Power BI for Dynamics 365
Reporting, Analytics and Planning Built by Someone Who Has Done It Inside D365
Power BI reports, Business Performance Analytics, analytical cubes and planning visuals with write-back, built on your Dynamics 365 data and your financial dimensions.
Book a Free Discovery CallDynamics 365 Holds the Data. Getting Answers Out of It Is the Hard Part.
Dynamics 365 runs your finance and operations well, but reporting on top of it is where most teams get stuck:
- Finance exports to Excel every month to build the reports leadership actually wants
- Financial dimensions (department, cost center, business unit, project) are hard to slice the way you need
- Business Performance Analytics is available, but it isn’t set up or tailored to how your business reports
- Budgets and forecasts live in spreadsheets, disconnected from actuals in the system
- Generic Power BI consultants don’t understand the D365 data model, so you pay for them to learn it
Sound familiar?
If You Use Dynamics 365, Power BI Is a Must-Have
To get the full value out of Dynamics 365, you need Power BI. It does two things for you:
- See the bigger picture. Bring finance and operations data together in one place, slice it by any financial dimension, and make decisions on current numbers instead of last month’s spreadsheets.
- Manage the system, not just report on it. With custom Dynamics 365 visuals that support write-back, your team can enter budgets, forecasts and plans directly in Power BI and save them back into Dynamics 365.
Power BI turns Dynamics 365 from a system you report on into a system you can run your business from.
What I Build for Dynamics 365 Teams
Hands-on experience across the full Dynamics 365 analytics stack, from the data model up to the visuals your finance team works in every day.
📊 Power BI Reports & Dashboards
Finance and operations reports built on D365 data, designed for the people who use them.
- P&L, balance sheet and cash flow
- Drill-down by financial dimension
- Actual vs budget vs forecast
🧊 Cubes & Dimensions
Analytical models that make D365 data fast and easy to slice.
- Cube and data model design
- Financial dimension modelling
- Measures your team can trust
📈 Business Performance Analytics (BPA)
Get real value from Microsoft’s built-in analytics for Dynamics 365 Finance.
- BPA setup and configuration
- Tailoring reports to how you report
- Extending BPA with custom Power BI
✍️ Planning & Write-Back
Let users enter budgets and forecasts directly in Power BI and write them back to the system.
- Business Performance Planning (BPP) visuals
- Write-back measures
- Budget and forecast input on top of actuals
🎓 Hands-On Training
I train your finance team to use, maintain and extend the reports, so you aren’t dependent on me.
🤝 Ongoing Support
Optional monthly support for new measures, report changes and data fixes. A partner, not a one-off vendor.
What Your Team Gets
Why a Dynamics 365 Specialist
| Capability | Generic Power BI Consultant | Dynamics 365 Specialist (Me) |
|---|---|---|
| D365 data model & financial dimensions | ✗ Learns it on your budget | ✓ Already worked with it |
| Business Performance Analytics | ✗ Rarely used it | ✓ Hands-on BPA experience |
| Planning & write-back | ✗ Read-only reports only | ✓ BPP visuals and write-back measures |
| Finance domain knowledge | ✗ Generic BI | ✓ Speaks finance and ERP |
| Training your team | ✗ Hand-off and disappear | ✓ Hands-on training included |
Simple, Transparent Pricing
No hidden fees. You know the cost upfront, and you can start small.
🔍 Discovery Call
- Review your D365 reporting setup
- Identify the highest-value reports
- Clear scope and pricing
- No obligation
⚡ Proof of Concept
- 1 report or planning view built end-to-end
- See it working on your data
- Low-risk way to start
🎯 Full Implementation
- Reports, cubes, BPA or planning
- Built on your financial dimensions
- Hands-on training included
- Documentation and handover
🤝 Monthly Support
- New measures and report changes
- Data fixes and optimization
- Email and call support
How a Dynamics 365 Project Works
Discovery Call
Free, 1 hour. Your reporting pain, D365 setup and goals.
Scope
Which reports, dimensions, KPIs and planning needs. Fixed price.
Build
Data model, measures, reports and write-back, reviewed with you weekly.
Go Live & Train
Reports live, your team trained and ready.
Support
Optional monthly support as your needs grow.
Who’s Building Your Reports?
I’m Bogdan Pavlovic, a Power BI specialist with 8+ years of Power BI experience (since 2018), focused on ERP and finance reporting.
On Dynamics 365 I’ve built analytical cubes and dimensions, Power BI reports, Business Performance Analytics solutions, and measures that let users write data back into the system through Business Performance Planning visuals.
- Microsoft Certified: Power BI Data Analyst Associate (PL-300)
- 8+ years working with Power BI
- Dynamics 365: cubes, dimensions, BPA, BPP and write-back
- Financial reporting: P&L, balance sheet, budgets, variance
- Hands-on: I train your team, not hand off
- Transparent: fixed pricing, clear timelines
Frequently Asked Questions
My main focus is Dynamics 365 Finance and Operations, where Business Performance Analytics and Business Performance Planning are available. I also build Power BI reporting for other Dynamics 365 apps. Tell me your setup on the discovery call and I’ll be clear about what fits.
Yes. Many teams have BPA turned on but don’t use it fully. I can configure it, tailor the reports to how you actually report, and extend it with custom Power BI where the standard content falls short.
Instead of collecting budgets and forecasts in Excel, users type numbers directly into a Power BI report, next to actuals, and those numbers are saved back to the system. Everyone plans in one place, with one version of the data.
Yes, completely. Everything lives in your own Power BI and Dynamics 365 environment. No lock-in and no per-seat fees from me.
Yes, and I recommend it. Start with a free discovery call, then a 1–2 week proof of concept on one report or planning view. If it’s useful, we expand from there.
Ready to Get More Out of Dynamics 365?
Start with a free 1-hour discovery call. No pressure, no obligation. Just a conversation about your Dynamics 365 reporting and planning.
Get in Touch