Introduction to Real-Time Reporting in Dynamics

Welcome to Your Enhanced Reporting Experience in Dynamics!

Want to revolutionize your financial reporting in Dynamics AX & D365 F&SCM? In this 45-minute-long whirlwind tour, Jason Carter – our Senior Solutions Engineer – take you through the essentials to optimize your financial reporting experience in Dynamics AX and D365 F&SCM, all within the familiar environment of Excel! We'll cover everything from launching the tool and core functionalities to advanced features:

• New object menu options: single cell formulas, cache-driven objects, table objects, styles, and formatting

• Joining tables and merging reports between systems

• Matrix dynamic reporting and grouping

• Connecting Atlas to other documents outside of Excel

• Using the incremental and master cache

• Batch processing functions and their applications

• Automation tools using batch tasks

• Desktop client tour for visual dashboard reports

• Using and creating drill downs

• Bursting reports for different stakeholders

We'll unveil the key features that put you in control of your data analysis and reporting. Whether you're a seasoned Excel user or completely new to data exploration, this session is your chance to discover the power of Atlas. Join us to unlock hidden functionalities and see how Atlas can transform the way you work with your financial data!