qcard: dynamics ax and atlas reporting
TRANSCRIPT
presents
AX REPORTINGin partnership with
We answer your CRM CPQ questions
David DownesSenior Consultant
Candice ArnoldMarketing Director
3,500 Atlas installations globally
Offices in 3 countries with international client baseLeading Microsoft Dynamics ISV
Top UK Microsoft Dynamics partner 2015
Distinguished Dynamics ERP and CRM solution provider: with over 620 years of combined experience
Over 650 Dynamics implementations across multiple industry sectors
Creating the #connectedcompany
REPORTING MADE SIMPLE
Atlas is a Single Solution For All End User Reporting, Upload and Integration to
Power BI.
What is Atlas?
Real Time Reporting with Drill Down
• Easily build sophisticated reports & queries
• Self-sufficient reporting capabilities.
• Accurate, up-to date data from Microsoft Dynamics AX
• Drill down to source transactions
Upload to Microsoft Dynamics AX
• Update Microsoft Dynamics AX from within Atlas Office.
• Fast Data Migration• Import journals, budgets,
orders, timesheets into Microsoft Dynamics AX within seconds
Blend Microsoft Dynamics AX, CRM, OLAP Cubes & External Databases into your existing documents or create a
spreadsheets on Canvas
Integration into Power BI• Utilise the free subscription
of Power BI• Visualisations of your
complexed Atlas reporting• Atlas does not compete with
Power BI, Atlas feeds Power BI and enables you to create graphic analysis of the performance of your business.
1FAMILIAR.
With minimal training required, this end-user tool can easily enable employees to blend
business data from your AX system into
complete reports.
4SECURE.
Atlas reuses AX user permissions to ensure
the right data is available for the right
individuals.
2CONVENIENT.
Allows your employees to work from within Microsoft Office for
greater efficiencies & faster results.
3ACCURATE.
Employees can be assured of accurate up-to-date information from AX. This ensures data is current and accurate at
time of publish. No cubes to refresh,
just live data.
The Pillars of success
The ease of using Atlas
Atlas Reports & Uploads from Every AX module & All AX tables.
Finance• Management
accounting reports.• General ledgers,
budgets and journals.
• Create multiple reports quickly and easily.
• Fixed asset reporting.
• Vat Reporting
Product/Inventory
• On-hand stock report by site/warehouse.
• Inventory journals• Item prices and
standard costs uploads.
• Products & product master creation.
Production• Route card journals
uploads.• Picking list journals
uploads.• Production WIP
reconciliation reports.
• Production order status report.
Sales/CRM• Sales Analysis and
sales trend.• Commission based
reporting.• KPI’s.• Aggregated
reporting.• Credit control
outstanding debt report.
Project Management
• Project committed costs report.
• Project journal uploads
• Project revenue and expense report.
How to use Atlas?
Atlas is a self service tool, the business user can build sophisticated reports without the need for IT or developers.
Atlas Provides Improved Access to AX by Making it Available in Office.
Atlas Office
Atlas Office provides you with seamless integration features that allow you to blend structured data from your many business ERP systems with the un-structured data found in your Office documents. Deliver sophisticated reports & ad hoc analysis in Excel, Blend AX into your letters, reports & memos. Use Atlas to get your message across with refreshable links in presentations and Enrich your E-mail communication using Atlas.
The must have reporting features you need within your toolset.
STRUCTURED REPORTINGEmbed Microsoft Dynamics lists, summary, matrix & pivot reports into your Office documents as a table.
FREE FORMAT REPORTINGGiving you the highest degree of format control, each Office object; cell, content control or shape is a host for an Atlas report.
SAVED QUERIES/SNIPPETSSaving time by re-using your saved queries in different Office documents.
DRILL DOWNMake better decisions in less timeUsing contextual awareness.
REFRESHEasily create lists, summaries, reports & tables in seconds.
EXTENDED REPORTINGMake better decisions in less timeUsing in-memory reporting.
Real time reporting
The must have upload features you need within your toolset.
JOURNAL UPLOADCreate header & line records forjournals with confidence.
TABLE UPLOADAdd new, update existing/find & replace AX data without switching screens.
TEMPLATESAllowing you to save time by creating templates that are re-used for other uploads.
BATCH TASKAutomate the upload of data into one or more tables, by defining a sequence of templates.
Upload features
Combining Reporting & Upload features without changing applications.
Reporting & Upload
TWO WAY INTEGRATIONUse reports to present you with the information, change as you see fit and close the feedback loop by using Atlas to upload back into Microsoft Dynamics AX. Use a combination of structured reports, table and journal uploads to perform a single task giving you one solution and simple experience that promotes improved productivity.
Atlas 6 Enriched with Power BI
Atlas with Power BI
Transform your Atlas reports into powerful visualisations and bring you complexed reports to life with Microsoft Power BI, imagine displaying your KPI reports via the internet for all your management to view, whenever and wherever the business takes them. The world has suddenly become a smaller more visual place.
Creating the #connectedcompany
Join us next month:
Marketing Automation
Thank you
For a free consultation contact us
+44 (0)20 7451 1200
QuantiQ Technology
@QuantiQTech