Intro to Real-Time Financial Reporting in Dynamics F&SCM and AX
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Welcome to Your Enhanced Reporting Experience in Dynamics!
Want to revolutionize your financial reporting in Dynamics AX & D365 F&SCM? In this 45-minute-long whirlwind tour, Jason Carter– Senior Solution Engineering for Dynamics at insightsoftware – takes you through the essentials to optimize your financial reporting experience in Dynamics AX and D365 F&SCM, all within the familiar environment of Excel!
We'll cover everything from launching the tool and core functionalities to advanced features:
- New object menu options: single cell formulas, cache-driven objects, table objects, styles, and formatting
- Joining tables and merging reports between systems
- Matrix dynamic reporting and grouping
- Connecting Atlas to other documents outside of Excel
- Using the incremental and master cache
- Batch processing functions and their applications
- Automation tools using batch tasks
- Desktop client tour for visual dashboard reports
- Using and creating drill downs
- Bursting reports for different stakeholders
insightsoftware is a leading provider of reporting, analytics, and performance management solutions.