Atlas for Dynamics 365

Atlas is your one-stop shop satisfying all your Dynamics 365 for Finance and Operations reporting needs. Report over real-time data from any module, drill into the detail, upload changes to journals and master tables, automate repetitive tasks, and even simplify data access for Power BI – all from within Excel or another Office application.

• Empower business users to create new reports fast
Access real-time D365 data in the familiar Excel environment. Create a custom report in minutes working with over 45 new transactional entities to answer pressing business questions, without having to customize D365.

• Drill anywhere to answer urgent business questions
Drill into balances, journals, and sub-ledgers from within Excel to answer follow-up questions and to find and fix issues fast. This enables you to explore data outside your initial query without switching to another report.

• Combine data across entities and sources to see the big picture
Answer your most challenging questions by easily combining data across D365 entities and other sources in a single report, without needing help from IT.

• Automate repetitive tasks to maximize productivity
Maximize your productivity by automating repetitive reporting and data upload tasks and scheduling them to run overnight or at quieter times. Use automation to distribute reports to non-Atlas users by email or to publish data to Power BI for faster visualizations.

• Boost performance with local caches and incremental refreshes
Enjoy fast response times by storing data in local caches. Refresh them incrementally. This enables faster interaction with reports and less data transferred across the network.