Power BI and Dynamics 365

Our Esteemed Clientele

Make informed decisions with Power BI Dynamics Dashboards and achieve Business Efficiency

Request demo icon Overview

Transform your boring Dynamics 365 data into interactive Power BI dashboards, making it easy and attractive to analyze and enhance your business operations. We provide end-to-end solutions that not only meet but exceed your expectations.

Make informed decisions with Power BI Dynamics Dashboards and achieve Business Efficiency

Transform your boring Dynamics 365 data into interactive Power BI dashboards, making it easy and attractive to analyze and enhance your business operations. We provide end-to-end solutions that not only meet but exceed your expectations.

3 All-Rounder Power BI Solutions for your Business Needs

We present these three perfect solutions designed by Microsoft to centralize your data and generate reports accessible from any location. These solutions are perfectly suited for informed decision-making, ensuring your ability to make impactful choices round the clock without the concern of the time of the day or your location.


Power BI Desktop

Power BI Desktop is a free application installed on your local computer that enables us to connect, transform, and visualize your data with AI-enabled skills. With this, you can create engaging visuals and assemble them into comprehensive reports, sharable within your organization. The tool offers three key views Report for Visualizations, Data for Data Exploration, and Model for Relationship Management.


Power BI Service

Power BI Service is a cloud-based software as a service (SaaS) platform, that enables team and organizational collaboration in report editing. It supports data source connectivity but has restricted modeling capabilities. It performs tasks such as dashboard creation, app sharing, data analysis, and discovering business insights.


Power BI Mobile

Power BI Mobile offers convenient access to both on-premises and cloud data, enabling real-time insights from anywhere. It promotes fast report creation through Power BI Desktop, while it provides dynamics dashboards, collaborative features, and secure data access. Integrate Power BI Mobile to easily access and manage Power BI reports, SQL Server Reporting Services, and on-premises content.

Leverage our Power BI CRM dashboards to analyze your Dynamics 365 Data and achieve valuable insights.

Combining the capabilities of Power BI and Dynamics 365, we offer a range of services designed to enhance data quality, deliver impactful insights, ensure swift deployments, secure data transfers, and simplify user access with Single Sign-On (SSO). With our expertise, organizations can achieve the full potential of their data to drive informed decision-making and operational excellence.

Strategizing and Planning

Our Power BI and Dynamics CRM experts collaborate with your organization to develop a strategic plan for integrating this dynamics duo into your operations. This strategic approach ensures that the integration aligns with your business goals and requirements.

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Dynamics CRM Power BI integration

This seamless integration allows for the extraction, transformation, and visualization of CRM data within Power BI, enabling you to gain actionable insights from your customer data for your business.

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We leverage the power of Artificial Intelligence to enhance your CRM and Power BI integration. This enables you to make data-driven decisions with greater accuracy and efficiency using predictive analytics, automated reporting, and AI-driven insights.


Power Platform Integration

Our services extend to integrating Power BI with other components of the Power Platform, such as Power Apps and Power Automate. This overall integration ensures a unified and efficient data ecosystem across your organization.

Power Automate (Flow) Integration

Data Visualization with Power Apps

With Power BI’s one-click visualization of your Dataverse-stored data from model-driven Power Apps and Dynamics 365, creating interactive dashboards and reports, and transforming raw data into actionable insights has become easy and efficient.

Data visualization

Data Warehousing

Our experts help you design and implement data warehousing solutions that centralize and optimize your data storage, ensuring that your CRM and Power BI integration operates with efficiency and scalability.

Azure Logic Apps

We leverage Azure Logic Apps to automate workflows and streamline processes. This includes data synchronization between Dynamics CRM and Power BI, ensuring that your data is always up to date.

Support and Maintenance

We offer ongoing support and maintenance services even after deployment. This ensures that your Power BI + Dynamics CRM integration continues to operate smoothly, with regular updates, troubleshooting, and performance enhancements.

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Integration with Azure Synapse Analytics & Power BI

Achieve the full potential of Dynamics 365 data with Azure Synapse Analytics and Power BI. This integrated solution offers extensive analytics and BI capabilities, AI-powered insights, and scalable querying.

Amot - Sales OverView

Optimizing Manufacturing Operations through Power BI

Request demo icon Case study – AMOT–Top Valve Manufacturing

Sunflower Lab partnered with AMOT to introduce a Power BI and Dynamics CRM-enhanced dashboard, enriched with Data Analysis Expressions (DAX) capabilities to empower them with real-time financial insights. This solution enabled AMOT’s team to effortlessly access and visualize critical financial data, including international bookings, revenue, inventory, backlog, and pipeline. Through digital transformation, AMOT improved operational efficiency and easily made data-driven business decisions.

View Case Study

Streamline your Business Data with
Power BI and Dynamics 365

Embrace the winning combination of Power BI and Microsoft Azure and achieve endless possibilities for your business. Experience the future of data-driven decision making and operational efficiency today!

Increased Productivity 

Enhanced Data Quality

Power BI Dynamics 365 ensures that your data is accurate and reliable, empowering you to make informed decisions based on trustworthy information.

Cost and Time Saving 

Quick Deployment

Our efficient deployment strategies enable you to swiftly benefit from your Power BI + Dynamics 365 integration. We minimize downtime and streamline the transition to ensure that you’re up and running in no time.

Greater Accuracy

Impactful Insights

With advanced analytics and data visualization, we transform your raw data into valuable, easy-to-understand insights that drive your business forward.


Single Sign-On (SSO)

With SSO solutions enhance your user ease and security. Your users can access Power BI and Dynamics 365 seamlessly, reducing the need for multiple logins and improving overall system security.

Emerging Technologies

Secure Data Transfer

We make data security a top priority during transfers. Employing encryption, industry-standard protocols, and secure methods, we ensure your data remains protected while moving between systems.

Tired of sifting through spreadsheets and static reports to understand your CRM data? Utilize the true potential of your customer relationships with our Power BI and Dynamics CRM services.

Contact us today!

Power-Packed Features Of Power BI

Integration with Microsoft products

Power BI integrates seamlessly with other Microsoft products like Excel and SharePoint, allowing seamless import and synchronization of data, making it simple for users to work with data from multiple sources within familiar Microsoft environments.


Data visualization

Power BI provides an extensive selection of data visualization options. From basic bar charts to advanced custom visuals, users have the flexibility to create interactive dashboards, charts, and graphs that align precisely with their specific data presentation needs. This versatility empowers users to convey insights effectively.

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User-friendly interface

Power BI has an exceptional user-friendly. Its intuitive drag-and-drop functionality, coupled with guided step-by-step processes, ensures that even users with limited technical expertise can effortlessly create and share reports and dashboards.



Power BI's cloud-based architecture liberates users from geographical constraints. They can access their data and reports from virtually anywhere with an internet connection. This cloud accessibility ensures that insights are always at their fingertips, whether in the office or on the go.



Collaboration is at the heart of Power BI. Its collaborative features enable multiple users to work concurrently on reports and dashboards, facilitating teamwork and knowledge sharing. Comments, annotations, and real-time updates ensure that insights are refined collectively.


Powerful data modeling

Power BI's robust data modeling engine empowers users to transform and shape data from various sources, including complex transformations, calculations, and aggregations. This data modeling capability transforms raw data into a structured format for in-depth analysis and visualization, turning data into actionable insights.

Looking to enhance your decision-making power? Explore our Power BI ERP development services now.

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A SaaS Healthcare Platform Empowered by Power BI & Dynamics CRM for Real-time KPI Analysis

Sunflower Lab partnered with ZinniaX to develop a HIPAA-compliant digital solution, ZinniaX IONM, revolutionizing healthcare administration and intra-operative neurological monitoring with Power BI and Dynamics 365. This solution uses Power BI dashboards for claim management, patient history analysis, and streamlined EMR documentation, improving healthcare efficiency and precision.

Request demo icon USE CASE - ZinniaX IONM

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Claims Management

Centralizes your Sales Data with Power BI and Dynamics 365

Request demo icon Case study – Insurance and Finance

Become a leading Insurance Advisory firm by transforming your data capabilities. Utilize Dynamics 365 Sales and Power BI to achieve swift deployment with exceptional adoption rates. Empower your team with data-driven insights for precise revenue forecasting. Integrate Microsoft Teams for seamless collaboration, gaining a competitive edge and accelerating growth in your dynamics industry.

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Industry-Specific Power Platform Use Case

  • Sales Performance Tracking
  • Customer Behavior Insights
  • AI-Enhanced Sales Coaching
  • Streamlined Pipeline Management


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  • Sentiment Analysis
  • Multichannel Engagement
  • Agent Performance Analytics
  • Efficient Performance Monitoring


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  • Campaign Performance Metrics
  • Web and Social Media Analytics
  • Email Campaign Analysis


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  • Production Efficiency Metrics
  • Inventory Optimization
  • Sales and Operations Planning
  • Streamlined Fulfillment and Distribution


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  • Revenue and Profit Analysis
  • Financial Forecasting and Analytics
  • Expense Control and Management


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  • Workforce Planning
  • Diversity and Inclusion Monitoring
  • Talent Acquisition and Retention Visibility


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Turn your CRM data into vibrant, interactive charts, graphs, and dashboards by leveraging Power BI CRM dashboards.

Talk to our Power BI Dynamics CRM Experts now!

Industries with possible Power BI and Dynamics 365 Integration

Our Power BI integrated Dynamics CRM services allow businesses to achieve efficiency through personalized dashboards tailored to your operations. Seamlessly merging the capabilities of Power BI with Dynamics 365, we offer a transformative solution that meets the unique requirements of every industry.

  • Automotives
  • Food & Beverages Industry
  • Industrial Manufacturing
  • Life Sciences
  • Chemical Industries
  • Retail
  • Logistics & Transportation
  • Telecommunications
  • High-Tech Manufacturing



Sunflower Lab has achieved a significant milestone by becoming a recognized consulting partner by Microsoft. We are committed to leveraging our Microsoft partnership to deliver top-notch Power BI development services and help our clients optimize their data and unlock valuable insights for their business success.

Teams & Achievements


Years Of Experience


Projects Completed


Customer Retention


Team Strength


Integrating Power BI with Dynamics CRM enables dynamics data visualization and real-time insights. It enhances customer data analysis, improves decision-making, fosters collaboration among teams, and ultimately drives business growth.

Power BI provides customizable data visualizations, real-time reporting, data integration, advanced analytics, and robust data security for effective customer data analysis, empowering you to make informed decisions swiftly.

Power BI focuses on data visualization and analytics, while Dynamics CRM manages customer relationships, sales, and service operations. Together, they provide comprehensive customer insights and relationship management, streamlining your entire customer journey.

Ensure data security through role-based access control, encryption, strong authentication, regular audits, and data classification, following best practices in both Power BI and Dynamics CRM. This ensures that your customer data remains protected and compliant with regulations.

From Ideation To Support, We Partner With You All The Way

Contact our team of experts today!