Microsoft Power BI
Turn your business data into decisions you can act on
- Live dashboards
- Connects to your data
- Secure sharing
Live · Sales performance
Sample data
Revenue
₹4.2 Cr
▲ 12% vs last quarter
Orders
1,284
▲ 8% vs last quarter
On-time delivery
96%
▲ 3 pts
Apr
May
Jun
Jul
Aug
Sep
Oct
Ask in plain language
“Which region grew fastest this quarter?”
Copilot
One source of truth
Bring data from many systems into a single trusted view.
Self-service reports
Let teams explore the numbers without waiting for IT.
Fresh insight
Refresh dashboards on a schedule or in near real time.
Secure by design
Role-based access so people see only what they should.
Why Power BI
Move from scattered reports to one clear view of the business
Without connected analytics
- Reports rebuilt by hand in spreadsheets
- Teams quote different numbers for the same KPI
- Decisions wait for the month-end pack
- Data stays locked inside separate systems
With Power BI
- One governed data model behind every report
- Dashboards refresh automatically
- Drill from the headline number down to the detail
- Each person sees the data for their role
What we build
Dashboards and data models your teams will actually use
Executive dashboards
A single page of the KPIs leadership reviews every week, with drill-down when a number needs explaining.
Sales and CRM analytics
Pipeline, forecast and win-rate views built on Dynamics 365 Sales or your CRM data.
Finance and operations reporting
Profit, cash, inventory and order reporting drawn from your ERP, kept in step with finance.
Data modelling and DAX
Clean, reusable data models and measures, so every report calculates numbers the same way.
Paginated and embedded reports
Print-ready statements and reports shown inside your own apps, portals or Teams.
Copilot and AI insights
Ask questions in plain language and surface trends, with the right data governance in place.
Who it helps
One platform, a dashboard for every team
Sales leaders
Track pipeline, forecast accuracy and win rates by team, product or region.
Finance teams
Watch revenue, margin, cash and budget against plan without waiting for month-end.
Operations managers
Monitor throughput, delays and utilisation so problems show up early.
Supply chain and procurement
See stock levels, supplier performance and order status in one place.
HR and people teams
Follow headcount, hiring and attrition, with access limited to the right people.
Customer service
Measure response times, backlog and satisfaction across every channel.
Data sources
Bring every source into one model
Dynamics 365
Sales, Customer Service, Finance, Supply Chain and Business Central.
Excel and SharePoint
Bring existing spreadsheets and lists into governed reports.
Databases and Azure
SQL Server, Azure SQL, Synapse and Microsoft Fabric.
Cloud apps and APIs
Marketing, finance and web tools through connectors and APIs.
Governance and security
Analytics your IT team can trust
- Access matched to roles and company policy
- Clear ownership of every dataset and report
- Refresh schedules monitored and documented
- Shared naming and design standards for reports
Role-based access
People open only the workspaces and reports meant for them.
Row-level security
One report can show each person only their own region or team.
Scheduled refresh
Data updates on a schedule, with failures spotted and fixed.
Documented data lineage
Know where every number comes from and who owns it.
How we deliver
From a first question to a dashboard everyone trusts
Step 1 · Discover
Agree the questions, KPIs and users that matter most.
Step 2 · Connect
Link your data sources and clean the data.
Step 3 · Model
Build a trusted data model and shared measures.
Step 4 · Visualise
Design clear, role-based dashboards and reports.
Step 5 · Govern and train
Set security and refresh, then train your team.
Microsoft ecosystem
Works where your teams already work
Microsoft Teams
Share dashboards in Teams channels and meetings.
Excel
Analyse trusted Power BI datasets in familiar Excel workbooks.
Power Apps
Embed apps in reports so people can act on what they see.
Power Automate
Trigger alerts and workflows when a number crosses a threshold.
Copilot
Ask questions and summarise reports in plain language.
Azure and Fabric
Scale to larger data with Azure and Microsoft Fabric.
Industries
Analytics that fits the way your business works
Manufacturing
Production, quality and equipment reporting on one screen.
Retail and distribution
Sales, stock and margin across stores, channels and warehouses.
Real estate and construction
Project progress, cost and lead tracking for every site.
Healthcare
Operational and service reporting with strict access control.
Financial services
Portfolio, performance and compliance dashboards.
Professional services
Utilisation, billing and project profitability.
Engagement options
Start small, or build a full analytics platform
Quick-start dashboard
One focused dashboard on the data that matters most.
- One or two data sources
- Core KPIs agreed with you
- Handover and short training
Analytics platform
A governed data model with dashboards for several teams.
- Several sources combined
- Shared measures and security
- Reports for multiple teams
Managed support
Ongoing care so your reports stay accurate and keep growing.
- Refresh monitoring
- New reports and changes
- User help and training
Why Dynamicsxpert
A partner that stays with you after go-live
Process first
We start from the decisions your teams make, then design reports around them.
Phased delivery
Clear milestones, so you see progress every few weeks.
Training included
Report users and creators learn on your own data and dashboards.
Ongoing support
Managed support and monthly optimisation after launch.
FAQ
Power BI questions, answered
It is Microsoft’s business analytics tool. You connect to your data, build reports and dashboards, and share them securely with your team.
No. Power BI works with many sources, including Excel, databases and cloud services. It also connects well with Dynamics 365 when you use it.
Yes. We model data from your ERP, CRM, spreadsheets and other tools into one dataset, so reports agree with each other.
Access is controlled by role, and row-level security can limit what each person sees. We set this up to match your company policies.
Yes. Reports can refresh on a schedule, or use live connections for sources that support them. The right option depends on your data and licence.
Yes. We train report users and creators, and offer ongoing support to extend dashboards as your needs grow.
It depends on the number of data sources and dashboards. After a short discovery we give you a phased plan with clear milestones.
Ready to turn your data into decisions?
Contact
We are ready to help
info@dynamicsxpert.com
Phone
+971 58 586 8875
Office
Hyderabad, Telangana, India
DynamicsXpert is a Microsoft Dynamics 365 partner helping businesses run on connected ERP, CRM, Power Platform, AI and cloud solutions, with GST-ready e-invoicing built in.
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