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 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“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. 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’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“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“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well. 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. 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. 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 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“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“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie