Microsoft Cloud Partner · Power BI
BI

Power BI — Turn ERP Data Into Dashboards People Actually Use

Real-time dashboards for inventory, production, sales, and finance — built on your Dynamics 365 or SAP data, with self-service reporting for business users, not just IT.

✓ Microsoft Cloud Partner ✓ Real-Time Operational Dashboards ✓ Self-Service for Business Users ✓ Native Dynamics 365 Integration
Real-Time
Data Refresh for Operational Dashboards
0
Extra BI Licenses Needed Inside Dynamics 365
100%
Row-Level Security for Sensitive Data
Weeks
Not Months, to First Dashboard
What is Power BI?

Reporting That Doesn't Wait for IT

Business users typically wait weeks for IT to build or change a report. Power BI puts governed, self-service reporting directly in the hands of finance, operations, and sales teams — built on a single, IT-approved data model.

01

Operational Dashboards

Real-time visibility into the metrics that matter every day.

  • Inventory & warehouse KPI dashboards
  • Production & quality dashboards
  • Sales pipeline & forecast dashboards
  • Financial reporting dashboards
DASHBOARDS
02

Self-Service Reporting

Let business users build their own reports on governed data.

  • Drag-and-drop report building
  • Certified, IT-approved data models
  • Shared datasets across teams
  • No-code visualizations
SELF-SERVICE
03

Embedded Analytics

Dashboards inside the systems people already use every day.

  • Embedded directly in Dynamics 365
  • Embedded in Teams & SharePoint
  • Customer- or partner-facing portals
  • White-labeled reporting options
EMBEDDED
04

Governance & Security

Give access to insights without giving away everything.

  • Row-level security by role or region
  • Certified datasets & data lineage
  • Usage monitoring & auditing
  • Data loss prevention policies
GOVERNANCE
Common Use Cases

Where Power BI Pays Off Fastest

The Challenge

Reporting locked inside IT's backlog

Business users wait weeks for IT to build or modify even a simple report.

The Solution

Self-Service Power BI

Business users build and modify their own dashboards on governed, IT-approved data models.

The Challenge

Leadership only sees numbers at month-end

By the time a spreadsheet report is finished, the data is already out of date.

The Solution

Real-Time Operational Dashboards

Live dashboards for inventory, production, and sales give leadership visibility as it happens, not after the fact.

The Challenge

Every department has its own version of the truth

Finance, sales, and operations each report slightly different numbers for the same metric.

The Solution

One Certified Data Model

Shared, certified datasets ensure every team's dashboard pulls from the same governed source of truth.

Key Capabilities

Analytics Built on Your ERP Data

Power BI capabilities Woongjin configures most often for manufacturing and distribution clients running Dynamics 365 or SAP.

Pre-Built Dashboard Templates

Inventory, production, sales, and finance dashboards ready to configure on day one.

Embedded in Dynamics 365

Dashboards appear directly inside ERP and CRM screens, no separate login required.

Row-Level Security

Users see only the plants, regions, or accounts they're authorized to see.

Certified Datasets

One governed data model reused safely across many reports and teams.

Mobile Dashboards

Plant managers and executives check KPIs from a phone or tablet.

Alerts & Anomaly Detection

Automatic alerts when a metric crosses a defined threshold.

FAQ

Questions About Power BI

Do we need separate Power BI licenses if we already have Dynamics 365?

Dynamics 365 includes embedded Power BI capabilities at no extra cost for many standard reports. Broader self-service reporting across the organization typically requires Power BI Pro or Premium licensing, which Woongjin can help you size correctly.

Can Power BI connect to our SAP system as well as Dynamics 365?

Yes. Power BI connects to SAP, Dynamics 365, SQL databases, Excel, and hundreds of other data sources, so you can report across multiple systems in one place.

How do we prevent everyone from building conflicting reports?

Woongjin sets up certified, governed datasets as the single source of truth, so self-service reports stay consistent even when built by different teams.

Can external partners or customers see a Power BI dashboard?

Yes. Power BI supports secure, embedded, customer- or partner-facing reporting portals without requiring external users to have their own Power BI license.

Ready to See Your Business in Real Time?

Book a free 30-minute Power BI workshop. We'll identify the first dashboard worth building.

✓ No obligation   ✓ Fixed-price quotes available   ✓ Microsoft Cloud Partner