D365 F&SCM Finance Team Wish List for 2021
Summary
It’s common practice to run reports from an accounting or ERP system, or perhaps from CRM, and then dump the resulting data into a CSV file and import them into Excel for analysis. Many customers have already discovered that those capabilities already exist in solutions offered by insightsoftware, including Atlas, which makes it easy to develop sophisticated financial reports that fully integrate with Microsoft Excel. That brings us back to the problem addressed in wish list item one: When it is a manual process to export, import, copy, or paste information, it costs time and effort, and it potentially introduces errors. Atlas from insightsoftware provides that kind of simplicity, but even better, it offers a bulk upload of journals from Excel back into Microsoft Dynamics 365, further automating the process, saving time and increasing accuracy. Finance and accounting users can easily schedule and distribute reports to team members across the organization and automate the upload of journals into Microsoft Dynamics with the click of a button.
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