We design and build Power BI dashboards and reporting programs that bring financial, sales, operational, and customer data together in one place — from Dynamics 365 Business Central, Dynamics 365 CRM, marketing platforms, and whatever other systems the business actually runs on. The goal isn't just a dashboard. It's giving management a clear, current answer to three questions: what's happening, why it's happening, and where to act next. Business analytics is one of our most heavily requested capabilities, and often the fastest way a Business Central or Power Platform investment starts paying for itself.
Most businesses don't have a shortage of data — they have a shortage of trust in it, and a shortage of one place to look. By the time numbers reach a Monday leadership meeting, they've usually passed through two or three exports, a handful of formulas, and someone's personal judgment about which version is "right."
Finance, sales, and operations each keep their own export of "the truth," and someone spends hours every week reconciling three versions of the same number before anyone can act on it.
By the time a report is compiled, formatted, and circulated, the numbers inside it are already two or three weeks old — decisions get made on where the business was, not where it is.
Sales pipeline lives in the CRM, campaign performance lives in a marketing platform, and financial results live in the ERP — three true pictures that nobody has ever actually put side by side.
It's common for a growing business at this stage to have outgrown ad hoc reporting well before anyone notices — the spreadsheets still technically work, they just cost more in hours and trust every quarter, and the gap gets wider once sales, marketing, and external data are added into the mix. Consolidating Business Central, CRM, and other source systems into a single Power BI model removes the manual export step entirely: one governed data model, refreshed on a schedule, feeding every report from the boardroom to the warehouse floor.
Not every user needs the same view, and the underlying data rarely lives in one system. We typically design a Power BI solution in three tiers — a small set of governed executive dashboards, a broader layer of operational and departmental reporting for the teams running the business day to day, and a self-service layer for the analysts who need to go beyond what's on the standard screens — all built against one consolidated model rather than a fresh export for every question.
A small number of high-trust, tightly governed dashboards designed for leadership and board reporting. Built for clarity over density — a handful of screens that answer "how is the business doing, and why" without requiring a walkthrough.
The reports teams actually open every morning — built around the metrics each department is responsible for, refreshed on a schedule that matches how fast that part of the business moves.
A curated, well-modeled dataset that power users and analysts can explore themselves — filtering, slicing, and building their own views without waiting on a report request queue or touching raw source tables.
Finance: cash flow, gross and net margin, aged receivables/payables, budget vs. actual, forecasting & trend analysis.
Operations, inventory & supply chain: inventory turns, stock ageing, production output, machine or work-center downtime, scrap rates.
Sales, CRM & pipeline: pipeline value by stage, win rate, order fulfilment, on-time-in-full delivery, channel mix.
Customer & marketing: customer lifetime value, retention, campaign performance, lead-to-customer conversion.
Project & services: billable utilization, project margin, resource capacity, WIP.
Most builds draw on more than one system: financial and operational data from Business Central, pipeline, customer, and digital-channel data from Dynamics 365 CRM and connected marketing platforms, plus any spreadsheet, industry benchmark, or third-party feed leadership already trusts. What's included: data source review, a governed semantic model (not just a copy of raw tables), production-ready dashboards matched to the tier above, scheduled refresh configuration, row-level security where needed, and a recorded handover session so your team can maintain and extend what we built.
Business Central is usually the system of record for financial and operational truth, but it was never meant to be the only input to management reporting. Real business analytics has to bring in what sales is seeing in the CRM, what marketing is spending and generating, and whatever external or industry data leadership actually uses to judge performance. We build the Power BI layer to consolidate all of it into one model — so a single dashboard can show revenue next to pipeline next to campaign cost without anyone stitching spreadsheets together by hand.
Business Central remains the anchor for financial and operational analytics — GL, inventory, production, and fulfilment data, modeled once and reused across every dashboard tier. See how we implement and extend Business Central itself.
Pipeline stage, win rate, customer engagement, web and campaign data — the sales and marketing side of the picture, consolidated alongside financials rather than reported separately. This is where CRM and digital analytics feed directly into the same model.
Spreadsheets that aren't going away yet, industry benchmarks, supplier or logistics feeds, or another line-of-business system — brought into the model under the same governance as everything else, rather than left outside it.
Business Central, CRM, and external data are modeled into a single set of governed relationships and measures — not three separate reports a viewer has to reconcile themselves.
"Revenue," "customer," and "region" mean the same thing everywhere they appear, so a number in the sales dashboard and the same number in the finance dashboard are guaranteed to match.
Row-level security controls who sees what across the combined model, so consolidating data doesn't mean exposing every source system to every viewer.
Below is a simplified example of the kind of operational dashboard we build for warehouse and production teams — inventory position, throughput by day, and stock mix, all pulled live from Business Central and, where relevant, blended with data from other connected systems rather than reconstructed from a weekly export.
Stock on hand and turns updated on the same refresh schedule as the rest of the business.
Daily units processed, so a slow day is visible immediately rather than at month-end.
Where inventory value actually sits, at a glance, without a manual pivot table.
Reporting projects fail most often when the data model is skipped in favor of jumping straight to visuals. We build in the opposite order — model first, then dashboards — and treat security and refresh reliability as requirements, not afterthoughts.
We map what's actually in Business Central — and every other system in scope, CRM and marketing included — against the questions the business needs answered, before a single visual is built.
A governed, well-structured semantic model with sensible relationships and measures, built once and reused across every dashboard rather than rebuilt report by report.
Executive, operational, and self-service views built against that shared model, reviewed with stakeholders before anything goes live, with row-level security applied where different teams should see different slices of data.
Scheduled refresh configured and tested, ownership and access documented, and your team trained to maintain, extend, and troubleshoot the solution without calling us for every small change.
We stay inside Microsoft's own reporting ecosystem rather than introducing third-party tooling that adds cost and another vendor relationship. Here's what a typical engagement draws on, and what each piece is actually for.
Desktop is where dashboards get modeled and built; the Service is where they're published, scheduled, and shared securely with the right audience.
Import mode for fast, cached performance on scheduled refreshes; DirectQuery where near-real-time numbers matter more than raw report speed. We choose based on what the report actually needs.
The same dashboard can show different data to different people — a regional manager sees their region, a warehouse lead sees their site — without maintaining separate reports.
For businesses that want reporting inside a customer- or partner-facing application, embedded reports carry the same governed data model without exposing the full Power BI Service.
Where a broader Power Platform or Fabric footprint already exists, we connect Power BI into it rather than standing up a disconnected reporting silo.
Where available in your tenant, Copilot can speed up report authoring and natural-language exploration — we'll tell you plainly whether it's a fit for your environment, not oversell it.
Not necessarily. Depending on how many people need access and how they'll use the reports, a Power BI Premium capacity can let viewers access dashboards without an individual Pro license each. We'll size the licensing model to your actual user count as part of the initial review, rather than defaulting to the most expensive option.
Yes. We commonly build interim reporting against legacy Dynamics NAV or GP data, or against a hybrid environment mid-migration, so leadership isn't left without visibility during a transition. Reports get re-pointed to Business Central once the migration completes.
Yes — that kind of multi-source consolidation is core to how we build these solutions, not an add-on. Financial and operational data from Business Central, pipeline and customer data from Dynamics 365 CRM or another sales platform, and marketing or external data can all be modeled into the same governed dataset, so one dashboard can show how they relate instead of forcing someone to compare three separate reports.
It depends on the dashboard tier and what's practical for your data volumes and licensing — commonly somewhere between hourly and a few times a day for operational dashboards, and daily for executive reporting where same-day movement isn't the point. DirectQuery can get closer to real time for specific high-priority metrics.
Yes. Business Central has native support for embedding Power BI report tiles and full reports directly into role centers and pages, so users see relevant reporting without leaving the system they already work in every day. We set this up as part of most dashboard builds.
It scales with scope — a single departmental dashboard is a much smaller engagement than a full three-tier reporting program spanning finance, sales, marketing, and operations. We always provide fixed, transparent pricing after a short discovery call, before any work begins.
When the numbers refresh themselves and every source system feeds the same model, the meeting stops being about whose report is right and starts being about what to do next.