Build Live Microsoft Dynamics Reports with Drill-Down inside Excel

Blend live data from Dynamics AX/365 and other sources to create financial and operational reports with drill-down in Excel

Build Live Microsoft Dynamics Reports with Drill-Down inside Excel

Blend live data from Dynamics AX/365 and other sources to create financial and operational reports with drill-down in Excel

How long do you spend creating financial and operational reports?

You have data in Microsoft Dynamics AX/365, but you also have reportable data in other internal and external systems. One of the biggest challenges businesses face is bringing together and making sense of all these disparate data sources. When it comes time to report on this data—whether that’s daily, monthly, or ad hoc—completing the request is likely to be:

  • Time-consuming and manually intensive
  • Prone to error from re-keying data
  • Repetitive, because every update requires data to be re-exported manually
  • Incomplete due to static data that doesn’t allow you drill to the detail
  • Long-winded as you must manually blend data from multiple sources

Request Pricing

100% of surveyed organizations were able to free up at least 25% of their IT support when they began using Atlas to create reports

74% of surveyed users found that Atlas significantly increased timeliness, efficiency, and accuracy in reporting operations for their organization

71% of surveyed CFOs have been able to solve data access issues by implementing Atlas for Dynamics

Fast, simplified reporting for Dynamics AX and 365

With Atlas for Dynamics, users have one platform that will consolidate data from Microsoft Dynamics AX/365 and other key business systems into a single report. Cutting-edge integration features enable you to design, build, and share real-time reports in Excel spreadsheets and other Office documents, easily upload additional data, and then visualize the data using Power BI or customizable Atlas dashboards. For 365 customers, Atlas works with Dynamics’ multi-factor authentication when accessing data from your cloud ERP.

Eliminate manual processes
No more re-keying data. Create dynamic reports inside any Dynamics or Office application and refresh on demand to trigger when a value changes.
Support closed-loop decision making
Take action from within Excel with a writeback data capability that enables you to create new records and update existing ones in Dynamics.
Embed business data in Office documents
Insert live data from Microsoft Dynamics AX/365 and other business systems into any Microsoft Office document.
See the big picture
Pull together data from multiple sources in real time and visualize in one easy-to-read report.
Answer all your questions
Full drill-down capability from summary to transaction inside any Office document, so you can identify and resolve issues immediately.
Work with the latest numbers
Get real-time access to the data in your business systems to ensure you are always making decisions based on the most accurate and up-to-date information.

Technical Requirements

PC Minimum Software Recommended
Excel 2007 (32-bit) Excel 2016 (32-bit or 64-bit)
Windows 7 (32-bit) Windows 10 (32-bit or 64-bit)
Microsoft Visual Studio Tools for Office  
Microsoft Access Database Engine 2010  
Application Database: Windows Server 2008 SR2 SP2 Windows Server 2012 and R2
Microsoft Dynamics AX4, AX2009 and AX 2012 R1-R3 AX7  
2x Processor Cores 4x Processor Cores
8GB RAM or Above  
Monitor: 1080p 1920×1080 is the best solution
100 Mbps Network Bandwidth  
Less than 5 milliseconds Network Latency  
Microsoft VTSO Package – Latest Version  
Microsoft .NET 4.6.1  
Business Connector  
Cube Service – SASS (if needed)  
DB Service (if needed)  
LLBLGen for Database Service (64-bit)  

Citrix and Terminal Server Installation

  • 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.

Ashlee Waldorff
Financial Analyst
Springfield Land Corporation

Atlas has been instrumental in improving efficiency, timeliness, and value of our reporting and control processes. Our reports contain more meaningful data than ever before, are produced in less time, are more robust, and less prone to error. Don’t know how we managed without it before!”

See how to create live, drillable reports in Excel with your Dynamics data