Power BI

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.

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.

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

What do our customers say?

“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

“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”

Dan Costin – Restore Datashred

“We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”

Craig Sansom – Prestige

“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

“Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”

David English – Restore plc

“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 truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us.”

Raj Mahay – Resin Products

“Connolly's Red Mills have been working with Avrion since 2017 with our Maximizer implementation and have found them to be a great company to deal with, projects completed in a timely manner to a high standard.”

David Dewberry – Connolly’s Red Mills

“I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”