Microsoft Power BI
Analytics & Reporting

Custom dashboards, DAX data modelling, embedded analytics, and Power BI governance — built by a team that connects your Dynamics 365 data to decisions that matter.

Microsoft Certified DAX & Data Modelling Power BI Embedded Dynamics 365 Native
100+ Power BI reports & dashboards built
6+ Years of Power BI delivery experience
12+ Certified Power BI developers on the team
Overview

Your Dynamics 365 data is only valuable if it drives decisions - Power BI is how that happens

Microsoft Power BI transforms raw data from Dynamics 365, Azure SQL, and third-party sources into interactive dashboards and reports that give your leadership, finance, and operations teams the visibility they need to act quickly and confidently.

At DynamicUnit, Power BI is woven into nearly every Dynamics 365 project we deliver. We don't just connect a dataset and drop some charts - we build properly modelled semantic layers with clean DAX measures, role-level security, and a governance framework that scales as your reporting needs grow. Reports that are fast, accurate, and trusted by the people who use them.

Power BI is a core part of the broader Microsoft Power Platform — alongside Power Apps and Power Automate. We connect it natively to Business Central, Finance & Operations, and Dynamics 365 CRM — so your BI layer reflects exactly what's happening across your ERP and CRM. For organisations on Azure, we also build data pipelines using Azure Data Factory and Azure SQL to feed Power BI. Our Dynamics 365 integration services ensure your data flows cleanly from source systems into the BI layer.

What's included

  • Custom dashboard & report development
  • DAX measures & semantic modelling
  • Dynamics 365 & Azure data source connections
  • Power BI Embedded in business apps
  • Row-level security & workspace governance
  • Scheduled refresh & gateway management
  • Training & self-service enablement
Industries We Serve

Power BI dashboards built for your industry

Distribution & Logistics

Inventory turnover, order fulfilment rates, warehouse throughput, and delivery performance dashboards connected to Business Central or F&O.

Manufacturing

Production efficiency, scrap rate tracking, OEE dashboards, and supply chain visibility built on your D365 F&O data.

Energy & Utilities

Asset performance, maintenance backlog, MTBF/MTTR, and compliance reporting dashboards integrated with EAM data.

Retail & E-Commerce

Sales trends, customer segmentation, margin analysis, and channel performance dashboards pulling from ERP and e-commerce platforms.

Our Capabilities

What our Power BI practice delivers

From initial data model design to embedded analytics and enterprise governance.

Custom Dashboards & Reports

Build role-specific dashboards for finance, operations, sales, and leadership - with drill-through, bookmarks, and mobile-optimised layouts.

Data Modelling & DAX

Design star schema data models with calculated columns, DAX measures, and time intelligence functions that perform consistently at scale.

Data Source Connections

Connect Power BI to Dynamics 365, Azure SQL, Dataverse, SharePoint, Excel, and REST APIs - with clean Power Query transformations.

Power BI Embedded

Embed Power BI reports directly into your Dynamics 365 forms, customer portals, or internal applications using the Power BI Embedded SDK.

Row-Level Security

Implement RLS and OLS to ensure each user sees only the data they're authorised to view - without duplicating reports or datasets.

Workspace & Governance

Structure Power BI workspaces, deployment pipelines, and certified dataset frameworks so reporting stays reliable as your organisation scales.

Advanced Analytics

Use Python visuals, AI Insights, and Azure Machine Learning integrations to build predictive and statistical analysis directly in Power BI.

Training & Self-Service Enablement

Train your team to build reports confidently within a governed framework - reducing dependency on IT for every new report request.

Why DynamicUnit

What makes us the right Power BI partner

Most Power BI problems aren't visualisation problems - they're data modelling problems. We build the semantic layer correctly from the start, so reports stay fast and accurate as your data volumes and user base grow.

Dynamics 365-Native Expertise

We understand the Dynamics 365 data model at a deep level - Dataverse, Finance & Operations entities, and BC tables - so we don't just connect Power BI, we connect it correctly.

Proper Data Modelling

We build star schemas with clean DAX, not flat tables with complex calculated columns that kill performance. Reports built on a proper model stay fast as data grows.

Microsoft-Certified Developers

Our Power BI developers hold active Microsoft certifications and stay current with Power BI's monthly release cycle - which matters more than people realise.

Enterprise Governance Built In

We build workspace structures, deployment pipelines, and dataset certification frameworks from the start - so your BI estate doesn't become unmanageable at scale.

Fast, Iterative Delivery

We deliver in working sprints with stakeholder reviews, so you see real reports against real data quickly - not a six-week design phase before a single visual appears.

Transparent, Fixed-Scope Pricing

We agree the report scope and model requirements before starting. No scope inflation mid-project because the data turned out to be messier than expected.

How We Work

From data audit to live dashboards in 4 phases

1
Data Source Audit & Requirements

We map your data sources, assess quality, and define the reports and KPIs your stakeholders need. You get a clear scope document before any build work starts.

2
Data Model & Semantic Layer Design

We build the star schema, write DAX measures, and configure Power Query transformations. RLS roles and workspace governance are set up at this stage.

3
Dashboard Build & Stakeholder Review

We build reports iteratively with stakeholder feedback at each sprint - so you see real visuals against real data quickly, not a mock-up followed by weeks of silence.

4
Deployment, Training & Support

We deploy to production workspaces, train your team on self-service report building, and transition to managed support for ongoing optimisation.

FAQ

Common questions about Power BI

Microsoft Power BI is a cloud-based analytics service that connects to data sources, builds semantic data models, and renders interactive visualisations. It connects natively to Dynamics 365 Finance & Operations, Business Central, and Dataverse - meaning you can report directly on your ERP and CRM data without manual exports or spreadsheet workarounds.

Power BI connects to over 100 data sources natively, including Dynamics 365, Azure SQL, Dataverse, SharePoint, Excel, Salesforce, Google Analytics, REST APIs, and more. For on-premise data sources, we configure an on-premises data gateway to enable scheduled refresh without moving data to the cloud.

DAX (Data Analysis Expressions) is the formula language used to create calculated measures and columns in Power BI data models. Well-written DAX is the difference between reports that respond instantly and reports that take 30 seconds to load. We write DAX correctly — using measures rather than calculated columns wherever possible, and avoiding patterns that degrade performance at scale.

Yes. We embed Power BI reports directly into Dynamics 365 forms using the native Power BI dashboard control, and into custom portals or internal applications using Power BI Embedded. This means your users see relevant analytics in context - without switching between applications.

We implement Row-Level Security (RLS) in the Power BI data model to filter data based on the logged-in user's identity. This means a regional sales manager sees only their region's data, while a CFO sees the full picture - using a single published report rather than separate reports per user group.

A single dashboard with a clean data model typically takes 2–4 weeks and sits in the low five-figure range. A full BI programme with multiple dashboards, data pipeline setup, RLS, governance framework, and training typically runs 6–12 weeks. We provide a fixed-scope quote after the initial data audit so you know exactly what you're investing before build work begins.

Ready to turn your Dynamics 365 data into real insight?

Whether you need a single executive dashboard or a full BI strategy - tell us what decisions you're trying to make and we'll build the reports that support them.

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