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?
“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“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 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““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“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! 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“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“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 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“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie“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