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?
“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”
Luke Hogg – Knoxford Fabrications“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 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“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“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“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – SPM Instrument UK“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management”
David English – Restore plc“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“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