ATLAS
Real-Time ERP Reporting and Data Uploads for Microsoft Dynamics All Within Excel Using Atlas
Book a Demo & Discovery Call
Join our growing family of customers who trust and rely on our solutions for smarter business insights.
What is Atlas?
It is a business reporting and data integration tool built specifically for Microsoft Dynamics AX and Dynamics 365 Finance & Supply Chain Management. It allows users to pull, edit and publish ERP data directly from Excel without relying on developers or complex queries. With its intuitive, Excel-friendly environment, finance and operations teams can build real-time reports, update records, perform mass data uploads and streamline month-end processes. Atlas empowers business users to manage data and create reports instantly while keeping everything connected to your Dynamics system.
What to expect from Atlas?
Export ERP Data Directly to Excel With One Click
Instantly extract data from Dynamics AX or D365 F&SCM into Excel without manual exports or CSV files. Streamline financial reporting by delivering clean, ready-to-use ERP data straight into Excel for fast analysis.
Extensive Pre-Built Report & Dashboard Library
Access a rich library of pre-configured reports and dashboards that are ready to use and easy to adapt. Empower finance teams with out-of-the-box reporting templates that reduce setup time and boost productivity.
Drill Down on Numbers Directly in Excel
Explore data at a deeper level with intuitive drill-down features. Click totals or subtotals to instantly reveal underlying transactions, enabling clearer insights, faster validation, and more accurate decision-making.
Real-Time Dynamics ERP Data Connection
Work with live, always-current data from Dynamics AX and D365 F&SCM. Atlas ensures real-time access so your reporting, analysis, and month-end close processes are always based on accurate, up-to-date information.
Financial Reporting Automation & Scheduling
Automate repetitive reporting tasks with scheduled refreshes, report distribution, and hands-free data updates. Improve accuracy, save hours of manual effort, and keep your team aligned with timely financial insights.
Bulk Upload from Excel to Microsoft Dynamics
Speed up operations with secure bulk uploads from Excel directly into Dynamics. Choose from built-in templates or create your own to update, append, or insert data into any table, no rekeying, no errors, no delays.
Featured Integrations
Atlas Services
We are the authorized reseller and service center for insightsoftware’s suite of products. We provide end to end Business Intelligence and reporting solutions to Microsoft Dynamics ERPs users.
Power Your Business with Atlas Licensing
Get the right Atlas license tailored to your business needs. Our experts help you choose the best option and ensure a smooth start with trial and full licensing support.
Seamless Atlas Installation & Setup
We handle complete Atlas installation and configuration, ensuring your system is set up correctly, securely and ready for use from day one for Microsoft Dynamics F&O reporting.
Custom Reports That Deliver Insights
Turn raw data into meaningful insights with custom-built Atlas reports designed around your KPIs, workflows and business objectives.
Hands-On Atlas Training for Your Team
Empower your team with practical Atlas training, covering report creation, data analysis, and best practices to maximize productivity.
Stay Updated with Atlas Upgrades
We manage Atlas upgrades smoothly, ensuring access to the latest features, improved performance and minimal disruption to your operations.
Reliable Atlas Premium Support
Get priority support from Atlas experts for troubleshooting, optimization and ongoing assistance so your reporting never slows down.
What Our Customers Have to Say About Us
Implemented Jet Analytics for IKEA with Global Data 365 who were professional, adhered to timelines, and provided advanced reporting tools. I highly recommend them.
Ahmad Hammad, MBA
BI & ERP Specialist at SYH Retail, IKEA
Global Data 365 implemented Jet Analytics at my workplace. With their assistance, we were able to automate most of our reporting. Their support was excellent.
Antonio Vasconcelos
Functional Consultant, Port Logistics
Collaborated with Global Data 365 on Jet Analytics license and training. Very resourceful and quick to respond to support requests. Highly recommend their services.
Rukku Shantha
Reporting Specialist, MPH Global
Partnered with Global Data 365 for Jet implementation. Their expertise and insights have been invaluable in automating management reporting. Highly recommend their services.
LAWRENCE KILINGA
Business systems analyst, Amref
Incisive insights on Jet Analytics and their capabilities in resolving financial reporting requirements
Tonderai Mazingaizo
Director of Finance & Operations, Afghanaid
Jet Analytics exceeded our expectations with its many features. The training allowed us to create useful reports, and we highly recommend it for monitoring companies in the future.
YADİGAR KÖKSAL
Finance and Accounting Manager, ATC
Frequently Asked Questions on Atlas
Atlas excel add in is Excel-based reporting and data upload tool by insightsoftware that connects directly to Microsoft Dynamics and other ERP systems.
It is used to create real-time financial and operational reports, automate data refreshes, validate data, and upload transactions directly into the ERP from Excel.
Key features include real-time ERP connectivity, Excel-based reporting, data uploads, report automation, templates, dashboard integration and support for multiple Dynamics versions.
You can upload journals, budgets, master data, sales orders, purchase orders, and other transactional data depending on your ERP configuration.
To install Atlas in Excel, download the installer from the official insightsoftware website and run it following the setup wizard. Once installed, open Excel, and you’ll see a new Atlas tab in the toolbar. Click it, log in with your credentials, and navigate to Atlas Settings to connect your ERP system (e.g., Microsoft Dynamics AX or D365 F&O). After configuring the connection, you can start creating, refreshing, and uploading reports directly from Excel using pre-built templates or custom reports.
Pricing varies based on user count, ERP type, and licensing model. Insightsoftware provides custom quotes depending on requirements.
Atlas focuses on real-time Excel reporting and uploads for Dynamics, while Jet Reports specializes in fast financial/report automation with strong Business Central integration.
Power BI is a visualization and analytics tool, whereas Atlas is an Excel-based real-time reporting tool with the ability to upload data back into the ERP.
Atlas Reporting is used to extract live data for reporting, while Atlas Upload is used to write validated data back into the ERP.
Atlas Upload is a feature of Atlas that allows users to safely push validated data from Excel into Microsoft Dynamics or other ERP systems.
Yes, Atlas allows you to schedule uploads, ensuring reports or transactions are sent to the ERP on a recurring basis.
Atlas connects to Dynamics AX, Dynamics 365 F&O, and other ERP modules to create real-time reports and upload journals, budgets, and transactions from Excel.
Related Resources
