Financial and Operational Microsoft Dynamics Reporting

Do you want an easier way to access, analyze, and report on Microsoft Dynamics AX or Microsoft Dynamics 365 for Finance and Operations data? Do away with data dumps and slow, manual reporting processes. Atlas for Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations reporting installs in a couple of hours and with over 150 Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations reporting templates covering financial or operational modules, you can build live reports with drill-down right inside Excel in no time.

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Microsoft Dynamics 365
Dynamics AX

Merge Data From Microsoft Dynamics and Other Sources To Create the Insights Your Business Needs

Create and share real-time, drillable Microsoft Dynamics reporting for finance and operations, all within Excel or any Microsoft Dynamics or Microsoft Office applications. Consolidate data from multiple Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations modules and other business systems into a single report without relying on IT. Integrate fully with Microsoft Dynamics security.

Real time data

Create and share real-time reports

Choose from 150 templates or create your own custom report using an intuitive wizard-driven approach to work with real-time Microsoft Dynamics reporting data in Excel. Easily create cell or table-based reports and add filters, calculated columns, sorts, and top n analyses. Save your report and refresh on demand for repeatable reporting that eliminates data dumps and re-keying errors.

Transaction data

Drill from live summary to transaction data

Find and fix reconciliation and data integrity issues immediately by drilling into balances, journals, and sub-ledgers right in Excel. Create flexible drill-down panels with multiple views to customize information so that users can answer all of their follow-up questions.

Multple sources

Merge data from multiple sources into one report

Connect and merge data from Microsoft Dynamics AX, Microsoft Dynamics 365 for Finance and Operations, or CRM systems with other sources including databases (e.g., SQL Server, Oracle, etc.), OLAP cubes, and local data (e.g., Excel, CSV) so you can see the big picture.

Fast Perfomance

Storyboards enjoy fast performance over large data volumes

Use sophisticated caching technology to ensure fast refreshes of reports and speedy data slicing and dicing. Refresh caches to pull live data on demand, or schedule caches to update periodically. Incremental caching grabs new transactions and appends these to your local data for significant performance gains, particularly with larger data volumes.

We simply make your work easier. Meet some of our customers:

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Ready to get started with Atlas and connect to Microsoft Dynamics reporting? Fill in the form and we will contact you.