Extending the Reach of Microsoft Dynamics® AX today using Atlas

Steve WrightDirectorGlobe Software

ATLAS FEATURES 2012

Brief Disclaimer…

We are very excited to share this Atlas road map with you…

Globe Software provides no license, express or implied, in this presentation

Atlas Release HighlightsInnovation beyond Microsoft Excel

Real time integration into Word, PowerPoint and OutlookBuilding blocks – re-use Saved Atlas4 report queries and Upload templates

Significant reporting enhancementsStructured reports which can aggregate, drill-down, drill-out to contextual task paneJoining of tables now within the Microsoft office use interface (UI)

UploadsBatch uploads into a single task – multiple uploads to difference AX tables in one go. For example new inventory items requires appending a minimum of 3 tables in AX

Advanced deploymentn-tier architecture delivers scalability and ability to connect when out of the officeZero foot print inside Dynamics AXRole based licensing models (named and concurrent)

Atlas – Innovation beyond Microsoft ExcelSame Microsoft office ribbon and user experience in all the office applications

Microsoft PowerPoint – the perfect Dashboard – for all your regular reporting presentations

Microsoft Word – for quotations, agreements, contracts, account statements

Microsoft Outlook – include a balance or entire report inside your email

Free format Formula

Atlas – Reporting

• Free format reporting; populating a single cell with a summation, data field or AX label

• Add AX Lookups

Structured Reporting• Rows and columns of data from AX

which can be grouped, aggregated, sorted and subtotalled.

• Reports can be listed, matrix or pivot

• Save reports definitions so they can be used in other office documents

Drill-down and contextual drill-out• Drill down to the source transactions on any figure presented in free-format or

structured reports• Add drill-out so give a figure context

Currency Amount currency

Amount

CAD 9,400 9,192

CNY 506,186 66,412

EUR 328,219 453,468

MXN 146,197 13,889

USD 1,292,043 1,292,043

Total 1,835,002

Familiar database type functions

Atlas – Upload

Standard database like functionality of appending, replacing data and updating specific columns Upload templates• Designed within Office for uploads that require AX business logic – such as number

sequences like Voucher• Save Upload templates and import into other office documents• Not required for simple setup type tables such as exchange rates etc

AutomationBatch up and perform all the uploads as a single task Ability to call x++ jobs upon upload success or failure, eg post a sales order upon successful upload

Atlas client does not require the Dynamics AX client to be installed like xl 3.5

Atlas – Advanced deployment options

Microsoft Office 2010(& 2007)

Desktop or Laptop

Server Computer(s)

AX Application Object Server (AOS)

AX .NET Business Connector

Atlas Dynamics Service

Atlas Desktop Client

Excel Word PowerPoint Outlook

For demonstration purposes all Atlas components can be installed on a single computer (laptop, virtual pc).Atlas Dynamics Service can be configured as a web service providing access to AX with only an internet connection.

single sign-on using your network credentials

Atlas Dynamics Service can be configured as a Web Service OR to run as a standard Windows Server service for onsite users.

Install the Atlas client on your home (or in fact any computer) and using your internet connection have full use of the Atlas.

Atlas has nothing installed inside AX and runs side by side with Atlas xl 3.5

Full Designer

Atlas – Designer and Standard User Roles

Has access all of the product features The list of tables offered for reporting and upload is defined per user. This could be used to represent• A role – CFO, HR Manager• Your personal preference of frequently used tables• AX modules • Phase of AX implementation (upload) etc

Standard UserThe Standard Atlas4 user can open any existing office document that contains Atlas in it and:• Change filters and refresh the data in the document or simply refresh on demand• Drill down to source transactions and drill-out for contextual business intelligence• Perform uploads

Concurrent and Named User models• Choose Named User when there are people who must have access to Atlas at any time

of the day• Choose Concurrent when there is a pool of people who can share an Atlas license

Personalized list of tables

Atlas – Productivity using building blocks

The list of tables offered for reporting and upload is defined per user.

A “Data source list” could be used to represent

•A role – CFO, HR Manager•An individual list•AX modules •Phase of AX implementation (upload)•etc

Saved Queries (shared and private) are automatically presented within the data source list making report building even easier.

The definition and structure for all reporting and upload functions can be saved as a building block for personal or shared use.

These saved queries can be recalled and used at any time in any Office application.

Benefits of shared saved queries• promote better collaboration• subject matter experts author and publish• end users can eliminate guess work

•Previous versions of Atlas required you to share the entire spread sheet. With Atlas, you can now save and share a single atlas report or upload and easily bring it into a new office document

Atlas – Productivity using building blocks

AtlasFor more information, register at www.globesoftware.com.au• Product Information

• Demonstration Movies• Training material• Brochures

• Resources• Sample reports and upload

templates• Software

• Current release and pre-release

• Customer Forum• Reporting, Upload,

Installation• Feature requests