Atlas for Microsoft Dynamics 365

Transform your business with Atlas 6.2 and Microsoft Dynamics 365

Atlas 6.2 for Microsoft Dynamics 365 allows users to create powerful reports with drill-down in Excel using live ERP data. Atlas provides one platform to consolidate data from key business systems into a single report, eliminating the need for manual re-keying or downloading of data into Excel. Users can seamlessly access Microsoft Dynamics data in the cloud or on-premise. Take advantage of integration features that enable you to design, build, and share real-time reporting in Excel spreadsheets, and visualize the data using Power BI or customizable Atlas dashboards. Atlas includes 40 out of the box transactional and upload data entities to fill in the gaps in the reporting/uploading offer of standard 365 and allow you access to transactions in all important Dynamics 365 modules

 

Atlas dynamics 365 reporting software Up-to-the-minute Reporting Data from Microsoft Dynamics 365 in Excel

Boost your reporting structure with Atlas:

  • Eliminate manual processes – Say goodbye to re-keying data. With Atlas, easily create dynamic reports from any Microsoft Dynamics & Office Suite app that can be refreshed on demand, or when the value in a linked cell is changed
  • Report, change, and write-back with ease - Reports generated using Atlas can also include templates that enable you to easily upload data back into your ERP system. Work with reports and uploads at the same time through our new multi-threading technology.
  • Combine your reporting data like never before - Have data in multiple locations? Atlas allows you to conect data from different D365 applications and a number of enterprise data sources into a single report.
  • Refresh each report on demand – By using Atlas Automation tool, refresh one or more Atlas workbooks in the background and continue using Excel without interruptions.
  • Drill down to the details - The Atlas Sidebar provides an experience that’s sophisticated, not complicated. The Sidebar allows you to tailor reports to meet the needs of any project, and drill down to the fine-tuned details. Activate default drilldown to automatically see the details behind a summarized figure.
  • Save more time with formulas – Formulas are faster with Atlas 6.2 thanks to our new multi-threading feature.
  • Secure data - Dynamics 365 multi-factor authentication for extra security when taking data out of your cloud ERP
  • Intuitively create reports instantly - Build any report with ease from making simple reports to creating the most dynamic dashboard views. Atlas automatically add filter positions to the workbook and transform any report into a cache.

    Work with real-time transactions from your open period reporting combined with cached transactions from your previous periods
 

prioritize dynamics 365task and templates Organize a workflow

Prioritize tasks and form a batch, and execute templates in the order specified. You can use this feature to automate dependent workflows without changing permissions already set by the host system.

 

leverage dynamics 365 journal features Leverage powerful journal features

Atlas provides a journal feature to simplify interaction with your Dynamics 365 system. Journals are validated and inserted using the same mechanisms you’d use in Dynamics 365 directly. Use the Atlas journal function to:

  • Load opening balances, open sales and purchasing orders, and view asset balances
  • Load budget transactions into a new model
  • Extract data from an external system and load them in Microsoft Dynamics 365 for Finance and Operations

 

 

microsoft dynamics 365 data is safe and secure Stay secure

When using Atlas for Dynamics 365, your data stays secure. Dynamics 365 multi-factor authentication for extra security when taking data out of your cloud ERP.

 

atlas works hand in hand with existing bi tools Complement your Power BI Experience

Atlas streamlines and secures your Power BI experience. It offers one toolset that controls all the parameters relating to your data and the way you would like it to be presented.

 
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Atlas is used by 4,500+ customers all over the world...

 

Case Studies & Articles

This case study of Yusen Logistics is based on a February 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Xtra Lease LLC is based on a March 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Springfield Land Corporation is based on a March 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Strike Group is based on a March 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Snack Foods Australia Pty Ltd is based on a February 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Kaba Ilco Corp is based on a February 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Infigen Energy is based on a February 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of ELITE Comfort Solutions is based on a February 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of DailRade Koks SIA is based on a March 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Albi Imports is based on a February 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of AGI is based on a March 2018 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Contura Energy is based on a June 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

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Testimonials

"It was a tremendous time saver" Michele Foster from Depomed Inc.

Become familiar with the addition of Atlas reporting tool to the Global Software Inc family of pr

Get the inside scoop on properly using the Atlas automation tool and also Microsoft Flow from wit

The Atlas reporting tool comes equipped with an easy to use delivery system to get those reports

Technical Requirements

View a listing of Technical Requirements for Atlas for Microsoft Dynamics 365.