Atlas is an Excel‑integrated reporting and data‑management solution for Microsoft Dynamics 365 Finance & Supply Chain Management (D365 F&SCM) and Dynamics AX. It gives finance and operations teams live, governed access to ERP data directly in Excel, with drill‑down to transactions, bulk uploads/write‑back (e.g., journals, master data), automation/scheduling, and Power BI/Microsoft Fabric integration without waiting on IT or exporting CSVs.
Atlas is available via the Microsoft marketplace for Dynamics 365 and is purpose‑built to cover financial and operational reporting across modules (GL, inventory, sales, procurement, projects), using Dynamics security, and supporting performance features such as local caches and incremental refresh.
Atlas is available via the Microsoft marketplace for Dynamics 365 and is purpose‑built to cover financial and operational reporting across modules (GL, inventory, sales, procurement, projects), using Dynamics security, and supporting performance features such as local caches and incremental refresh.
What’s so special about Atlas
- Real‑time ERP reporting inside Excel: Build refreshable reports that read live data from D365 F&SCM/AX; no exports or staging required. Create custom reports in minutes, then drill into balances, journals, and sub‑ledgers from the same worksheet.
- Write‑back & uploads (closed‑loop): Streamline accruals, journal postings, and master‑data changes with one‑click uploads (with validation and scheduling), turning Excel into a transactional UI for Dynamics.
- Automation & distribution: Schedule report refreshes and distribution to stakeholders (including non‑Atlas users) during off‑peak times; publish data to Power BI for faster visualizations.
- Blend data across entities & sources: Combine multiple D365 entities and even external sources in a single report, while tapping 50+ transactional entities without customizing Dynamics.
- Performance and scale: Improve responsiveness with local caches and incremental refreshes, reducing data transfer and speeding up large reports over high‑volume tables.
- Microsoft ecosystem ready: Connect Atlas directly to Microsoft Fabric endpoints (e.g., Synapse Data Warehouse) to future‑proof your analytics architecture without changing the Excel experience finance teams know.
Advantages of Atlas
- Shorter close & faster variance analysis: Drill from P&L to journal lines and sub‑ledgers in‑place to resolve questions quickly; automate recurring packs so the team analyzes instead of copying/pasting.
- Lower IT dependency: Business users build and maintain reports in Excel using Atlas functions; security is inherited from Dynamics, and there’s no need to customize the ERP schema to report.
- Close‑the‑loop data remediation: When errors are found, fix and upload changes (journals, master data) from the same workbook keeping audit trails and governance intact.
- From Office to Power BI: Refresh Excel, PowerPoint, and Outlook documents with live ERP numbers, and push curated data to Power BI for dashboards using Atlas as the bridge.
- Future‑proof architecture: With Fabric connectivity, Atlas aligns your finance reporting with Microsoft’s modern data platform while preserving Excel as the primary user interface.
Bottom line
Atlas delivers live, Excel‑native reporting and write‑back for D365 Finance & SCM / AX, with drill‑down, automation, and Microsoft Fabric/Power BI integration. So finance and operations can move faster without IT bottlenecks.
DBS helps organizations implement Atlas effectively from connector setup and security alignment to performance tuning (caching/refresh), report design standards, upload templates, and automated distribution so your teams get trusted, real‑time numbers and closed‑loop updates directly in Excel.
DBS helps organizations implement Atlas effectively from connector setup and security alignment to performance tuning (caching/refresh), report design standards, upload templates, and automated distribution so your teams get trusted, real‑time numbers and closed‑loop updates directly in Excel.
