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Atlas Reviews & Product Details

Atlas is a powerful financial and operational reporting solution for Dynamics AX and D365 F&SCM that helps businesses create reports more efficiently and with less effort. Atlas comes packed with over 150 pre-built reporting and uploading templates, ready to jumpstart your report creation process. These templates can be used as is or customized to perfectly align with your unique requirements. Leverage the familiar interface of Excel to create reports using the same fields and calculations you're already accustomed to. Utilize real-time data from your Microsoft Dynamics database, tailored to your desired format. No more waiting for IT to generate reports – you have the power to do it yourself. With Atlas, you can create custom reports in minutes using over 50 transactional entities – no need to customize AX or D365 F&SCM. Forget about coding or programming skills; Atlas eliminates the need for consultants or resource-strapped IT departments. Effortlessly schedule and distribute reports to your team members, and automate the upload of accrual journals into Microsoft Dynamics with a single click. Atlas is designed to facilitate seamless collaboration and streamline processes. Blend data from multiple sources, including Dynamics AX, D365 F&SCM, and more, to gain deep insights and tackle your most challenging questions. You can even mix and match data from all Microsoft D365 F&SCM or AX modules, including vertical and customized tables, all while inheriting the native Microsoft Dynamics security framework.

Seller

insightsoftware

Languages Supported

Arabic, Czech, Danish, German, English, Estonian, Finnish, French, Hungarian, Icelandic, Italian, Japanese, Latvian, Lithuanian, Dutch, Norwegian, Polish, Portuguese, Romanian, Russian, Spanish, Thai, Chinese (Simplified)

Product Description

Atlas provides for real-time, two-way integration between Microsoft Dynamics AX and the Microsoft Office System.

Overview by

Robert Paolella

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

Perceived Cost

$$$$$

View More Pricing Information

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Atlas Reviews (23)

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Samridhi G.

Small-Business (50 or fewer emp.)

2/5/2024

"Effective in generation of reports"

4.5/5

What do you like best about Atlas?

That it helps in generating the reports so seemlessly and effectively , collecting all the data on its own which in turn helps to automate the manual process Review collected by and hosted on G2.com.

What do you dislike about Atlas?

That for any queries, we have to reach out to them via mail for which their turn around time is long. Review collected by and hosted on G2.com.

Gulustan Y.

Small-Business (50 or fewer emp.)

2/17/2023

"I worked with Atlas for a 4 moths. they were so slow."

3.5/5

What do you like best about Atlas?

their platform was very helpfull that I could see every information. Review collected by and hosted on G2.com.

What do you dislike about Atlas?

when I need any help from them the only communication channel was email and it was taken to much time. Review collected by and hosted on G2.com.

Verified User in Medical Devices

Mid-Market (51-1000 emp.)

6/1/2018

"Awesome Utility"

5/5

What do you like best about Atlas?

We have been able to convert multiple manual processes to automated. Review collected by and hosted on G2.com.

What do you dislike about Atlas?

Nothing comes to mind. Atlas has been an easy utility to use. Review collected by and hosted on G2.com.

Response from of Atlas

edit

That’s great news, Arthur! Thank you for sharing your Atlas experience with us. If you haven’t done so already, make sure you log in to www.globalsoftwareinc.com and download the newest version of Atlas, version 6.2. Check out some of the great features here: https://youtu.be/9cGGRxCNULY

Dale C.

Network Administrator

Mid-Market (51-1000 emp.)

6/20/2018

"Extends Reporting functions of Microsoft Dynamics"

4/5

What do you like best about Atlas?

For our business/accounting needs, the reporting native to Dynamics was poor and limited. We've found Atlas able to provide the key financial info needed.

Does require savvy Excel users to use, but those skills are common in Accounting teams. Review collected by and hosted on G2.com.

What do you dislike about Atlas?

Is complicated to install and manage as an IT person. Support was needed to get licensing needs met. We want to have a test system in parallel with production.

Trying to get a handle on options and having an extra cost isn't desired but was necessary. I wouldn't not recommend running without being able to test first. Review collected by and hosted on G2.com.

Recommendations to others considering Atlas:

Integrates well with Office applications, extensive set of functions and reporting to greatly improve the data access and analysis of Dynamics daa Review collected by and hosted on G2.com.

What problems is Atlas solving and how is that benefiting you?

As noted, we found Dynamics reports very weak and in effective for our financial reporting needs. Atlas has been able to give us key data for management.

We are current Dynamics 2009 users moving to Dynamics 2012 and will depend on Atlas. Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Atlas

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We appreciate you taking the time to share your thoughts, Dale! It’s great to hear your accounting team has been able to use their Excel skills to maneuver through Atlas. Our newest version, Atlas 6.2, offers a side-by-side install, giving users the option to run both versions of Atlas on the same environment for trouble-free testing and upgrading. Log in to www.globalsoftwareinc.com and download the upgrade today!

Julie H.

Enterprise (> 1000 emp.)

6/15/2018

"Versatile and Effective Solution for Report Building"

5/5

What do you like best about Atlas?

The available training videos are very informative and the software itself is intuitive. It can be easily shared and edited via the Excel Add In (which a lot of end users really like). They are always coming out with new and useful functionality to meet the evolving needs of the customer. Review collected by and hosted on G2.com.

What do you dislike about Atlas?

I dislike having to clear out both the local and server cache before being able to access and query new data entities. I think once a cache clear is triggered on either side, the other should refresh automatically. Review collected by and hosted on G2.com.

What problems is Atlas solving and how is that benefiting you?

Atlas provides visibility into financial data for projects and allows accountants to search and view live, production data to gain insight into the financial status of a project. The auditing of projects has become easier, thanks to the ability to add custom data entities with OData connections. The addition of calculated fields and different filters make this product extremely valuable to our organization as a whole. Users no longer have to wait for BI reports to get published in order to see transactions that have occurred on the project. Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Atlas

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We appreciate your thorough review, Julie! We will pass on your cache concerns, and encourage you to reach out to customersuccess@globalsoftwareinc.com with any additional questions or feedback. Have you experienced Atlas 6.2 with enhanced caching, side-by-side install, and multi-threading yet? If not, be sure to log in to www.globalsoftwareinc.com to download the newest version today!

T. Eric E.

Business Intelligence Coordinator

Medical Devices

Mid-Market (51-1000 emp.)

1/25/2017

"Atlas is almost a requirement for anyone using Dynamics AX and needs to quickly get data out"

5/5

What do you like best about Atlas?

The ability of Atlas to use the native joins in AX makes it very easy to get to the data you need. Works great as a way to quickly pull data for analysis or review. Upload and append options add additional features that no other solution has in one package. Review collected by and hosted on G2.com.

What do you dislike about Atlas?

The only down side with Atlas has been finding how to or training on line. There has been a much greater push lately to improve this, but in the beginning it was a lot of trial and error. Review collected by and hosted on G2.com.

Recommendations to others considering Atlas:

Atlas should be packaged with Dynamics AX, it is that vital to our success. We are rapidly adding users for Atlas as our business starts to expand the use of this amazing software. Review collected by and hosted on G2.com.

What problems is Atlas solving and how is that benefiting you?

They business often needs data files to be built for ad hoc analysis from varying tables in AX. Atlas allows us to get all of that information into a familiar and easy to use format, Microsoft Excel. Review collected by and hosted on G2.com.

Response from of Atlas

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Thank you for sharing your experience, Eric! We love that Atlas is such a big part of your business success. If you’re looking for more training, be sure to log in to the customer portal at globalsoftwareinc.com for exclusive access to training and education webinars.

Michael H.

Mid-Market (51-1000 emp.)

6/12/2018

"Very Flexile and Intuitive tool for reporting and updating data"

4.5/5

What do you like best about Atlas?

Its in excel, what we all know, ATLAS obeys my permissions so data integrity in AX is safe. If I know the logic of how the tables link, I can create really powerful sets of data joining all sorts of facets of AX transactions Review collected by and hosted on G2.com.

What do you dislike about Atlas?

The error messaging is not as clear as it could be. The handling of lost network connections can be troublesome Review collected by and hosted on G2.com.

Recommendations to others considering Atlas:

Highly recommended. From finance to product mastering, from reports to bulk data changes, we'd be lost without ATLAS. All the information is in Excel, exactly where you need it for further distribution or processing. Assign someone with an interest in data to work on your templates, they don't need to be an expert. roll out reports to other users so your systems become self service. Review collected by and hosted on G2.com.

What problems is Atlas solving and how is that benefiting you?

We need lots of ad-hoc reports for customers and management team about their product sales and history. ATLAS allows us to turn around these reports in a short time without relying on IT. We use ATLAS to upload transactions such as sales orders, journals and product/customer data - perfect for mass changes. As well as the very responsive requests for reports, ATLAS probably saves us 4 headcount. Review collected by and hosted on G2.com.

Response from of Atlas

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Thank you for your comment, Michael! It’s great to hear that Atlas is helping you save time and effort in report creation and turnaround. We’ll certainly pass on your feedback on error messaging. In the meantime, if you haven’t done so already, log in to www.globalsoftwareinc.com and download the latest version of Atlas. Version 6.2 has a host of great features that will boost your reporting capabilities even further!

Verified User in Transportation/Trucking/Railroad

Small-Business (50 or fewer emp.)

6/8/2018

"Review Atlas"

5/5

What do you like best about Atlas?

The folks are easy to reach and talk to about your problems with the queries or reports or inquiries about the product. Also there is an knowledge base which is a list of current issues and resolutions.

Enjoy the webinar's on various topics to continue learning about the product and functions within Atlas Review collected by and hosted on G2.com.

What do you dislike about Atlas?

Have to use a partner as the middle man. Review collected by and hosted on G2.com.

Recommendations to others considering Atlas:

It is a very useful tool to access data from Dynamics AX, the folks at Atlas are always listening to their customers to make improvements to their software. Review collected by and hosted on G2.com.

What problems is Atlas solving and how is that benefiting you?

In the planning stage of upgrading to the next version with Dynamics D365 so gather information on what will need to be done and possible issues/resolutions. Review collected by and hosted on G2.com.

Response from of Atlas

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Thank you for taking the time to respond. We love helping our customers out, and it makes us happy to know that we’re doing it right. We’re excited to learn what you think about the newest version of Atlas. Version 6.2 has a lot of new features that will make reporting easier than ever. Once you’ve downloaded it, we’d love to know what you think! Feel free to email us at customersuccess@globalsoftwareinc.com.

Mark J.

Lead IT Business Analyst

Mid-Market (51-1000 emp.)

6/15/2018

"Great option for Dynamics AX 2012"

5/5

What do you like best about Atlas?

It puts a powerful reporting tool in the hands of regular users, removing the burden from IT. Review collected by and hosted on G2.com.

What do you dislike about Atlas?

It is still catching up on features you might find in a SQL query, such as linking the the same table multiple times using aliases. Review collected by and hosted on G2.com.

Response from Dawn Christine Jonckowski of Atlas

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Thanks for your feedback, Mark! It’s always good for us to hear our customers’ thoughts on our products. If you haven’t done so already, we encourage you to log in to www.globalsoftwareinc.com and download the latest version, Atlas 6.2. This new upgrade offers even more features to help you face reporting challenges, including side-by-side install, enhanced caching, and multi-threading. Check it out today!

Roger B.

Mid-Market (51-1000 emp.)

6/6/2018

"Atlas great tool for uploads to AX"

5/5

What do you like best about Atlas?

Easy to use and consistent in performance Review collected by and hosted on G2.com.

What do you dislike about Atlas?

sometimes difficult to link proper tables Review collected by and hosted on G2.com.

Response from of Atlas

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Thank you for your feedback, Roger! We’re happy to hear that Atlas is working so well for you on uploads and formatting/rekeying. If you haven’t done so already, we encourage you to log in to www.globalsoftwareinc.com to download the latest, Atlas version 6.2.