Your enterprise resource planning, customer relationship management, and store data, live inside Power BI. Finally.
Power BI is already in your Microsoft stack. The problem is your data is not inside it. We build the custom integration layer that connects Dynamics 365, Shopify, your warehouse, and every other data source to live Power BI dashboards, permanently eliminating manual exports and Monday morning spreadsheet assembly.
Submit your brief → call within 48 hours → scoped proposal in 3 days → first live dashboard within 14 days of sign-off
Your business runs on data that is always days behind where your team is.
Every department has a report. No report is current. Someone is always manually exporting, joining, and formatting before leadership can make a decision.
How much does manual reporting cost your team per year?
Adjust the sliders below to match your reporting setup. The output shows the annual value of automating that reporting with Power BI integration.
No commitment. No pitch. Call within 48 hours.
From your source systems to live Power BI dashboards in five steps.
Map every source to every metric
We audit each system, enterprise resource planning, customer relationship management, eCommerce, warehouse management system, and map which fields drive which metrics. Architecture signed off before build starts.
Live API connectors per system
Purpose-built for your enterprise resource planning version and field structures. Incremental refresh by default, no full-dataset pulls that slow your production system.
One semantic model, all sources
A single Power BI dataset joins enterprise resource planning, customer relationship management, and eCommerce data. Metrics defined once. Consistent across every report and dashboard.
Dashboards for your actual decisions
Finance view, ops view, executive summary, built for the decisions each audience makes, not generic templates. Row-level security configured per role.
Day 14, live in production
Production deployment, refresh schedules, row-level security, and team training. Full PBIX and documentation delivered. Your engineers can extend it independently.
Every data source your Power BI dashboards need.
From disconnected Shopify and enterprise resource planning data to a single Power BI source of truth at $70M.
Why your Power BI integration needs more than a connector template.
Data model design is done before dashboard build, not after
Generic Power BI connector tools skip the data model step entirely, they import raw tables and let your team figure out relationships. We design the semantic model first: every metric defined, every relationship mapped, every dimension correct before a single visual is built. Dashboards that load correctly and stay correct as your data scales.
Incremental refresh built for your enterprise resource planning performance constraints
Other integrations do full-dataset imports on every refresh, pulling millions of enterprise resource planning rows that slow your production system and hit API rate limits. We design refresh strategies specific to your system: incremental refresh where supported, change-data-capture for high-volume tables, and scheduled windows that respect your enterprise resource planning peak hours. Performance is a requirement, not an afterthought.
Row-level security that maps to your actual organizational chart
Most Power BI connector guides leave row-level security as a manual post-launch task. We configure row-level security as part of the build, sales managers see their territory, regional leads see their region, executives see everything. Security defined before go-live. Configured against your actual Entra ID or Active Directory structure, not a placeholder example.
You receive the PBIX file, dataset definition, and full refresh documentation
At go-live you receive the complete deliverables package: PBIX source files, Power Query M scripts, DAX measure library, dataset schema documentation, refresh configuration guide, and a runbook for extending any dashboard. Your internal team or any future partner can maintain, extend, and troubleshoot without coming back to us. No lock-in. Everything yours on day one.
What buyers ask before starting a Power BI integration project.
Yes, Power BI integration builds assume you already have or plan to acquire the appropriate Power BI licensing (Pro for sharing dashboards, Premium for larger datasets and scheduled refresh). We advise on the right license tier for your requirements before build begins. We do not resell Microsoft licenses but can advise on which tier your use case requires before the proposal stage.
Power BI's built-in connectors connect to generic endpoints. They do not understand your enterprise resource planning's custom fields, your customer relationship management's territory structure, or how your Shopify stores map to your enterprise resource planning product hierarchy. A custom integration builds the transformation layer between your system's data structure and what Power BI needs to calculate your specific metrics correctly. The result is dashboards that show your actual business metrics, not raw imported tables.
Refresh frequency depends on your license tier and data volume. Power BI Pro supports up to 8 refreshes per day; Power BI Premium supports up to 48. We configure the right schedule for each dataset based on how time-sensitive that data is, financial data refreshing every 3 hours, sales pipeline refreshing every 30 minutes if supported. We also design incremental refresh for large tables so only new records are pulled, not the full dataset, which keeps refresh times fast.
We build Power BI integrations against your enterprise resource planning's API layer, not against internal database tables. This means an enterprise resource planning version upgrade typically only requires updating the connector's API endpoint version, not rebuilding the data model or dashboards. We document the API versions our connectors target in the delivery documentation so your team can plan ahead for any required updates when you upgrade.
A single-source integration, for example Power BI connected to Dynamics 365 enterprise resource planning with a standard dashboard set, typically goes live in 14 days from signed scope. A multi-source project connecting enterprise resource planning, customer relationship management, and eCommerce with a full executive dashboard suite typically runs 3 to 5 weeks. We scope each source and each dashboard set individually and commit to a specific go-live date per milestone in the proposal.
Get a scoped Power BI proposal in 3 days.
No commitment. No pitch. Tell us which systems need to connect to Power BI and we will send a line-by-line proposal with data model, connector, and dashboard scope.
Scoped before work starts · line-by-line pricing · no commitment to receive a proposal
Submit brief → call within 48 hours → scoped proposal in 3 days → Sprint 1 within 1 week of sign-off
We will review your Power BI integration requirements and send a scoped proposal within 3 business days. Expect a call within 48 hours.
Call within 48 hours → scoped proposal in 3 days → no commitment required
Your data, live in Power BI. Done in 14 days.
Submit your data sources and we will send a scoped proposal showing your exact connector architecture, data model design, and dashboard scope. No commitment. No pitch.
No commitment. No pitch. Call within 48 hours.
