Dynamics 365 to Power BI, done for you
Skip the DIY reporting project. A senior US-based engineer builds the sales-pipeline, finance-and-operations, and customer-service KPI views your Dynamics 365 apps can't show together in one place — then keeps them refreshing. Prepaid hours, no contracts, most builds in 3–5 business days.
Representative dashboard — sample data
Custom Dynamics 365 dashboards
If your CRM and ERP live in Dynamics 365 but leadership reviews still get assembled from per-app charts and exports, a custom Dynamics 365 Power BI dashboard turns that Sales, Finance & Operations, and Customer Service data into live pipeline, revenue, and service-KPI views on one page. We build and maintain it for you — senior-led, US-based — so sales leaders, finance teams, and service managers stop stitching app screenshots into decks.
Dynamics 365's built-in charts and embedded reports are useful inside each app but stop short of the cross-app view: pipeline next to invoiced revenue, service load next to account value, and measures built to your own definitions all take real work. We add a custom Power BI layer on the same data — connected via Microsoft's supported paths for your specific apps, confirmed in the scope estimate.
Reports we build from Dynamics 365
Buy a block of prepaid Flex hours and, if you're unhappy within the first 4 hours, we refund you in full — no questions asked. Hours are deducted only for work you've reviewed and approved, there's no project minimum, and your banked hours never expire.
Why teams pick us
You send the request; a senior engineer builds and maintains the reporting around your actual apps, business units, and custom fields.
Most Dynamics-to-Power-BI guidance assumes you'll build the model yourself. We're the opposite: you send the request, a senior engineer builds and maintains the dashboard around your actual apps, pipeline stages, and custom fields.
Sales pipeline and forecast, win rates and rep activity, finance and operations reporting, customer service KPIs like backlog and resolution time, a cross-app account view, and a one-page executive board — beyond what any single Dynamics app shows.
Customer-engagement apps connect through Microsoft's supported Dataverse connector; Finance & Operations uses the export and link paths Microsoft documents. We confirm the exact method for your environment in the scope estimate before spending a single hour.
One US-based engineer with 20+ years on the Microsoft platform builds it end to end — no offshore handoffs, no junior guesswork on your pipeline and revenue numbers.
Buy a block of Flex hours, get a scope+hours estimate before any work, and hours deduct only for approved builds. No project minimum, no retainer, full refund inside the first 4 hours if you're unhappy.
It's a reporting solution we build around your Dynamics 365 data — not a template and not the built-in charts. We map your apps, business units, pipeline stages, and custom fields into live pipeline, finance, and service views built to your definitions, then maintain the model as your setup changes. You review; we build and keep it running.
Dynamics 365 ships with useful in-app charts and embedded Power BI views, and for single-app questions they're often enough. Where teams hit the wall is the cross-app picture: forecast next to invoiced revenue, service backlog next to account value, win rates by segment over 12–24 months, or a single auto-refreshed page for the leadership meeting. A custom Power BI layer sits on the same data and makes all of that click-through simple. The finance side of this work is the same reporting we cover for Power BI for finance teams.
We rebuild the views that are hardest to see in one place: sales pipeline by stage with forecast and slippage, win rates and rep activity, finance and operations reporting like revenue, margin, and AR from your ERP data, customer service KPIs including case backlog, resolution time, and CSAT-style measures you track, a cross-app account view, and a one-page executive board. Each is interactive — filter by business unit, territory, or period and drill to the record.
If your revenue team also runs other CRMs across divisions, we build the same reporting on Salesforce and HubSpot; and if your ERP is Business Central rather than Finance & Operations, see our Business Central Power BI dashboard page. Where a division is still on the on-premises predecessor, our Dynamics GP Power BI dashboard page covers reading the GP company databases on SQL Server directly. We scope only the reports you need, so a first engagement stays small and focused rather than a sprawling BI project.
Here is a view of where Dynamics 365's built-in reporting stops and where the custom dashboard we build picks up — the same data, made cross-app, trendable, and drillable.
| Report | In-app limitation | Power BI dashboard version |
|---|---|---|
| Sales pipeline | Charts and views per app; custom forecast logic and slippage tracking are limited | Pipeline by stage with your forecast logic, slippage, and 12–24 month trend |
| Win rate & activity | Per-view figures; segment and rep comparisons take exports | Win rate by segment, rep, and source with drill to the opportunity |
| Finance & operations | Strong ledgers and statements; interactive cross-module analysis takes work | Revenue, margin, and AR views built to your account structure |
| Customer service | Case dashboards per queue and app | Backlog, resolution time, and load across queues, drill to the case |
| Account view | Each app shows its own slice of the customer | One account page: pipeline, revenue, and service history together |
| Executive KPI board | No single auto-refreshed cross-app view | Single-page leadership view across apps, auto-refreshed |
It depends on the app, and we're specific about it. Customer-engagement apps (Sales, Customer Service) run on Dataverse, which Power BI reads through Microsoft's supported Dataverse connector (opens in new tab). Finance & Operations reporting typically goes through the export and link paths Microsoft documents for that product line. We confirm the right method for your environment in the scope estimate before any hours are used.
Because these are Microsoft-documented connections, the plumbing is rarely the hard part — the model is. Your pipeline stages, fiscal calendar, business units, and custom fields need to be shaped into a semantic model with measures that match how you actually run the business, which is the same discipline we cover on our data modeling & DAX page. We are an independent consultancy, not a Microsoft partner or reseller, and we never overstate the relationship; we build on the platform's supported, documented tools.
You buy prepaid Flex hours that never expire: Starter 20h at $125/hr ($2,500), Growth 40h at $115/hr ($4,600), or Power 80h at $100/hr ($8,000). A first Dynamics dashboard typically fits inside one block. No project minimum, no retainer — refill only when you're ready for more.
Traditional Power BI firms charge $175–250/hr, set project minimums, want $10K+ to start, let unused hours expire, and don't begin for 4–6 weeks. Flex Support flips that: $100–125/hr, no minimums, banked hours that never expire, and a start this week. You buy a block, send your request, and we reply with a scope+hours estimate before any work — hours deduct only for approved builds. You can read how prepaid Flex hours work; this page keeps the focus on your Dynamics build.
After you approve the scope estimate, most builds ship in 3–5 business days, senior-led start to finish. We set the dataset to scheduled refresh so numbers update automatically — daily or hourly on Power BI Pro, per Microsoft's refresh limits — meaning your pipeline and service views stay current without anyone exporting from Dynamics.
Turnaround depends on scope, but a focused first dashboard — say pipeline, forecast, and win rates — usually lands within 3–5 business days of approval. Once live, refresh cadence is set to match your reporting rhythm. Microsoft's documented data refresh limits (opens in new tab) apply: Power BI Pro supports up to eight scheduled refreshes per day, with more frequent options on higher tiers. We configure the schedule, monitor it, and fix breakages as part of your banked hours.
This fits sales leaders, finance teams, and service managers whose business runs on Dynamics 365 but who have no in-house BI team. If you're pricing help generally, see our affordable Power BI consulting. Here, we focus on your Dynamics build.
The ideal fit is a sales VP whose forecast review is a spreadsheet stitched from app exports, a controller who wants ERP revenue and AR views leadership can open themselves, or a service manager who needs backlog and resolution-time trends across queues in one page. It also suits teams with an existing Power BI report that's broken or slow and needs a senior fix. Contact is form-only — send your request and we'll reply with a scope estimate.
business days, typical
hours, never expire
own everything
A first Dynamics dashboard usually fits inside one Flex block, and hours deduct only for work you approve. See Flex pricing →
How it works
Tell us which Dynamics 365 apps you run and the reports you need. We map your setup and reply with a scope and hours estimate — including the confirmed connection method per app — before any work begins. Hours deduct only for builds you approve.
A senior US-based engineer connects your apps through Microsoft's supported paths, builds the semantic model and DAX, and validates totals against your Dynamics views — most focused builds in 3–5 business days.
We publish to your workspace, set scheduled refresh within Microsoft's limits, and hand over the report and credentials. You own everything, and we maintain the refresh from your banked hours.
Representative perspective
Our forecast review was a spreadsheet somebody rebuilt from Sales exports every Monday, and it never matched what finance reported. One model over both apps ended the argument — everyone opens the same page now.Sales VP, B2B services company
Representative perspective
We had Dynamics data everywhere and dashboards nowhere. A senior engineer on prepaid hours built the service backlog and resolution views we'd been promising leadership for a year, without us hiring a BI team.Customer service director, mid-market company
Tell us which apps you run and the reports you need. We'll scope the task — including the right connection method per app — and tell you the hours before any work begins, drawn from prepaid Flex hours that never expire, with no project minimums and no obligation.
FAQ
It depends on the app. Customer-engagement apps (Sales, Customer Service) run on Dataverse, which has a supported Microsoft connector for Power BI. Finance & Operations reporting typically goes through the export and link paths Microsoft documents for that product line. We confirm the right method for your environment in the scope estimate before any hours are used.
Yes — that's the most common request. Sales lives in one app, service in another, and finance in a third, so we build one Power BI model across them: pipeline next to invoiced revenue, service load next to account value, with drill-down to the record. Your entities, business units, and custom fields carry straight through.
There are built-in charts and embedded views, and they're useful. What they don't give you is a custom cross-app model: your own pipeline stages and forecast logic, finance and service KPIs on one page, and measures built to your definitions. That custom layer is what we build, on the same Microsoft-documented connections.
No. We're an independent US-based Power BI service and we don't claim any Microsoft partnership. We build using Microsoft's supported, documented tools — the Dataverse connector and the Dynamics 365 export paths Microsoft publishes. Our engineers are Microsoft-certified, but we never overstate the relationship.
Yes. Whichever connection method fits your apps, we configure scheduled refresh so your pipeline, finance, and service views update on their own, within Microsoft's documented Power BI refresh limits (up to eight refreshes per day on Pro). We monitor and fix the refresh from your banked hours.
Book a free demo
Tell us the task. We scope it, you approve, and a senior consultant delivers — typically in 3–5 business days. Prepaid hours that never expire.
The fastest way to reach us is the form — tell us the task and we'll reply within one business day.