A solution that makes your life truly dynamic

Atlas for CRM

Easily report
from Microsoft Dynamics CRM in seconds

Atlas is no longer exclusive to Microsoft Dynamics AX. It offers many ways to consume your data and from many more sources which include Microsoft Dynamics CRM. This extended reach is offered with familiarity, convenience, security and accuracy as a fundamental part of the product.

Atlas provides real-time access to Microsoft Dynamics CRM via a web service that exposes the structure and security of this system. Using this, the full range of Atlas reporting capabilities is available for you to use. To login, you’ll need to know your CRM credentials, which might be different to your domain credentials used by Microsoft Dynamics AX.

Atlas provides optimized connectors so you can mix and match information from your data sources, then publish within Excel, PowerPoint, Word, Outlook or onto a canvas or mobile dashboard.

Atlas is available for all version of Microsoft Dynamics CRM  and can be used for both the on premise and CRM Online installations.

Click on the videos below to see how users have taken advantage of Atlas using Dynamics CRM and other data sources, and in some cases mixing these data sources in one single report.

With the advent of Office 365, Atlas has options for you to view and interact with documents published to this environment.



Powerful data mash-up features, bringing all your data into a single report




Consolidate Key Business Systems into One Reporting System

Atlas allows you to bring together information from systems integral to the operation of your business. You can merge this data into single reports and you can incorporate these elements into multiple reports inside your Microsoft Office document. Business systems might be other non-Dynamics databases, SQL Server Analysis Services cubes, Microsoft Dynamics CRM or earlier versions of Microsoft Dynamics AX.



BLEND MULTIPLE SYSTEMS INTO ONE REPORT

Atlas 6 allows you to include data from multiple systems or data sources into one report. This means you can include a list of customers from your Microsoft Dynamics CRM system & then mash these up with sales margin for each from an SSAS OLAP cube. Similarly, you might include data from an external database & mash these entries up with values from Microsoft Dynamics CRM & AX.



REPORT FROM ONE SYSTEM AND TRANSFER INTO ANOTHER

Because you can use Atlas 6 to report from multiple business systems, means you can use these reports as a basis for transfer into another system like Microsoft Dynamics CRM or Microsoft Dynamics AX. An example of when this might be important is when you are migrating from a legacy system to a new business system.



BUILD YOUR OWN DASHBOARD REPORTS

Atlas allow Workspaces, presentations, and pages using Atlas Desktop or Microsoft’s Power BI.



VISUALIZING YOUR DATA

Atlas 6 allows you to Use Style inspectors to transform numbers into something more visual.



DRILLDOWNS AND LOOK-UPS

Providing contextual awareness to source transactions and assisting users by providing them options to choose from when filtering reports.

Want to have a quick overview, Download the Atlas for CRM Introduction PDF



EMPOWER YOUR PEOPLE WITH ATLAS FOR CRM



Sales Manager

Why Atlas for the Sales Team?

Real time Data

Atlas allows a Sales Manager to report on Accounts using accurate and real time data.  
With these reports the Sales Manager has the ability to filter based on specific criteria such as geographic location ( example: US accounts only) or perhaps filter by type of account ( for example Reseller vs. Customer)

Drill Down Capability

With the drilldown capability in Atlas, the Sales Manager can drill down further into the account to obtain information such as invoices or open opportunities and not only can all of the information be displayed in one report, but the report can easily be shared with other team members
 

Grouping function

Atlas also has a “grouping” function that would allow the Sales Manager to group the report by Account Owner to show how many accounts each Account Manager is working on. A calculation could also be added to show the total number of accounts as well as the total dollar value of these accounts  ( CRM does not have this ability)

Want to know more, watch this video 25min webinar about Atlas for the Sales Manager







Marketing Manager

Why Atlas for the Marketing Team?

Analyze all your data 

Atlas allows a Marketing Manager the ability to report on much needed information such as:  where are leads coming from? How much has been spent on various campaigns? And what Sales members are having the most success with leads being assigned to them?

Drill Down Capability to go into details

With the drilldown function capability in Atlas, the Marketing Manager can drill down deeper for more detailed information such as “Who responded to the marketing campaign?” what was the response?  Or in the case of Lead Reports: What lead sources are producing the best leads? This information would allow the Marketing Manager to make decisions such as where should they continue spending money in terms of lead sources and what leads need to be assigned out based on the responses that came back?

Real time info during a campaign

In the case of a Campaign report, the Marketing Manager can get real time information showing how much has been spent year to date on a specific campaign?  The managed column feature within Atlas would allow the Marketing Manager to display how much budget is left to use by calculating the Marketing budget of the specific campaign minus what has been spent.  This information allows the Marketing Manager to stay on top of budget spend.

Watch a short video about Atlas for the Marketing Manager:

If you'd like to continue and watch more, click here







Service Centre Manager

Why Atlas for the Service Centre Team?

Analyze all your data 

Atlas for the Customer Service manager allows for the provision of metrics above and beyond the out -of-the-box CRM ‘advanced find’ function.  By using common Excel functions and calculations Atlas can provide trending and health analysis of your Service Department providing different levels and views of your customer satisfaction data.

Interested? Download this 4 pages PDF about Atlas for CRM