Atlas 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.
Boost your reporting structure with Atlas:
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.
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 365 directly. Use the Atlas journal function to:
When using Atlas for Dynamics 365, your data stays secure. Microsoft’s Common Data Model encrypts information at rest, and keeps the same permissions and controls intact for any data you access within Atlas.
Atlas streamlines 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.
Citrix and Terminal Server Installation
Processor 8x Processor Cores
RAM 16GB RAM or above
Restriction It is recommended that no more than 20x users are using Atlas and Excel on each Citrix/Terminal Server concurrent.
"It was a tremendous time saver" Michele Foster from Depomed Inc.
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The Atlas reporting tool comes equipped with an easy to use delivery system to get those reports
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View a listing of Technical Requirements for Atlas for Microsoft Dynamics 365.