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?

“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”

Chris Harrison – Heidelberg Materials Contracting

“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”

Carly Cullen – Priors Hall Park Management

““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””

Jane Margetts – Restore Records Management

“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”

James Blair – SPM Instrument UK

“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

“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

“Avrion’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”

COO at a leading UK waste management company

“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

“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

“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

Bring all your data together