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?
“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. Looking back, partnering with Avrion to implement Microsoft Dynamics 365 was one of the best decisions we made. Our operations are now efficient, our team collaborates seamlessly, and we’re equipped to scale our business with confidence. If your company is struggling with inefficiencies like we were, I highly recommend working with Avrion – they’ll make sure you get a solution that truly works for you.”
Raj Mahay – Resin Products“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“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie“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“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“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. 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.”
Jasmin Dudden – 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 found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“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