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Ratings and Reviews 0 Ratings
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What is IQubz Reporting & Analytics?
IQubz is a recognized Microsoft partner that focuses on providing consulting services for Microsoft Dynamics CRM, with an emphasis on aspects such as integration, customization, reporting, and analytics. They offer solutions that unify Dynamics CRM with critical systems like ERP and eCommerce platforms, thereby ensuring a smooth flow of business processes. Their proficiency includes sophisticated data handling techniques (ETL) through SQL Server Integration Services (SSIS). Furthermore, they generate contextual reports with SQL Server Reporting Services (SSRS) to provide clients with meaningful insights. The company also provides tailored customization services, creating CRM forms, workflows, and entity schema designs that align with specific client requirements. Through the application of .Net technology, IQubz develops bespoke applications and intricate import/export routines using Dynamics CRM web services. They excel in crafting personalized reports and tailored applications for Dynamics CRM, which empower businesses to effectively analyze their data. Additionally, they are adept at constructing custom data cubes that enhance the examination of Dynamics CRM and application data, as well as dynamic dashboards that showcase essential information in an accessible format. Ultimately, IQubz equips businesses with the tools needed to maximize the potential of Dynamics CRM through a diverse array of customized solutions, ensuring they can navigate their operational challenges with ease.
What is Atlas?
Utilizing operational reporting, data uploads, and task automation within Microsoft Dynamics through Excel can greatly improve efficiency. Manual tasks like bulk data uploads, report distribution, and repeated data entry into Microsoft Dynamics can be time-consuming, error-prone, and overly burdensome for the finance team each month. The labor-intensive nature of identifying and resolving reconciliation discrepancies can exacerbate issues with data integrity. Furthermore, a lack of clear visibility into your ERP and other data sources complicates the understanding of your overall financial status and can hinder the timely completion of monthly closings. The default reporting tools provided with Microsoft Dynamics often require significant IT team resources, leading to delays in generating reports and creating operational bottlenecks. However, with the use of Atlas, you gain the ability to effortlessly create and share real-time reports without relying on IT, as it seamlessly integrates live data from Microsoft Dynamics along with various other sources. This transformative solution not only simplifies the reporting process but also fosters better collaboration within your finance team, ultimately contributing to more informed and strategic decision-making. As a result, organizations can achieve a higher level of operational efficiency and financial accuracy.
Integrations Supported
BMI SupplyAutomate
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
Integrations Supported
BMI SupplyAutomate
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
API Availability
Has API
API Availability
Has API
Pricing Information
$59 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
IQubz
Date Founded
2007
Company Location
United States
Company Website
www.iqubz.com/services/dynamics-crm-integration-reporting-analytics/
Company Facts
Organization Name
insightsoftware
Date Founded
2018
Company Location
United States
Company Website
www.globesoftware.com
Categories and Features
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
Categories and 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