
Operations teams can combine data from multiple modules to see the big picture and ensure that logistics processes are running smoothly to help optimize order-to-cash cycles.
Get more productive with Power BI
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.
Let Atlas Solve Your Microsoft Dynamics Data and Reporting Challenges
Eliminate manual reporting processes
No more data dumps. Save time by creating dynamic reports inside any Microsoft Dynamics or Office application that you can refresh on demand. See the big picture by combining data from multiple Microsoft Dynamics modules, and create Microsoft Dynamics 365 for Finance and Operations reports without relying on IT. Find and fix issues immediately; with flexible drill-down, you can navigate from summary to transaction and are no longer limited to just exploring the data in your query.
Create and update Microsoft Dynamics data in Excel
Some processes can be completed more quickly and more easily outside of Microsoft Dynamics. Instead of adding information to Excel and then re-keying it in Microsoft Dynamics, what if you could input data as you go, then upload securely to Microsoft Dynamics at the click of a button? With Atlas, you can upload new data or make changes to existing data directly from Excel, all while still providing central control and honoring Microsoft Dynamics’ security model.
Get up and running fast with out-of-the-box templates
To ensure a fast time to value, Atlas comes packed with more than 100 out-of-the-box templates to satisfy common reporting and uploading needs and to tackle some of the toughest Microsoft Dynamics reporting challenges. You can use these pre-built templates immediately or customize them to suit your needs. For Microsoft Dynamics 365 for Finance and Operations customers, Atlas includes more than 45 additional transactional-level entities, unlocking your ability to do live reporting from Microsoft Dynamics 365 for Finance and Operations record-level data and opening up a new world of reporting possibilities.
Save time by automating repetitive reporting and uploading tasks
Want to refresh a series of reports, password protect them, and then email them to a group of users? Atlas can automate your report distribution. Want to automate the upload of your accruals journals into Microsoft Dynamics every month end? Atlas can automate your data uploads too. In fact, with Atlas, you can automate all of your repetitive Microsoft Dynamics 365 for Finance and Operations reports and uploading tasks and schedule them to run at a time that is convenient for you.