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.