Atlas for Microsoft Dynamics 365 for Finance and Operations

Do you need an easy way to create financial and operational reports? Do you need to combine data from different Microsoft Dynamics 365 for Finance and Operations business entities to answer critical business questions? Do you need to access real-time data in Excel and to drill down to see what’s driving variances? If so, Atlas lets you mix and match data across business entities and even other sources, so you can create custom reports within Excel, without waiting for IT. 

Wands for SAP
Microsoft Dynamics to Excel

Tackle all Your Microsoft Dynamics 365 for Finance and Operations - Financial and Operational Reporting Needs

Atlas is your one-stop shop satisfying all your Microsoft Dynamics 365 for Finance and Operations reporting needs. Report over real-time data from any module, drill into the detail, upload changes to journals and master tables, automate repetitive tasks, and even simplify data access for Power BI – all from within Excel or another Office application.

Tool of choice

Empower business users to create new reports fast

Access real-time Microsoft Dynamics 365 for Finance and Operations data in the familiar Excel environment. Create a custom report in minutes working with over 45 new transactional entities to answer pressing business questions, without having to customize D365. 

Business questions

Drill anywhere to answer urgent business questions

Drill into balances, journals, and sub-ledgers from within Excel to answer follow-up questions and to find and fix issues fast. This enables you to explore data outside your initial query without switching to another report. 

Tool of choice

Combine data across entities and sources to see the big picture

Answer your most challenging questions by easily combining data across Microsoft Dynamics 365 for Finance and Operations entities and other sources in a single report, without needing help from IT. 

Business questions

Automate repetitive tasks to maximize productivity

Maximize your productivity by automating repetitive reporting and data upload tasks and scheduling them to run overnight or at quieter times.  

Use automation to distribute reports to non-Atlas users by email or to publish data to Power BI for faster visualizations.

Expand capabilities

Boost performance with local caches and incremental refreshes

Enjoy fast response times by storing data in local caches. Refresh them incrementally. This results in faster interaction with reports and less data transferred across the network. 

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