Atlas for Microsoft Dynamics AX

Revolutionize the way you access your Dynamics AX data

Your data is the bedrock of your business, but spending time chasing it down to create reports shouldn’t be. Atlas empowers users to build financial and operational reports with drill-down capability in Excel. With Atlas, easily consume, visualize and react to your data throughout Excel, Office 365, and Power BI, and save valuable time and resources by eliminating cumbersome re-keying or downloading of data into the spreadsheet.

 

AtlasPre-configured Microsoft Excel Add-in for financial and operational reporting across ERP platforms

  • Easily create accurate reports in seconds
    Say goodbye to re-keying data. With Atlas, easily create dynamic reports that can be refreshed on demand, or when the value in a linked cell is changed – regardless of data source.
  • Do everything from one app
    Report, change, upload. You can transform your business information by using Atlas that Combine reporting and upload features to close the feedback loop.
  • Seamlessly blend business data with your Microsoft O¬ce documents
    Atlas is completely integrated with the O¬ce environment. Use Atlas to insert live data from Microsoft Dynamics in every type of documents you are working on. Used in financial reporting, contracts, PowerPoint presentations, letters and emails.
  • Mash up your report with merged data sources
    Have data in multiple locations? Atlas allows you to bring together data from a number of enterprise data sources into a single report.
  • Up-to-the-second data
    Refresh one or more Atlas workbooks in the background and continue using Excel without interruptions.
  • Access your data anytime, anywhere
    Publish your existing Atlas reports to O¬ce 365, OneDrive, and Power BI so that you can get the information you need, anytime, anywhere.
 

Financial Excel-beased reportingMake better decisions in less time using the Atlas Sidebar

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. Choose between a sidebar or a full visualization canvas to express the detailed figures behind what you see.

 
 

Online Excel QueriesSave templates, save time

Frequently used report definitions can be saved as templates and reused later. Then, boost productivity by saving these snippet templates into libraries that can be shared with other team members.

 

Query Designer ToolOrganize 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.

 

Automatically Distribute InformationLeverage powerful journal features

Atlas provides a journal feature to simplify interaction with your Microsoft Dynamics system. Journals are validated and inserted using the same mechanisms you’d use in AX directly. As with table upload, a template describes the entities involved with the transactions and these can be included in batches to automate particular activities. 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
  • Load data from an external system and enter it in Microsoft Dynamics AX
  • Use with other Atlas functions to generate cross-tabular reports
 

Complement your Power BI Experience All covered modules

Seamlessly connect Atlas with Power BI to streamline your experience with both. Atlas features a dedicated Power BI dashboard that can display data across various systems, giving users a consolidated interface without juggling multiple reports. From there, easily visualize your reports, and gain the flexibility to import the fields you need.

 

 

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Atlas is used by customers all over the world...

 

Case Studies & Articles

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

This case study of Tempur Sealy is based on an April 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Medium Enterprise Energy & Utilities Company is based on an April 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Champion Industries is based on an April 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Hexcel Corporation is based on an April 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Crystal Cruise Lines is based on an April 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Lantmännen Agricultural Cooperative is based on an April 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

This case study of Export Development Canada is based on an April 2017 survey of Global Software, Inc. customers by  TechValidate, a 3rd-party research service.

This case study of Dentsply International is based on an April 2017 survey of Global Software, Inc. customers by TechValidate, a 3rd-party research service.

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

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Testimonials

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Technical Requirements

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