Atlas
Atlas for Microsoft Dynamics: Real-Time Excel Reporting for Dynamics AX & D365 F&O
Pull, edit and publish Dynamics AX and D365 F&O ERP data directly from Excel using Atlas with full drill-down into transaction-level detail.
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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
Our certified Atlas specialists provide complete Atlas services for Microsoft Dynamics 365 Finance & Operations, including licensing, deployment, report development, optimization, training and long-term support.
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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.
Expert Atlas Configuration
Go-Live Assistance
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Custom Reports That Deliver Insights
Turn raw data into meaningful insights with custom-built Atlas reports designed around your KPIs, workflows and business objectives.
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F&O Report Automation
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Product Updates & Upgrades
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
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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 (FAQs)
Atlas excel add in is Excel-based reporting and data upload tool by insightsoftware that connects directly to Microsoft Dynamics AX and Dynamics 365 Finance & Supply Chain Management (F&SCM). It lets finance and operations teams pull live ERP data into Excel, build reports, and upload transactions back into the ERP without writing code or relying on IT.
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.
The key features include real-time ERP connectivity, Excel-based reporting, data uploads, report automation, templates, dashboard integration and support for multiple Dynamics versions.
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.
Atlas Upload is a feature of Atlas that allows users to safely push validated data from Excel into Microsoft Dynamics or other ERP systems.
You can upload journals, budgets, master data, sales orders, purchase orders, and other transactional data depending on your ERP configuration.
The prricing varies based on user count, ERP type and the licensing model. Although insightsoftware provides custom quotes depending on requirements.
Yes. Atlas Upload can automate and schedule recurring data uploads to Microsoft Dynamics 365 Finance & Operations, reducing manual work and improving data accuracy. The users can schedule uploads for journal entries, budgets, forecasts, inventory updates, pricing information, and other business data directly from Excel. Before data is uploaded, Atlas validates it against Microsoft Dynamics rules to minimize errors and ensure data integrity. By automating repetitive upload processes, organizations can save time, reduce administrative effort, and maintain consistent, reliable ERP data across finance, accounting and operations teams.
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.
Atlas integrates natively with Microsoft Dynamics 365 Finance & Operations (D365 F&O) and Dynamics AX through a Microsoft Excel add-in. The integration enables users to securely connect Excel to their ERP system, retrieve live business data, generate reports, and upload validated information back into Microsoft Dynamics without relying on manual exports or imports. Finance, accounting, procurement, and operations teams can continue working in the familiar Excel environment while ensuring data remains accurate and synchronized with the ERP system. This seamless integration improves reporting efficiency, streamlines data management, reduces manual errors, and helps organizations make faster, data-driven decisions.
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