Atlas for AXCRMD 365 Copyright 2018 Insight Software

Quick Facts. . . Copyright © 2018 Insight. Software, All rights reserved. • Founded

The Evolution of Reporting from AX/D 365 AX 2009 AX 2012 D 365 •

Power BI Origin Story… Power. Pivot Power. Query Power. View Power. Maps Copyright ©

Copyright © 2018 Insight. Software, All rights reserved. www. insightsoftware. com 5

Simplified Power BI Architecture… X Power BI Desktop Copyright © 2018 Insight. Software, All

Reporting/Data Challenges… AX 2012 Dynamics 365 Excel Add-in – data across entities Lost direct

Why Atlas is the most used add-on in the world… Real-time reporting with drill-down

Why Atlas is the most used add-on in the world… Copyright © 2018 Insight.

Single Cell Reporting… Copyright © 2018 Insight. Software, All rights reserved. www. insightsoftware. com

Table Based Reporting… Copyright © 2018 Insight. Software, All rights reserved. www. insightsoftware. com

Journal/Transaction Uploads… Copyright © 2018 Insight. Software, All rights reserved. www. insightsoftware. com 13

Atlas in Power. Point Top Open Balances for Customer Group 10 Account Name Balance

Atlas for D 365 Sales/CRM… Pipeline by Opportunity Owner Top 5 Opportunities Salesperson Account

www. insightsoftware. com Partner Solutions Showcase Tuesday, Oct 16 th – 2: 30 -3:

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Quick Facts. . . Copyright © 2018 Insight. Software, All rights reserved. • Founded in 1973, with worldwide corporate headquarters in Research Triangle Region of North Carolina • EMEA Headquarters in London, UK • APAC Headquarters in Perth, Australia • Microsoft Gold Application Partner • No. 1 provider of Microsoft® Excel-based automation solutions for the worldwide Dynamics AX Marketplace • 4, 500+ supported customers in 120+ countries www. insightsoftware. com 2

The Evolution of Reporting from AX/D 365 AX 2009 AX 2012 D 365 • Simpler table structure • 7, 000+ tables • Data entities & Odata • Basic upload tools • Excel add-in introduced • Tables inaccessible • Business Connector • DIXF/DMF • Business Connector retired • Standard Reports/SSRS • Business Connector • Excel Add-in, DIXF/DMF • Management Reporter • Standard Reports/SSRS • Power BI Back End Copyright © 2018 Insight. Software, All rights reserved. Front End www. insightsoftware. com 3

Reporting/Data Challenges… AX 2012 Dynamics 365 Excel Add-in – data across entities Lost direct access to tables MR – data across modules Linking data across entities SSRS – table linking, complexity Gaps in the out of the box entity model DIXF – IT focused tool Odata limitations – data volume and speed Power BI – data modelling Uploads – number sequences, error resolution DW – complexity and cost Data warehouse required? Out of the box tools + data dumps to Excel Copyright © 2018 Insight. Software, All rights reserved. Data warehouse + long and expensive BI project www. insightsoftware. com 7

Why Atlas is the most used add-on in the world… Real-time reporting with drill-down Upload to Microsoft Dynamics • Easily build sophisticated reports & queries • Update AX/365/CRM from Microsoft Office • Self-sufficient reporting capabilities. • Fast Data Migration: Products, Customers, • Accurate, up-to date data from Dynamics • Live data in Excel, Word, Power. Point • Drill down to source transactions • Dynamics AX/365/CRM security enforced Vendors, Projects, Routes, BOMs, etc • Import journals, budgets, orders, timesheets, accounts, opportunities into AX/365/CRM • Data validation and audit trail in Dynamics Blend Microsoft Dynamics AX/365, CRM, OLAP Cubes & External Database data into your Microsoft Office documents for reporting and upload Copyright © 2018 Insight. Software, All rights reserved. www. insightsoftware. com 8

Atlas in Power. Point Top Open Balances for Customer Group 10 Account Name Balance US-013 Pelican Wholesales 685, 911. 20 US-009 Owl Wholesales 643, 540. 00 US-003 Forest Wholesales 356, 473. 31 US-010 Sunset Wholesales 330, 721. 19 US-006 Contoso Retail Portland 218, 215. 00 US-004 Cave Wholesales 208, 878. 80 Wholesales customers Total open balances for the customer group: 3, 033, 861. 63 2, 443, 739. 50 Copyright © 2018 Insight. Software, All rights reserved. www. insightsoftware. com 14

Atlas for D 365 Sales/CRM… Pipeline by Opportunity Owner Top 5 Opportunities Salesperson Account Name Paulette Hons Open Opportunities 1, 307, 000. 00 Probability Stage Amount Alphine Cleaners 80 Propose 400, 000. 00 80 Propose 350, 000. 00 100 Develop 321, 000. 00 Clayton Wendt 587, 000. 00 US Beverage Distributors Mark White 130, 200. 00 Woodgrove Bank Jamie Nelson 50, 000. 00 Contoso Retail USA 80 Propose 275, 000. 00 Steve Wright 35, 000. 00 Please Update Business Name 80 Propose 250, 000. 00 Leo Ng 26, 000. 00 Julian Tall 25, 000. 00 Dennis Lee 15, 000. 00 Copyright © 2018 Insight. Software, All rights reserved. Total Open Opportunities 2, 688, 119. 46 www. insightsoftware. com 15