From data migration to financial reporting, Atlas allows you to maximise your use of the Microsoft productivity platform. Learn how.

1. presents
AX REPORTING
in partnership with

2. We answer your CRM CPQ questions
David Downes
Senior Consultant
Candice Arnold
Marketing Director
3,500 Atlas installations globally
Offices in 3 countries with international client
base
Leading 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

3. Creating the #connectedcompany

4. REPORTING MADE SIMPLE

5. Atlas is a Single Solution For All
End User Reporting, Upload and Integration to Power BI.
What isAtlas?
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.

6. 1
FAMILIAR.
With minimal training
required, this end-user tool
can easily enable
employees to blend
business data from your
AX system into complete
reports.
4
SECURE.
Atlas reuses AX user
permissions to ensure the
right data is available for
the right individuals.
2
CONVENIENT.
Allows your employees to
work from within Microsoft
Office for greater
efficiencies & faster
results.
3
ACCURATE.
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

7. 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 useAtlas?
Atlas is a self service tool, the business user can build sophisticated reports without the need for IT or developers.

8. 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.

9. The must have reporting features
you need within your toolset.
STRUCTURED
REPORTING
EmbedMicrosoftDynamicslists,
summary, matrix & pivotreports into
your Office documentsas a table.
FREE FORMAT
REPORTING
Giving you the highest degree of
format control, each Office object;
cell, content control or shape is a
host for an Atlas report.
SAVED QUERIES/SNIPPETS
Saving time by re-using your saved
queries in different Office documents.
DRILL DOWN
Make better decisions in less time
Using contextual awareness.
REFRESH
Easily create lists, summaries,
reports & tables in seconds.
EXTENDED REPORTING
Make better decisions in less time
Using in-memory reporting.
Real time reporting

10. The must have upload features
you need within your toolset.
JOURNAL UPLOAD
Create header & line records for
journals with confidence.
TABLE UPLOAD
Add new, update existing/find & replace
AX data without switching screens.
TEMPLATES
Allowing you to save time by creating
templates that are re-used for other
uploads.
BATCH TASK
Automate the upload of data into one
or more tables, by defining a
sequence of templates.
Upload features

11. Combining Reporting & Upload features
without changing applications.
Reporting & Upload
TWO WAY INTEGRATION
Use reports to present you with the information, change as you see fit and
close the feedback loop by usingAtlas 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.

12. 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.

13. Creating the #connectedcompany

14. Join us next month:
Marketing
Automation

15. Thank you
For a free consultation contact us
+44 (0)20 7451 1200
info@quantiq.com
QuantiQ Technology
@QuantiQTech