Save Time and Stress with Dynamics Data Merging from Atlas

March 13, 2024

While Microsoft Dynamics is a powerful platform for managing business processes and data, Dynamics AX users and Dynamics 365 Finance & Supply Chain Management (D365 F&SCM) users are only too aware of how difficult it can be to blend data across multiple sources in the Dynamics environment. Between complex data structures, data security questions, and error-prone manual processes, merging data from disparate sources into a single system can quickly turn your routine reporting processes into a stressful and time-consuming ordeal.

In this blog, we discuss three key challenges to blending data from multiple sources in Microsoft Dynamics and how Atlas – insightsoftware’s easy-to-use Excel-based financial reporting solution for Dynamics AX and D365 F&SCM – empowers your team to overcome them.

Complex Data Structures and Integration Processes

Dynamics data structures are already complex – finance teams navigating Dynamics data frequently require IT department support to complete their routine reporting. Add in the effort of reconciling disparate data models, handling data transformation, and ensuring compatibility, and you’ve got a recipe for headaches, errors, and massive IT dependency.

With Atlas, you have the power to connect live data from Microsoft Dynamics and other sources to produce hyper-accurate reports without IT involvement. Its easy-to-configure, pre-built templates get you up and running fast without having to understand complex Dynamics data structures. Free your team to explore data and create or modify reports on their own with no hard coding or programming skills required.

Data Quality and Consistency

Maintaining data quality and consistency across diverse sources is a challenge, even when integrating legacy data from within the Microsoft ecosystem. Differences in data formats, standards, and data governance practices between sources can lead to discrepancies, errors, or inconsistencies, impacting the accuracy and reliability of blended data.

Eliminate error-prone manual data dumps and enable your business users to build real-time refreshable reports that ensure data quality and consistency across multiple sources. Atlas enables your team to see the bigger picture by easily combining data across Dynamics AX, D365 F&SCM, and other sources in a single report.

Security and Access Control

Blending data from multiple sources raises concerns about data security and access control. Ensuring that only authorized users have access to specific datasets while maintaining data integrity can be difficult, especially when dealing with sensitive or regulated information.

With Atlas, you can put your data security concerns to rest. Atlas allows you to use data from all Dynamics modules, including vertical and customized tables, within the secure framework of Microsoft Dynamics, ensuring controlled access to sensitive data.

Atlas’ flexible scheduling and task automation gives you the ability to easily schedule and distribute reports to your team members and automate the upload of your accrual’s journals into Microsoft Dynamics with the click of a button.

Painlessly Combine Data Across Entities and Sources for Seamless Reporting

Realize value from day one with Atlas. Its easy setup and out-of-box reporting capabilities get you up and running in a matter of hours. Atlas saves you time and resources by linking real-time Dynamics data into Excel for easy reporting and analysis. By providing an easy out-of-the-box integration between Dynamics and Microsoft Office, Atlas empowers your team to:

• Access any Dynamics module, including Operations, Financials, Sales, Customer Service, Field Service, and more
• Publish to PowerPoint, Outlook, and Power BI desktop or mobile devices
• Eliminate errors caused by downloading or manually re-keying data
• Boost data analysis with sidebar drill down and transaction drill features
• Import updated journals, timesheets, budgets, forecasts, and more into your database
• Present data through a variety of dashboards and visualization canvasses

Why do things the hard way when you don’t have to? With Atlas, you can quickly and easily merge data to create custom reports in minutes without having to customize Dynamics AX or D365 F&SCM or rely on IT assistance. Schedule a demo to see it in action today.