Power BI integration services
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.
0+
Power BI integrations
14d
First live dashboard
Zero
Manual exports after
Submit your brief → call within 48 hours → scoped proposal in 3 days → first live dashboard within 14 days of sign-off
Your team's time investment across a Power BI integration build is typically 2 to 3 hours per week, one data model review, async field confirmation, and a dashboard sign-off. We build the connectors, the data model, and the pipelines.
The manual reporting problem
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.
Stale data
Sales
3 weeks old, manual export
Finance
5 days old, spreadsheet
Inventory
Daily email, 24h lag
Operations
Weekly report, manual
Marketing
2 weeks old, exported CSV
Customer data
Customer relationship management export, 3 day lag
Fulfillment
Manual 3PL report, daily
eCommerce
Shopify export, 24h lag
What this means for leadership
Every decision your leadership team makes today is based on data that was accurate 3 to 21 days ago. By the time a report is built, formatted, and shared, the business has already moved.
What Power BI integration changes
Toggle to "After" above to see every data source connected and live. All 8 functions updating automatically from their source systems. Every dashboard current when it opens.
Calculate your return on investment
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.
Your current manual reporting load
24h
per week across your reporting team, on work Power BI integration automates
Hours eliminated per week
20h
returned to strategic work every week
Annual value of Power BI integration
$62,400
based on your inputs above
Full weeks of team time per year
13
weeks returned from manual reporting to actual analysis
See Your Full Return on Investment Breakdown, Book a Workshop
No commitment. No pitch. Call within 48 hours.
How it works
From your source systems to live Power BI dashboards in five steps.
01
Data audit
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.
02
Connector build
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.
03
Data model
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.
04
Dashboard build
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.
05
Go-live
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.
Connected systems
Every data source your Power BI dashboards need.
Enterprise resource planning systems
Dynamics 365 Finance
Dynamics 365 Business Central
Dynamics NAV
Custom enterprise resource planning via API
eCommerce
Shopify + Shopify Plus
Adobe Commerce
BigCommerce
Headless stores via API
Customer relationship management
Dynamics 365 Sales
Salesforce
HubSpot
Custom customer relationship management via API
Warehousing
3PL warehouse APIs
Warehouse management system platforms
Inventory systems
EDI fulfillment feeds
Databases
SQL Server
Azure SQL
PostgreSQL
Flat file and CSV sources
Marketing
Klaviyo
Google Analytics
Meta Ads API
Email platform APIs
Finance
Xero / QuickBooks
Stripe / Braintree
Avalara
Custom general ledger exports
Custom sources
REST API endpoints
Webhook streams
Azure Data Lake
On-premise databases
Client proof
From disconnected Shopify and enterprise resource planning data to a single Power BI source of truth at $70M.
Revenue achieved
$0M
Annual revenue through unified reporting and integrated data operations
What integration unified
Shopify eCommerceLive
Dynamics 365 enterprise resource planningLive
Power BI reportingLive
Payment systemsLive
Home furnishingseCommerce
A multi-channel window treatment and home decor retailer managing a complex product catalog across ecommerce, wholesale, and custom installation channels with high stock-keeping unit volume.
Challenge
Sales data in Shopify, financial data in Dynamics 365 enterprise resource planning, and marketing data in separate platforms, none connected. Leadership was making decisions from spreadsheets that were always at least 24 to 48 hours stale. No single view of revenue, margin, or inventory.
Power BI integration approach
Custom integration connecting Shopify to Dynamics 365 enterprise resource planning with Power BI dashboards drawing live from both systems. Payment gateway data, custom API integrations, and unified product catalog data all feeding one reporting layer.
Power BIDynamics 365 Enterprise Resource PlanningShopifyCustom APIs
Result
$70M annual revenue, unified data visibility across every channel
Live dashboards replaced all manual reporting. Leadership now opens Power BI instead of waiting for exported spreadsheets. Every revenue, inventory, and margin metric current when the dashboard loads.
Why choose Redefine
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.
Architecture-first
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.
Performance-aware
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.
Security-built-in
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.
Full code ownership
Common questions
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.
Start your Power BI project
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
Brief received
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
Call in 48 hours
Proposal in 3 days
150+ projects
PBIX ownership
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Ready to start
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.
Your Power BI layer, day 14 post go-live
Dynamics 365 Enterprise Resource Planning → Power BILive, 8x daily refresh
Shopify → Power BILive, 30min refresh
Customer relationship management pipeline → Power BILive, 1h refresh
Row-level securityConfigured
All sources live. Zero manual exports.
Day 14 of 14