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Turn Your Dynamics Data Into Decisions

Gain visibility across your Dynamics environment, remove guesswork, and make decisions based on reliable, real-time insight.

Data exists across every part of the organisation, but without structure and clarity, it becomes noise. Power BI enables organisations to transform raw data into meaningful insight, connecting systems and surfacing the information that actually drives decisions.

Avrion helps organisations implement Power BI in a structured, governed way, ensuring reporting is trusted, scalable, and aligned to commercial outcomes.

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

Contact us today

What Power BI should enable

Power BI is not just about dashboards. It is about creating a single, reliable view of the business.

When implemented correctly, Power BI allows organisations to:

Eliminate fragmented reporting Create a single source of truth Track performance in real time Identify trends and risks early Support faster, more confident decision making

Insight should simplify decisions, not overwhelm them.

Common reporting challenges we see

Power BI is powerful, but without the right structure, reporting quickly becomes inconsistent and difficult to trust.

Common issues include:

Conflicting reports across teams Poorly structured data models Manual data preparation Lack of standardised KPIs Limited adoption across the business

Without clear ownership and governance, reporting becomes fragmented and unreliable.

The Avrion approach to Power BI

We focus on reporting that is accurate, scalable, and aligned to how the business actually operates.

Our approach includes:

  • Understanding key business metrics and decision points
  • Auditing data sources and structure Designing clear, outcome-focused dashboards
  • Building robust data models
  • Establishing governance and ownership

This ensures reporting remains consistent, trusted, and valuable over time.

Key Power BI capabilities we implement

Data modelling and transformation

Reliable insight starts with structured data.

We design data models that:

  • Create consistency across sources Improve performance and usability Enable deeper analysis
  • Ensuring your data is ready for decision making.

Dashboard and report design

We build dashboards that reflect how your business operates.

This includes:

  • Executive dashboards Department-level reporting Operational performance tracking
  • Providing clarity at every level of the organisation.

Data integration

Power BI connects data across your ecosystem.

We regularly integrate:

  • Dynamics 365 and Dataverse Microsoft 365 tools Finance and operational systems Third-party platforms
  • Creating a connected view of the business.

Automation and real-time reporting

Manual reporting slows teams down.

We enable:

  • Automated data refresh Real-time dashboards Scheduled reporting
  • So insights are always up to date.

 

Power BI and Dynamics 365

Power BI is a natural extension of Dynamics 365.

We use it to:

  • Visualise sales pipelines and forecasts
  • Track service and operational performance
  • Connect Dynamics data with wider systems
  • Reduce reliance on manual reporting

Ensuring Dynamics 365 supports informed decision making.

Unsure where to start?

If reporting has evolved over time, a CRM Health Check can help assess accuracy, consistency, and risk.

We assess:

  • Existing dashboards and reports
  • Data models and sources
  • Performance and reliability
  • Governance and ownership

Providing clear, commercially focused recommendations.

Book a Business Health Check Today!

Planning your reporting strategy?

If you are looking to introduce or scale Power BI, a discovery conversation helps prioritise the right approach.

We help you:

  • Identify key reporting requirements
  • Align reporting with business goals
  • Design scalable data and reporting structures
  • Integrate Power BI within your wider Dynamics ecosystem
Book a Discovery Call

What do our customers say?

“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”

Graham Cording – Smart Presentations

“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”

Catherine Royle – Restore plc

“Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”

Cole Fellows – The Insurance Network

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group

“Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique.”

Cole Fellows – The Insurance Network

“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer.”

Jasmin Dudden – Restore Datashred

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs.”

Cole Fellows – The Insurance Network

“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops!”

Craig Sansom – Prestige

“Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process.”

Carly Cullen – Priors Hall Park Management