Digital Transformation Business Process Automation Business Application Digitalisation Cloud Consulting DevOps Project Governance Data Engineering

Our IT Consulting Services Offerings

Digital Transformation

Embark on a dynamic journey of growth with DynaTech's Digital Transformation services. Redefine your enterprise's trajectory with DynaTech's Digital Transformation services. Our comprehensive approach entails analyzing your current ecosystem, identifying inefficiencies, and architecting a bespoke digital strategy. We enhance operational agility, customer engagement, and overall performance by seamlessly integrating cutting-edge technologies. From AI-driven insights to streamlined workflows, our tailored solutions future-proof your business, ensuring sustained relevance and competitiveness in an ever-evolving digital landscape.

Business Process Automation

Revolutionize your workflows with DynaTech's Business Process Automation solutions. Our tailored approach begins with a comprehensive analysis of your processes, identifying opportunities for automation. Leveraging innovative technologies, we seamlessly integrate automation tools to streamline tasks, reduce errors, and enhance efficiency. Experience a transformed work environment where manual efforts are minimized, allowing your team to focus on strategic initiatives and driving innovation across your organization.

Business Application Digitalisation

Elevate your business applications to new heights with DynaTech's Digitalization solutions. Our expertise lies in reimagining and optimizing your application landscape, enhancing user experiences, and unlocking untapped potential. From legacy system modernization to seamless integration of emerging technologies, we ensure your applications align with the demands of the digital era. Trust DynaTech to digitize your business applications, fostering agility, scalability, and a competitive edge in today's dynamic marketplace.

Cloud Consulting

Navigate the complexities of the cloud seamlessly with DynaTech's expert Cloud Consulting services. We provide strategic guidance if you are considering migration, optimization, or scaling your existing cloud infrastructure. Our certified experts ensure your cloud journey aligns with business goals, offering scalability, security, and cost-effectiveness. From architecture design to implementation, DynaTech empowers your enterprise to harness the full potential of cloud technologies, fostering agility and innovation in a rapidly evolving digital landscape.

DevOps

Accelerate your software delivery lifecycle with DynaTech's DevOps solutions. Our approach integrates development and operations seamlessly, fostering collaboration and efficiency. From continuous integration to automated testing and deployment, DynaTech's DevOps strategies ensure faster, more reliable, and high-quality software releases. Experience reduced time-to-market and increased agility as we empower your teams to innovate quickly. Choose DynaTech to revolutionize your development processes and drive a culture of continuous improvement in your organization.

Project Governance

Ensure project success with DynaTech's robust Project Governance solutions. We bring structured frameworks and best practices to project management, ensuring transparency, accountability, and effective decision-making. From project initiation to closure, our expertise guarantees adherence to timelines, budget control, and quality standards. DynaTech's Project Governance empowers your organization with the tools and processes needed for seamless project execution, delivering consistent results and exceeding stakeholder expectations.

Data Engineering

Unleash the power of your data with DynaTech's Data Engineering solutions. We specialize in designing and implementing scalable data architectures, ensuring your organization extracts maximum value from its data assets. Leveraging proprietary digital accelerators, cloud data modernization, and migration expertise, we expedite time-to-value for our clients. From ingesting data to intelligent cataloging, testing, and deployment, our accelerators and strategic partnerships, backed by AI/ML, empower you to meet the scale, speed, and value demands of today’s dynamic business landscape.

+

Digital Transformation

Embark on a dynamic journey of growth with DynaTech's Digital Transformation services. Redefine your enterprise's trajectory with DynaTech's Digital Transformation services. Our comprehensive approach entails analyzing your current ecosystem, identifying inefficiencies, and architecting a bespoke digital strategy. We enhance operational agility, customer engagement, and overall performance by seamlessly integrating cutting-edge technologies. From AI-driven insights to streamlined workflows, our tailored solutions future-proof your business, ensuring sustained relevance and competitiveness in an ever-evolving digital landscape.

+

Business Process Automation

Revolutionize your workflows with DynaTech's Business Process Automation solutions. Our tailored approach begins with a comprehensive analysis of your processes, identifying opportunities for automation. Leveraging innovative technologies, we seamlessly integrate automation tools to streamline tasks, reduce errors, and enhance efficiency. Experience a transformed work environment where manual efforts are minimized, allowing your team to focus on strategic initiatives and driving innovation across your organization.

+

Business Application Digitalisation

Elevate your business applications to new heights with DynaTech's Digitalization solutions. Our expertise lies in reimagining and optimizing your application landscape, enhancing user experiences, and unlocking untapped potential. From legacy system modernization to seamless integration of emerging technologies, we ensure your applications align with the demands of the digital era. Trust DynaTech to digitize your business applications, fostering agility, scalability, and a competitive edge in today's dynamic marketplace.

+

Cloud Consulting

Navigate the complexities of the cloud seamlessly with DynaTech's expert Cloud Consulting services. We provide strategic guidance if you are considering migration, optimization, or scaling your existing cloud infrastructure. Our certified experts ensure your cloud journey aligns with business goals, offering scalability, security, and cost-effectiveness. From architecture design to implementation, DynaTech empowers your enterprise to harness the full potential of cloud technologies, fostering agility and innovation in a rapidly evolving digital landscape.

+

DevOps

Accelerate your software delivery lifecycle with DynaTech's DevOps solutions. Our approach integrates development and operations seamlessly, fostering collaboration and efficiency. From continuous integration to automated testing and deployment, DynaTech's DevOps strategies ensure faster, more reliable, and high-quality software releases. Experience reduced time-to-market and increased agility as we empower your teams to innovate quickly. Choose DynaTech to revolutionize your development processes and drive a culture of continuous improvement in your organization.

+

Project Governance

Ensure project success with DynaTech's robust Project Governance solutions. We bring structured frameworks and best practices to project management, ensuring transparency, accountability, and effective decision-making. From project initiation to closure, our expertise guarantees adherence to timelines, budget control, and quality standards. DynaTech's Project Governance empowers your organization with the tools and processes needed for seamless project execution, delivering consistent results and exceeding stakeholder expectations.

+

Data Engineering

Unleash the power of your data with DynaTech's Data Engineering solutions. We specialize in designing and implementing scalable data architectures, ensuring your organization extracts maximum value from its data assets. Leveraging proprietary digital accelerators, cloud data modernization, and migration expertise, we expedite time-to-value for our clients. From ingesting data to intelligent cataloging, testing, and deployment, our accelerators and strategic partnerships, backed by AI/ML, empower you to meet the scale, speed, and value demands of today’s dynamic business landscape.

The Reality of CRM Reporting in Growing Enterprises

Early CRM dashboards often start strong. With time, complexity quietly grows.
Customer interactions expand across leads, opportunities, campaigns, activities, and service cases. Each team builds its own reports. Definitions drift. Trust declines.

Various challenges include:

  • Customer data across leads, contacts, accounts, activities, and cases
  • KPI definitions that vary from sales to marketing to service teams
  • Reporting tied tightly to CRM entity structures rather than business logic
  • Manual reconciliation of campaign engagement and service outcomes
  • No centralized data quality or deduplication control

As CRM adoption grows, reporting becomes fragile, slow, and difficult to trust, especially across regions and business units.

CRM Reporting

Building a BI-First CRM Layer with Microsoft Fabric and CDM

The Common Data Model for CRM analytics brings structure and consistency to CRM data by organizing it into standardized, business-aligned entities. When combined with Microsoft Fabric, it creates a governed, scalable foundation purpose-built for analytics.

Rather than relying on transactional CRM tables for reporting, data is transformed and moved into a dedicated Fabric layer. This separates operational workloads from analytics and also ensures reporting is high-performing and aligned across the business. 

This approach enables:

•    Standardized entities such as Accounts, Contacts, Opportunities, Activities, and Cases 
•    Separation of transactional CRM operations from analytical processing 
•    Consistent data definitions across sales, marketing, and service teams 
•    Scalable architecture for enterprise-wide and cross-region reporting

This architecture forms the backbone of scalable, governed Microsoft Fabric BI for Dynamics 365 CRM.

Fabric Lakehouse Architecture for Dynamics 365 CRM Analytics

Unified ingestion into OneLake

Unified ingestion into OneLake

Structured pipelines bring Dataverse data into Fabric, eliminating manual extracts and siloed reporting models.

Bronze–Silver–Gold Lakehouse Layers

Bronze–Silver–Gold Lakehouse Layers
  • Bronze Layer for raw operational CRM data
  • Silver Layer for cleansed and standardized datasets
  • Gold Layer for business-ready domain models

Semantic & analytics layer

Semantic & analytics layer

Optimized models power Power BI for Dynamics 365 CRM, delivering consistent KPI definitions across the organization.

Governance and compliance

Governance and compliance

Metadata, lineage, and access controls align with built-in governance frameworks.

Unified ingestion into OneLake Bronze–Silver–Gold Lakehouse Layers Semantic & analytics layer Governance and compliance

Microsoft Fabric enables a unified Lakehouse architecture for CRM analytics.    It is designed to handle large‑scale CRM data while maintaining consistency as usage grows.

Standardized CRM Entities for End-to-End Customer Analytics

A governed model ensures every team works from the same customer view. This standardized structure enables Dataverse analytics without performance impact on CRM.

Synergy of ERP and CRM

Customer Master & Engagement

Account and contact master records, activities timeline, relationships, and hierarchies.

computerAdvanced Tools and Prebuilt Analytics

Sales & Pipeline

Leads, opportunities, quotes, orders, products, and pricing models supporting Dynamics 365 pipeline reporting in Power BI.

Marketing

Marketing

Campaigns, segments, email engagement tracking, and campaign-to-revenue attribution.

Unleash Innovation with Power Platform

Customer Service

Work orders, scheduling, service tasks, SLAs, and entitlement tracking.

Synergy of ERP and CRM

Customer Master & Engagement

Account and contact master records, activities timeline, relationships, and hierarchies.

computerAdvanced Tools and Prebuilt Analytics

Sales & Pipeline

Leads, opportunities, quotes, orders, products, and pricing models supporting Dynamics 365 pipeline reporting in Power BI.

Marketing

Marketing

Campaigns, segments, email engagement tracking, and campaign-to-revenue attribution.

Unleash Innovation with Power Platform

Customer Service

Work orders, scheduling, service tasks, SLAs, and entitlement tracking.

Prebuilt KPI Frameworks for Sales, Marketing, and Service

These packaged frameworks accelerate delivery of D365 CRM KPI dashboards in Power BI.

Dynamics 365 Sales Analytics

  • Pipeline health and deal visibility

  • Activity-to-conversion performance tracking

  • Adoption and usage insights

Dynamics 365 Customer Service Analytics

  • Case volume and resolution trends
  • SLA compliance monitoring
  • Service performance benchmarking

Marketing Analytics

  • Campaign-to-revenue attribution
  • Engagement trends and performance metrics

Dynamics 365 Sales Analytics

  • Pipeline health and deal visibility

  • Activity-to-conversion performance tracking

  • Adoption and usage insights

Dynamics 365 Customer Service Analytics

  • Case volume and resolution trends
  • SLA compliance monitoring
  • Service performance benchmarking

Marketing Analytics

  • Campaign-to-revenue attribution
  • Engagement trends and performance metrics

Industry CRM Analytics Use Cases

The Fabric BI framework enables consistent, scalable CRM analytics across industries where customer engagement, pipeline visibility, and performance insights must align across teams and geographies.

Manufacturing industry homepage

Manufacturing

 Lead-to-opportunity conversion tracking, dealer and distributor performance visibility, and after-sales engagement insights. 

portrait-of-volunteers-with-working-in-community-c-2023-11-27-05-13-54-utc

Nonprofits and Membership Organizations

 Member lifecycle analytics, outreach and campaign performance tracking, and program-level visibility. 

Healthcare and Life Sciences

Healthcare and Life Sciences

 Provider engagement analytics, interaction tracking, and compliant, governed reporting across stakeholders. 

Project Services

Project & Industrial Services

 Deal aging analysis, account-based selling insights, and visibility into long, complex sales cycles. 

AI-Assisted Data Quality and CRM Trust Layer

Reliable Dynamics 365 CRM analytics depends on trusted data. AI-assisted data quality rules within Microsoft Fabric ensure analytics are built on accurate and consistent information before dashboards are generated.

Key capabilities include:

  • Automated profiling to identify anomalies and missing values
  • Intelligent duplicate detection across accounts, contacts, and leads
  • Recommendations for validation rule creation
  • Mandatory field and consistency checks across CRM domains
  • Data quality metrics surfaced alongside KPIs

The result: one trusted customer view across every department.

Governance Benefits

  • Centralized KPI definitions eliminate metric mismatch
  • Standardization removes manual extracts and siloed reporting
  • Governance-first design supports metadata, lineage, and access control
AI-Powered Shipping Capabilities

Why DynaTech for Fabric BI on Dynamics 365 CRM Enterprises

  • Unified D365 Data Model Across Domains
    We bring sales, marketing, and customer engagement data into a single, aligned model. This avoids fragmented reporting and keeps teams working off the same numbers.
  • Built-In Governance, Not an Afterthought
    Governance is part of the architecture from day one, not something added later.
    This ensures consistent data definitions, traceability, and control as you scale.
  • Designed for AI-Ready Analytics
    The foundation supports Copilot, AI agents, and advanced forecasting use cases.
    So you can layer intelligence on top without reworking your data architecture.

Business Impact
Organizations adopting this approach typically see lower reporting effort, faster decision cycles, and more reliable data across teams.

For operational and financial analytics, see Fabric BI for D365 Finance & Supply Chain. 

Shipping Challenges in Dynamics 365 Environments

Why DynaTech for Fabric BI on Dynamics 365 CRM Enterprises

Unified D365 Data Model Across Domains

 We bring sales, marketing, and customer engagement data into a single, aligned model. This avoids fragmented reporting and keeps teams working off the same numbers. 

Built-In Governance, Not an Afterthought

 Governance is part of the architecture from day one, not something added later.
This ensures consistent data definitions, traceability, and control as you scale. 

Designed for AI-Ready Analytics

 The foundation supports Copilot, AI agents, and advanced forecasting use cases.
So you can layer intelligence on top without reworking your data architecture. 

Unified D365 Data Model Across Domains

 We bring sales, marketing, and customer engagement data into a single, aligned model. This avoids fragmented reporting and keeps teams working off the same numbers. 

Built-In Governance, Not an Afterthought

 Governance is part of the architecture from day one, not something added later.
This ensures consistent data definitions, traceability, and control as you scale. 

Designed for AI-Ready Analytics

 The foundation supports Copilot, AI agents, and advanced forecasting use cases.
So you can layer intelligence on top without reworking your data architecture. 

 Business Impact

Organizations adopting this approach typically see lower reporting effort, faster decision cycles, and more reliable data across teams.

For operational and financial analytics, see Fabric BI for D365 Finance & Supply Chain.

How We Support Your CRM Analytics Journey

We offer robust engagement models on the basis of your CRM analytics maturity, business priorities, and implementation scope.

CRM Analytics Architecture & CDM Design

  • Define a scalable data model and structure CRM entities using CDM.

  • Align data across sales, marketing, and service for consistent analytics.

Fabric Lakehouse & Semantic Model Setup

  • Build the end-to-end Fabric Lakehouse with structured data layers.
  • Enable a governed semantic layer for reliable and high-performing reporting.

Power BI Dashboards & KPI Framework Implementation

  • Design business-ready dashboards with standardized KPI definitions.

  • Ensure proper reporting across teams, regions, and business units.

Ongoing Analytics Managed Services

  • Continuously monitor, optimize, and elevate your analytics environment.
  • Support evolving business needs with governance and performance tuning, as well as, new use cases.

CRM Analytics Architecture & CDM Design

  • Define a scalable data model and structure CRM entities using CDM.

  • Align data across sales, marketing, and service for consistent analytics.

Fabric Lakehouse & Semantic Model Setup

  • Build the end-to-end Fabric Lakehouse with structured data layers.
  • Enable a governed semantic layer for reliable and high-performing reporting.

Power BI Dashboards & KPI Framework Implementation

  • Design business-ready dashboards with standardized KPI definitions.

  • Ensure proper reporting across teams, regions, and business units.

Ongoing Analytics Managed Services

  • Continuously monitor, optimize, and elevate your analytics environment.
  • Support evolving business needs with governance and performance tuning, as well as, new use cases.

 Frequently Asked Questions

What does “Common Data Model” mean for D365 CRM analytics?

Think of CDM as a way to organize CRM data into a consistent structure. Instead of dealing with multiple tables and formats, data like Accounts, Contacts, Leads, and Opportunities are aligned into standard entities. This creates a single source of truth between Dynamics 365 CRM and Microsoft Fabric. Hence, analytics are built on governed and reusable data models.

How is this different from Power BI reports built directly on Dataverse?

When reports are built directly on Dataverse, they usually depend on how the data is stored in CRM, which can vary across teams. With Fabric and CDM, reporting sits on a separate layer. That means KPIs stay consistent, and reports don’t impact CRM performance.

Do we need to migrate data out of Dynamics 365 CRM?

 No, there’s no migration involved. CRM continues to run as it is. Data is simply brought into Fabric for reporting, while all transactions and operations stay within Dynamics 365. 

Can Sales, Marketing, and Customer Service share the same KPI definitions?

 Yes, and that’s one of the main advantages. Since the data model is standardized, teams don’t end up defining metrics differently. Everyone works with the same numbers. 

Which CRM workloads are supported in this analytics model?

 It covers the usual CRM areas; Sales, Marketing, and Customer Service. So, you can track pipelines, campaigns, engagement, cases, and service performance in one place. It can also be extended if your CRM setup grows. 

How does this help with CRM data quality and trust?

 Data quality is handled at a central level, with checks for duplicates, missing values, and inconsistencies. This helps ensure that reports are based on clean data, not something each team has to fix on their own. 

Is Microsoft Fabric required for this approach?

 Yes, because Fabric brings everything together, including data storage, transformation, and reporting. Without it, it becomes harder to keep things consistent and scalable across teams.

Can this support multi-region or multi-entity CRM deployments?

 Yes, the setup is designed for that. You can have a consolidated view at the top level while still keeping visibility into specific regions or business units.

Turn CRM Data into Consistent, Trusted Insights Across Every Team

Create a governed, scalable analytics layer powered by Microsoft Fabric and the Common Data Model.

Talk to a CRM Fabric BI Expert
power-bi-hero-cvert
Get In Touch Get In Touch

Get In Touch