Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Operational reporting, task automation, and uploads for Microsoft Dynamics can be efficiently managed inside Excel. Manual tasks such as bulk uploads, distributing reports, and entering data again into Microsoft Dynamics consume valuable time, are prone to errors, and create undue stress for your finance team on a monthly basis. The process of identifying and rectifying reconciliation discrepancies is labor-intensive and can lead to significant issues with data integrity. Without proper visibility into your ERP and other data sources, gaining a comprehensive understanding of your financial status and closing the month can be quite challenging. The standard reporting tools that come with Microsoft Dynamics often necessitate substantial IT support, resulting in delays in report generation and creating bottlenecks for your IT department. However, with Atlas, you can effortlessly create and disseminate real-time reports without needing IT’s assistance, as it seamlessly integrates live data from Microsoft Dynamics and other sources, empowering you to generate precise financial and operational reports efficiently. This not only enhances productivity but also allows your finance team to focus on more strategic tasks, ultimately driving better decision-making for your organization.
Description
DQ For Dynamics offers a comprehensive solution for managing data specifically tailored for MS Dynamics CRM users. It is designed to ensure that the customer data you rely on is both reliable and accurate. This software caters to Dynamics 365 users and CRM administrators, particularly when the standard Dynamics tools fall short and additional support is necessary. DQ for Dynamics integrates seamlessly with Dynamics 365, streamlining the process of cleaning and consolidating CRM records to create a unified view of your customers, making your data more suitable for business applications. With this solution, you can significantly cut down on the time spent reviewing duplicates—up to four times faster than the standard merge review process. The platform allows you to easily configure rules and manage duplicate records through an intuitive multi-record review interface. By enhancing the efficiency of your marketing initiatives, sales monitoring, and comprehensive reporting, DQ for Dynamics addresses underlying issues to facilitate effective segmentation of your CRM data and improve overall data management outcomes. This results in a more coherent strategy for leveraging customer insights across your organization.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
BMI SupplyAutomate
Microsoft Excel
Microsoft Power Apps
Microsoft Power BI
Integrations
Microsoft Dynamics 365
BMI SupplyAutomate
Microsoft Excel
Microsoft Power Apps
Microsoft Power BI
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
insightsoftware
Founded
2018
Country
United States
Website
www.globesoftware.com
Vendor Details
Company Name
DQ Global
Founded
1997
Country
United Kingdom
Website
www.dqglobal.com/products/dq-for-dynamics-home/
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Product Features
Data Quality
Address Validation
Data Deduplication
Data Discovery
Data Profililng
Master Data Management
Match & Merge
Metadata Management