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?

“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

“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

“We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”

Craig Sansom – Prestige

“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

“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

“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

“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

“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

“Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”