• 1 Week:  Assessment and Data Gathering   

In the initial phase, we will work closely with your team to understand your reporting requirements. We will assess your Dynamics 365 data sources and gather necessary information. 

• 3 Weeks: Report Design, Development and Integration with Dynamics 365  

Our experts will design the Power BI reports based on the data gathered and your specific needs. This phase includes data modeling, report layout design, and creating interactive visualizations. We will also integrate the Power BI reports seamlessly with your Dynamics 365 instance to ensure real-time data synchronization and easy accessibility for your team. 

• 1 Week: User Training   

We will provide training for your users to ensure they can effectively utilize and interpret the Power BI reports for maximum benefit. 

• 1 Week: Testing and Feedback   

We will conduct thorough testing to ensure the accuracy and functionality of the reports. Your feedback will be incorporated to fine-tune the reports. 

• Post-Deployment: Ongoing Support and Maintenance  

We offer continued support and maintenance to keep your reports up to date and address any issues that may arise. 

Deliverables: 

• 1. Custom Power BI Reports: A set of tailored Power BI reports that provide insightful visualizations and data analytics based on your Dynamics 365 data. 
• 2. Integration with Dynamics 365: Seamless integration of the Power BI reports into your Dynamics 365 environment, ensuring data consistency and real-time updates. 
• 3. User Training Materials: Training materials and documentation to help your team effectively use and understand the reports. 
• 4. Testing and Feedback Documentation: Reports testing results and documentation of feedback and adjustments made during the testing phase. 
• 5. Deployment Plan: A well-defined plan for deploying the Power BI reports within your organization. 
• 6. Ongoing Support: Continued support and maintenance services to ensure the longevity and accuracy of your Power BI reports. 

 Elevate your Dynamics 365 experience with our Power BI reporting solution and gain the insights you need to drive your business forward.