Chapter 01 — Data & Integration
Data, Integration & Reporting
Bad data kills good systems, and it makes AI give confident wrong answers. We design the Dataverse model, build the integrations, and migrate what's worth keeping, so reports match reality and people trust what they see.
02 — Scope
What's in scope
- Dataverse architecture and data modeling
- Microsoft and third-party system integrations
- Legacy CRM and spreadsheet data migration
- Power BI reporting models and dashboards
- Data quality assessment and remediation planning
- Data ownership, governance, and lifecycle practices
Every engagement follows our order of operations: process, data, then automation and AI. See how we work
03 — Outcomes
What changes when it's done right
- Sales and finance reports finally agree.
- Legacy systems retired cleanly, with nothing lost that mattered.
- Clear ownership of every critical data field.
Insights
Related reading
Copilot readiness: what to fix in your data and process before you buy licenses
A practical Microsoft Copilot readiness checklist covering use cases, permissions, content quality, and governance to fix before you buy licenses at scale.
Read articleWhy Dynamics 365 projects stall after go-live (and how to fix them)
Why Dynamics 365 implementations lose momentum after launch, the warning signs to watch for, and practical steps to get adoption and value back on track.
Read articleFAQ
Frequently asked questions
What is Dataverse and do we need it?
Dataverse is the secure data platform behind Dynamics 365 and Power Platform. If you run Dynamics 365, you already use it. For Power Platform apps, it's the right choice when data needs structure, security, and relationships beyond a simple list.
How do you handle integrations that fail?
We design error handling from the start: logging, retries, and alerts to a named owner. An integration nobody monitors will eventually fail silently, so monitoring is part of the build, not an afterthought.
How risky is a data migration?
The risk comes from moving bad data or discovering problems late. We profile and clean data first, run multiple test loads, and have users validate before cutover, so surprises happen in testing.
Can you work with Azure and non-Microsoft systems?
Yes. We use Azure integration services, APIs, and standard connectors to connect Dynamics 365 and Power Platform with ERP, finance, marketing, and industry systems.
Why don't our Power BI reports match?
Usually because each report defines metrics differently or pulls from a different source. We build a shared data model with agreed definitions so reports stay consistent.
Next steps
Where this usually leads
Dynamics 365 CRM
Fix pipeline stages, account data, case routing, and security in Dynamics 365 Sales and Customer Service.
ExploreDynamics 365 ERP
Stop re-keying orders by connecting Dynamics 365 ERP, CRM, reporting, and the process between them.
ExplorePower Platform
Replace shared inboxes, spreadsheet trackers, and manual approvals with governed apps and flows.
ExploreFinal chapter — Start
Let's talk about what's slowing your team down.
Tell us where work gets stuck, which systems are involved, and what needs to change. We will tell you whether we can help.