1 A Whole New Experience. Atlas For Dynamics CRM Convergence 201512/9/2017 A Whole New Experience. Atlas For Dynamics CRM Hello and Welcome Everyone Before we begin, I would like to quickly take this opportunity to thank you for you interested in Atlas 6.1 My name is paulette hons; - and I am a Regional Partner Manager for Globe Software specializing in CRM For anyone that is not familiar with Globe Software – the company started out in Perth, Western Australia approximately 15 years ago (1999)where we developed and released our product – Atlas. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2 Atlas is the most widely used reporting Convergence 2011 12/9/2017 Who are we? What is Atlas 6.1? Atlas is the most widely used reporting & upload tool for Microsoft Dynamics AX. 3.0K ATLAS INSTALLATIONS 60+ DIFFERENT COUNTRIES 54K DYNAMICS AX USERS 320+ PARTNERS WORLD WIDE As it currently stands, we are the world leaders in the Dynamics AX Reporting space – Atlas IS the most widely used reporting and upload tool for Microsoft Dynamics AX; With over 3 thousand installations, spread over 60+ different countries – at last count, we had over 54 thousand users at the drivers seat using Atlas everyday. Our small business has grown to now include over 320+ Partners – World Wide. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3 All in One Report & Upload SoftwareConvergence 2011 12/9/2017 What is Atlas 6.1? All in One Report & Upload Software The Atlas 6.1 system is a comprehensive, self-service, end-user reporting and upload framework that allows you to consume your business information in a variety of Microsoft Office software platforms. Atlas empowers you to mix and match information from many data sources; such as Microsoft Dynamics CRM, Microsoft Dynamics AX, SQL Databases and SSAS OLAP cubes. Atlas maximizes your ROI by covering every stage of your system’s lifecycle. The Atlas 6.1 system is a comprehensive, self-service, end-user reporting and upload framework that allows you to consume your business information in a variety of Microsoft Office System platforms. Atlas empowers you to mix and match information from many data sources; such as Microsoft Dynamics CRM, Microsoft Dynamics AX, SQL Databases and SSAS OLAP cubes. Atlas maximizes your ROI (Return on Investment) by covering every stage of your system’s lifecycle. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4 The Pillars of success 1 2 3 4 Why Atlas 6.1? FAMILIAR. CONVENIENT.Convergence 2011 12/9/2017 Why Atlas 6.1? The Pillars of success 1 FAMILIAR. With minimal training required, employees can easily blend business data from your CRM system into spreadsheets, s & presentations. 2 CONVENIENT. Allows your employees to work from within the Office system for greater efficiencies & faster results. 3 ACCURATE. Employees can be assured of accurate up-to-date information from CRM. This ensures data is current and eliminates errors caused by rekeying. 4 SECURE. Atlas uses CRM security – therefore only users with the adequate permissions can view, and if permitted, manipulate data. Why did we use Excel and not CRM? Familiarity Excel is familiar to most of us, we have been using it for years, many users need little to no training to use excel. We saw first hand that as we needed more data after our initial high level Account enquiry, and later again in the demo, we simply chose what data we wished to include, placing it in the workbook within any cell of our choice. We also witnessed how easily I could manipulate the data not only the tools contained within Atlas but also using the functions and features that are contained within Excel. Convenient We did not have to log into CRM to then examine the reports that have been created, determining whether or not any of the reports available suited our immediate needs. Yes, there may have been one or two reports already designed for a high level account enquiry, but the likelihood of a single report being readily available for our overall needs is very low; We didn’t have to disturb anyone. Note once did we have to approach a subordinate to ask those ‘how do I’ questions; With our limited to non existent knowledge of how CRM is setup for this business, and limited knowledge of the accounts we manage- we were able to not only quickly identify our accounts, but also gather vital information related to those accounts – everything we did was rather easy and convenient. Accurate Due to the fact ‘we’ did not once have to copy and paste, or use multiple reports, keying the relative information or data into our report - we did not introduce any risk of error. We connected to the true source, therefore we know without doubt that the data is up to date and Accurate. Secure As a data owner, I am very content in allowing my team to use Atlas – why? Because what we just demonstrated was achievable due to the our level of access in Dynamics CRM. In fact, without the appropriate domain credentials you cannot even log into Atlas. Atlas in security compliant and introduces no security risks to any business system or network. Atlas liaises with the security protocol of the system in question, and applies that same security to anyone that attempts to access it. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5 Atlas for CRM A Whole New Experience. Demonstration Convergence 201112/9/2017 Atlas for CRM A Whole New Experience. Demonstration Begin demonstration; Use ‘Sales Manager Day 1 Demonstration Worksheet v3.xlsx’ Refer to the demo script included (location link) © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6 The Atlas and Power BI StoryCreate Excel based reports manually or with Snippets Store file on OneDrive for Business Author reports on PowerBI.com or in the app Add file to Automation Tool and scheduler Enable refresh in Power BI dataset Dashboard tiles will be refreshed in PowerBI.com and CRM Dashboards Configure refresh with Automation Tool and Power BI on a close schedule (~30 minutes apart) Once the data is refreshed, the Power BI tiles will automatically update in both Power BI.com and your CRM dashboard. Powe

7 Using Atlas for Upload/Data Migration1 Updates Perform Updates into CRM using Microsoft Office Documents 2 Atlas vs. Native CRM With CRM you are exporting a view, updating the information, and then pushing it back in. You need to do this for every entity 3 Guid’s Atlas allows the users to get the raw data out of CRM by exposing Guid’s (globally unique identifiers) 4 Data Migration With Atlas you can move data from one CRM Tenancy to another (maintaining any relationships that have been set up in the system) 5 Fast and Efficient Fast Data Migration of Master File Data

8 The must have reporting features you need within your toolset.Convergence 2011 12/9/2017 The Features of Atlas 6.1 The must have reporting features you need within your toolset. SINGLE CELL REPORTING Giving you the highest degree of format control, each Office object; cell, content control or shape is a host for an Atlas report. DRILL DOWN Make better decisions in less time Using contextual awareness. FILTERS AND LOOKUPS Filter to show relevant data. TABLE LISTS Embed Microsoft Dynamics lists, summary, matrix & pivot reports into your Office documents as a table. SNIPPETS Saving time by re-using your saved queries in different Office documents. REFRESH Easily create lists, summaries, reports & tables in seconds. Atlas has all the reporting features you need within your toolset. Single Cell Reporting – Any cell, shape, object or table can be used as a host for any Atlas Report. You chose where and how the data is represented. Table Lists – By simply using the standard Table list options in Atlas you can begin to build structured reports, formatting them professionally and easily. Drill Down – Provide the viewers of your reports the ability to make better decisions by providing them contextual awareness's to what makes up that data. Eradicating questions like ‘’What sales contribute to that revenue?!” Snippets – We all saw first hand how easily it is to build enquiries and reports using snippets. Build an enquiry, save it, expand on it. Share them with other colleagues. Filters and Lookups – Use of these ensures that the data before you is related to the enquiry. Refresh – New live Data at the click of a button ensures your reports are always up to date. Don’t be misinformed with inaccurate old data! © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9 Get started with a free Trial Now.Convergence 2011 12/9/2017 Trail Atlas 6.1 Get started with a free Trial Now. Full designer capabilities Access to all features Are You Interested? Get started and Trail Atlas now. On day one you receive; Full Designer capabilities, Access to all Features, Free installation, Full Support and Training on how to use Atlas 6.1. Head to our website to register your interest or feel free to contact me directly via my address currently displayed. Thank you all for your time and consideration and I hope to hear from you all in the near future. Questions? Open forum… End.. Free installation Full support Training on how to Use Atlas 6.1 © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10 Questions? [email protected] 701-205-7963Convergence 2011 12/9/2017 Questions? Q&A time © 2016 Globe Software. All Rights Reserved. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.