Excel Reporting for Dynamics AX/F&SCM
Atlas is an easy-to-use financial reporting solution with out-of-the-box templates to get you up and running immediately or customize to your needs.
Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM)
Elevate Financial Performance with Intuitive F&SCM Tools
4.5
Based on980+reviews
Jet Analytics highlighted that our main roadblock for cash flow reporting was visibility through the negotiation phase of projects. We were able to categorize and…
4.5
Based on980+reviews
“Whenever we need a key report, we don’t spend time gathering the information, we spend time analyzing the information”
4.5
Based on980+reviews
Atlas is crucial to our Finance team. We know that, until we get Atlas, we’re not going live with the migration.
4.5
Based on980+reviews
"Cromology will continue to refine our use of Jet Analytics to streamline internal processes. There is currently still data sitting dormant in our system that…
Products
Streamlined Dynamics F&SCM Solutions for Smarter Financial Processes
Web-based budgeting, planning & forecasting
Budgeting & Planning: Bizview is an integrated and scalable web-based budgeting, planning, and forecasting solution.
Automated planning, budgeting & reporting for ANZ
Calumo is an automated reporting, planning, and budgeting to enhance performance management with extended planning and analysis.
Continuous & extended financial planning
Continuous and extended financial planning software for your enterprise.
Planning and BI
Power ON supercharges Power BI with Excel-like functionality, write-back, and a complete budgeting and planning solution that breaks down silos.
Data warehouse automation for Dynamics
Jet Analytics is a complete data preparation, automation, and modeling solution. It’s five times faster than hand coded solutions.
Equity Management
Certent Equity Management offers a simplified web platform for public and private companies with calculations and reporting for SEC, FASB, and IFRS.
Tax management, CbCR & BEPS Pillar 2
Longview Tax enables more frequent reporting, better tax forecasting, and faster responses to ad-hoc queries improving visibility and governance.
Adaptable Finance and BI Tools, Designed for Dynamics 365 F&SCM
Timely D365 Reporting Requires IT Expertise
Finance teams rely on quick, efficient reporting for time-sensitive tasks, but the standard D365 reporting tools can be slow, rigid, and overly technical. As a result, teams often depend on costly, time-consuming IT or consultant projects to create reports.
Integrating Multiple Data Sources is Challenging
Combining data from Dynamics 365 F&SCM with other sources, such as Dynamics AX or third-party systems, to create unified reporting is often a challenging process. It can be complex, time-consuming, and expensive, and involve IT or third-party specialists.
Planning and Forecasting Processes Lack Automation
Juggling spreadsheets for budgeting, planning, and forecasting is not only slow but also prone to errors. Sending out templates, chasing responses, and manually consolidating data takes up valuable time that could be better spent on strategic tasks.
Use Cases
Streamline D365 Reporting with Ease and Precision
Simplify D365 F&SCM Reporting in Excel and Online
Access all your financial and operational reports directly in Excel with Atlas. Quickly create, customize, and share dynamic reports for a complete view of your operations. Drill down from summaries to detailed transactions—no coding required. Use pre-built templates or create custom reports. Atlas securely connects to Dynamics 365F&SCM, Microsoft CRM, Synapse, Microsoft Fabric, BYOD, SQL, and more, giving you reliable data for smarter decisions. Enjoy speed, insights, and offline access—all within Excel. Make better decisions with Atlas.
Results
2 Weeks
Saved Monthly on Reporting
2 Days
Reporting Time Saved Per Week
30%
Time Saved on Reporting
Centralized BI for Fast, Flexible Enterprise-Wide Insights
Ensure accurate, consistent analytics with Jet Analytics. Combine multiple data sources into a real-time data warehouse for a single source of truth. Leverage OLAP cubes, tabular models, and pre-built templates enable fast, self-service reporting with tools like Excel and Power BI, offering efficient data analysis and actionable insights without deep technical skills. Save costs and streamline management with automation, predefined models for common scenarios, and impact analysis tools, empowering businesses to adapt quickly and drive efficiency.
Results
2 Weeks
Saved Monthly on Reporting
2 Days
Reporting Time Saved Per Week
30%
Time Saved on Reporting
Boost Results with D365 F&SCM Planning and Forecasting
Take control of planning with insightsoftware's suite of planning solutions for Dynamics 365 F&SCM. Save time with real-time D365 data connections, automatic budget consolidation, and a user-friendly, web-based interface. Create budgets, forecasts, and plans with task automation, multi-level approvals, and advanced formulas. Extend planning beyond the CFO to areas like workforce, sales, and projects. Integrate with any data source, access real-time insights, and scale effortlessly—all while ensuring accuracy, compliance, and smarter decisions.
Results
2 Weeks
Saved Monthly on Reporting
2 Days
Reporting Time Saved Per Week
30%
Time Saved on Reporting
Real-Time D365 Reporting with Speed!
Tired of outdated reports? See how Atlas transforms Dynamics 365 F&SCM data into real-time insights. Simplify reporting, integrate seamlessly, and react faster to opportunities with up-to-date data. Say goodbye to stale reports and Fabric complexity!
Featured Blogs
Read and watch the latest resources for finance and operations professionals looking to get inspiration on how to improve their processes.
Blog
5 Reasons You Need to Add Atlas to Microsoft Dynamics
With Atlas’ ability to simplify time-consuming and tedious tasks, you reduce the load on IT resources and achieve business results…
Read More