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The client's Power BI reports were built directly on Dataverse — covering core CRM entities like accounts, contacts, and system users. As the organisation moved to Microsoft Fabric, they needed those reports repointed to a Fabric warehouse without disrupting reporting continuity or trust in the numbers during the switch.
Read Case StudyMonth-end financial reporting — trading P&L, statutory P&L, balance sheet, and GL transaction reporting — relied heavily on manual intervention from FP&A and finance business partners. The goal was to automate this reporting so the finance team could close faster and spend less time compiling numbers by hand.
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