Reporting requirements
Agree the decisions a report should support and define the measures, filters and level of detail required.
INSIGHT
Power BI & reporting.
A clearer view of your business.
Make customer and operational data easier to understand. InvertedBits combines CRM data modeling and reporting to support clear business definitions and reliable source information.
Discuss your requirements
WHAT WE CAN HELP WITH
Expertise in the detail.
Data preparation
Review the SQL queries, source relationships and transformations behind the report.
Power BI reporting
Build useful reports for sales, service and operational visibility, with appropriate views for their audience.
CRM reporting experience
Review how reports and dashboards are made available within the wider Dynamics 365 experience.
WHEN IT MAKES SENSE
A good fit when…
Reports disagree, users depend on repeated exports, or your dashboards show numbers without enough context to support a decision.
THE BUSINESS PURPOSE
A clearer basis for decisions.
Connect business measures to trustworthy source information and reports designed around the decisions your organization needs to make.
Can you work with reports we already have?
Yes. We can review an existing report and its data model, investigate a specific inconsistency or extend it for a new business requirement.
Can Power BI report on Dynamics 365 data?
Yes. The connection and refresh approach depend on your environment, data volume, security requirements and how current the information needs to be.
START WITH YOUR PRIORITY
Let’s discuss your next project.
Use an introductory conversation to discuss the problem, check the fit and identify what needs to happen next.
We agree scope and commercial terms before delivery work begins.