Dynamics AX Power Tools – Add Atlas to your Toolkit

Authors: Juanita Schoen & Matt Caffrey, CPA – Tridea Partners

Our clients already enjoy a very rich feature set for financial reporting with the Dynamics Management Reporter module, which is relied upon daily as standard equipment in the overall ERP toolkit.

Expanding upon this strong financial reporting base, Globe software’s Atlas product suite provides users with access to the full AX dataset, integrated with MS Office for self-service report design. Atlas also provides connectivity to multiple data sources for improved analytics connecting the full set of ERP data to key data and metrics stored in other systems.

Atlas can also benefit your Microsoft implementation timeline when leveraged by your partner to reduce development effort associated with programming a typical data migration / cutover and custom reporting.

The most sought-after tools are light-weight, manageable, versatile, and flexible in providing value to their owner. Here are some ways Dynamics AX + Atlas provides that value:

Reporting

The entire AX database can be queried using Atlas, not just financial data (as with Management Reporter). Custom reports can be designed without the help of a developer or database administrator.  Once designed, they can be accessed by the users via an Atlas shortcut and can be easily updated / modified within the tool, again without help from a developer.

Upload Utility

Typically, you’ll need an AX developer to code a customized tool for uploading data into AX. That custom program and upload template are static and require further development effort to update.

Atlas allows you to quickly create, test, and deploy AX upload templates. If updates are needed, you no longer need to call upon that specialized developer. A trained Atlas user assigned the appropriate security permissions can simply update the upload template.

Data Migration

Atlas can reduce time previously needed to have a developer build custom data migration programs to pull data from legacy system(s) into AX. The same Atlas interface used to create upload templates can be leveraged to create the data mapping that feeds your cutover.  Changes can easily be made to the templates to support iterative data migration testing and incremental database updates.

Of course, it is important to find a reporting solution to best fit your own unique business needs. According to Globe Software’s website “56,475 Microsoft Dynamics AX Users Trust Atlas”

Tridea can help you uncover the ways Dynamics AX + Atlas can increase value for your business.

Tridea Partners Awarded 2016 Microsoft President’s Club

Toronto, Ontario | July 11, 2016 – Tridea Partners, LLC is pleased to announce that we have been named to the 2016 Microsoft President’s Club, an esteemed group representing the top 5% of Microsoft Partners worldwide. This award was presented to Tridea Partners at the Microsoft Worldwide Partner Conference 2016 in Toronto, Ontario. Although the bar has been continually raised year over year, Tridea Partners has been able to yet again achieve this highly sought after recognition for its support of Microsoft Dynamics. Tridea Partners has been serving the Microsoft Dynamics AX, GP and CRM communities for over 12 years throughout the United States in our offices in San Diego, Irvine and Boston.

“We are honored to be presented with this President’s Club Award for 2016.  Tridea continues to see a lot of new ERP projects for both Dynamics AX and Dynamics GP throughout the country, including many new deployments in our vertical markets of food and beverage, life sciences and healthcare.  We have also seen a new market of customers that are looking for hosted business applications, with a monthly rental option, something that we have recently brought on with our hosting services through Microsoft Azure”

Andy Collins, Partner at Tridea Partners

Microsoft President's Club

Tridea Partners provides Microsoft Dynamics consulting services to clients across the US. Having been named to the President’s Club for the 4th time in the past decade, this 2016 award is a further testament of Tridea Partners’ continued focus on helping its clients make their business’s better.

About Tridea Partners 

Tridea Partners is a Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) consulting partner specializing in implementation, customization, and integration of Microsoft Dynamics AX, Microsoft Dynamics GP, and Microsoft Dynamics CRM. Tridea Partners helps companies unlock the value of their business applications. By engaging Tridea, you gain a partner that is committed to your business success. www.trideapartners.com

Excel Integration in the New AX (AX 7)

The New Microsoft Dynamics AX (formerly referred to as AX 7) has a better integration with Microsoft Excel. It allows you to export to Excel, as with previous versions, but it also lets you write back changes from Excel to  Dynamics AX much easier than in the past.  The New AX has also expanded the use of entities to make it easier to import and export data.

In any list page in AX, when you click on the Office icon it will give you two options. The option in RED, will export to Excel so you send to another person.  The option in Green, to open in Excel, will allow you to edit the data in excel and push it back to AX.  Those that have used Dynamics AX 2012 know about the excel add-in, that was supposed to give you this functionality as well, but was very finicky to use.  The integration with the New AX has been improved significantly.

The New Dynamics AX

 

 

 

 

 

 

Once you click the open in excel button, a screen pops up to let you save locally, or to SharePoint or OneDrive for business.

After downloading or saving the file, open it and enable edit mode. It will then prompt you sign in, simply use your AX login credentials.  Once the credentials are provided it will load the data into Excel.  From here you can edit any of the data, that is not read only.  Read only fields are noted in red. A key symbol is used to identify key fields.  Finally, an asterisk is used to identify required fields for new records.  Once you’ve made the necessary changes, simply hit publish and the changes are written back to excel.  You can even use Excel to create new records.

NEW Dynamics AX

 

 

 

 

 

 

In addition to the open in excel function from all to the list view pages, you can also access the Excel workbook designer. This is located in the Common module, under Common>Common>Office Integration>Excel Workbook Designer.  The workbook designer gives you access to over 1600 entities that come standard in the New AX.  If you can’t find an entity that meets your needs, you can build your own by using visual studios.  The use of the workbook designer does require you to have Excel 2016.

Using the workbook designer, you can add all the fields you want from the entity, you can view the related form in AX, and you can get a count of all the records associated with the data entity.

NEW Dynamics AX

 

 

 

 

 

Once you’ve selected the fields you want for the workbook, click “create workbook” and it will prompt you to save the workbook. Then you can open, and start editing data or creating new records.

This post was written by Jason Federspiel, AX Functional Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

IAMCP Announces Tridea Partners as a Finalist in the 2016 Global Partner-to-Partner Awards Program

International Association of Microsoft Channel Partners Celebrates Tridea Partners as a Finalist in the 2016 IAMCP Member Awards Program. Winners and Runners-Up to be announced at the Microsoft Worldwide Partner Conference in Toronto on July 11th.

REDMOND, Wash. – June 9, 2016 – The International Association of Microsoft Channel Partners is delighted to recognize Tridea Partners as one of the top partners in the IAMCP global community for achieving excellence in partner-to-partner (P2P) solutions that drive customer value.

“We have been overwhelmed at the quality of the submissions this year,” said award committee chairperson and former IAMCP President, Gail Mercer-MacKay. “Our partners are not only innovating; they are delivering unparalleled value by working together to create solutions that drive positive business outcomes.”

“Tridea Partners is honored and thrilled to be recognized for our extensive work in partner to partner activities and solutions”, stated Andy Collins, Partner at Tridea Partners. “Our Tridea Partners team members have worked with dozens of Microsoft Partners across the US, starting from our headquarters’ team in Solana Beach, California and many Microsoft partners in the Southern California area. We also have an office in Irvine, California and began working with partners via the IAMCP-SoCal chapter where Eric Klauss from our team is the current chapter Vice President. Most recently we’ve continued our growth by expanding to Boston, Massachusetts where Sandra Knight from Tridea is actively engaged with the IAMCP-Boston, Women in Technology team.”

This award nomination solution has focused on Tridea Partners partnership with the outstanding Microsoft Dynamics CRM team at XRM3 with Ken Farmer and Mark Abes. Mark is the Past President of IAMCP-San Diego. XRM3 and Tridea Partners have worked together many times over the years on combined Dynamics CRM & Dynamics ERP opportunities. Tridea has leveraged XRM3 to augment our own CRM expertise. Recently both teams did a joint webinar and are currently working several active sales opportunities, as well as working with many mutual clients together.

 

About IAMCP

The International Association of Microsoft Channel Partners (IAMCP) is the leading independent global organization for business networking in the Microsoft partner eco-system with 100+ chapters in over 40 countries around the world. IAMCP members represent the trusted, independent voice of the Microsoft partner community.

Microsoft Partners that are part of the IAMCP community typically enjoy significantly higher revenues and higher margins than their counterparts outside of the community. Members benefit from P2P relationships with other trusted members to generate these higher margins and deliver exceptional solutions and services to their customers. http://www.iamcp.org

The IAMCP Member Awards Program

Launched in 2015, the IAMCP Awards Program is designed to encourage and recognize Association members for the outstanding, innovative and creative products and services they deliver through trusted P2P and channel relationships. Winners and finalists benefit from increased recognition through press and social media. The winners will be announced at a special ceremony to be held during the Microsoft Worldwide Partner Conference 2016 (WPC), which this year is being held in Toronto, Ontario, Canada.

Video: Microsoft Dynamics CRM and ERP Integration – Driving Productivity and Customer Satisfaction

Does your company engage in a highly transactional business with new or repeat customers? Imagine how much better your sales, service and finance teams could operate sharing critical customer data. No more data silos.

Learn how in our 30-minute webinar:

• Hear how companies are benefiting today from integration of Microsoft Dynamics CRM and Microsoft Dynamics ERP.
• See what type of data is being shared between departments to increase sales and customer satisfaction.
• Gain a basic understanding of how sales and finance can automatically share data on orders, shipments and invoices

Contact Tridea Partners for more information!