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?

“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

“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 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

“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”

Chris Howard – BearingNet

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“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

“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

“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

“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!”