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Customer Success Story

PrecisionPoint-case-study-thumbnails-150x150This month, we are thrilled to highlight the incredible success story of 'Traditional Medicinals' and how they leveraged the powerful capabilities of Power BI to revolutionise their data-driven decision-making process. By implementing Power BI, 'Traditional Medicinals' experienced a remarkable transformation in their ability to gain valuable insights and visualize crucial information.

Let us help you transform your business and achieve remarkable success, just as we did with Traditional Medicinals.

 
Microsoft Partner
 

Hassle Free Quote Builder

Looking for Business Intelligence for solutions
Microsoft Dynamics 365 - Finance and Operations? 

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Power BI Implementation & Development


From raw data to actionable insights

Dashboards and Data Models Built for the Boardroom

Power BI is one of the most powerful analytics platforms available — but getting from raw data to executive-ready insights requires more than turning on the tool. Precision Point’s Power BI Implementation & Development services deliver dashboards, models, and integrations that transform data into a single source of truth for your business. 

Why executives choose our Implementation & Development services

  • Executive clarity – dashboards designed around KPIs that matter to Finance, Sales, Operations, and the board.
  • Faster decisions – integrated reporting across ERP, CRM, and external sources.
  • Scalability – solutions built to grow with your data, not against it.
  • Business alignment – every dashboard starts with the business question, not just the data feed.

 

Our Implementation & Development Services

Dashboard & Report Design

We create tailored dashboards across key business areas, including:

  • Finance – P&L, cash flow, balance sheet, budget vs. actuals
  • Sales – pipeline, revenue forecasting, customer segmentation
  • Operations – supply chain, production, fulfilment
  • Inventory – stock levels, turnover, obsolescence
  • Projects – progress, profitability, utilisation
  • Custom KPIs – unique to your business strategy

Each dashboard is designed to be intuitive for executives, with drill-down capabilities for managers and analysts.

Custom Visualisations & User Experience Optimisation

Standard visuals only go so far. We design custom charts, graphs, and interactive layouts to:

  • Highlight exceptions and risks clearly.
  • Improve adoption through intuitive design.
  • Enhance storytelling, so insights are clear at board level.

A strong user experience ensures Power BI becomes an indispensable daily tool, not just an occasional reporting system.

Integration with Microsoft Dynamics & Beyond

Our team has deep expertise in Microsoft Dynamics 365 Finance, Supply Chain, Sales, Business Central, NAV, and AX. We:

  • Connect Power BI seamlessly with ERP and CRM platforms.
  • Bridge data between Dynamics and third-party or legacy systems.
  • Ensure data refreshes reliably and securely.

Integration means leaders get a single version of the truth across departments, without siloed reporting.

Multi-Source Data Modelling

Most organisations run on more than one system. We design data models that combine information from:

  • ERP
  • CRM
  • Legacy databases
  • External sources (Excel, market feeds, web APIs)

This provides a 360° view of performance, supporting cross-functional decisions and reducing reliance on spreadsheets.

Why work with Precision Point as a Power BI Partner?

  • Dynamics specialists – decades of experience connecting ERP data to Power BI.
  • Proven methodologies – structured implementation approaches that reduce risk.
  • Tailored for executives – we focus on insights that drive business outcomes, not vanity metrics.
  • Trusted partner – exceptional customer service and long-term client relationships.

Power BI Advisory & Strategy: FAQs

Q. How long does a typical Power BI implementation take?

A: It depends on scope — from weeks for a single dashboard to phased programmes covering multiple departments. We tailor timelines to business priorities. 

Q. Can you integrate with systems beyond Dynamics?

A: Yes — we have experience with legacy ERPs, CRMs, and third-party systems. Multi-source data modelling is one of our strengths. 

Q. Do you provide training and handover?

A: Absolutely. We ensure your teams are confident in managing and extending reports after go-live.

Three things that make Precision-Point different

Many service providers describe Power BI implementation in purely technical terms—ETL pipelines, connectors, and standard dashboards. PrecisionPoint goes further by focusing on what truly matters to your business:

  1. Business outcomes & ROI: We translate technical delivery into executive value—showing how Power BI drives efficiency, profitability, and growth.
  2. Deep Dynamics & Legacy Integration: Our unique strength lies in seamlessly connecting Power BI with Microsoft Dynamics 365 ERP (Finance, Supply Chain, Business Central, AX/NAV) and legacy systems, ensuring data flows where it matters most.
  3. Custom visualisation & user experience: Beyond standard dashboards, we design tailored reporting experiences that empower users, improve adoption, and deliver insights that stick.
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