Microsoft Dynamics 365 Finance

Automate financial processes and gain real-time insight into the company's health with AI-based analytics.

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Microsoft Dynamics 365 Supply Chain Management

Optimise production, inventory, and logistics with real-time visibility and AI-based forecasts.

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Microsoft Dynamics 365

Connect CRM and ERP processes in one business platform to streamline how the whole organisation runs.

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Microsoft Dynamics 365 Commerce

Deliver a consistent shopping experience across every sales channel, connecting physical stores, online stores, and customer service.

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Microsoft AI Builder

Microsoft AI Builder

Create and deploy AI models without writing code, to automate processes and make better decisions in Power Platform.

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Microsoft Copilot Studio

Microsoft Copilot Studio

Design your own AI assistants and copilots to automate conversations and streamline your teams' daily work.

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Microsoft Power BI

Turn data into interactive reports and dashboards to make decisions based on current information.

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Microsoft Power Platform

Build applications, automate processes, and analyse data in a low-code environment to turn ideas into reality faster.

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Microsoft Fabric

Unify your teams and data on a single, comprehensive data platform to accelerate the development of AI-driven solutions.

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Microsoft Dynamics 365 Project Operations

Connect project sales, planning, and delivery to increase profitability and control over every stage of the work.

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Microsoft Power BI

Analytics and reporting on Dynamics 365 data, with answers in natural language

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Discover the possibilities and value
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Data is everywhere, but reliable answers are missing, because everyone counts their own way

Organisations are drowning in data, but decisions still rest on spreadsheets and conflicting reports. Without a shared model and governance, even a good tool does not give trusted answers.

  • Reports in spreadsheets and scattered. Data exported to Excel diverges from the system and between departments.
  • Everyone counts their own way. Without shared KPI definitions, the same indicators mean different things in different teams.
  • Decisions on historical data. Reports prepared by hand are created with a delay.
  • Analytics detached from the source. Data copied to separate tools loses currency and context.
  • Data access reserved for analysts. Without self-service, the business waits for a report instead of asking about data itself.
  • AI switched on without preparing the data. Copilot on an unstructured model returns wrong or misleading answers.

One analytics platform: from the data model to an answer in natural language

Power BI is Microsoft's analytics and reporting platform: reports and dashboards, data models (semantic models), and self-service and enterprise analytics on one platform. It runs on data from Dynamics 365 and from the OneLake lake in Microsoft Fabric, including Direct Lake mode, which reads data straight from OneLake without copying, and Copilot and data agents let you ask about data in natural language. The foundation of reliability is a well-designed semantic model and governance.

The value comes down to three outcomes:

  • One trusted source of indicators, that is, shared KPI definitions.
  • Decisions on current data, instead of on spreadsheets.
  • Self-service access to data, including through questions in natural language.

This is what sets a managed analytics platform apart from scattered reports in Excel.

What Power BI delivers, in terms of value

Reports and dashboards

Interactive reports, dashboards, and paginated reports, available in the browser, on mobile devices, and embedded in apps.

Value:

One clear view of the metrics for the whole organisation.

Data models (semantic models)

A shared model with relationships and DAX measures, and certified models as a single source of truth for KPIs.

Value:

Consistent metric definitions and an end to everyone calculating their own way.

Data connectivity modes

Import, DirectQuery, and Direct Lake, that is, reading straight from OneLake, with performance close to import and no refresh.

Value:

Current data without costly refreshes and duplication.

Self-service and enterprise analytics

Report building by analysts and the business, plus a managed, enterprise analytics deployment.

Value:

Faster access to answers without an IT bottleneck.

Copilot and natural-language questions

Copilot summarises reports, answers questions about data, generates reports, visuals, and measures, and supports model building.

Value:

Faster creation and access to answers without knowing the tool.

Data agents and analytics in the workflow

Data agents (Fabric data agents) answer natural-language questions on semantic models, with permissions respected.

Value:

A conversation with data where the work happens, on trusted models.

Who Power BI is for and what decides its value

For organisations that want to make decisions on trusted data: from management and financial reporting, linked to Dynamics 365 Finance, through operations, to analytics across the whole group. The value, though, is decided not by the tool itself, but by the data model and governance. Copilot and agents are only as good as the semantic model underneath, which is why we start with putting the data and KPI definitions in order.

Products that help us drive change

We don't just deploy standalone applications; we implement a cohesive suite of Microsoft solutions - from Dynamics 365 and the Power Platform to advanced analytics and AI - tailored to your specific goals. Everything runs on a unified data foundation, meaning information entered once works across your entire organization, while AI supports your processes exactly where the work happens.

Case Studies

See how we transform tech companies

Wondering if this will work for you? Our case studies are the best way to find out. Explore the stories of companies that faced similar challenges and see how they solved them with us.

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Finance and compliance
Production and supply chain

Thanks to Dynamics 365, we have all our data in one place. This allows us to make smarter decisions more efficiently, making us more operationally agile and helping us increase our profits.

Stanisław Karpiński
IT Director
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Finance and compliance
Production and supply chain

The key issue was that from the very beginning, we wanted to build a strong relationship. We were looking for a trusted partner—someone we could work with closely and rely on. We already had an established relationship with ANEGIS. The level of trust was high, and ANEGIS delivered on all their promises while working on our previous product.

Helen Bachu
Head of Projects
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Production and supply chain

Eton Shirts extended Microsoft Dynamics 365 Finance & Operations with integrations, automations and reporting tools tailored to the specifics of global premium shirt distribution.

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AI, data and analytics

The solution addressed our key business intelligence and data analysis challenges by providing a unified platform that integrates diverse data sources across our global operations. The implementation of machine learning-based analytics has been particularly impactful. Automating price optimization has significantly reduced manual workload and improved forecasting accuracy.

Adrian Guzy
BI Development Manager
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Exterion Media

Exterion Media implemented AXAD, a system built by ANEGIS on Microsoft Dynamics AX: a complete media management module integrated with Salesforce, BroadSign and Interverse.

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Our experience working with ANEGIS confirms their high standards of work and professional approach to service delivery. We recommend ANEGIS as a competent and experienced business partner.

Tomasz Gumny
Chief Financial Officer
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Finance and compliance

WPP

Finance and compliance

ANEGIS provided excellent support for the installation of the Dynamics AX finance module at our parent company. Their consultants are top-tier, highly effective specialists.

Marie Capes
Director of Finance and Administration
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Westfield

Westfield implemented a full Microsoft Dynamics AX system, extended with a Rental module for managing retail units and workflow processes supporting the construction process.

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Finance and compliance
Production and supply chain

TERG has implemented Dynamics 365 Finance & Operations as the central financial platform for 14 group companies and a network of approximately 400 Media Expert stores in Poland.

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Production and supply chain
Finance and compliance

S&P Poland implemented Microsoft Dynamics 365 Finance & Operations, covering finance, sales, WMS and Intercompany for 150 users at the Polish branch of the Simpson Strong-Tie group.

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Finance and compliance

Saller Group in Poland was looking for a licensed service provider with experience in both the Polish and international markets. Based on our cooperation to date, Saller Group regards ANEGIS as a competent, solution-oriented service provider.

Mariola Katzmarczyk, Sylvia Dahlke
Tax Department, Finance Department, Saller Group
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Production and supply chain
Finance and compliance

OSTP

Production and supply chain
Finance and compliance

OSTP integrated Microsoft Dynamics with MES, logistics and supply chain planning systems, automating production control and data exchange in a multi-system environment.

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Production and supply chain
Finance and compliance

Based on our collaboration, we can confirm the experience, professionalism, and reliability of the ANEGIS team. We recommend this provider as a trusted business partner.

Ewa Franczak
Group Information Systems Manager
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Production and supply chain
Finance and compliance

New Yorker

Production and supply chain
Finance and compliance

Our go-live was a success! Thank you all. Let me repeat that I am very grateful!

Dr. Rick Dannert
Project Manager
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Finance and compliance
Production and supply chain

NCC extended Microsoft Dynamics 365 Finance & Operations with dedicated accounts receivable, transportation and inventory modules, integrated with external systems via Microsoft Azure Service Bus.

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Finance and compliance

One of the world’s largest advertising holding companies upgraded Dynamics AX 2009 to Dynamics 365, ensuring SOX compliance and the security of finance processes in London and New York.

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What Power BI delivers

  • One trusted source of indicators. Shared KPI definitions make every team count the same way.
  • Decisions on current data. Reports are created in the system, not in manually assembled spreadsheets.
  • Self-service access to data. The business asks about data directly, including in natural language, instead of waiting for a report.
  • Current data without costly refreshes. Direct Lake reads it straight from OneLake, without an import cycle.
  • AI that gives reliable answers. Copilot and agents work on a structured model and under governance control.
  • Lower total cost of ownership (TCO) and a shorter time to go-live. One analytics platform, plus models and governance from ANEGIS, shorten the path to operation.

Let's see how Dynamics 365 can transform your business

We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.

Book a free consultation

Why entrust the Power BI implementation to us

  • We specialise in Dynamics 365. We build analytics on ERP data, which we know from the inside.
  • Model and governance before AI. We design certified semantic models and KPI definitions so that Copilot and agents give accurate answers.
  • Analytics linked to Fabric and OneLake. Direct Lake reads Dynamics 365 data straight, without duplication.
  • We work in Poland and the United Kingdom. We run local implementations and rollouts spanning multiple countries.
  • Proven project delivery, all the way to project recovery. We implement using a methodology based on Success by Design, with risk control, and if needed we take over and recover at-risk projects (project recovery).

FAQs

How does Power BI differ from Microsoft Fabric?

Power BI is the analytics and reporting layer, and Microsoft Fabric is the data foundation: the OneLake data lake and data engineering. Power BI runs on data from Fabric and from Dynamics 365. Both have their own pages.

Does Copilot in Power BI just work?

It works well on a well-organised, certified semantic model and with governance in place. On an unprepared model it returns wrong answers. That is why we start with the model and the KPI definitions.

Do you have to copy data from Dynamics 365 into reports?

Not necessarily. In Direct Lake mode, Power BI reads data straight from OneLake, fed from Dynamics 365 through Link to Fabric, with no copying and no refresh cycles.

What are data agents?

They answer questions about data conversationally, in natural language, based on semantic models and other sources, while respecting permissions. They can be embedded in Copilot Studio and Microsoft Teams.

Where do you start with Microsoft Power BI?

By organising the data and defining KPIs and designing the model (see: the ‚AI, data and analytics” area and Integrations and data), and only then by building reports and Copilot.

Looking for a Microsoft partner? Let's talk about your project

Work with a team that has delivered implementations and projects for dozens of companies. Schedule an introductory call and see:

How to tailor Dynamics 365 to your company's processes, rather than the other way around

Which areas are worth automating to save time and reduce costs

Here is the step-by-step implementation process with Anegis: from analysis to post-launch support

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