Overview
We bring your data together, from Dynamics, your CRM, payroll, and operational systems, into a governed data warehouse on Microsoft Fabric, then build Power BI dashboards that answer the questions leadership asks.
The result is one trusted view of performance, margin, and return on investment, refreshed automatically, instead of analysts stitching exports together by hand.
How We Work
Discovery and modeling
We find the numbers that run your business, then build a clean, governed data model they can all trust.
Build and validate
We build the reports and dashboards with your team, validate every figure against the source, and set up scheduled refresh.
Adoption and growth
We train report owners, govern sharing, and extend the model as new questions come up.
What's Included
Data warehouse
A governed Fabric data warehouse that consolidates your sources into one model.
Automated pipelines
Refreshes that run on their own, so dashboards are always current.
Executive dashboards
Power BI reports built around the decisions you make, not generic templates.
ROI analysis
Connect cost, effort, and outcome to measure return across programs and events.
Single source of truth
One trusted set of numbers, instead of competing spreadsheets.
Enablement
We hand off reports your team can read, extend, and trust.
Support & Training Options
Reports age as the business changes. Decide who keeps them true. Flat-fee plans run on a rolling 90-day commitment after the initial build; T&M carries none.
T&M support & training
- Report and model changes billed hourly, as requested
- Escalation to the architect who built your semantic model
- Training on request for new report authors
- Teams with an in-house analyst or BI developer
- Reporting that changes a few times a year
Flat-fee analytics support & training
- SLA-backed support during business hours
- Minor changes to existing reports, models, and refresh schedules
- Training for new report authors and readers
- Updates reviewed against each Power BI and Fabric release wave
- Teams where leadership consumes reports but nobody owns them
- Growing report catalogs that need a steady hand
Fully managed analytics & IT
Everything in Option B, plus managed IT services:
- Microsoft 365 administration
- Endpoint monitoring, patching, and security configuration
- Security monitoring, threat response, and email security
- IT vendor and license management
- vCIO strategic advisory
- Helpdesk and level 1, 2, and 3 support for staff
- SLA on system-blocking issues
- Companies that want data, applications, and IT accountable to one partner
Frequently Asked Questions
All questionsWhat is Power BI & Fabric Analytics?
Power BI is Microsoft's reporting and dashboard platform, and Fabric is the data plumbing underneath it. Together they read live from your ERP, CRM, and other systems, and turn the numbers into dashboards leadership can act on. For a concrete picture, see your first Power BI report off Business Central data.
How is this different from the Excel reports we already build?
The Excel report you email around is a snapshot somebody had to build, and it is stale by the time it is read. Power BI reads the live systems on a schedule, applies the logic once, and everyone sees the same current numbers with security trimming what each person sees.
Who is Power BI for, and who is it not?
Leadership teams who ask the same questions every week (margin, cash, pipeline, utilization) and are tired of waiting for someone to compile the answer, especially on top of Business Central. One caution: if the underlying data is a mess, dashboards just make the mess visible faster. Sometimes the right first step is fixing the system of record, and discovery shows which situation you are in.
What does an implementation cost, and when do we find out?
Early, on purpose. After discovery we put a ballpark scope and budget in front of you, with no signature expected, so both sides know the shape of the project early. After design, pricing becomes a fixed scope. We present two structures side by side, a straight hourly project and the same scope amortized monthly with support included, so you can show leadership the difference and defend the choice.
How do you handle training?
Role-based and timed close to go-live so it sticks: finance, operations, and quality each learn their own workflows, in your system with your data. After go-live, support sessions run as live screen shares that double as training, and flat-fee plans include training for new hires and on each Microsoft release wave.
What happens after go-live?
Thirty days of hypercare are built into every implementation, then you move to the support option you chose. Expect a response within a couple of hours, usually a live screen share, and sessions that double as training. Heavy investment in training and cutover means post-go-live questions skew toward how-do-I rather than break-fix.
We run Google Workspace. Is that a problem for Dynamics?
No. Business Central and Dynamics 365 do not care where your email lives, and switching to Microsoft 365 is never a requirement of the project. If you ever want that migration, it is a separate conversation.
Related Reading
Explore the Other Ways We Help Grow Our Clients' Businesses
Dynamics 365 Business CentralThe financial and operational core your business runs on, from one connected ERP instead of a stack of disconnected spreadsheets and apps.
Dynamics 365 Sales CRMA CRM your sales team will use every day, connected to the systems that fulfill and invoice the work.
Dynamics 365 Project OperationsProject accounting, resourcing, and billing for services and project-based businesses, connected to your financials.
Dynamics 365 Customer ServiceCases, queues, and a unified customer view so service teams resolve faster and nothing falls through the cracks.