Power BI
Bring all your data together
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?
“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“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“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”
Satish Ghaghada – CWC“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“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“We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope.”
Carly Cullen – Priors Hall Park Management“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“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“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”
Liane Atherton – AAF Air Filters“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie